Posts

3 days ago

SWL Week in Review - AI Treaties, Nathan Fielder, Agents (of Hollywood), and Grill Evals

12 days ago

SWL Week in Review - $1T in Escrow, Minimum

17 days ago

SWL Week in Review - M-M-Maximum Entertainment

26 days ago

SWL Week in Review - M-M-Maximum Entertainment

33 days ago

SWL Week in Review - New York State of Mind

40 days ago

SWL Week in Review - Alignment with Whom Exactly?

47 days ago

SWL Week in Review - Think of the Children!

54 days ago

SWL Week in Review - Token Trading

61 days ago

SWL Week in Review - Shipping the Shifting $500B of Risk to Pensioners

68 days ago

SWL Week in Review - Summer Bag Securing

73 days ago

SWL Week in Review - Never Compete

82 days ago

SWL Week in Review - Crushing Bot Rebellions

89 days ago

SWL Week in Review - Appeasement

101 days ago

SWL Week in Review - The Voice of America

110 days ago

SWL Week in Review - Late Empire

115 days ago

SWL Week in Review - Teamshares

121 days ago

SWL Week in Review - Capitalist Multiverse

131 days ago

SWL Week in Review - The Whole Point is You Can't Measure the ROI on AI

138 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

145 days ago

SWL Week in Review - Anthrospace

152 days ago

SWL Week in Review - Forward Deployed Monks

157 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

165 days ago

SWL Week in Review - AI Flippenings & 2x2s

168 days ago

Invite to Pearl genesis event

173 days ago

SWL Week in Review - WWE of Silicon Valley

175 days ago

Invite to Pearl genesis event

180 days ago

SWL Week in Review - Build Your Own Apps

186 days ago

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

192 days ago

SWL Week in Review - Looksmaxxing

200 days ago

SWL Week in Review - Bot or Not

208 days ago

SWL Week in Review - Master of Bots

215 days ago

SWL Week in Review - A Commodity Without Monopoly Power

222 days ago

SWL Week in Review - Claude Week

225 days ago

Polymath

229 days ago

SWL Week in Review - Roblox for Adults

232 days ago

SWL Week in Review - P90 selloff

243 days ago

SWL Week in Review - No Typists Anymore...

247 days ago

SWL Week in Review - Chosen by the Claw.

257 days ago

SWL Week in Review - Gold.

264 days ago

SWL Week in Review - half-kelly

267 days ago

SWL Week in Review - clawdbot

278 days ago

SWL Week in Review - Positivity?

283 days ago

SWL Week in Review - The Narratives of ’26

299 days ago

SWL Week in Review - Whip not Muscle

304 days ago

SWL Week in Review - Enemy of My Enemy

313 days ago

SWL Week in Review - Code Red Realities

318 days ago

SWL Week in Review - AI Business Model Wars

327 days ago

SWL Week in Review - Make Poor?

334 days ago

SWL Week in Review - Finger Size

341 days ago

SWL Week in Review - Etiquette

347 days ago

SWL Week in Review - Orizaba Reflections

353 days ago

SWL Week in Review - Lowbrow LLM culture

360 days ago

SWL Week in Review - Religion

369 days ago

SWL Week in Review - Slop

376 days ago

SWL Week in Review - Sora So What?

380 days ago

SWL Week in Review - Mercantilism

390 days ago

SWL Week in Review - 996 meta etiquette

397 days ago

SWL Week in Review - Memetic Warfare

404 days ago

SWL Week in Review - Wars of Attrition

418 days ago

SWL Week in Review - Top?

423 days ago

SWL Week in Review - Protest

432 days ago

SWL Week in Review - Betting on LLMs (literally)

439 days ago

SWL Week in Review - Outrage (and Figma)

446 days ago

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

453 days ago

SWL Week in Review - is Vibecoding Entertainment?

