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@usv

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Incredibly excited to announce our investment in Daylight and to work with @kyle @morley and team! Starting with a personalized transaction recommendation API, Daylight is working to grow onchain GDP. More thoughts here: https://blog.usv.com/daylight
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5. Emergent Properties: The Future of Health Metrics // We were fascinated by the idea that health can be measured through emergent properties like variability in biological systems. This approach could lead to more accurate and holistic health assessments, moving beyond traditional metrics like blood pressure or cholesterol levels.
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4. The Rise Of Non-Invasive Monitoring // Non-invasive monitoring technologies are becoming increasingly sophisticated and ubiquitous, allowing for real-time health tracking without the need for intrusive procedures. This trend is likely to revolutionize preventive medicine and chronic disease management, presenting some very significant opportunities for increasing agency in personal health.
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3. Machine Learning Meets Muscle Aging // One presenter discussed using machine learning to analyze skeletal muscle aging. This approach has the potential to uncover novel biomarkers and therapeutic targets that were previously imperceptible, making it a promising area for exploration.
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2. Targeting Inflammation: The Key to Longevity // We learned that in addition to being a critical factor in many aging processes, Inflammation functions as a communication network for disease in the body. By understanding and targeting these pathways, we can develop interventions that significantly improve healthspan and lifespan.
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1. Gene Expression: Mimicking Dietary Effects // One speaker revealed that certain drugs can produce the same gene expression changes as dietary restrictions. This means we could potentially harness the benefits of diets like keto or fasting through pharmacological means, opening up new avenues for metabolic health treatments.
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Last week’s OH @ @usv eavesdropped on the future of Health. With Compound, we hosted founders & academics for a day of Biohacking. Below are just a couple highlights of the talks from researchers at Columbia, NYU, Mount Sinai, and The Alliance for Longevity Initiatives…
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5/ Knowing Who We Are: Many of the opportunities discussed, while important, felt out of the purview of a smaller fund like ours. We discussed finding opportunities that better aligned with our core thesis. Using micro-mobility as just an example, we thought battery analytics or e-bike marketplaces might make more sense than investing directly into an e-bike manufacturer.
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4/ Climate Adaptation Technologies: Technologies that help communities adapt to climate change, such as wildfire monitoring systems and flood prediction tools, are becoming increasingly essential. Investing in these solutions can address immediate climate risks and build long-term resilience. It’s also an underinvested area in our portfolio.
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3/ Climate Fintech: The growing need for financial solutions to bridge funding gaps in climate tech presents a pretty big opportunity. Exploring climate fintech can provide the necessary capital for innovative solutions to scale, driving significant impact in carbon drawdown.
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2/ Microgrids for Decentralized Energy: Microgrids present a significant investment opportunity, particularly in regions without legacy infrastructure. They offer flexibility and resilience by functioning independently or connecting to larger grids, making them a key player in the future of energy.
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1/ Edge Devices for Energy Efficiency: Edge devices that can be easily installed by consumers to manage energy use more efficiently, such as smart thermostats and plug-in solar panels, offer a promising market. These technologies can bypass traditional utility barriers and directly appeal to eco-conscious consumers. They also can have data network effects.
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This week we got together as a team for 2 hours while @mandel and @disgraceful gave us a comprehensive overview of our climate portfolio to date and where we should be looking for new opportunities. We invited @thelibrarian who shared these 5 OH’s back with us....
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5/ Learning Support Systems: The technology has existed for over a decade for anyone to learn anything and LLMs have made it even easier. Nevertheless, schools still play many vital roles, especially for those who need structured support. As we move forward, we wonder what the new systems of support will look like? https://x.com/omooretweets/status/1827817380841717935
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4/ Atomization of App Architecture: The trend of breaking down application components for composability is gaining traction. While still far from mainstream adoption, this provides consumers with the opportunity to dictate their online experiences rather than having them dictated to them. Ok, this get's overheard in our office a lot...
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3/ Building for Microgrids: The importance of microgrids and storage solutions in energy transmission and distribution stood out as a big theme. It's clear that selling to utilities is challenging, but as energy becomes more decentralized, there are many interesting opportunities to deploy technologies at the edge.
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2/ Alternative Proteins: Our discussion on alternative proteins revealed that the first wave might be stalling, but there's still a massive opportunity. The big debate, however, was whether there will ultimately be room for big breakout companies or whether this will eventually become a market dominated by incumbents.
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1/ Fat Models: Similar to our Fat Protocols thesis, we discussed where the value capture is in AI and how much could be captured at the application layer vs. all accruing to the model. The exception that stood out to the team was companies with novel, proprietary data that could not be accessed by the LLMs.
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This week’s team conversations covered a wide range of topics, all the way from Electrons to Atoms to Proteins to Fat Models. Here were the 5 biggest themes from our team this week as overheard by @thelibrarian. 🧵
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@usv and @variant are hosting the second iteration of our consumer crypto demo night on Sept 30th! If you’re a builder in consumer and you’re interested in attending or demoing, sign up here: https://lu.ma/a9s1ou4d
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