USV on the underlying theme behind their last 20 years of investing & why "consumer first" is an “edge approach” because it has the potential to avoid market gatekeepers and enable freer experimentation 👏

USV on the underlying theme behind their last 20 years of investing & why "consumer first" is an “edge approach” because it has the potential to avoid market gatekeepers and enable freer experimentation 👏

https://www.usv.com/writing/2024/01/investing-at-the-edge-of-large-markets-under-transformative-pressure/

@fredwilson.eth’s take here as well: https://avc.xyz/investing-at-the-edge