The physical world is rapidly becoming the most valuable dataset, and there’s a whole stack being built around its capture. From energy and compute at the bottom to physical interfaces and applications at the top, here’s how we’re mapping companies creating Data At The Edge and bringing intelligence where it’s never existed before. If you’re building at any layer of the stack, we’d love to speak with you.

There are many threads that can be traced through our investment history. Don't Automate, Obliterate is one of the strongest.

Solar plants are built to hit peak demand, so they end up overbuilt most of the year. That excess is exactly what RELIC turns into AI compute. Our CEO, William Layden, broke it down on @tbpn with @johncoogan and @jordihays last week.

Almost every @usv thesis over the last 20 years has been informed by a single HBR article from 1990: Don't Automate, Obliterate. "Automate" = software that makes the old way faster "Obliterate" = software that makes the old way unnecessary One strengthens the position of incumbents. The other opens up the world to new classes of entrepreneurs and hands the public the power incumbents used to hold.

Today we're excited to welcome @livjenkss to the team as part of our 2026 analyst class. At every stage, Liv impressed us with her product sense, hustle, analytical ability, and effortless communication style. If you haven't already, be sure to introduce yourself to her.

Chat bots (ChatGPT, Claude) were a technology innovation. Agents (Muse, Grok Bot) are a product innovation.

This is proof that both: 1. Owning the UI is still a moat (for now) 2. The UI is under attack

Rune is building the drama free data center. No impact on local water No construction No noise pollution No strain on the local grid. All powered by excess solar energy. Congratulations to Will, Varun and the entire Rune team on two major milestones. Read more below.

We often fall in love with new computing paradigms that center themselves around the needs of people rather than the needs of apps. To that end we're thrilled to be supporting @komorama & @common_fabric as they come out of stealth today. Read more below & join the waitlist.

sticking around coming soon

The R&D team at @tutorintel is lightning fast. But what's more impressive is how quickly Tutor actually deploys their robots into the field. No demos. Just real work in the real world.

Welcome Jay

storytelling meets tech by day, supporting (and learning from) next gen of builders by night…as an angel investor - and also product advisor. on the latter, excited to also play a product advisory role w/ the usv partners, helping founders with their products with some of my free time...with the firm that backed @Behance back in 2012, and participating in the NY tech community that taught me much of what I know

i know the feed is dominated by data center demand growth and new gas gen but the largest field data collection campaign in usa history for new geothermal resources is quietly humming along out west and there's a wave of new geothermal coming

As software becomes abundant, the scarce thing is understanding what people care about. For years, @scottbelsky has helped USV founders navigate this question. Today we're announcing the formalization of that relationship as Scott joins as our first ever Product Advisory Partner. More about what that means in @rebeccakaden's announcement below.

One of my favorite things at @usv is when we break our own rules for excellent reasons. Extremely excited for @uninsightful to stay on and help form the next era.

Massive news out of London. Congratulations to @AFitzgerald1992 and the @IsembardGroup team on opening their 160,000 sq ft global HQ and factory in Southwark. Growing from 4 factories to 16 in a year is a testament to their unique approach of re-invigorating manufacturing while bringing ownership, great jobs, and resilient supply chains to Europe and the United States.

manufacturing is being transformed at an accelerating rate. we're hosting an event on the topic at @usv on 9/21! great group of speakers: @_brianpotter, Jaime from @podium_automate, @mftaha from Kerrigan, folks from @isembardgroup; and founders/operators in the space in the room DM if interested!