Two things are happening at once in private markets, and they both point in the same direction.

First: AI has collapsed the cost to build new technology. A solo founder in 2026 can ship a working product in hours that would have required a team of five engineers a few years ago. The supply of ambitious founders building real things is expanding faster than the capital available to find them early.

Second: the wealth creation window is compressing. The best private companies are staying private longer than ever. And by the time most investors can access them, the compounding has already happened.

Both trends reward the same thing: investors who find great companies before the market arrives.

Today, we're talking about:

  • Our recent investment in Weekend Fund IV and what it means for our investors

  • Sierra's $950M raise and what it signals about enterprise AI

  • Anthropic's research on how people use Claude for personal decisions

  • Brian Chesky on what the AI era actually means for product leaders

Investing in Weekend Fund IV

Most investors meet exceptional founders after their story is already written.

Ryan Hoover has been meeting them since before they even start, for well over a decade.

Ryan founded Product Hunt, where 100,000 founders launch their product every year. Figma, Notion, Deel, and Loom all started there, and Ryan helped those founders build before anyone knew their names. What that decade of proximity gives you isn't just a network. It's pattern recognition that institutional capital can't replicate from a pitch deck.

Vedika Jain is his Venture Partner at Weekend Fund. She spent years building companies before backing them — first as an analyst at Stripe, then as the first product manager at TrueLayer, where she helped scale the team from six to 80. She knows what good looks like from the inside, and it’s that operator's instinct that shapes every investment Weekend Fund makes.

Together, they evaluate roughly 2,000 companies a year and invest in approximately 15. Their past portfolio includes Deel ($17.3B, $1.4B+ ARR), Rail ($200M exit to Ripple), InVideo ($70M+ ARR, 50M+ users), Intercom, Extropic, Mindbloom, Outset, and Truemed, among others.

Today, we are announcing that USVC has invested in Ryan Hoover’s Weekend Fund IV as our next step in making the earliest stages of venture accessible to everyone.

This announcement is an investment in Fund IV, not retroactive exposure to prior fund returns. So, what we’re buying is access to what Ryan and Vedika invest in next.

Historically, that access required being an accredited investor writing a six- or seven-figure check.

Current USVC investors automatically gain exposure to Weekend Fund IV and its future investments as part of this deal.

New U.S. investors can get started with as little as $500.

Watchlist

  • Sierra raises $950M at $15 billion. Enterprise AI isn't in pilot mode anymore. Sierra (a USVC portfolio company) closed $950M led by Tiger Global and GV at a valuation over $15B. The company now serves 40%+ of the Fortune 50. Continue reading →

  • Anthropic published research on how people actually use Claude for personal decisions. Across one million conversations analyzed, four dominant categories emerged: health and wellness (27%), career (26%), relationships (12%), personal finance (11%). People are already bringing high-stakes personal decisions to AI. The question is which products will handle it responsibly. Continue reading →

  • Brian Chesky on what the AI era actually means for product leaders. Invest Like The Best published a conversation with the Airbnb CEO this week worth saving. Chesky believes AI is about to trigger a massive consumer renaissance, one that rewards companies obsessed with product quality over feature velocity. Required listening if you're thinking about consumer categories or what AI means for leaders. Continue watching →

Private markets have historically rewarded patient capital. The investors who've built real positions in venture didn't find the perfect moment. They started early and stayed long.

USVC is how you build that position, starting with as little as $500.

Investors should carefully consider the investment objectives, risks, sales charges and expenses of USVC before investing. USVC's prospectus contains this and other information and may be obtained at http://usvc.com/prospectus or by calling +1 (844) 988-1720. Read the prospectus carefully before investing.

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