AI Finally Democratizes Music Creation for Everyone
We at @USV are humbled to be participating in @Suno's Series D round of financing. The last two decades of the internet have proven, more than any other period in history, that people are inherently creative. As smartphones democratized most creative mediums, many of us began posting our thoughts, photos, videos, and podcasts, too. Platforms like TikTok and YouTube became giant platforms, creating marketplace dynamics between creators and consumers. The one medium that took some extra time was music. Even with smartphones, making music was still very hard. While platforms like Spotify, SoundCloud, and Bandcamp made it easier to distribute music, they didn't make it easier to actually create it. Until AI, and more specifically, Suno. /1
Join USV Analyst Program: Launch Venture Capital Careers
We're hiring analysts at @USV. Some truly incredible people have come from prior cohorts of the program, including: * CEOs who's companies are worth in the billions of dollars * Founders who have sold startups to publicly traded companies * GPs who lead...
Oboe Launches Real‑Time Learning Engine with Stunning Graphics
Everyone believes AI will revolutionize learning. But there has been a massive under-investment in the products that will make this actually possible. This is our focus at Oboe. Our mission is to make humanity smarter. LLMs are good at reciting...
Open-Source AI Portfolio Advisor Runs on $1/Month
I built a system called Sheet Advisor and I'm open-sourcing it today. The idea: you bring an investment thesis, Claude helps you turn it into an actual strategy with specific positions and rationale for each. Then it watches your portfolio every...
Veteran VC Fred Wilson Shares Timeless Investment Wisdom
Fred Wilson is one of the greatest VCs of all time. He is also my new partner at @USV and I'm lucky to say that. We've known each other for years, but becoming partners felt like a reason to get...
Post‑AI Firms Win by Openness, Habit, and Scale
Observation: post-AI companies at the app layer have very different strategies around defensibility vs. pre-AI companies. Pre-AI companies focused on user network effects, keeping data and content locked down and proprietary, and doing whatever it took to keep users inside their...
Microsoft Poised to Dominate AI Coding via GitHub
Will Microsoft be one of the biggest winners of AI coding, simply as a result of their GitHub ownership? More specifically: is GitHub the next YouTube?
AI Empowers Solo Creators, Sparking Long‑Tail Product Boom
We're now seeing legitimately useful products launched almost daily by individuals or small teams using AI, not venture funded startups. Some recent examples: @MattHartman's Ghost Pepper @bensig and @MillaJovovich's MemPalace @garrytan's Gstack The explosion of the long tail feels imminent...