USV

We need a step-change in how we approach robotics if we want our industries to stay internationally competitive. We’re excited to partner with @tutorintel to bring robotics and automation to the long tail of American factories and warehouses. Their platform lets robots deploy instantly and operate at a fraction of the traditional cost. Most importantly, they’re already in the field today.

Repo: github.com/albertwenger/a…

Full essay: continuations.com/modeling-the-a…

The AGI debate often splits into extremes: abundance or collapse. @albertwenger worked with Claude to map out a better model:

There will never be enough doctors to meet the demand of patients. So we built something different. Now, one year in, Doctronic is on the Nasdaq board in Times Square for the second time in 6 months. 24 million AI consults completed. The first AI legally authorized to practice medicine in America. A quarter million people visiting our site every week. And we're just getting started.

@albertwenger Albert's full essay here: continuations.com/ai-bubble-or-n…

Are we in an AI bubble? Tokens are being consumed faster than ever, but much of that usage is still subsidized by equity and debt. If funding tightens or IPOs prompt financial disclosures, the current cash-intensive growth model might be harder to justify. As with past cycles, the technology can be real even if the valuations aren't.

We’re introducing Dynamic Workers, which allow you to execute AI-generated code in secure, lightweight isolates. This approach is 100 times faster than traditional containers. cfl.re/4c2NvPl

@aweissman @uninsightful blog.usv.com/history-rhymes

We’re paying close attention to the open architecture emerging around AI agents. MCP, CLIs, skills, and protocols like x402 are becoming the Lego bricks of a new layer where agents can act, pay, and compose across the web. If you're building new native capabilities for agents, we’d love to talk.

Reminded constantly these days that much of the best recruiting (on product, eng, but, maybe, everything?) is no longer based on experience and reps but around spotting the people that run towards the tools they don't yet know and gobble up learning how to use them, quickly and repeatedly.

I'm proud to be @jamdotdev's new CEO. Thank you to @thedanigrant whose vision + tenacity is undeniable. She'll step back to recover from a health issue. 15M Jams. 85k uses/day. And our mission won't change: fix software faster so builders can change the world sooner. LG!

We believe the next chapter of manufacturing will be more distributed, more adaptive, and more software-driven. Excited to back @AFitzgerald1992 and the Isembard team.

We are in a moment of massive manufacturing need and @IsembardGroup sits right at the intersection of 3 happening simultaneously and quickly: 1/ A massively and quickly increasing demand for fast, flexible, and local manufacturing around aerospace, defense, and robotics. 2/ Increasing labor displacement fueling a resurgence in an SMB economy and individuals' desires to own their own destinies/run their own businesses. 3/ Agentic operating systems allowing for fast set ups, networked management, better results, and demand distribution. @IsembardGroup's franchise model and capital efficient approach is allowing incredibly fast scaling, with 25 factories by the end of this year across the US and Europe. @AFitzgerald1992 and his team are well on the path to delivering components 10x faster and 50% cheaper than current suppliers. We are thrilled to lead their $50M Series A @usv as they create the dominant decentralized manufacturing network.

Follow @usvlibrarian for the daily stream of ideas we’re discussing at @usv.

Speed cuts both ways: the same leverage that accelerates progress can accelerate mistakes. Judgment, oversight, and restraint are more valuable than ever.

The best discussions this week were about what happens when software becomes ephemeral. The constraints move to attention, risk, and intent. More below: