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A historical collection of our writing.
Grace CarneyA quiet insurgency is rewiring our world. We’re hitting a critical moment when the inefficiency of constant AC/DC conversion is becoming too convoluted to ignore, especially as data centers strain capacity, renewable projects multiply, and extreme weather exposes grid vulnerabilities. We’ve been […] Read more
AI represents something fundamental and powerful: an entirely new computing paradigm that will reshape how we work, learn, and interact. But today’s AI landscape offers limited options: either access AI models through commercial APIs or use “open source” models released by large tech companies. […] Read more
Matt MandelWe recently announced our first biotech investment at USV in a company called Humane Genomics . They engineer viruses that can be made to selectively infect different kinds of cells. To start, they’re focused on viruses that kill cancer cells (“oncolytic viruses”). The first oncolytic viral therapy […] Read more (opens Matt Mandel in a new tab)
Matt MandelI’ve written previously about the deep tech opportunity . While lean software startups have been a great place to invest venture capital over the last thirty years, I believe we’re living through a shift where future returns in venture capital will be more driven by companies that engage in […] Read more (opens Matt Mandel in a new tab)
When we invested in 3Box Labs in 2021, we expressed a thesis that the future of data infrastructure would move from siloed, proprietary databases to open, composable data networks. We saw how this shift would enable developers to build data-rich applications more quickly by leveraging existing […] Read more
