Posts

103 days ago

SWL Week in Review - AI Flippenings & 2x2s

105 days ago

Invite to Pearl genesis event

110 days ago

SWL Week in Review - WWE of Silicon Valley

112 days ago

Invite to Pearl genesis event

117 days ago

SWL Week in Review - Build Your Own Apps

123 days ago

SWL Week in Review - AI Is Not a Labor Crisis. It Is a Meaning Crisis.

129 days ago

SWL Week in Review - Looksmaxxing

137 days ago

SWL Week in Review - Bot or Not

145 days ago

SWL Week in Review - Master of Bots

152 days ago

SWL Week in Review - A Commodity Without Monopoly Power

159 days ago

SWL Week in Review - Claude Week

162 days ago

Polymath

166 days ago

SWL Week in Review - Roblox for Adults

169 days ago

SWL Week in Review - P90 selloff

180 days ago

SWL Week in Review - No Typists Anymore...

184 days ago

SWL Week in Review - Chosen by the Claw.

194 days ago

SWL Week in Review - Gold.

201 days ago

SWL Week in Review - half-kelly

205 days ago

SWL Week in Review - clawdbot

215 days ago

SWL Week in Review - Positivity?

220 days ago

SWL Week in Review - The Narratives of ’26

236 days ago

SWL Week in Review - Whip not Muscle

241 days ago

SWL Week in Review - Enemy of My Enemy

250 days ago

SWL Week in Review - Code Red Realities

255 days ago

SWL Week in Review - AI Business Model Wars

264 days ago

SWL Week in Review - Make Poor?

271 days ago

SWL Week in Review - Finger Size

278 days ago

SWL Week in Review - Etiquette

284 days ago

SWL Week in Review - Orizaba Reflections

290 days ago

SWL Week in Review - Lowbrow LLM culture

297 days ago

SWL Week in Review - Religion

306 days ago

SWL Week in Review - Slop

313 days ago

SWL Week in Review - Sora So What?

317 days ago

SWL Week in Review - Mercantilism

327 days ago

SWL Week in Review - 996 meta etiquette

334 days ago

SWL Week in Review - Memetic Warfare

341 days ago

SWL Week in Review - Wars of Attrition

355 days ago

SWL Week in Review - Top?

360 days ago

SWL Week in Review - Protest

369 days ago

SWL Week in Review - Betting on LLMs (literally)

376 days ago

SWL Week in Review - Outrage (and Figma)

383 days ago

SWL Week in Review - you know who would LOVE to hear about this...?

390 days ago

SWL Week in Review - is Vibecoding Entertainment?

394 days ago

SWL Week in Review - Launch of The Information TV + MZ live interview

403 days ago

Meet the M...eta-Yankees

410 days ago

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

418 days ago

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

424 days ago

Scale, Sambot, Harvard Reunion

432 days ago

Bears and Books no E, no T

437 days ago

who is single?... and steven pinker

446 days ago

Vibecode Reality, OF, and Incumbents

453 days ago

experiences' airbnb, farming, brokers

460 days ago

Tel Aviv

465 days ago

Antisemitism and AI

474 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

481 days ago

Harvard, and Decolonization

495 days ago

Tariffs and Spies...

500 days ago

Mostly Skiing... a few other thoughts

509 days ago

Spies, Teams and Themes

514 days ago

Space Bet, Softbank, and Bill Maher

523 days ago

Again and Again, Nothing is New

530 days ago

Narrative Selloff, HP, and Harvard

544 days ago

Slow Creator I, Merit First, and Memes

548 days ago

Understanding Memecoins, and Merit First

558 days ago

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

565 days ago

Tiktok, Trade Wars, and Financial Nihilism

579 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

600 days ago

Elon 'Zaphod' Musk and AI pragmatism

607 days ago

Sora, United Health, Survivability of Seed Capital

614 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

621 days ago

Venmo, Sling & Techbro Culture

628 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

635 days ago

Summers, DOGE, Storytelling

642 days ago

Election Thoughts...

649 days ago

Tech Earnings, Destroying Trust in Reality

656 days ago

Vision Pro Failure, AI Cherry on Top

663 days ago

Planet Elon & Seed 'Value' Investing

670 days ago

Google Antitrust, The State of Seed

677 days ago

Monster F-it Funding Rounds, Golf Curious VC

684 days ago

Meta, Death of SaaS and YC...

689 days ago

the children, aleo, and hustle culture

697 days ago

Beast is Buzzfeed... Google SEO sadness

705 days ago

Founder Mode, Packy and Harry discoveries...