457 days ago

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

466 days ago

Meet the M...eta-Yankees

473 days ago

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

481 days ago

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

487 days ago

Scale, Sambot, Harvard Reunion

495 days ago

Bears and Books no E, no T

500 days ago

who is single?... and steven pinker

509 days ago

Vibecode Reality, OF, and Incumbents

516 days ago

experiences' airbnb, farming, brokers

523 days ago

Tel Aviv

528 days ago

Antisemitism and AI

537 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

544 days ago

Harvard, and Decolonization

558 days ago

Tariffs and Spies...

563 days ago

Mostly Skiing... a few other thoughts

572 days ago

Spies, Teams and Themes

577 days ago

Space Bet, Softbank, and Bill Maher

586 days ago

Again and Again, Nothing is New

593 days ago

Narrative Selloff, HP, and Harvard

607 days ago

Slow Creator I, Merit First, and Memes

611 days ago

Understanding Memecoins, and Merit First

621 days ago

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

628 days ago

Tiktok, Trade Wars, and Financial Nihilism

642 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

663 days ago

Elon 'Zaphod' Musk and AI pragmatism

670 days ago

Sora, United Health, Survivability of Seed Capital

677 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

684 days ago

Venmo, Sling & Techbro Culture

691 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

698 days ago

Summers, DOGE, Storytelling

705 days ago

Election Thoughts...

712 days ago

Tech Earnings, Destroying Trust in Reality

719 days ago

Vision Pro Failure, AI Cherry on Top

726 days ago

Planet Elon & Seed 'Value' Investing

733 days ago

Google Antitrust, The State of Seed

740 days ago

Monster F-it Funding Rounds, Golf Curious VC

747 days ago

Meta, Death of SaaS and YC...

752 days ago

the children, aleo, and hustle culture

760 days ago

Beast is Buzzfeed... Google SEO sadness

768 days ago

Founder Mode, Packy and Harry discoveries...

775 days ago

VC Reset, and Some Hiring

789 days ago

Turn Off, Tune Out, Drop In

803 days ago

AI Earnings, Harvard Wins

810 days ago

Opensource AI, Topaz, and Netanyahu

817 days ago

Trump, Kiki, and the Olympics

831 days ago

Patriotism and Summer

836 days ago

Hearsay, Debates and Hacks

1048 days ago

Followup from Capital Light Conference

1050 days ago

Reminder - Capital Light Conference Tomorrow AM

1055 days ago

Invite to The Capital Light Conference on the 29th

1055 days ago

Capital Light Conference on the 29th

1069 days ago

Post-Factory VC' Conference Invite...

1076 days ago

Followup from the 'State of VC' deck

1090 days ago

Followup from the 'State of VC' deck

1092 days ago

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

1092 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1111 days ago

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

1125 days ago

The Apple Episode (Carbon Neutralish)

1139 days ago

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

1146 days ago

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

1153 days ago

You should kill your startup, What replaces globalization

1167 days ago

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

1174 days ago

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

1177 days ago

More or Less Podcast

1353 days ago

The Best Time to Build

1385 days ago

Creator Financing Is Going Mainstream

1434 days ago

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

1632 days ago

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

1693 days ago

How to Put Physical Assets on the Blockchain

1777 days ago

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

1797 days ago

The Metaverse Is Coming. What Happens Next?

1804 days ago

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

1813 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1827 days ago

A test title

1897 days ago

The End of Venture Capital as We Know It

2030 days ago

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

2032 days ago

The Future of Investing Directly In People

2052 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2064 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2087 days ago

Equity Financing for Influencers

2101 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2122 days ago

How Covid Accelerated Changes Already in the Making

2163 days ago

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

2185 days ago

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

2203 days ago

Lessons From the Rise of OnlyFans

2235 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2256 days ago

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

2276 days ago

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

2282 days ago

The Escalating War Between Our Physical and Digital Realities

2305 days ago

On Feed Ranking and Free Speech

2319 days ago

The Slippery Slope to Censored Speech

2326 days ago

The Over-Under on New Voice-Chat App Clubhouse

2338 days ago

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

2352 days ago

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

2358 days ago

The Long-Term Implications of Extended Work From Home

2382 days ago

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

2410 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2438 days ago

The 10 Ways TikTok Will Change Social Product Design

2465 days ago

My Predictions for the Next Decade

2465 days ago

Grading My 2010 Predictions—and What I Learned

2494 days ago

In Defense of Deep Fakes

2508 days ago

Four Paths Forward for ‘Social Products’

