A historical collection of our writing.
One of the pillars of the USV investment thesis is “trusted brands”, and a core component of brand trust is structural alignment. Structural alignment means that from a fundamental business model perspective, the company’s economics and incentives are aligned with the interests of its […] Read more
We have had Full Self Driving (FSD) Beta on our Tesla Model Y for some time. I had written a previous post on how much the autodrive reduces the stress of driving and want to update it for the FSD experience. The short of it is that the car goes from competent driver to making […] Read more (opens Continuations in a new tab)
We have had Full Self Driving (FSD) Beta on our Tesla Model Y for some time. I had written a previous post on how much the autodrive reduces the stress of driving and want to update it for the FSD experience. The short of it is that the car goes from competent driver to making […] Read more (opens Continuations in a new tab)
Fred WilsonThe advances in AI over the last year are mind-boggling. I attended a dinner this past week with USV portfolio founders and one who works in education told us that ChatGPT has effectively ended the essay as a way for teachers to assess student progress. It will be easier for a student to prompt […] Read more (opens AVC in a new tab)
Fred WilsonWhen markets are in turmoil, like they have been for most of this year, I like to have a buy-and-hold mindset when it comes to making new investments. It is hard to know when you’ve reached the bottom and can start buying again, but if you think about a ten or twenty-year hold, then it […] Read more (opens AVC in a new tab)
Fred WilsonWe spent this past weekend in Mexico City at Bright Moment’s NFT Art CDMX . Bright Moments is the premier NFT art “gallery” in the world. I use that term in parentheses because Bright Moments is much more than a gallery but that word is well understood. USV is a member of the Bright Moments […] Read more (opens AVC in a new tab)
