Fred Wilson
Co-founder and partner at Union Square Ventures in New York. Has written the AVC blog almost every day since 2003, on venture capital, startups, music and crypto.
Fred Wilson did not write this page.
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Their wordsCutting-edge AI/ML research should not be limited to large tech companies.
- 1 day earlier
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Their wordsWhat Blockchain Networks have unlocked is the ability to own things on the web. You can own your identity. You can own your social media posts. You can own your money. You can own your art. You can own your music. And so on and so forth.
- 7 days earlier
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Their wordsWhile in 2023, everyone was rightly focused on the large language models like OpenAI, Anthropic, Gemini, Llama, etc, we will see new AI-first applications emerge in 2024 that will start to move the focus and the conversation up the stack.
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Their wordsI think we will see mainstream decentralized applications emerge in 2024 as we now have inexpensive and fast transactions and simpler user interfaces.
- 12 months earlier
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Their wordsI believe that sometime in the first half of 2023, the central banks around the world will start backing off the tightening that they have been engaged in as inflation continues to ease and the economy continues to cool.
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Their wordsThe largest tech companies will emerge from this downturn leaner and more profitable and growing more slowly.
- 22 months earlier
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Their wordsWe are in the middle of one of the great asset bubbles of modern times.
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Our reading
The asset bubble will end when the Covid 19 pandemic is over and the global economy recovers.
Their wordsI believe it ends when the Covid 19 pandemic is over and the global economy recovers.
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Their wordsWhen economies recover and interest rates rise, the air will come out of the asset price bubbles that have built up and the go go markets will hit the brakes.
- 17 months earlier
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Their wordsI believe that we have seen a narrative in the late stage private markets that as software is eating the world (real estate, music, exercise, transportation), every company should be valued as a software company at 10x revenues or more. And that narrative is now falling apart.
↗The Great Public Market Reckoningavc.com 1st of 3 in this piece
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Their wordsIf the product is software and thus can produce software gross margins (75% or greater), then it should be valued as a software company. If the product is something else and cannot produce software gross margins then it needs to be valued like other similar businesses with similar margins, but maybe at some premium to recognize the leverage it can get through software.
↗The Great Public Market Reckoningavc.com 2nd of 3 in this piece
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Their wordsI think we may start now that the public markets are showing us how.
↗The Great Public Market Reckoningavc.com 3rd of 3 in this piece
- 5 weeks earlier
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Our reading
Founders on a mission can be patient and see things through that big companies never will.
Their wordsThat is the power of founders on a mission. They can be patient and see things through that big companies never will.
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Their wordsThere is a virtue in patience. You don't see it that much in business. But it is powerful in the right hands.
- 7 years earlier
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Their wordsKnockoffs create competition for the innovator and keep them honest. And they provide an opportunity for those that cannot, for some reason, work with the innovator.
↗Fast Followers, Copy Cats, and Ripoffsavc.com 1st of 2 in this piece
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Their wordsI think it is best to understand that all great innovations will be copied, expect it to happen, and understand that the best response is to go out and out-execute the copycat. Getting stuck in time and money losing litigation may be emotionally satisfying for a while but it often doesn't end well for anyone.
↗Fast Followers, Copy Cats, and Ripoffsavc.com 2nd of 2 in this piece