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The best products at each layer will be built by teams who are obsessed with that layer.
USV
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USV
@usv
We invest at the edge of large markets being transformed by technological and societal pressures
- USV reposted
Looking for venue ideas for the first general assembly - USV repostedOne of the more fun pieces we've worked on in a while. Made the decision at the last minute to invite a lot of people in to give feedback before publishing. Incredible how much it sharpens your thinking and how it pushes you past the nerves of putting your ideas out there.
- USV reposted
The biggest risk in AI is concentration: of power, capabilities and economic wealth. Who can doubt it with trillion dollar companies and government now already controlling a massive part of it? So we need more rebels and more rebel alliance like this one from @usv and friends. - USV reposted
“the Rebel Alliance will produce many of the most important companies of this era — not despite the power of the large model providers, but because of the ecosystem dynamics playing out around them.” agree. - USV reposted
bringing early technologies to market often requires a vertically integrated strategy to show whats possible and smooth rough edges of the infra (think AOL which bundled an ISP, content, email and instant messanger) As tech/markets mature, solutions often unbundle into - USV reposted
There are large pressures building that will shift demand away from the frontier labs towards a more open AI ecosystem. We at @usv call this The Rebel Alliance. Both consumers and enterprises are becoming more price sensitive and are leveraging custom agent harnesses and routing - USV reposted
"...the best products at each layer will be built by teams who are obsessed with that layer." "Payments: Agentic commerce is in the very early innings but will become enormous. Agents will embrace payment protocols for digital micro-payments and eventually become major actors in - USV reposted
Come and join the rebel alliance! - At USV, we’ve long been students of the cycles of technology development and deployment, and the way in which value accrues at different layers at different points in the cycle. In the early 2000s, after the deployment of the physical internet, our belief was that value would
- USV reposted
🚨 2-HOUR WARNING 🚨 in the trenches with @fredwilson from @usv @seyong will also be joining me for this one perhaps the most goated episode yet DO NOT MISS ITI'm really fkn excited to announce this one. @fomo presents In the trenches with @fredwilson | Ep 52 📅 Wednesday, June 24th 🕓 4 PM ET 🧭 Streaming LIVE here
