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USV

@usv

We invest at the edge of large markets being transformed by technological and societal pressures

New York, NY Katılım Mayıs 2008
494 Takip Edilen140.2K Takipçiler
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USV
USV@usv·
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 bringing intelligence where it’s never existed before. If you’re building at any layer of the stack, we’d love to speak with you.
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Rebecca Kaden@rebeccakaden

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Michael Mignano
Michael Mignano@mignano·
When we talk about new consumer products that couldn’t exist without AI, this is what we mean. Before AI, it was simply not feasible from a cost or time perspective for most people to have their lives written about. But AI doesn’t care about how much demand there will be for your parents’ book. And it’s now cheap enough that you can fund it yourself. Hence Biographer. Jared and his team are building a new product experience that makes it fun for people to talk about their lives, and walk away with artifacts they can enjoy forever. And that gets to something else we look for in consumer products: net joy delivered. There are so many ways to make consumer products addictive. But addiction does not equal joy, and usually it equals the opposite of joy. But if Biographer works, it’s hard to not imagine a truly positive impact on the lives of people who use it. There are few other products that accomplish this (per my post from a few weeks ago, Spotify and YouTube are other good examples). I’m excited for Biographer. Most of all I’m excited by what it will help my family create.
Jared Hecht@jaredhecht

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USV@usv·
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 our next. Data loops have long defined where value accrues on the internet. But what data gets collected has historically been constrained by the limitations of software. However, recent developments in artificial intelligence and chip efficiency, along with declining costs for sensors, cameras, and satellites, have created a proliferation of businesses building intelligence into the physical world. Over the past few years we’ve made a number of investments along the physical-world data stack, lighting up data that was previously dark. We are actively seeking more. You can read more about what we're looking for below.
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Rebecca Kaden@rebeccakaden

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USV
USV@usv·
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 bringing intelligence where it’s never existed before. If you’re building at any layer of the stack, we’d love to speak with you.
USV tweet media
Rebecca Kaden@rebeccakaden

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USV
USV@usv·
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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Rebecca Kaden@rebeccakaden

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USV@usv·
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 public school students across LA who previously didn't have access to a Sora style education. Congratulations to @gw_smiles and the whole Sora team, whose unwavering commitment to improving American education was rewarded with a major win today.
Garrett Smiley 🙂@gw_smiles

🚨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 training. All with the full weight of a top public school district and its facilities behind us. We open with grades 5-8 this September, and we'll grow to high school over the next few years. Torrance Meridian is a hybrid school. Students learn through live, remote classes Monday through Thursday. On Fridays, they have the option to show up in person at Torrance Unified facilities and premier community spots: brand-new stadiums, eight-lane tracks, full performing arts centers, an Olympic-quality aquatic center. And mind-blowing field trips every few weeks. This is one of the most ambitious public-private partnerships education has seen, and I think it's the path forward for how this country does school. We should NOT tear down public education in the name of innovation: public schools can offer a wide range of quality options within their own walls, so every student has access to the right path for them. Torrance Meridian Academy’s success could genuinely change the trajectory of public education. Pass this along to all 5th-8th-grade families in Los Angeles, Orange, Ventura, Kern, or San Bernardino counties! The link is in the comments. Limited enrollment opens today!

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USV@usv·
@davidkyang We want to hear what you're working on
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David Yang
David Yang@davidkyang·
Reflecting on this and the impacts on workforce training. So much of traditional learning and training happens IRL and in the physical world—yet we don’t yet capture the full suite of data about how people actually work and learn. My team has been tinkering with ideas behind how to capture this and excited to integrate into our roadmap.
USV@usv

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 bringing intelligence where it’s never existed before. If you’re building at any layer of the stack, we’d love to speak with you.

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Rebecca Kaden
Rebecca Kaden@rebeccakaden·
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 that can capture data at the edge and bring intelligence to places it's never existed before. If you're an entrepreneur building at the edge, or enabling it, we'd love to talk to you.
Rebecca Kaden@rebeccakaden

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nikhil
nikhil@uninsightful·
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 looking like ML-shaped problems and companies. data, of course, sits at the center of that recently the timeline has been reiterating how much of the last two years of LLM progress has come from generating incremental data — notably from having PhDs/"experts" complete/label complex tasks. this data will continue to be very important, but it is the pockets of truly frontier data that we find most compelling this is the data in the physical world and in previously hard to reach places. everything from ambient conversation in a doctor’s office (@abridgehq) to robotic workflows in warehouses (@tutorintel) to the motion of the ocean (@sofarocean) if you’re capturing and leveraging data at the edge, we’d love to chat!
Rebecca Kaden@rebeccakaden

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tina
tina@html_tina·
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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Matt Cynamon
Matt Cynamon@mattcynamon·
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 market and the types of opportunities we’re looking for.
Rebecca Kaden@rebeccakaden

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Michael Mignano
Michael Mignano@mignano·
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 is our portfolio company, @AbridgeHQ, which has become the gold standard for medical transcription in clinical settings. Before Abridge, this data simply wasn’t being captured. A similar dynamic partially motivated me to lead’s @meetgranola seed when I was at Lightspeed. But perhaps the most interesting area for new edge data is in the Physical World, where data exists out of reach from the big labs. This post from my partner @rebeccakaden lays out the whole thesis and highlights some of the companies we believe hold the most interesting edge data today. What are some areas or companies we are missing?
Rebecca Kaden@rebeccakaden

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USV@usv·
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 deployments allow companies to learn faster and compound advantage. If you're building at the edge, we'd like to talk.
Rebecca Kaden@rebeccakaden

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Keşfet

@rebeccakaden @AbridgeHQ @AnthropicAI @lightspeedvp @cerebral_valley @gw_smiles @davidkyang @abridgehq