Andy W
@aweissman
One of the ways that USV operates as a thesis driven firm is to consider (and publish) our investment approach (theses) as succinct statements that are sets of dynamic (as opposed to static) words, for example: edge large transform technological and societal pressures This way, not only do we get to have continual conversations about what those words mean ("What is edge anyway, Jared?") but more importantly (much much more importantly, in fact), the world gets to tell us whenever they want however they want - what they actually think those words mean. This is our process of continual dialogue - and continual learning. Never stop listening and learning.
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Jonny Mack
@nonlinear.eth
the nice thing about statements like that is each word can be unpacked and become its own conversation. what are large markets? like, specifically, how would you define them? what does it mean to be at the 'edge' of one? why do we care about them being transformed? what are the causal mechanisms of transformation? which ones should we care about, and why? what does it mean for markets to be 'pressured'? and on and on. great statements for sharpening one's thinking
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tomu
@tomu.eth
>great statements for sharpening one's thinking 🎯 i like this. it's not only about how a founder or vc defines their focus, but how they think about it and how it can shape and evolve with time dedicated to thinking more about it
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Andy W
@aweissman
this exactly
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