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A Couple Of AI Things
Blog iconAVC
2h ago
1/ USV recruited Spencer Yen about six months ago to help us with USV's "AI Transformation." I wrote this blog post when we launched the search that led us to Spencer. In about six months, Spencer with the help of my colleagues Nick and Nikhil have completely rebuilt USV's operating system using Claude Code and Tasklet (a USV portfolio company). We have doubled the size of our team at USV without hiring another human. Spencer published a blog post yesterday about all of this, why, what, and h...
Ethereum Foundation Requires Employees To Sign Mandate
Blog iconETH Daily
3h ago
Ethereum Foundation employees are reportedly required to sign an agreement on the EF mandate or leave.
Post cover image
Boys Club
4h ago
Sora is dead
Hi friends, We had two very smart people on yesterday’s show, one of whom talked us through the concept below. Tap in!— # (#) Love, The Boys Writer: Deana Editor: Natasha Octant is making moves. Did you see the $1.2M ShutterDAO news?— # (#) OpenAI killed their AI video app Sora, six months after its launch. Disney's $1B investment deal, announced in December, is dead too as OpenAI presumably trims costs to shore up for its IPO in Q4. Speaking of IPOs, did you buy the crazy AI IPO stock? Happy...
Post cover image
Blog iconTrust Me Bro Show
5h ago
Claude Just Changed How We Work
This was not a single announcement. It was a month-long quiet revolution. Anthropic shipped feature after feature and the sum of it is this: AI is no longer something you sit down to use. It is something that works while you live your life.
Post cover image
Blog iconBrandon Donnelly
5h ago
The development charge cliff
One of the reasons why we are seeing more multiplexes in Toronto (smaller infill buildings with less than seven homes) is that the city has waived development charges and parkland dedication fees on this scale of new housing. This has helped enormously; without these changes, we'd be seeing far fewer of these housing projects being built. But here's the odd thing about this exemption: if you build even one more home in the same building, the project is now subject to development charges on al...
Post cover image
Blog iconETH Daily
12h ago
$1m Ethereum Security QF Round
The round will feature a 500 ETH matching pool to support projects improving Ethereum and L2 security.
Post cover image
Continuations
12h ago
Modeling The AGI Economy
There is a heated debate about what an AGI-level economy might look like. On one side are pessimists who foresee extreme wealth concentration and a permanent precariat: people with no meaningful economic role, dependent on whatever crumbs fall from the table of capital owners. On the other are optimists who argue that AI will make everything so cheap that people won't need much money to live in luxury. Both sides have a point, which is what makes the debate frustrating: they're describing dif...
Post cover image
Blog iconPioneering Spirit
16h ago
The Spy and the Civil Servant
Oleg Gordievsky strode through Sheremetyevo airport in May 1985 with the confident gait of a man at the pinnacle of his career. He was about to be formally anointed as KGB chief in London. Inside him, as Ben Macintyre tells it, a low terror bubbled. He had been secretly working for MI6 for over a decade. His wife didn't know. His colleagues didn't know. His entire professional life was a performance staged for an audience that would kill him if they saw through it. Gordievsky died this past M...
Post cover image
Blog iconBrandon Donnelly
17h ago
Toward more fine-grained development
Yesterday we spoke about the merits of fine-grained urbanism and why the direct and obvious way to achieve this is to just, you know, encourage more small-scale development. So today, let's talk about some of the specific things that would likely need to happen in order to unlock all of the small and under-utilized sites that today are not being developed at scale. I'm going to speak from a Toronto perspective and talk specifically about small-scale "apartments," which in today's planning env...
Post cover image
Blog iconUnion Square Ventures
19h ago
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends
There’s a great story in Stewart Brand’s How Buildings Learn about how a temporary wooden structure left over from World War II became one of the most loved buildings at MIT. During the war, MIT needed a new building to house the urgent classified development of radar technology. They hastily built a three story wood structure to fit the thousands of additional researchers: You know those time lapse photographs they make of construction of skyscrapers? Well Building 20 went up like that – alm...
Post cover image
Ex Machina
23h ago
Do We Need Notaries?
The concept of notaries is ancient. The fact that it has survived to this day is thanks in equal measure to our natural path-dependence and our strange inability to make the most of what modern technology has made possible.
Post cover image
Blog iconETH Daily
Mar 25
Ethereum Post Quantum Resource Hub
A dedicated resource hub for tracking Ethereum’s post-quantum security efforts.
Post cover image
Blog iconHard Mode First
Mar 25
[PODCAST] Traveling Through Time: The Difference One Year Makes
Time Traveling in the Present DayOne interesting observation about teaching people AI with such a high velocity is that I sometimes get the feeling of time traveling in the present day. I spend a few hours with super-charged engineers, sporting wearables that capture their ever word, who run their entire personal lives via AI agents in text message threads. Then I step inside a legacy institution — maybe a government building, a library, an outdoor fair, or even a hospital waiting room — and ...