2536 days ago

The Key Themes That Matter for the Future of Work

2549 days ago

The Challenges Facing Free Speech

2577 days ago

The Home Camera Wars

2585 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2641 days ago

On Inequality and Risk Capacity

2648 days ago

The Future of Free Speech

2718 days ago

Remote Work and the Politics of Decentralization

2732 days ago

Why the Internet Could Help Small Businesses Regain Power

2753 days ago

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

2767 days ago

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

2777 days ago

A Warning on the Dangers of Ephemeral Messaging

2788 days ago

ISAs and the Future of Securitization

2802 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2803 days ago

Modest Conversations: Income Share Agreements

2809 days ago

How to Introduce a Wealth Tax

2823 days ago

How Political Content Fills the Void Left by Micro-Targeting

2851 days ago

What Technologists Can Learn From Religions

2858 days ago

My Predictions for Crypto in 2019

2872 days ago

We Need Better Measures of Social and Environmental Impacts

2893 days ago

Is Uber Cash a Crypto Play?

2921 days ago

The Coming of the Human Knowledge-Work Cloud

2962 days ago

How the Internet Broke and What to Do About It

2968 days ago

Introducing “B is for Bitcoin”

2977 days ago

The Future of Privacy: Disinformation

2998 days ago

Scooters: The New Self-Driving Cars

3039 days ago

It’s Time for an American Internet Privacy Framework

3061 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3081 days ago

Venmo Trust and The Blockchain

3110 days ago

Governing the Internet

3145 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3166 days ago

The Intellectual Tension Between Social Networking and Blockchains

3173 days ago

Stable Coins, Oracles, Trust, and Identity

3180 days ago

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

3194 days ago

The Future of Hybrid Centralized-Decentralized Apps

3222 days ago

Blockchains and the Right to Be Forgotten

3236 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3251 days ago

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

3264 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3265 days ago

Modest Conversations: Attention and Addiction

3286 days ago

Modest Conversations: The Human Side of Building Technology

3292 days ago

The Future of Work

3320 days ago

The Future of Free Speech

3356 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3362 days ago

The Future of Truth

3364 days ago

On Product Management - Rousseau Kazi

3370 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3377 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3384 days ago

Modest Conversations: Solving The Problems of Modern Cities

3390 days ago

Seven Key Questions in the Cryptocurrency World

3392 days ago

Modest Conversations: What You Know vs. Who You Know

3398 days ago

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

3412 days ago

Modest Conversations: Jobs, Inequality, and UBI

3418 days ago

A Game Plan for VR and AR in 2017

3419 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3425 days ago

Modest Conversations: Building Great Relationships With Kids

3432 days ago

Time to Pay Attention to Cryptocurrencies

3433 days ago

Modest Conversations: The Near Future of AI

3440 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3445 days ago

The Wrinkle In Forecasting Autonomous Cars

3447 days ago

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

3454 days ago

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

3460 days ago

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

3461 days ago

Modest Conversations: The Future of Real Estate

3468 days ago

Modest Conversations: Is Meditation The Next Yoga?

