A historical collection of our writing.
Yesterday I wrote about how free or low priced online courses are beginning to put pressure on pricing in education. As a small addendum to that: the same day the New York Times ran a front page story about home schooling recognizing the growing importance of that movement (which in turn is enabled […] Read more (opens Continuations in a new tab)
I have been arguing that we live in an era of technological deflation driven by advances in computing (including robotics). In the US, the prices for consumer durables peaked in the mid 1990s as this chart from the St. Louis Fed shows. There are still ways in which monetary policy and potentially […] Read more (opens Continuations in a new tab)
Anyone who owns shares or options in a private company instinctively knows that cap table management remains frustratingly analog. At USV, we own equity interests in more than 50 companies. For many of our portfolio companies we own three or more securities. The collection and management of this […] Read more
A couple of years back we got scuba certified as a family. This year we took our first real dive trip. We stayed at the amazingly located Itza Lodge on Long Caye which is part of the Lighthouse Reef in Belize. Since we are still learning we did most of our diving right off Long […] Read more (opens Continuations in a new tab)
Hi Everyone — I hope you are enjoying the beginning of the new year. As corny as it sounds, I love new years and the opportunity to get a fresh start, clear the decks, and make plans for the coming year. With that in mind, today we’re pushing a minor update to USV.com, the first […] Read more
The shift to mobile computing is fully underway. Over time everyone in the world will have a smartphone and data speeds will go up (and hopefully prices for data plans will come down). So the race is on to find the natively mobile versions of many (all?) existing businesses. There is, however, a […] Read more (opens Continuations in a new tab)
