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USV
2,087 posts
user avatar
USV
@usv
We invest at the edge of large markets being transformed by technological and societal pressures
New York, NY
usv.com
Joined May 2008
494
Following
134.8K
Followers
  • Pinned
    user avatar
    USV
    @usv
    Jun 26
    The best products at each layer will be built by teams who are obsessed with that layer.
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    83K
  • user avatar
    USV
    @usv
    5h
    Check out @nickgrossman on @tbpn at 4 ET today to talk about The Rebel Alliance and the Emergent Agent Stack.
    user avatar
    TBPN
    @tbpn
    5h
    Happy Wednesday. On today's show: - @markpinc (Zynga) - @luke10ferrari (Bending Spoons) - @wayneting (Lime) - @nickgrossman (USV) - @SHUBH17_ (Integral) - @_jeff_liu & @_JonWang (Assort Health) - @EliotPence (Dominion Dynamics) - @JulianHoenig (Amble) See you on the stream.
    2K
    user avatar
    USV
    @usv
    5h
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    872
  • USV reposted
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    Nick Grossman
    USV
    @nickgrossman
    8h
    Article cover image
    Article
    Sleeping on it
    One of my favorite "moves" is to give myself a day to process an important decision by "sleeping on it". While I feel like I generally tend to move quickly on things and I like being decisive,...
    3.4K
  • USV reposted
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    Matt Cynamon
    USV
    @mattcynamon
    Jun 30
    Hiring 2–3 designers for ongoing contract work. The job: turn complex ideas into clean, simple diagrams. Often. You: enjoy translating into pictures, ship fast, want your work to be seen. NYC-based and up for collaborating in person now and then. Me: Shouldn't be
    8.9K
  • USV reposted
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    Michael Mignano
    USV
    @mignano
    Jun 30
    Article cover image
    Article
    Founder, Thesis, Momentum
    There are many ways to approach VC investment decisions. Here are a few I’ve seen over the years. Founder-driven At the early stages, sometimes you invest purely based on the caliber of the founders....
    23K
  • user avatar
    USV
    @usv
    Jun 30
    It's a wildly exciting time. We believe 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. We are actively investing across this
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    10K
  • USV reposted
    user avatar
    Albert Wenger 🌎🔥⌛
    @albertwenger
    Jun 29
    Wrote this in March and the part about open weights models potentially throwing a wrench into the economics of Anthropic and OpenAI has gone up in likelihood since
    user avatar
    Albert Wenger 🌎🔥⌛
    @albertwenger
    Mar 24
    Blog post: AI Bubble or Not? continuations.com/ai-bubble-or-n…
    4.8K
  • USV reposted
    user avatar
    Matt Cynamon
    USV
    @mattcynamon
    Jun 27
    Looking for venue ideas for the first general assembly
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    8.7K
  • USV reposted
    user avatar
    Matt Cynamon
    USV
    @mattcynamon
    Jun 25
    One 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.
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    5.9K
  • USV reposted
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    clem 🤗
    @ClementDelangue
    Jun 26
    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.
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    32K
  • USV reposted
    user avatar
    scott belsky
    @scottbelsky
    Jun 25
    “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.
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    18K
  • USV reposted
    user avatar
    Jesse Walden
    Variant
    @jessewldn
    Jun 25
    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
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    8.1K
  • USV reposted
    user avatar
    Dave Morin 🦞
    Offline Ventures
    @davemorin
    Jun 25
    Great piece by our friends at @usv.
    user avatar
    Nick Grossman
    USV
    @nickgrossman
    Jun 25
    Article cover image
    Article
    The Rebel Alliance
    We believe that the AI opportunity is too big and too important to be owned by any one company. Instead, we see a massive ecosystem emerging around the agentic AI stack. We refer to it as the Rebel...
    27K

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