Posts

154 days ago

Meet the M...eta-Yankees

161 days ago

Socialism Blowback + Hiring & Sourcing in Age of AI...

169 days ago

AI Pokemon (catch'em all) & Hierarchy of Business Models

175 days ago

Scale, Sambot, Harvard Reunion

183 days ago

Bears and Books no E, no T

188 days ago

who is single?... and steven pinker

197 days ago

Vibecode Reality, OF, and Incumbents

204 days ago

experiences' airbnb, farming, brokers

211 days ago

Tel Aviv

216 days ago

Antisemitism and AI

225 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

232 days ago

Harvard, and Decolonization

246 days ago

Tariffs and Spies...

251 days ago

Mostly Skiing... a few other thoughts

260 days ago

Spies, Teams and Themes

265 days ago

Space Bet, Softbank, and Bill Maher

274 days ago

Again and Again, Nothing is New

281 days ago

Narrative Selloff, HP, and Harvard

295 days ago

Slow Creator I, Merit First, and Memes

300 days ago

Understanding Memecoins, and Merit First

309 days ago

Deepseek, Memes, and oh my Jelly-Jelly...

316 days ago

Tiktok, Trade Wars, and Financial Nihilism

330 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

351 days ago

Elon 'Zaphod' Musk and AI pragmatism

358 days ago

Sora, United Health, Survivability of Seed Capital

365 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

372 days ago

Venmo, Sling & Techbro Culture

379 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

386 days ago

Summers, DOGE, Storytelling

393 days ago

Election Thoughts...

400 days ago

Tech Earnings, Destroying Trust in Reality

407 days ago

Vision Pro Failure, AI Cherry on Top

414 days ago

Planet Elon & Seed 'Value' Investing

421 days ago

Google Antitrust, The State of Seed

428 days ago

Monster F-it Funding Rounds, Golf Curious VC

435 days ago

Meta, Death of SaaS and YC...

440 days ago

the children, aleo, and hustle culture

448 days ago

Beast is Buzzfeed... Google SEO sadness

456 days ago

Founder Mode, Packy and Harry discoveries...

463 days ago

VC Reset, and Some Hiring

477 days ago

Turn Off, Tune Out, Drop In

491 days ago

AI Earnings, Harvard Wins

498 days ago

Opensource AI, Topaz, and Netanyahu

505 days ago

Trump, Kiki, and the Olympics

519 days ago

Patriotism and Summer

524 days ago

Hearsay, Debates and Hacks

736 days ago

Followup from Capital Light Conference

739 days ago

Reminder - Capital Light Conference Tomorrow AM

743 days ago

Invite to The Capital Light Conference on the 29th

743 days ago

Capital Light Conference on the 29th

757 days ago

Post-Factory VC' Conference Invite...

764 days ago

Followup from the 'State of VC' deck

778 days ago

Followup from the 'State of VC' deck

780 days ago

The State of VC in 2023 - a Techno-Realist Manifesto

780 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

799 days ago

Scott Belsky & Why Your AI Startup is Probably Already Dead*

813 days ago

The Apple Episode (Carbon Neutralish)

827 days ago

Notes from Beijing, Energy Vampires and a Venture Capital Therapy Session

834 days ago

Why Hybrid Work Doesn't Work, Long Live the Phone Call

841 days ago

You should kill your startup, What replaces globalization

855 days ago

Where's the Barbie business pop? Where brands beat marketplaces

862 days ago

Episode 7: Elon's X game and RIP seed investing

865 days ago

More or Less Podcast

1041 days ago

The Best Time to Build

1073 days ago

Creator Financing Is Going Mainstream

1122 days ago

From Theranos to FTX: Silicon Valley’s ‘No Additional Work Required’ Late-Stage VC Culture and What to Do About It

1320 days ago

Elon Musk Is Silicon Valley’s New Hero—for Better or Worse

1381 days ago

How to Put Physical Assets on the Blockchain

1465 days ago

Facebook’s Decade-Old Missteps Should Be a Lesson for Web3

1485 days ago

The Metaverse Is Coming. What Happens Next?

1492 days ago

Investing Directly in People Is the Future of VC. Here’s How to Do It.

