tech, startups, internet

USV’s slow hunch.

A rare interview with Fred Wilson and Brad Burnham. “Since founding USV in 2003, Fred and Brad have backed companies like Twitter, Etsy, Cloudflare, and Coinbase while developing an investment thesis focused on enabling new forms of value creation through […]

tech, startups, internet

AI is stifling tech adoption.

Of course AI assistants lower the bar for who can code and how quickly, expanding the universe of people who can create software. Yet as more code-writing comes through this pipeline, it also creates a choke point for the underlying […]

tech, startups, internet

How to build, scale and win in hard tech.

“Those that succeed are focused from day one on developing technology and building companies that deliver real economic value per dollar spent, not by leaning on government crutches, rich subsidies, or vague promises of economies of scale. They develop and […]

tech, startups, internet

AI raises big questions about business models.

“Traditional businesses will start to resemble software companies, operating with higher gross margins. Meanwhile, software businesses are taking on more traditional cost structures (AI compute is not de minimis like other SaaS infrastructure).” ~ learn more