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USV
2,120 posts
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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
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139.5K
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  • Pinned
    user avatar
    USV
    @usv
    Jul 9
    The physical world is rapidly becoming the most valuable dataset, and there’s a whole stack being built around its capture. From energy and compute at the bottom to physical interfaces and applications at the top, here’s how we’re mapping companies creating Data At The Edge and
    The stack bringing dark data into the light
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    17K
  • user avatar
    USV
    @usv
    Jul 10
    We are just starting to scratch the surface of reinforcement learning that can happen when robots interact with the physical world. But the opportunities that await from this physical world data flywheel are massive, market-shifting, and previously unreachable.
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    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    5K
  • USV reposted
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    Shiv Rao, MD
    @ShivdevRao
    Jul 10
    The best thing happening in healthcare AI right now is how much the industry is choosing to build together. Proud to co-host our first @AbridgeHQ hackathon with @AnthropicAI , @lightspeedvp , and @cerebral_valley . This is what positive-sum looks like.
    The Future of Agentic AI in Healthcare - Abridge x Anthropic x Lightspeed
    The Future of Agentic AI in Healthcare - Abridge x Anthropic x Lightspeed
    From cerebralvalley.ai
    2.3K
  • user avatar
    USV
    @usv
    Jul 9
    Sora launched as a private, independent high school over 5 years ago, providing a novel form of project-based education that actually worked. Only by doing the hard work of proving out their model could they pull off a partnership like this, which will now benefit hundreds of
    user avatar
    Garrett Smiley 🙂
    @gw_smiles
    Jul 9
    🚨Huge news! 🚨 This September, Sora is opening a public school in partnership with the Torrance Unified School District in Los Angeles. It's called Torrance Meridian Academy. Public, tuition-free, and built on Sora's model: our project-based curriculum, our software, our
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    5.7K
  • USV reposted
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    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 9
    The constraint on data has always been reach, but that constraint is collapsing fast. Previously dark datasets in areas like the physical world or the human body are lighting up for the first time. But it's still so early. We believe there's enormous potential for companies
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    3.7K
  • USV reposted
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    Albert Wenger 🌎🔥⌛
    @albertwenger
    Jul 8
    Replying to @albertwenger
    See also our just announced investment in alqem
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    Alqem
    From blog.usv.com
    1.8K
  • USV reposted
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    nikhil
    USV
    @uninsightful
    Jul 8
    the best internet businesses of the last couple decades were undergirded by incredible data flywheels. in many ways, google, meta, amazon, etc were ML companies with advantaged paths to capturing unique data that could be fed to their models more and more of the world is rapidly
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    16K
  • USV reposted
    user avatar
    tina
    @html_tina
    Jul 8
    feeling very inspired by the next big wave of physical AI companies 💚 featuring some hand drawn polygon vectors, programmatically coloured with a downstream and animated with the lovely @mattcynamon 👀
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    00:00
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    4.4K
  • USV reposted
    user avatar
    Matt Cynamon
    USV
    @mattcynamon
    Jul 8
    At USV we’ve been investing in businesses building data loops on what we call data at the edge. That’s physical world data that has historically been too hard, too messy, or too costly to gather. @rebeccakaden did a really nice job of articulating what we see going on in the
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    4.6K
  • USV reposted
    user avatar
    Alexander Fitzgerald
    @AFitzgerald1992
    Jul 8
    The revolution will be physical; you have nothing to lose but your SaaS subscription chains!
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    2.4K
  • USV reposted
    user avatar
    Michael Mignano
    USV
    @mignano
    Jul 8
    There is a critical need for new edge data to sufficiently push AI progress forward. And the most obvious sources have already been tapped. At @usv, we are committed to backing teams who are building products that unlock new stores of high quality data. A great example of this
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    50K
  • user avatar
    USV
    @usv
    Jul 8
    Over the years we've made a number of investments up and down the stack of companies building intelligence in the real world. A thread that unites many of these investments is the ability to deploy into the field quickly with minimal resistance from gatekeepers. Those quick
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    5.6K
  • USV reposted
    user avatar
    Albert Wenger 🌎🔥⌛
    @albertwenger
    Jul 8
    We @usv have been investing in and are actively looking for more companies with a real world data loop (existing portfolio includes @tutorintel, @ZanskarGeo, @AnthroEnergy and more)
    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    28K
  • user avatar
    USV
    @usv
    Jul 8
    We are in the middle of a series of blog posts characterizing the opportunities USV has been investing in most aggressively and where we continue to look for new opportunities. Our recent Rebel Alliance piece was the first. Today's release by @rebeccakaden on Data at The Edge is
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    user avatar
    Rebecca Kaden
    USV
    @rebeccakaden
    Jul 8
    Article cover image
    Article
    Data At The Edge
    Many of the most critical data sets are the ones that we have long been unable to access or interpret. Value on the internet has largely compounded through data loops that continuously strengthen with...
    22K
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