712 days ago

VC Reset, and Some Hiring

726 days ago

Turn Off, Tune Out, Drop In

740 days ago

AI Earnings, Harvard Wins

747 days ago

Opensource AI, Topaz, and Netanyahu

754 days ago

Trump, Kiki, and the Olympics

768 days ago

Patriotism and Summer

773 days ago

Hearsay, Debates and Hacks

985 days ago

Followup from Capital Light Conference

988 days ago

Reminder - Capital Light Conference Tomorrow AM

992 days ago

Invite to The Capital Light Conference on the 29th

992 days ago

Capital Light Conference on the 29th

1006 days ago

Post-Factory VC' Conference Invite...

1013 days ago

Followup from the 'State of VC' deck

1027 days ago

Followup from the 'State of VC' deck

1029 days ago

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

1029 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1048 days ago

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

1062 days ago

The Apple Episode (Carbon Neutralish)

1076 days ago

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

1083 days ago

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

1090 days ago

You should kill your startup, What replaces globalization

1104 days ago

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

1111 days ago

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

1114 days ago

More or Less Podcast

1290 days ago

The Best Time to Build

1322 days ago

Creator Financing Is Going Mainstream

1371 days ago

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

1569 days ago

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

1630 days ago

How to Put Physical Assets on the Blockchain

1714 days ago

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

1734 days ago

The Metaverse Is Coming. What Happens Next?

1741 days ago

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

1750 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1765 days ago

A test title

1834 days ago

The End of Venture Capital as We Know It

1967 days ago

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

1969 days ago

The Future of Investing Directly In People

1989 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2001 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2024 days ago

Equity Financing for Influencers

2038 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2059 days ago

How Covid Accelerated Changes Already in the Making

2100 days ago

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

2122 days ago

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

2140 days ago

Lessons From the Rise of OnlyFans

2172 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2193 days ago

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

2213 days ago

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

2219 days ago

The Escalating War Between Our Physical and Digital Realities

2242 days ago

On Feed Ranking and Free Speech

2256 days ago

The Slippery Slope to Censored Speech

2263 days ago

The Over-Under on New Voice-Chat App Clubhouse

2275 days ago

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

2289 days ago

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

2295 days ago

The Long-Term Implications of Extended Work From Home

2319 days ago

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

2347 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2375 days ago

The 10 Ways TikTok Will Change Social Product Design

2402 days ago

My Predictions for the Next Decade

2402 days ago

Grading My 2010 Predictions—and What I Learned

2431 days ago

In Defense of Deep Fakes

2445 days ago

Four Paths Forward for ‘Social Products’

2473 days ago

The Key Themes That Matter for the Future of Work

2486 days ago

The Challenges Facing Free Speech

2514 days ago

The Home Camera Wars

2522 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2578 days ago

On Inequality and Risk Capacity

2585 days ago

The Future of Free Speech

2655 days ago

Remote Work and the Politics of Decentralization

2669 days ago

Why the Internet Could Help Small Businesses Regain Power

2690 days ago

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

2704 days ago

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

2714 days ago

A Warning on the Dangers of Ephemeral Messaging

2725 days ago

ISAs and the Future of Securitization

2739 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2740 days ago

Modest Conversations: Income Share Agreements

2746 days ago

How to Introduce a Wealth Tax

2760 days ago

How Political Content Fills the Void Left by Micro-Targeting

2788 days ago

What Technologists Can Learn From Religions

2795 days ago

My Predictions for Crypto in 2019

2809 days ago

We Need Better Measures of Social and Environmental Impacts

2830 days ago

Is Uber Cash a Crypto Play?

2858 days ago

The Coming of the Human Knowledge-Work Cloud

2899 days ago

How the Internet Broke and What to Do About It

2905 days ago

Introducing “B is for Bitcoin”

2914 days ago

The Future of Privacy: Disinformation

2935 days ago

Scooters: The New Self-Driving Cars

2976 days ago

It’s Time for an American Internet Privacy Framework

2998 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3018 days ago

Venmo Trust and The Blockchain

3047 days ago

Governing the Internet

3082 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3103 days ago

The Intellectual Tension Between Social Networking and Blockchains

3110 days ago

Stable Coins, Oracles, Trust, and Identity

3117 days ago

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

3131 days ago

The Future of Hybrid Centralized-Decentralized Apps

3159 days ago

Blockchains and the Right to Be Forgotten

3173 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3188 days ago

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

3201 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3202 days ago

Modest Conversations: Attention and Addiction

3223 days ago

Modest Conversations: The Human Side of Building Technology

3229 days ago

The Future of Work

3257 days ago

The Future of Free Speech

3293 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3299 days ago

The Future of Truth

3301 days ago

On Product Management - Rousseau Kazi

3307 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3314 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3321 days ago

Modest Conversations: Solving The Problems of Modern Cities

3327 days ago

Seven Key Questions in the Cryptocurrency World

3329 days ago

Modest Conversations: What You Know vs. Who You Know

3335 days ago

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

3349 days ago

Modest Conversations: Jobs, Inequality, and UBI

3355 days ago

A Game Plan for VR and AR in 2017

3356 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3362 days ago

Modest Conversations: Building Great Relationships With Kids

3369 days ago

Time to Pay Attention to Cryptocurrencies

3370 days ago

Modest Conversations: The Near Future of AI

3377 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3382 days ago

The Wrinkle In Forecasting Autonomous Cars

3384 days ago

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

3391 days ago

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

3397 days ago

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

3398 days ago

Modest Conversations: The Future of Real Estate

3405 days ago

Modest Conversations: Is Meditation The Next Yoga?

