If dreams came true, oh wouldn’t that be nice
Most of my sleep dreams are mundane if I can even remember them. The other night I dreamt that I missed a flight to Toronto because I didn’t have my passport.
There are other dreams that are more profound. Those are the dreams of one's life - how it turned out, how you wanted it to turn out. We often evaluate our life based on its relation to those earlier dreams we created. Sometimes that hurts.
But maybe instead of being ends, those dreams are means. Guideposts, data points, simple memories.
Bruce Springsteen’s new show Springsteen On Broadway makes this point. It comes on the heels of his 2016 autobiography, Born to Run. That book - as I read it - was not specifically about dreams. Instead, it begins:
“I come from a boardwalk town where almost everything is tinged with Continue reading "Dreams"
"People are often asking me what’s going to happen next in science that’s important, and of course, the whole point is that if it’s important, it’s something we didn’t expect. All the really important things come as a big surprise."
Uncertainty about the world, desire to control our destinies, maturation - all make us want to understand what’s going to happen in the future. Similarly, one of the jobs of the investor is to buy an asset today that in the future increases in value. Thus, investors - and particularly early stage venture investors - often are asked what they think the future holds: “What’s next? What’s the new new thing?”
I have no idea what the future holds. When asked I supply generic answers.
Much ado is all I see
And feel like it's surrounding me
The crowd intrudes all day
'Til I'm finally swept away
A few weeks ago I had the extreme privilege of going to a meeting in Washington, D.C. at a building called the Eisenhower Executive Office Building. This the building that houses the offices of the executive branch of the United States government. It is a great old building the majesty of which you feel as you enter it via the multiple layers of security.
Then inside, there are . . . offices. Some of them reflect the architecture of a building built in 1917, but they are otherwise for the most part nondescript and surely less opulent or fancy or technology-laden than the average mid-sized venture capital firm. There are simply rooms designed for groups of people to meet with each other.
When you wake up in the morning
You'll have a brand new feeling
And you'll find yourself healing
The nature of the way we interact - or desire to interact - with medicine and our medical care is starting to change fundamentally. This is less about the unbundling of medicine (which may also be happening) but instead the reordering of it. Stemming from a combination of user desires (driven by the mobile transformation of the last 10 years) and software and device capabilities, the reordering can be seen acutely in some conflicts that are now occurring.
Take just one example: UnitedHealthcare recently decided to make equipment by Medtronic its preferred in-network device for insulin pumps. This is a Medtronic device.
The diabetic community was incensed by this decision. Why? Because alternative device manufacturers had been delivering insulin pumps with different features that users wanted. Like touch screen devices
Continue reading "The Reordering of Medicine"
If I gave you my love, I tell you what I'd do
I'd expect a whole lot of love out of you
- Al Green
Smart people believe that messenger type interfaces and associated “bots” will become a primary way people access new services going forward. We at USV certainly find truth in that, see both Kik and Koko and Libov’s thoughts here.
There are a bunch of reasons why this could be the case. First, the primacy of messaging - in all its various forms - appears to be growing as fast as ever. The conversational nature of messaging and chat also feels natural. Finally, the reduced load on a user from having to switch contexts to do different things appears as a major benefit to the different interface.