3474 days ago

The Second Coming of IT

3475 days ago

Modest Conversations: New York Tech & Social Media Fame

3481 days ago

Why Twitter Should Start Charging

3482 days ago

Modest Conversations: Virtual and Physical Communities

3489 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3495 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3496 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3503 days ago

The Information Presents: Modest Conversations

3509 days ago

Slowing Down the Digital Escapist Movement

3523 days ago

The Return of History: Google Photos and Personal Big Data

3530 days ago

The Similarity Between Silicon Valley and Trump

3558 days ago

Our Silent Future

3571 days ago

Bot Check-In: A Year of Disappointment

3578 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3586 days ago

Why Amazon Should Launch a Bank—But Won’t

3600 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3614 days ago

The Rise of Information Imperialism

3628 days ago

The First Modern Election

3635 days ago

Where Airbnb May Be More Vulnerable than Uber

3649 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3663 days ago

How Data Analytics is Changing Startup Financing

3677 days ago

Uber’s Self-Driving Car Puzzle

3691 days ago

What Everyone Is Missing about Venture Returns

3705 days ago

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

3712 days ago

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

3725 days ago

Why the Bonus Culture Will Spread

3740 days ago

How to Profit from Political Correctness

3753 days ago

Bots in 2016: Mid-Year Check In

3768 days ago

The Negative Side of Incubators

3782 days ago

Era of Lean Startups Nears an End

3796 days ago

The Non-Monetizable Product Blind Spot

3810 days ago

Why the Home Wars Aren’t the Phone Wars

3824 days ago

The New Business of Editing

3838 days ago

The Coming End of Capitalism

3852 days ago

Why Tech Needs Epic Failures

3866 days ago

Why We Should Abolish Time Zones

3887 days ago

Startups Need to Fire More Customers

3901 days ago

Why Startups Are Doomed, Part Two

3922 days ago

On Bots, Conversational Apps and Fin

3936 days ago

Personal Voice Analysis for the New Year

3950 days ago

Star Wars’ Private Tech Valuation Formula

3950 days ago

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

3964 days ago

The Good Enough Stuff Revolution

3978 days ago

Kodak’s Lesson for Detroit

3992 days ago

The New Winners and Losers in the Boredom Market

4006 days ago

How Growth Will Burst the Tech Bubble

4020 days ago

Why It’s Hard to Fix Failing Tech Cos.

4034 days ago

The Case Against Product-Market Fit

4048 days ago

Paying Up Front is a Legacy Concept

4069 days ago

Understanding the Hidden ‘Costs’ of Products

4083 days ago

Oculus Is for the Elderly

4097 days ago

The Hidden Costs of Pivoting

4111 days ago

Startups Need Shade—Not Just Time—To Grow

4125 days ago

Why VCs are the New Investment Bankers

4139 days ago

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

4153 days ago

Pricing for Consumer Perception

4174 days ago

The End of the Bazaar

4188 days ago

The Downside of Positive Feedback

4202 days ago

A Call for New Type of Mapping Platform

4216 days ago

The Economics of Sharing: Past and Present

4223 days ago

How Startups Get Their Metrics Wrong

4237 days ago

Why Tech Comp is Broken and Ideas To Fix It

4251 days ago

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

4265 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4279 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4293 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4307 days ago

My 2020 Predictions: A Reality Check

4314 days ago

Technology, Taxi Medallions and the Ancien Régime

4321 days ago

How Digital Photography Is Altering Our Memory

4327 days ago

Economy Soars, Uber Drops in The Information Survey

4328 days ago

The Race to Become the Apple of Drones

4335 days ago

As Technology Kills GDP, What’s Next?

4342 days ago

When Tech Companies Enter Zero-Sum Markets

4349 days ago

Uber As Gatekeeper to the Physical World

4355 days ago

The Information Subscribers Say…

4356 days ago

Native Apps: A Game Startups Can’t Win

4363 days ago

Big Brands Have Become Liabilities

4370 days ago

Growth: Design It, Buy It or Get Stuck

4377 days ago

What I’ve Learned Since Leaving Facebook

4384 days ago

Time to Hang up on Voice

4391 days ago

How the Sharing Economy Threatens the Traditional Economy

4398 days ago

The Second Coming of Non-Consensus Currencies

4405 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4412 days ago

The ‘Uber Effect’ on the Property Market

4419 days ago

Selfies, Emoji and the Economics of Communication