Fred Wilson & Brad Burnham (Union Square Ventures) скачать в хорошем качестве

Fred Wilson & Brad Burnham (Union Square Ventures)

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 a sense, USV has been their collective slow hunch - a journey of exploration of how emerging tech intersects with the world and how to be part of it. Hope you enjoy! 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