A historical collection of our writing.
By 
Nick Grossman Rebecca KadenMichael MignanoFred Wilson
In 2004, USV founders Fred Wilson and Brad Burnham published a memo to the Limited Partners of our inaugural fund. In this memo, they wrote, “we believe that we will generate superior returns by investing in early stage companies that exploit the now ubiquitous Internet infrastructure and add value […] Read more
By 
Rebecca Kaden Albert WengerAndy WeissmanNick GrossmanFred WilsonMichael Mignano
In 2012, USV led a Series A investment in Behance. Almost immediately after we invested, Behance’s co-founder and CEO, Scott Belsky, became a fixture within the USV community. Scott became an LP in our funds, frequently angel invested alongside us, and most importantly, served as an unofficial […] Read more
Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with scale. A product or platform collects data, that data makes that product better, and the better […] Read more
We’ve been talking a lot at USV about the rebel alliance—the alternative to big model reliance—and the opportunities it creates for builders of the agentic stack. But the result of a strong rebel alliance also means we’re at the entrance to a bubbling and awesome agentic consumer explosion built on […] Read more
We’re thrilled to welcome Mike Mignano to the USV partnership. Mike has been part of the NYC ecosystem and a friend of USV for over a decade. Many of us first got to know him when he was raising capital for Anchor, the company he built and later sold to Spotify. We didn’t invest, but […] Read more
The world is becoming programmable and, increasingly, easy to program. But the underlying and consistent current running through this massive and systemic wave is a need for abundant, efficient energy. The rate of change makes what’s possible feel unbounded but energy is the prime constraint. For a […] Read more
