A historical collection of our writing.
At USV, we talk a lot about our investment thesis . The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we use to help ourselves know what to look for, and to help companies who fit into it to find us. Despite all of […] Read more (opens Nick Grossman in a new tab)
Fred WilsonLast Thursday I wrote about the Helium launch in NYC and suggested that readers might want to purchase a Helium hotspot. Well, I have good news. AVC readers can buy a Helium hotspot with a discount. Here is how you do it. 1/ Go to the Helium Store and hit the Order Now button 2/ […] Read more (opens AVC in a new tab)
Earlier this year the Algorand blockchain launched and the Algo started trading. It relatively quickly became evident that there was a large supply-demand imbalance for Algos. This imbalance resulted from the combination of an overly aggressive vesting schedule for Algos combined with the launch of […] Read more
Fred WilsonSo goes the famous Mark Twain quote. I thought of this in reading a few blockchain sector reports this morning. David Kelnar ‘s “blockchain primer ” is a very good summary of what is promising about the crypto sector and what is challenging. In his summary at the end, he writes: Tim Berners-Lee […] Read more (opens AVC in a new tab)
Fred WilsonI wrote a bit about our investment in Recount Media last month . I have found their daily videos that give me what I need to know in five minutes or less a godsend. This past week was a blur for me as I was on the go all week and could not catch up […] Read more (opens AVC in a new tab)
Fred WilsonI almost never take a reward when I back a Kickstarter project but I did that this morning with these playing cards . I can’t wait to get them. […] Read more (opens AVC in a new tab)
