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Fred Wilson & Brad Burnham (Union Square Ventures)
Manage episode 472427855 series 3578041
Nick Grossman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nick Grossman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this special episode of the Slow Hunch, I sat down with Fred Wilson and Brad Burnham, founding partners of USV.
Since founding USV in 2003, Fred and Brad have backed companies like Twitter, Etsy, Cloudflare, and Coinbase while developing an investment thesis focused on enabling new forms of value creation through open access to networks, capital, and knowledge.
Fred and Brad bring decades of investment experience, having seen multiple tech cycles from the early internet to mobile, cloud, crypto, and now AI. What makes their partnership unique is how they've maintained their intellectual curiosity and drive to understand emerging technologies and business models, after 20+ years of working together.
I've been lucky enough to have a front-row seat to their approach, and it was really special to have this conversation over multiple mugs of tea in my living room in New York City.
In many ways, USV has been their collective slow hunch - an exploration of how emerging tech intersects with the world and how to be part of it.
Hope you enjoy this conversation!
Chapters:
- 00:00:00 Cold open
- 00:10:40 How USV was formed
- 00:17:16 Fred and Brad on their investment philosophy
- 00:24:01 Overcoming early challenges
- 00:27:43 The emergence of web2
- 00:30:59 The initial promise of social media
- 00:34:04 Investing in Twitter
- 00:39:11 The early days of Bitcoin
- 00:45:55 The risk of market consolidation in AI
- 00:49:39 Fred and Brad reflect on their mistakes
- 00:57:18 The Impact of AI
- 01:07:23 The future of technology
- 01:09:50 What keeps them going after 30+ years
15 에피소드
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