投资界巨兽 USV 谈投资理念

The author of the original title has celebrated its anniversary since the deployment of the first fund in, when the internet bubble just burst and the concept of social media has not yet been invented. The first bitcoin transaction did not appear until five years later. Since, we have raised and invested in mutual funds to support the early stage and made many investments in various categories and technical fields, including social media market developers' tools to learn health financial technology and decentralized systems, as well as energy and climate fields. Throughout our development process, we have gradually built our investment theme year around the technological or social transformative moments that can give birth to new paradigms. The opportunity is the construction of the Internet application layer, and those core infrastructure investments in the Internet bubble period can play an important role in this point. By the middle of the 21st century, people clearly realize that it is possible and possible to build a new network, social network market and so on as a more directional and potential Internet application type. Promising, then, as the basic pan-network began to consolidate in the early 1990 s, we began to look for narrower vertical networks, such as new infrastructure layers in the fields of learning and health, developers' tools, financial technology and decentralized computing systems, blockchain and encryption markets. As the internet application became more and more important to the central position of the global economy in the late 1990 s, we began to seek to use them to expand our involvement in key resources such as knowledge capital and welfare, and to find opportunities to enhance our trust in these key systems. As the climate crisis intensifies in the coming year, the speed becomes more and more obvious, and we begin to seek entrepreneurial opportunities that try to transform. They are not only trying to alleviate their impact, but more importantly, accelerating energy transformation and adapting to the changing world. Now we see the exponential growth of large language models and artificial intelligence, which makes the universality and practicability of related software constantly improve, and the necessity of new forms of digital trust becomes more and more clear. The history of investment in the same field. Recently, we began to ask ourselves what are the factors that run through our investment methods. This is how we describe investing in the revolutionary big market edges that are born out of technical and social pressures. In the span of time, industry and technology, we have been and will continue to look for a group of common attributes that we think will guide innovative products and experiences. The big market edge is often the best place to introduce new ideas and new ways. Start-ups on the edge often look at it at first. It is strange in the future, but it has the potential to challenge existing enterprises in surprising new ways. For example, early social media does not seem to be competing with traditional media, and early cryptocurrency does not seem to be competing with the financial system. Many consumer learning products do not seem to be competing with the traditional education system, and new technologies make the previous impossible possible. In hindsight, these new behaviors seem to be so, but when they appear, they are not, but they need experimental exploration and rapid implementation. Testing is the fastest way to make progress, but it is difficult to change an industry, because institutions and those who have already stood on the stage often disdain or even resist marginal methods, such as consumer priority, productive consumer priority and open source model. They may avoid market gatekeepers and make experiments more free, so we love them. Technical and social pressures may break the existing market structure and create window technology for new companies and networks to meet market demand in new ways. Sexual pressure may include new technologies and platforms, such as new operating systems, encrypted assets and artificial intelligence stacks. The highest intensity of technical pressure has spawned new business models, which are often structural changes that existing enterprises can't catch up with. Social pressure may include global forces such as the loss of trust in civil institutions due to the climate crisis or the change of social norms and attitudes. These pressures can quickly produce behavioral changes that were unimaginable or at least considered unlikely. From the beginning, it may lead to the dynamic market structure. Start-ups have the opportunity to adjust their position according to these pressures, so that they can still fight against traditional enterprises in a disadvantaged position. Emergence and maturity We will continue to write and publish relevant papers to explain our new findings, but we hope that these new findings will always be consistent with this overall framework, that is, to seek opportunities on the edge of large markets under the pressure of change. I am very happy to cooperate with the founders who are consistent with us in concept and look forward to continuing to explore on the edge with you. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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