3411 days ago

The Second Coming of IT

3412 days ago

Modest Conversations: New York Tech & Social Media Fame

3418 days ago

Why Twitter Should Start Charging

3419 days ago

Modest Conversations: Virtual and Physical Communities

3426 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3432 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3433 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3440 days ago

The Information Presents: Modest Conversations

3446 days ago

Slowing Down the Digital Escapist Movement

3460 days ago

The Return of History: Google Photos and Personal Big Data

3467 days ago

The Similarity Between Silicon Valley and Trump

3495 days ago

Our Silent Future

3508 days ago

Bot Check-In: A Year of Disappointment

3515 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3523 days ago

Why Amazon Should Launch a Bank—But Won’t

3537 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3551 days ago

The Rise of Information Imperialism

3565 days ago

The First Modern Election

3572 days ago

Where Airbnb May Be More Vulnerable than Uber

3586 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3600 days ago

How Data Analytics is Changing Startup Financing

3614 days ago

Uber’s Self-Driving Car Puzzle

3628 days ago

What Everyone Is Missing about Venture Returns

3642 days ago

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

3649 days ago

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

3662 days ago

Why the Bonus Culture Will Spread

3677 days ago

How to Profit from Political Correctness

3690 days ago

Bots in 2016: Mid-Year Check In

3705 days ago

The Negative Side of Incubators

3719 days ago

Era of Lean Startups Nears an End

3733 days ago

The Non-Monetizable Product Blind Spot

3747 days ago

Why the Home Wars Aren’t the Phone Wars

3761 days ago

The New Business of Editing

3775 days ago

The Coming End of Capitalism

3789 days ago

Why Tech Needs Epic Failures

3803 days ago

Why We Should Abolish Time Zones

3824 days ago

Startups Need to Fire More Customers

3838 days ago

Why Startups Are Doomed, Part Two

3859 days ago

On Bots, Conversational Apps and Fin

3873 days ago

Personal Voice Analysis for the New Year

3887 days ago

Star Wars’ Private Tech Valuation Formula

3887 days ago

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

3901 days ago

The Good Enough Stuff Revolution

3915 days ago

Kodak’s Lesson for Detroit

3929 days ago

The New Winners and Losers in the Boredom Market

3943 days ago

How Growth Will Burst the Tech Bubble

3957 days ago

Why It’s Hard to Fix Failing Tech Cos.

3971 days ago

The Case Against Product-Market Fit

3985 days ago

Paying Up Front is a Legacy Concept

4006 days ago

Understanding the Hidden ‘Costs’ of Products

4020 days ago

Oculus Is for the Elderly

4034 days ago

The Hidden Costs of Pivoting

4048 days ago

Startups Need Shade—Not Just Time—To Grow

4062 days ago

Why VCs are the New Investment Bankers

4076 days ago

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

4090 days ago

Pricing for Consumer Perception

4111 days ago

The End of the Bazaar

4125 days ago

The Downside of Positive Feedback

4139 days ago

A Call for New Type of Mapping Platform

4153 days ago

The Economics of Sharing: Past and Present

4160 days ago

How Startups Get Their Metrics Wrong

4174 days ago

Why Tech Comp is Broken and Ideas To Fix It

4188 days ago

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

4202 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4216 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4230 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4244 days ago

My 2020 Predictions: A Reality Check

4251 days ago

Technology, Taxi Medallions and the Ancien Régime

4258 days ago

How Digital Photography Is Altering Our Memory

4264 days ago

Economy Soars, Uber Drops in The Information Survey

4265 days ago

The Race to Become the Apple of Drones

4272 days ago

As Technology Kills GDP, What’s Next?

4279 days ago

When Tech Companies Enter Zero-Sum Markets

4286 days ago

Uber As Gatekeeper to the Physical World

4292 days ago

The Information Subscribers Say…

4293 days ago

Native Apps: A Game Startups Can’t Win

4300 days ago

Big Brands Have Become Liabilities

4307 days ago

Growth: Design It, Buy It or Get Stuck

4314 days ago

What I’ve Learned Since Leaving Facebook

4321 days ago

Time to Hang up on Voice

4328 days ago

How the Sharing Economy Threatens the Traditional Economy

4335 days ago

The Second Coming of Non-Consensus Currencies

4342 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4349 days ago

The ‘Uber Effect’ on the Property Market

4356 days ago

Selfies, Emoji and the Economics of Communication