Writing

I like going to hackathons. A number of USV portfolio companies have emerged out of hackathons, like our portfolio company Dapper which created its hit crypto-collectible game CryptoKitties at a Hackathon in late 2017. So yesterday I headed down to [...]  Read more

Over the last five years, we have stepped up our investing in and around healthcare. About 15-20% of the early stage companies we have invested in over our last two fund cycles are working in this sector. If you look [...]  Read more

One evening last week my daughter and I spent an hour with a team from our portfolio company Pilot Fiber who were pulling a new fiber cable from Sixth Avenue to Fifth Avenue along 18th Street. My daughter is doing [...]  Read more

I am continuing my mini series on reading S1s (IPO documents). We are enjoying an IPO bonanza this year, so we might as well use it for some good and learn something. When a company files for an IPO, I [...]  Read more

I saw some chatter on Twitter this past week about Netflix and Disney in the wake of Disney’s announcement of Disney+: I’m long $dis myself and no $nflx at the moment. That said will never not pay $nflx at current [...]  Read more

And now a word from your sponsor: Coinbase is a USV portfolio company, I am on the board, and I am deeply invested in this business. Coinbase’s regulated custody subsidiary is an important part of their overall business and I [...]  Read more

Our portfolio company Blockstack tweeted out this today: After rounds of private comments, we’ve publicly filed for a $50M token offering with the SEC. Upon qualification, our network and the Stacks tokens will be available to retail investors, including the [...]  Read more

Our portfolio company Dronebase is announcing some big news today. They are going to be offering thermal imaging missions in partnership with FLIR , the leading provider of thermal sensors. And FLIR has made a strategic investment in Dronebase. What [...]  Read more

I finally got around to reading the Political Advertising Report from Tech For Campaigns . My conclusion is we are going to see our phones light up with political messages over the next year and a half. Here is why: [...]  Read more