Transcript
Introduction
Patrick
My guest today is Rebecca Kaden, a partner of famed venture firm, Union Square Ventures. USV is known for their thesis-driven investing, which is the topic of our conversation. Rebecca walks us through the evolution of USV's thesis into its third generation, and from there, we explore many of the most interesting and exciting areas of business, technology, and learning. Please enjoy our conversation.
Thesis Driven Investing
Patrick
So, Rebecca, this is going to be really fun. I think because you guys are a thesis-driven investment firm, which is different from a lot of the firms kind of your peer group that I've talked to recently, we could start at the very top with, because you penned it, Union Square Ventures' third iteration of its broad investment thesis. And then we're going to go down each of the little rabbit holes beneath that, but let's start at the top.