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Uncertainty and Risk

This feels like a particularly risky time to me. The macro situation is not great; rising interest rates, trade tensions, saber rattling, etc. In tech we have dominant platforms extracting rents but also attracting scrutiny. Old line industries continue to [...]  Read more

Audio Of The Week:

If you are curious what the state of play is in the US regulatory stance towards crypto and blockchain, the best place to turn is Coin Center , the crypto industry’s voice in DC. And in this podcast , Coin [...]  Read more

Profits and Social Responsibility

The relationship between profits and social responsibility is a topic I’ve touched on many times here over the years. I believe you can be a socially responsible person, investor, or company and also be a high performing one. I tweeted [...]  Read more

First On SoundCloud

Our portfolio company SoundCloud is the first place most musical artists post their music, the first place most musical artists are offered an opportunity to monetize their music, and the first place most listeners discover new artists and their music. [...]  Read more

CryptoKitties

AVC readers may have noticed that I didn’t blog here yesterday. That’s because I blogged on USV.com instead, about our most recent investment. You can read that post here . Read more

CryptoKitties

The news broke today that USV, along with many of our friends in the tech/startup/VC sector, has invested in CryptoKitties. What is a CryptoKitty? Well it's a cute digital kitten. The USV team made one last December and our kitten [...]  Read more

The AT&T/Time Warner Trial

Trump’s Justice Department goes to court this week to block the merger of AT&T and Time Warner on “anti-competition concerns.” Like most of the things that come out of this administration, this is a joke. HBO has 54 million subscribers [...]  Read more

Your Data Is My Data

This piece in Recode explains that Cambridge Analytica built an app that 270,000 people used to amass profiles on 50 million people. That’s not very surprising because we are talking about networks here. This is a network graph that my [...]  Read more