2024 USV Core Fund
We recently started investing out of our newest USV Core Fund. As with each of our previous funds, while it is a new vehicle, our approach will stay the same: small fund, thesis driven, high conviction, and low velocity. We’ll focus on being long term and dedicated partners to a small number of teams creating projects and businesses that are aligned with our thesis. We’ll continue to commit once and then partner with the companies throughout their lifetimes. We run a collaborative partnership...

Four Futures
Investing at the Edge of Large Markets Under Transformative Pressure
Union Square Ventures turns 20 this year. Brad and Fred began to deploy the first USV fund in 2004. The dot com bubble had recently popped, mod...

The world is becoming programmable and, increasingly, easy to program. But the underlying and consistent current running through this massive and systemic wave is a need for abundant, efficient energy. The rate of change makes what’s possible feel unbounded but energy is the prime constraint.
For a long time, we’ve believed at USV that the most interesting opportunities emerge from creating and accessing unique datasets that are self-improving. Historically, these have existed inside software, but increasingly, many of the most valuable datasets come from the physical world. We’ve been limited in accessing them by the constraints of power, thermal budgets, battery life, and form factor in existing architectures. To unlock what can be built on top, we need to expand the capabilities on all of these axes at once. The answer isn’t just more energy production, but also access to architectures that change the efficiency paradigm.
This is exactly what Efficient Computer is doing, starting with their first chip, the Electron E1. Efficient Computer is creating vastly more compute in the same energy footprint. The Electron E1 is the world’s most energy-efficient general-purpose processor, built on Efficient Computer’s Fabric architecture.
What’s so compelling is that this architecture minimizes energy use while still executing real, general-purpose programs — including critically important AI, signal processing, and controls workloads — efficiently on a single programmable platform.
We love this approach because it doesn’t just improve efficiency for existing use cases. It enables entirely new ones that aren’t yet possible, expanding the scope of what can be made programmable. It creates an opportunity to connect the vast possibilities of AI to the far reaches and the last mile of our world. The initial use cases and customers already hint at that breadth: physical world AI, space and defense, and consumer and industrial wearables.
Brandon and his team have dedicated their entire careers to these architectures and figuring out how to expand efficient computing on the edge. They are best in class and we are thrilled to partner with them in their Series A as they tackle this massive challenge and redefine what compute can look like when energy efficiency is no longer a limitation.

The world is becoming programmable and, increasingly, easy to program. But the underlying and consistent current running through this massive and systemic wave is a need for abundant, efficient energy. The rate of change makes what’s possible feel unbounded but energy is the prime constraint.
For a long time, we’ve believed at USV that the most interesting opportunities emerge from creating and accessing unique datasets that are self-improving. Historically, these have existed inside software, but increasingly, many of the most valuable datasets come from the physical world. We’ve been limited in accessing them by the constraints of power, thermal budgets, battery life, and form factor in existing architectures. To unlock what can be built on top, we need to expand the capabilities on all of these axes at once. The answer isn’t just more energy production, but also access to architectures that change the efficiency paradigm.
This is exactly what Efficient Computer is doing, starting with their first chip, the Electron E1. Efficient Computer is creating vastly more compute in the same energy footprint. The Electron E1 is the world’s most energy-efficient general-purpose processor, built on Efficient Computer’s Fabric architecture.
What’s so compelling is that this architecture minimizes energy use while still executing real, general-purpose programs — including critically important AI, signal processing, and controls workloads — efficiently on a single programmable platform.
We love this approach because it doesn’t just improve efficiency for existing use cases. It enables entirely new ones that aren’t yet possible, expanding the scope of what can be made programmable. It creates an opportunity to connect the vast possibilities of AI to the far reaches and the last mile of our world. The initial use cases and customers already hint at that breadth: physical world AI, space and defense, and consumer and industrial wearables.
Brandon and his team have dedicated their entire careers to these architectures and figuring out how to expand efficient computing on the edge. They are best in class and we are thrilled to partner with them in their Series A as they tackle this massive challenge and redefine what compute can look like when energy efficiency is no longer a limitation.
2024 USV Core Fund
We recently started investing out of our newest USV Core Fund. As with each of our previous funds, while it is a new vehicle, our approach will stay the same: small fund, thesis driven, high conviction, and low velocity. We’ll focus on being long term and dedicated partners to a small number of teams creating projects and businesses that are aligned with our thesis. We’ll continue to commit once and then partner with the companies throughout their lifetimes. We run a collaborative partnership...

Four Futures
Investing at the Edge of Large Markets Under Transformative Pressure
Union Square Ventures turns 20 this year. Brad and Fred began to deploy the first USV fund in 2004. The dot com bubble had recently popped, mod...
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