Fred Wilson & Brad Burnham (Union Square Ventures)

Fred Wilson & Brad Burnham (Union Square Ventures) – The Slow Hunch

Mentioned

Bullish

VOICE— Voice technology, especially in conjunction with AI, is seen as a growing and important interface. There's an observed increase in people using voice for AI prompts and text messaging, indicating a significant trend in this technology.
CRYPTOAI— The combination of blockchain and AI technologies could lead to interesting developments in composability and reusability of code and data.
DESOC— Reminiscing about their investment in Twitter, Fred and Brad discuss the potential of Twitter as a protocol and the missed opportunities. Later, they suggest a strong opportunity remains for decentralized social (DeSoc) networks.

Bearish

PLATFORMS— Apple's platform power exemplifies a broader tension in tech: while integrated platforms create better user experiences, they also consolidate control and limit entrepreneurial opportunities. However, AI may emerge as a disruptive force that breaks down these walled gardens.

Not investment advice.