Post cover image
Blog iconDark Markets
Mar 25
👁️ The Bust-Out at the End of America
I hope you will indulge my gloom, but it has been a particularly dispiriting week, even for someone who has made the poor life choice to gaze full-time into the void. The taxonomy of liars, cheats, and failures is nearly comprehensive. The Trump administration is yet again insider trading public policy. Elon Musk has been convicted of financial fraud in his manipulation of the Twitter deal. A startup intended to help companies follow the rules was actually helping them break them. American ai...
Post cover image
Continuations
Mar 24
AI Bubble or Not?
Are we in an AI bubble or not? As someone who lived through the dotcom bubble as an investor there are many parallels and also significant differences. By many metrics we are in obvious bubble territory with fantastically extended valuations and lots of roundtripping happening with NVIDIA at the center in a position similar to AOL. Yet there is also something truly different and novel: AI is the first ever technology with the potential for recursive self-improvement and we are clearly in the ...
Post cover image
ayastudio
Mar 24
Trust, Athletes, and How New Things Actually Spread
When a new technology appears, people usually think it will grow because it is better, faster, cheaper, or more efficient. But in practice, that is rarely what makes something spread around the world. What makes new things spread is trust. Airbnb didn’t grow just because it was cheaper than hotels. In the beginning, the idea of sleeping in a stranger’s house sounded absurd. What made Airbnb grow was a reputation system: reviews, profiles, photos, history. Before trusting the company, people s...
Post cover image
Blog iconBrandon Donnelly
Mar 24
Toward greater coarseness
One of the benefits of older cities and neighbourhoods is that their scale and rhythm of development often allow for walkability and a wide variety of experiences in a short period of time (here's a related post). The typical characteristics include small lot sizes, diverse ownership, short city blocks, a mix of uses, and visual variety. And in planning speak, this is typically referred to as fine-grained urbanism. Here's a random block example from Toronto that I'm choosing simply because I ...
Post cover image
Blog iconBuildBetter by BFG
Mar 24
Stop Building Communities — Build the Tools They're Missing
Posting is the new branding. Community alone is NOT the future of distribution. Tools for communities are the future of distribution. Write it down!
Post cover image
Blog iconETH Daily
Mar 24
Katana Launches A Perps DEX
Katana acquired IDEX and is leveraging its infrastructure to launch Katana Perps,
A Couple Of AI Things
Blog iconAVC
2h ago
1/ USV recruited Spencer Yen about six months ago to help us with USV's "AI Transformation." I wrote this blog post when we launched the search that led us to Spencer. In about six months, Spencer with the help of my colleagues Nick and Nikhil have completely rebuilt USV's operating system using Claude Code and Tasklet (a USV portfolio company). We have doubled the size of our team at USV without hiring another human. Spencer published a blog post yesterday about all of this, why, what, and h...
Ethereum Foundation Requires Employees To Sign Mandate
Blog iconETH Daily
3h ago
Ethereum Foundation employees are reportedly required to sign an agreement on the EF mandate or leave.
Post cover image
Boys Club
4h ago
Sora is dead
Hi friends, We had two very smart people on yesterday’s show, one of whom talked us through the concept below. Tap in!— # (#) Love, The Boys Writer: Deana Editor: Natasha Octant is making moves. Did you see the $1.2M ShutterDAO news?— # (#) OpenAI killed their AI video app Sora, six months after its launch. Disney's $1B investment deal, announced in December, is dead too as OpenAI presumably trims costs to shore up for its IPO in Q4. Speaking of IPOs, did you buy the crazy AI IPO stock? Happy...
Post cover image
Blog iconTrust Me Bro Show
5h ago
Claude Just Changed How We Work
This was not a single announcement. It was a month-long quiet revolution. Anthropic shipped feature after feature and the sum of it is this: AI is no longer something you sit down to use. It is something that works while you live your life.
Post cover image
Blog iconBrandon Donnelly
5h ago
The development charge cliff
One of the reasons why we are seeing more multiplexes in Toronto (smaller infill buildings with less than seven homes) is that the city has waived development charges and parkland dedication fees on this scale of new housing. This has helped enormously; without these changes, we'd be seeing far fewer of these housing projects being built. But here's the odd thing about this exemption: if you build even one more home in the same building, the project is now subject to development charges on al...
Post cover image
Blog iconETH Daily
12h ago
$1m Ethereum Security QF Round
The round will feature a 500 ETH matching pool to support projects improving Ethereum and L2 security.
Post cover image
Continuations
12h ago
Modeling The AGI Economy
There is a heated debate about what an AGI-level economy might look like. On one side are pessimists who foresee extreme wealth concentration and a permanent precariat: people with no meaningful economic role, dependent on whatever crumbs fall from the table of capital owners. On the other are optimists who argue that AI will make everything so cheap that people won't need much money to live in luxury. Both sides have a point, which is what makes the debate frustrating: they're describing dif...
