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Exciting Protocol Lead Opportunity

Last month our portfolio company Kickstarter announced the creation of a protocol organization that will develop a web3 protocol for the crowdfunding of creative projects. They are now assembling a protocol team and are talking to candidates to lead that effort. The protocol lead role is an exciting one that combines product leadership, smart...

The Selloff

The stock and crypto markets have started off the year in selloff mode, with the Nasdaq down almost 5% this week and the big crypto assets down almost 10% this week. But this selloff has been going on for a lot longer than one week. It has been going on since early November when the Nasdaq peaked at $16k and BTC hit $67k. Since then it’s been downhill...

What Is Going To Happen In 2022

So last year I made a bunch of predictions that with one exception were kind of obvious. I don’t want to do that again, so I am going to list five things that I think will happen this year that most people would not likely agree with. 1/ As the pandemic evolves into an endemic in the first half of 2022, companies will reopen their offices and...

What Happened In 2021

As is my custom here at AVC, I like to end the year looking back and start the year looking forward. This post will be the look back and I started by revisiting my look forward into 2021 that I wrote on New Year’s Day 2021. In my typical optimist fashion, I was dead wrong about how quickly the pandemic would fizzle out. I predicted that...

Why Web3?

Over the last month, there has been a ton of debate and conversation about web2 vs web3 with many leading voices raising doubts about web3. Debate and doubt are healthy. And web3 enthusiasts, particularly on Twitter, remind me of missionaries trying to recruit the unwashed to their belief system. Frankly, it is all too much for me. However, the...

The Pull Forward

I saw two charts last week that showed the same thing: This chart was in the deck I shared here last week called Consumer Trends 2022. It shows that after a big lift in 2020 and a bit of a lull in 2021, the e-commerce trendline is back to its old baseline. This is our portfolio company DuckDuckGo‘s search traffic curve,...

Consumer Trends 2022

My friends at The New Consumer and Coefficient Capital have published their annual consumer survey. There are many interesting slides in it, none more than this one. I guess that explains this chart: But back to the consumer survey, there are lots of interesting slides in it and you can get it here by creating a free account...

Getting Together In Person

After skipping a year last year, USV held its annual team party last night. It has felt great getting back to getting together with friends, family, and co-workers this holiday season. It has meant a lot of rapid testing for me, all negative thankfully, including one this morning. We also had every single team member in the USV...

Computer Science Education Week

The second week of December every year is Computer Science Education Week. It is a week to celebrate efforts to get computer science education into the K12 system around the world, and it is also a week in which schools do events, like The Hour of Code, to encourage students and teachers to get excited about learning computer science. Most AVC...

The Great Formation

On Friday, the US jobs report produced a confusing result. From Bloomberg: The jobs report is composed of two surveys — one of employers and the other of households. The employer survey, which determines the payroll and wage figures, showed hiring slowed across industries, including declines at automakers and retail outlets. The household survey,...

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