A historical collection of our writing.
Fred WilsonAs many of you know, I have spent a fair bit of my time over the last ten years on increasing the amount of CS Education in our K12 system in NYC and around the US. My friend Rob sent me this short (2 1/2 min) clip of John von Neumann in the early 50s […] Read more (opens AVC in a new tab)
Fred WilsonI like going to hackathons. A number of USV portfolio companies have emerged out of hackathons, like our portfolio company Dapper which created its hit crypto-collectible game CryptoKitties at a Hackathon in late 2017. So yesterday I headed down to NYC’s City Hall which was hosting the finals of a […] Read more (opens AVC in a new tab)
Fred WilsonOver the last five years, we have stepped up our investing in and around healthcare. About 15-20% of the early stage companies we have invested in over our last two fund cycles are working in this sector. If you look at our current investment thesis at USV, you will see that wellness is one of […] Read more (opens AVC in a new tab)
Fred WilsonOne evening last week my daughter and I spent an hour with a team from our portfolio company Pilot Fiber who were pulling a new fiber cable from Sixth Avenue to Fifth Avenue along 18th Street. My daughter is doing a project and wanted to understand how this all worked and I was curious myself. […] Read more (opens AVC in a new tab)
Fred WilsonI am continuing my mini series on reading S1s (IPO documents). We are enjoying an IPO bonanza this year, so we might as well use it for some good and learn something. When a company files for an IPO, I like to think if there is a publicly traded company that looks a lot like […] Read more (opens AVC in a new tab)
Fred WilsonI saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+: I’m long $dis myself and no $nflx at the moment. That said will never not pay $nflx at current pricing https://t.co/aInOGQQFXZ — Lindzon+ (@howardlindzon) April 12, 2019 Disney’s […] Read more (opens AVC in a new tab)