1501 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1516 days ago

A test title

1586 days ago

The End of Venture Capital as We Know It

1718 days ago

‘MrBeast’ Explains His Plans to Help YouTube Creators Raise Equity Finance

1720 days ago

The Future of Investing Directly In People

1740 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1752 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1775 days ago

Equity Financing for Influencers

1790 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1810 days ago

How Covid Accelerated Changes Already in the Making

1851 days ago

The Societal Problem of Only Needing 1,000 True Fans to Be Successful Online

1874 days ago

How to Prevent Social Media’s Editorial Role From Becoming Censorship of Speech

1892 days ago

Lessons From the Rise of OnlyFans

1923 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

1944 days ago

Why Instagram’s Reels Rollout Will Slow, but Not Stop, TikTok’s Growth

1965 days ago

The Simple and Practical Steps the Federal Government Should Take to Fix Online Speech

1971 days ago

The Escalating War Between Our Physical and Digital Realities

1993 days ago

On Feed Ranking and Free Speech

2007 days ago

The Slippery Slope to Censored Speech

2014 days ago

The Over-Under on New Voice-Chat App Clubhouse

2027 days ago

How Covid-19 Is Changing Seed Companies and Financing in Silicon Valley

2041 days ago

How Google and Apple Need to Play the Covid Contact Tracing Debate’s Next Phase

2046 days ago

The Long-Term Implications of Extended Work From Home

2070 days ago

Technology’s Role in Shaping the Impact of Covid-19

2098 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2126 days ago

The 10 Ways TikTok Will Change Social Product Design

2153 days ago

My Predictions for the Next Decade

2153 days ago

Grading My 2010 Predictions—and What I Learned

2182 days ago

In Defense of Deep Fakes

2196 days ago

Four Paths Forward for ‘Social Products’

2224 days ago

The Key Themes That Matter for the Future of Work

2237 days ago

The Challenges Facing Free Speech

2266 days ago

The Home Camera Wars

2273 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2329 days ago

On Inequality and Risk Capacity

2336 days ago

The Future of Free Speech

2406 days ago

Remote Work and the Politics of Decentralization

2421 days ago

Why the Internet Could Help Small Businesses Regain Power

2441 days ago

What Will Happen to the Social Wealth of Instagram Influencers as They Age?

2456 days ago

The Cost and Risk of Regulations That Make Information ‘Own-able’

2466 days ago

A Warning on the Dangers of Ephemeral Messaging

2476 days ago

ISAs and the Future of Securitization

2490 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2491 days ago

Modest Conversations: Income Share Agreements

2498 days ago

How to Introduce a Wealth Tax

2511 days ago

How Political Content Fills the Void Left by Micro-Targeting

2539 days ago

What Technologists Can Learn From Religions

2546 days ago

My Predictions for Crypto in 2019

2560 days ago

We Need Better Measures of Social and Environmental Impacts

2581 days ago

Is Uber Cash a Crypto Play?

2609 days ago

The Coming of the Human Knowledge-Work Cloud

2651 days ago

How the Internet Broke and What to Do About It

2656 days ago

Introducing “B is for Bitcoin”

2665 days ago

The Future of Privacy: Disinformation

2686 days ago

Scooters: The New Self-Driving Cars

2727 days ago

It’s Time for an American Internet Privacy Framework

2750 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2770 days ago

Venmo Trust and The Blockchain

2798 days ago

Governing the Internet

2833 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

2854 days ago

The Intellectual Tension Between Social Networking and Blockchains

2861 days ago

Stable Coins, Oracles, Trust, and Identity

2868 days ago

Open vs. Closed in National Tech Strategies: the U.S. and China

2882 days ago

The Future of Hybrid Centralized-Decentralized Apps

2910 days ago

Blockchains and the Right to Be Forgotten

2924 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

2939 days ago

Modest Conversations: Runaway Objective Functions & Human Agency with Tim O’Reilly

2952 days ago

The Tower of Babel: Five Challenges of the Modern Internet

2953 days ago

Modest Conversations: Attention and Addiction

2974 days ago

Modest Conversations: The Human Side of Building Technology

2981 days ago

The Future of Work

3009 days ago

The Future of Free Speech

3044 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3050 days ago

The Future of Truth

3052 days ago

On Product Management - Rousseau Kazi

3058 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3065 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3072 days ago

Modest Conversations: Solving The Problems of Modern Cities

3079 days ago

Seven Key Questions in the Cryptocurrency World

3080 days ago

Modest Conversations: What You Know vs. Who You Know

3086 days ago

Modest Conversations: On Metrics & Building What Your Competitors Can’t Measure

3100 days ago

Modest Conversations: Jobs, Inequality, and UBI

3106 days ago

A Game Plan for VR and AR in 2017

3107 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3113 days ago

Modest Conversations: Building Great Relationships With Kids

3121 days ago

Time to Pay Attention to Cryptocurrencies

3121 days ago

Modest Conversations: The Near Future of AI

3128 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3134 days ago

The Wrinkle In Forecasting Autonomous Cars

3135 days ago

Modest Conversations: 09 - Have We Reached The Limits of VC? - Bryce Roberts of OATV & Indie.vc

3143 days ago

08 - Entrepreneurial Resilience - Leila Janah, Founder Samasource and LXMI

3149 days ago

The Bay Area Should Levy a 5% Equity Tax on Startups

3149 days ago

Modest Conversations: The Future of Real Estate

3156 days ago

Modest Conversations: Is Meditation The Next Yoga?

