we're hiring new analysts @usv -- apps open in two weeks I gave some thoughts below on what the program is, how USV is changing, and how the role will change given the intelligence explosion around us please share with anyone who may be interested!

like many strong founders, Mike’s got a special blend of intensity, thoughtfulness, and an ability to operate at many different altitudes simultaneously couldn’t be more stoked to have him on the team and to work together for many years to come!

the existence of $100B+ (let alone $1T+) private market companies is truly tragic for retail investors microsoft IPO'd at an $800m market cap and did a 6000x+ in the public markets (dividends reinvested) Anthropic, the next microsoft++, will enter the public markets north of $1T -- with relatively little upside left retail (100m+ americans!) having no exposure or extremely-late-exposure to many of the best companies in the world is bad for everyone imo ofc, I am also just expressing my own max pain at this Anthropic revenue ramp

Somos (internet provider in Latam) is another fun case study in taking on large, low-nps, legacy systems by vertically integrating and building from first principles @forrestheath3 is also a very unique founder and has built a great team Excited to continue supporting them with this Series B. Their journey is definitely just getting started!

my updated DAU apps list: true-DAU: 1. claude (webapp) 2. granola near-DAU: 3. tasklet 4. conductor + claude code + wisprflow 5. grok (within this app) 6. pangram delta from 10 months ago: 1. chatgpt is out. still a fantastic product but single-subscription is nice. claude code was the hook. the Anthropic bundle is working! 2. agent-builders are soooo good now. I use agents for a mix of background automations and one-off data analysis across our internal data. there are a handful of great ones out there, my preferred one is @taskletai 3. the new coding stack. Opus-4.5 unlocked a wave of casual builders like myself. Really hard to beat the @conductor_build + CC + @wisprflow stack 4. @grok is much improved. probably the best "embedded ai" feature in all of consumer. find myself increasingly using it to get more context on posts 5. X is a cesspool of slop and a nonstop assault on your brain. it is also simultaneously irreplaceable. avoiding AI writing has made my experience on this app more enjoyable. @pangramlabs is a decent, embedded tool for this what else are people using daily?

fantastic, granular write-up from @spenciefy on how we are starting to reinvent how we work at @usv 1. agents are programmable workers (not software) 2. they should be treated as such 3. every org in the world can now efficiently build for themselves 4. this was the unlock for us: "Just as employees learn tacit organizational knowledge through exposure to team processes, your agents must be in the flow of work to learn how your team operates."

the default yc round this batch (W26) seems like 4m on 40m I remember when I first started in venture exactly three years ago (W23 batch) and most venture ppl were complaining about YC pushing their founders to do 2m on 20m in 3 years the market went from a very begrudging 2 on 20 to a more neutral 4 on 40 interesting to think about where things land 3 years from here

7 years of experience SWE friend: "my job as I knew it is gone. I'm not worried about having new job in the AGI era. I'm worried about having a job I will enjoy" one underdiscussed aspect of this new era: many people fully understand what the near-term future looks like, they're just uncertain work will be *fun* for them anymore many engineers loved the craft of coding, some excel monkeys loved the craft of building a good model, etc ppl who actually *enjoy* this new style of work are going to be so advantaged. those who don't will burn out a lot faster -- we are already starting to see this

TK single-handedly willed into existence global ride-hailing -- which has been *by far* one of the most societally-positive products of this century uber was on a path to dominate and accelerate innovation in every major category of transportation before TK got kicked out (they'd potentially be a trillion $$ company right now) such a baller vision and re-entry. we're lucky to have him back on the field going after maximally ambitious ideas