USV's Investment Thesis: The 'Butter' Factor
2025-02-11
Venture capital firm USV shared their investment philosophy – the 'Butter Thesis.' It's not about investing in butter, but rather about building exceptionally smooth, easy, and enjoyable user experiences. Whether it's developer tools (like Stripe API, Twilio API), B2B products (like Airtable, Slack), or consumer products (like Duolingo, Nurx), their success hinges on this 'buttery' experience. USV argues that achieving this is far from easy, but the rewards are extraordinary when accomplished.
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investment thesis