3162 days ago

The Second Coming of IT

3163 days ago

Modest Conversations: New York Tech & Social Media Fame

3170 days ago

Why Twitter Should Start Charging

3170 days ago

Modest Conversations: Virtual and Physical Communities

3177 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3184 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3184 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3191 days ago

The Information Presents: Modest Conversations

3197 days ago

Slowing Down the Digital Escapist Movement

3211 days ago

The Return of History: Google Photos and Personal Big Data

3218 days ago

The Similarity Between Silicon Valley and Trump

3246 days ago

Our Silent Future

3259 days ago

Bot Check-In: A Year of Disappointment

3266 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3274 days ago

Why Amazon Should Launch a Bank—But Won’t

3288 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3302 days ago

The Rise of Information Imperialism

3316 days ago

The First Modern Election

3324 days ago

Where Airbnb May Be More Vulnerable than Uber

3337 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3351 days ago

How Data Analytics is Changing Startup Financing

3365 days ago

Uber’s Self-Driving Car Puzzle

3380 days ago

What Everyone Is Missing about Venture Returns

3394 days ago

Why I Like, but Won’t Use, Instagram Stories For Now

3400 days ago

Olympic Coverage: The Best of Times and the Worst of Times

3414 days ago

Why the Bonus Culture Will Spread

3429 days ago

How to Profit from Political Correctness

3441 days ago

Bots in 2016: Mid-Year Check In

3457 days ago

The Negative Side of Incubators

3471 days ago

Era of Lean Startups Nears an End

3484 days ago

The Non-Monetizable Product Blind Spot

3498 days ago

Why the Home Wars Aren’t the Phone Wars

3512 days ago

The New Business of Editing

3526 days ago

The Coming End of Capitalism

3540 days ago

Why Tech Needs Epic Failures

3554 days ago

Why We Should Abolish Time Zones

3575 days ago

Startups Need to Fire More Customers

3589 days ago

Why Startups Are Doomed, Part Two

3610 days ago

On Bots, Conversational Apps and Fin

3624 days ago

Personal Voice Analysis for the New Year

3638 days ago

Star Wars’ Private Tech Valuation Formula

3638 days ago

Why Aren’t We Talking More About Autonomous Passenger Planes?

3652 days ago

The Good Enough Stuff Revolution

3666 days ago

Kodak’s Lesson for Detroit

3680 days ago

The New Winners and Losers in the Boredom Market

3695 days ago

How Growth Will Burst the Tech Bubble

3709 days ago

Why It’s Hard to Fix Failing Tech Cos.

3723 days ago

The Case Against Product-Market Fit

3736 days ago

Paying Up Front is a Legacy Concept

3757 days ago

Understanding the Hidden ‘Costs’ of Products

3772 days ago

Oculus Is for the Elderly

3785 days ago

The Hidden Costs of Pivoting

3800 days ago

Startups Need Shade—Not Just Time—To Grow

3814 days ago

Why VCs are the New Investment Bankers

3827 days ago

‘It’s a Trap’: The Danger Zone for Series B and C Startups

3842 days ago

Pricing for Consumer Perception

3863 days ago

The End of the Bazaar

3877 days ago

The Downside of Positive Feedback

3890 days ago

A Call for New Type of Mapping Platform

3905 days ago

The Economics of Sharing: Past and Present

3912 days ago

How Startups Get Their Metrics Wrong

3926 days ago

Why Tech Comp is Broken and Ideas To Fix It

3939 days ago

Why Late-Stage Investing is Becoming More Like Seed-Stage

3953 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

3967 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

3981 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

3995 days ago

My 2020 Predictions: A Reality Check

4002 days ago

Technology, Taxi Medallions and the Ancien Régime

4009 days ago

How Digital Photography Is Altering Our Memory

4015 days ago

Economy Soars, Uber Drops in The Information Survey

4016 days ago

The Race to Become the Apple of Drones

4023 days ago

As Technology Kills GDP, What’s Next?

4030 days ago

When Tech Companies Enter Zero-Sum Markets

4037 days ago

Uber As Gatekeeper to the Physical World

4043 days ago

The Information Subscribers Say…

4044 days ago

Native Apps: A Game Startups Can’t Win

4051 days ago

Big Brands Have Become Liabilities

4058 days ago

Growth: Design It, Buy It or Get Stuck

4065 days ago

What I’ve Learned Since Leaving Facebook

4073 days ago

Time to Hang up on Voice

4079 days ago

How the Sharing Economy Threatens the Traditional Economy

4087 days ago

The Second Coming of Non-Consensus Currencies

4094 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4100 days ago

The ‘Uber Effect’ on the Property Market

4107 days ago

Selfies, Emoji and the Economics of Communication