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Ostrom
Nick Grossman – Dec 7, 2022
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 [...] Read more
Lithos Carbon
Mona Alsubaei – Oct 20, 2022
Agriculture is both contributing to the climate crisis and being negatively impacted by it. According to the USDA, agriculture is responsible for more than 10% of U.S. greenhouse gas emissions. At the same time, changes in temperature and rainfall as [...] Read more
Anthro Energy
Mona Alsubaei – Oct 19, 2022
From the electrification of end-uses such as vehicles and heating to storage supporting intermittent renewables, many emission-reduction efforts rely heavily on lithium-ion (Li-ion) batteries. But today’s batteries are not up to the task. They are not designed to be as [...] Read more
Blackbird Labs
Fred Wilson – Oct 6, 2022
At USV, we are looking for applications that can bring hundreds of millions of users onto web3. As great as the decentralized finance and digital art applications of web3 are, they aren’t likely to get my mom or your mom [...] Read more
Molten Industries
Mona Alsubaei – Oct 4, 2022
The first time I met Kevin Bush and Caleb Boyd was at their garage, conveniently located in Kevin’s backyard. In that small garage, their curiosity was massive. The two experimented with everything from producing green cement to building a direct [...] Read more
USV Analyst Program 2022
Albert Wenger – Sep 6, 2022
As we pre-announced a week ago, the time has come again for a new USV analyst cohort. This blog post lays out what the USV analyst program is and how you apply for it, including FAQs that we will update [...] Read more