Our Investment in Glow Protocol: DePIN at the Edge of Energy Markets

At USV, we invest in networks that help coordinate human behavior at scale, particularly at the edge of large markets experiencing transformative pressure. Today we're announcing our investment in the Glow Protocol, which incentivizes the deployment of solar infrastructure. Glow’s approach is radically different from existing subsidy systems for green energy, drawing inspiration from Bitcoin’s open and highly competitive incentive model. Glow addresses a fundamental challenge in solar infrast...

Supp

The healthcare system can sometimes feel like it’s not working on our behalf, leading to a loss of trust. When trust erodes, we lose our sense of empowerment. Our sense of agency disappears. Outcomes deteriorate. This isn't inevitable. Instead, people-driven exploration, sharing, and collaboration around health are ways to bring back trust. And when trust re-emerges, changes in the system occur. Moreover, a new system can be built. Our investment in SuppCo, a company founded by Steve Martocci...

Daylight

As crypto has evolved and matured over the last 15 years, many of its promises have – contrary to popular opinion – come to fruition to a nontrivial degree. Every day millions of users globally bring their wallets to applications where they take onchain actions, with sovereignty over their own assets and data. Many of these actions happen as a result of a user interacting with an app, protocol, or asset directly. But crypto’s open, composable, and permissionless nature means that all of these...

What we’ve learned about AI learning

It's been over a year since Albert shared his vision for 'tutors for everyone,' and we're all the more convinced that AI will not only make knowledge more accessible, but also unlock radically new learning experiences. The sad truth is that our institutional education system remains fundamentally broken and unable to keep pace with the technological changes happening all around us. This isn’t anyone’s fault per se, but simply the very nature of institutions being better suited for incremental...

Consensus

Let’s explore two themes we believe are deeply important at USV: the fragmentation of search and broadening access to and accelerating our collective...

Sling

The most exciting web3 opportunities center around applications that will onboard many millions, and eventually billions, of users to cry...

Continuing the Venture Climate Alliance

Last April, USV joined the Venture Climate Alliance (VCA), a group of venture capital firms committed to achieving a rapid transition to net zero gre...

Curiosity Networks

Over the past twenty years, internet-native entertainment companies across social media and gaming have been able to create large networks of engaged...

UNIGRID

We believe that the transition from fossil fuels to clean energy will require a significant investment in energy storage and we have been looking for...

Collision Course

We are in the middle of two significant technological shifts happening simultaneously and also intertwined. AI and web3 may have different starting p...