Post cover image
Blog iconPioneering Spirit
16h ago
The Spy and the Civil Servant
Oleg Gordievsky strode through Sheremetyevo airport in May 1985 with the confident gait of a man at the pinnacle of his career. He was about to be formally anointed as KGB chief in London. Inside him, as Ben Macintyre tells it, a low terror bubbled. He had been secretly working for MI6 for over a decade. His wife didn't know. His colleagues didn't know. His entire professional life was a performance staged for an audience that would kill him if they saw through it. Gordievsky died this past M...
Post cover image
Blog iconBrandon Donnelly
17h ago
Toward more fine-grained development
Yesterday we spoke about the merits of fine-grained urbanism and why the direct and obvious way to achieve this is to just, you know, encourage more small-scale development. So today, let's talk about some of the specific things that would likely need to happen in order to unlock all of the small and under-utilized sites that today are not being developed at scale. I'm going to speak from a Toronto perspective and talk specifically about small-scale "apartments," which in today's planning env...
Post cover image
Blog iconUnion Square Ventures
19h ago
Meet the Agents at USV: Arthur, Ellie, Sally, and Friends
There’s a great story in Stewart Brand’s How Buildings Learn about how a temporary wooden structure left over from World War II became one of the most loved buildings at MIT. During the war, MIT needed a new building to house the urgent classified development of radar technology. They hastily built a three story wood structure to fit the thousands of additional researchers: You know those time lapse photographs they make of construction of skyscrapers? Well Building 20 went up like that – alm...
Post cover image
Ex Machina
23h ago
Do We Need Notaries?
The concept of notaries is ancient. The fact that it has survived to this day is thanks in equal measure to our natural path-dependence and our strange inability to make the most of what modern technology has made possible.
Post cover image
Blog iconETH Daily
Mar 25
Ethereum Post Quantum Resource Hub
A dedicated resource hub for tracking Ethereum’s post-quantum security efforts.
Post cover image
Blog iconHard Mode First
Mar 25
[PODCAST] Traveling Through Time: The Difference One Year Makes
Time Traveling in the Present DayOne interesting observation about teaching people AI with such a high velocity is that I sometimes get the feeling of time traveling in the present day. I spend a few hours with super-charged engineers, sporting wearables that capture their ever word, who run their entire personal lives via AI agents in text message threads. Then I step inside a legacy institution — maybe a government building, a library, an outdoor fair, or even a hospital waiting room — and ...
Post cover image
Blog iconDark Markets
Mar 25
👁️ The Bust-Out at the End of America
I hope you will indulge my gloom, but it has been a particularly dispiriting week, even for someone who has made the poor life choice to gaze full-time into the void. The taxonomy of liars, cheats, and failures is nearly comprehensive. The Trump administration is yet again insider trading public policy. Elon Musk has been convicted of financial fraud in his manipulation of the Twitter deal. A startup intended to help companies follow the rules was actually helping them break them. American ai...
Post cover image
Continuations
Mar 24
AI Bubble or Not?
Are we in an AI bubble or not? As someone who lived through the dotcom bubble as an investor there are many parallels and also significant differences. By many metrics we are in obvious bubble territory with fantastically extended valuations and lots of roundtripping happening with NVIDIA at the center in a position similar to AOL. Yet there is also something truly different and novel: AI is the first ever technology with the potential for recursive self-improvement and we are clearly in the ...
Post cover image
ayastudio
Mar 24
Trust, Athletes, and How New Things Actually Spread
When a new technology appears, people usually think it will grow because it is better, faster, cheaper, or more efficient. But in practice, that is rarely what makes something spread around the world. What makes new things spread is trust. Airbnb didn’t grow just because it was cheaper than hotels. In the beginning, the idea of sleeping in a stranger’s house sounded absurd. What made Airbnb grow was a reputation system: reviews, profiles, photos, history. Before trusting the company, people s...
Post cover image
Blog iconBrandon Donnelly
Mar 24
Toward greater coarseness
One of the benefits of older cities and neighbourhoods is that their scale and rhythm of development often allow for walkability and a wide variety of experiences in a short period of time (here's a related post). The typical characteristics include small lot sizes, diverse ownership, short city blocks, a mix of uses, and visual variety. And in planning speak, this is typically referred to as fine-grained urbanism. Here's a random block example from Toronto that I'm choosing simply because I ...
Post cover image
Blog iconBuildBetter by BFG
Mar 24
Stop Building Communities — Build the Tools They're Missing
Posting is the new branding. Community alone is NOT the future of distribution. Tools for communities are the future of distribution. Write it down!
Post cover image
Blog iconETH Daily
Mar 24
Katana Launches A Perps DEX
Katana acquired IDEX and is leveraging its infrastructure to launch Katana Perps,