AVC

Last week USV announced two new funds, a core fund of $500mm and an opportunity fund of $400mm.

Yesterday, the Republican leaders in the Senate brought a bill to the Senate floor called the Digital Asset Market Clarity Act, otherwise known as the Clarity Act.

I've been playing around with agent harnesses since OpenClaw dropped at the start of the year.

A year ago, USV decided to explore what an AI native VC firm would look like.

Our portfolio company Flipcash shipped a product last month that does something pretty interesting.

Our portfolio company Tasklet is a platform for making agents that do things for you.

1/ USV recruited Spencer Yen about six months ago to help us with USV's "AI Transformation."

QSBS stands for Qualified Small Business Stock.

One of my favorite days of the year is the NYC Computer Science Opportunity Fair.

Michael Dempsey has a great framing for the secret sauce in the founder/VC relationship.

I remember back in 2006 or 2007 when I switched from Outlook email to Gmail.

I started programming when I was in high school and helped pay my way through MIT by writing Fortran code in a research lab.

I had dinner on Wednesday night with my friend Seth, who has been building products and companies since I met him over thirty years ago.

Back in 2022, when Twitter was sold to Elon Musk, I tweeted this: Twitter is too important to be owned and controlled by a single person.

I like to listen to music on SoundCloud.

Back in 2014, I wrote a post called The Dentist Office Software Story that outlined the lack of defensibility in enterprise software.

I picked up my new Meta "Display" smartglasses a few days ago and have been playing with them a bit since.

When USV commits to investing in a startup, we negotiate a term sheet and then hand over the details to our lawyers.

Here are ten things I think will happen in 2026: 1/ Gemini passes ChatGPT in terms of DAUs, MAUs, and tokens consumed in the first half of 2026, making Google the king of AI. 2/ The Democrats take control of the House in the Nov 2026 elections, bringing to

I like to bookend the New Year holiday with two posts, one looking back at the year that is ending (What Happened) and one looking forward to the year ahead (What Will Happen).

In 2013 and 2014, USV made a number of payments-related investments and we went deep on both consumer and business-to-business payments infrastructure.