The Slow Hunch
AI.
Models, agents, and who owns the substrate
- Superpowers
It’s going to get interesting, fast
- AI + Crypto: Best and Worst Cases
I think of AI and crypto as two very different, but very much related, elements of society moving from the industrial age to the digital age. At USV, we (along with lots of others over the years) have used the Carlota Perez framework, which studies how techno-economic paradigms unfold over eras. Ben...
- Memory as a Service
Part of the USV investment thesis is “Access to Knowledge”. To date, most of our investing in this area has primarily been around consumer learning platforms, like Duolingo, Quizlet, Codecademy, Outschool, Brilliant and others. These platforms are generally focused on acquiring and internalizing n...