
The Butter Thesis
At USV, we talk a lot about our investment thesis. The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we u...
From Crypto-Native to Crypto-Enabled
I’m not one to make big annual predictions, but one thing that seems likely to me is that 2024 will mark the emergence of mainstream apps powered by ...
You Never Know When You've Had a Good Day
Many years ago, when I had just started working at USV, I remember there was kind of a complicated situation that unfolded in a seemingly bad way, and I'll never forget what Brad said in response. He said:you never know when you've had a good dayI didn't really understand what that meant, so he told me a story that went something like: back around the year 2000 at the height of the dot-com boom, there was a guy who was a senior exec at a successful startup. That person had a falling out with ...

The Butter Thesis
At USV, we talk a lot about our investment thesis. The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we u...
From Crypto-Native to Crypto-Enabled
I’m not one to make big annual predictions, but one thing that seems likely to me is that 2024 will mark the emergence of mainstream apps powered by ...
You Never Know When You've Had a Good Day
Many years ago, when I had just started working at USV, I remember there was kind of a complicated situation that unfolded in a seemingly bad way, and I'll never forget what Brad said in response. He said:you never know when you've had a good dayI didn't really understand what that meant, so he told me a story that went something like: back around the year 2000 at the height of the dot-com boom, there was a guy who was a senior exec at a successful startup. That person had a falling out with ...
Share Dialog
Share Dialog
This was a pretty fun weekend for alternative media experiences. Of course, House of Cards launched on Netflix, testing a new model of distribution, and the Super Bowl was interrupted by a 30-minute blackout, leading to a rush to “newsjack” the moment on social media. What I like about both the Netflix move and the social media reaction to the Superbowl Blackout is that they are both attempts to deliver an experience in a way that matches the way people actually think & operate. I love that Netflix is stripping the bullshit (false cliffhangers, false scarcity, annoying recaps) out of the show, and giving the show to people exactly in the way they like it — mainlined. Netflix knows that lots of people like to watch TV this way: they practically invented it with the DVD business, and certainly have seen it from the inside via the streaming business. I watched three episodes in a row on Friday night. It’s good but not great, but I was still compelled to watch a bunch back to back, and am now basically hooked through the rest of the season. More importantly, I’m definitely less likely to quit my netflix subscription (as I tend to do every few months) now. With the Blackout Bowl, it was interesting to see which responses resonated the most on social media, and which didn’t. In general, the brands that chose to make something timely & cute (pretty amazing, the speed with which Oreo created that) or say something clever rather than pimp their own ads did much better. And as Mike Masnick notes, Oreo’s quick and clever reaction on twitter may have saved their superbowl, as their TV ad was weak. I just like — in both cases — the trend towards more authentic and net-native media experiences. It’s great to see brands experimenting with / figuring out how to go with the flow of the net, rather than fight it.
This was a pretty fun weekend for alternative media experiences. Of course, House of Cards launched on Netflix, testing a new model of distribution, and the Super Bowl was interrupted by a 30-minute blackout, leading to a rush to “newsjack” the moment on social media. What I like about both the Netflix move and the social media reaction to the Superbowl Blackout is that they are both attempts to deliver an experience in a way that matches the way people actually think & operate. I love that Netflix is stripping the bullshit (false cliffhangers, false scarcity, annoying recaps) out of the show, and giving the show to people exactly in the way they like it — mainlined. Netflix knows that lots of people like to watch TV this way: they practically invented it with the DVD business, and certainly have seen it from the inside via the streaming business. I watched three episodes in a row on Friday night. It’s good but not great, but I was still compelled to watch a bunch back to back, and am now basically hooked through the rest of the season. More importantly, I’m definitely less likely to quit my netflix subscription (as I tend to do every few months) now. With the Blackout Bowl, it was interesting to see which responses resonated the most on social media, and which didn’t. In general, the brands that chose to make something timely & cute (pretty amazing, the speed with which Oreo created that) or say something clever rather than pimp their own ads did much better. And as Mike Masnick notes, Oreo’s quick and clever reaction on twitter may have saved their superbowl, as their TV ad was weak. I just like — in both cases — the trend towards more authentic and net-native media experiences. It’s great to see brands experimenting with / figuring out how to go with the flow of the net, rather than fight it.
No comments yet