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The Butter Thesis (2019)
At USV, we talk a lot about our investment thesis. The USV thesis is a set of ideas that has guided our investing over the years. It is a tool we u...
The category-defining tools of each era of development have succeeded in large part because of their Buttery-ness. On the consumer side, Butter means end-user experiences that are frictionless and joyful. Building for butter means understanding that every step of the experience can be honed, smoothed and improved, to the point that it's so good you just can't take it.
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