Episode Details

Fred Wilson & Brad Burnham (Union Square Ventures)
3/20/2025
The Slow Hunch

Key Insights

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.
    • Voice for sure. I remember when I was at MIT in the late seventies and early eighties, AI was a pretty hot topic back then and it took thirty five years maybe for AI to live up to the expectations of what some of the computer scientists at MIT had in in 1980 for it. But I think voice as a as an interface has been around for a long time. Google has had Right. Voice on its phone for ten years at least. But I really start to see more and more people using voice now to prompt AIs and to send text messages when they're in their car.” - Fred (1:06:26)
  • 🟢 $CRYPTOAI - 🔒
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  • 🟢 $DESOC - 🔒
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Bearish:

  • 🔻 $PLATFORMS - 🔒
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