Posts

34 days ago

Meet the M...eta-Yankees

41 days ago

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

49 days ago

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

55 days ago

Scale, Sambot, Harvard Reunion

63 days ago

Bears and Books no E, no T

68 days ago

who is single?... and steven pinker

77 days ago

Vibecode Reality, OF, and Incumbents

84 days ago

experiences' airbnb, farming, brokers

91 days ago

Tel Aviv

96 days ago

Antisemitism and AI

105 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

112 days ago

Harvard, and Decolonization

126 days ago

Tariffs and Spies...

131 days ago

Mostly Skiing... a few other thoughts

140 days ago

Spies, Teams and Themes

145 days ago

Space Bet, Softbank, and Bill Maher

154 days ago

Again and Again, Nothing is New

161 days ago

Narrative Selloff, HP, and Harvard

175 days ago

Slow Creator I, Merit First, and Memes

179 days ago

Understanding Memecoins, and Merit First

189 days ago

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

196 days ago

Tiktok, Trade Wars, and Financial Nihilism

210 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

231 days ago

Elon 'Zaphod' Musk and AI pragmatism

238 days ago

Sora, United Health, Survivability of Seed Capital

245 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

252 days ago

Venmo, Sling & Techbro Culture

259 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

266 days ago

Summers, DOGE, Storytelling

273 days ago

Election Thoughts...

280 days ago

Tech Earnings, Destroying Trust in Reality

287 days ago

Vision Pro Failure, AI Cherry on Top

294 days ago

Planet Elon & Seed 'Value' Investing

301 days ago

Google Antitrust, The State of Seed

308 days ago

Monster F-it Funding Rounds, Golf Curious VC

315 days ago

Meta, Death of SaaS and YC...

320 days ago

the children, aleo, and hustle culture

328 days ago

Beast is Buzzfeed... Google SEO sadness

336 days ago

Founder Mode, Packy and Harry discoveries...

343 days ago

VC Reset, and Some Hiring

357 days ago

Turn Off, Tune Out, Drop In

371 days ago

AI Earnings, Harvard Wins

378 days ago

Opensource AI, Topaz, and Netanyahu

385 days ago

Trump, Kiki, and the Olympics

399 days ago

Patriotism and Summer

404 days ago

Hearsay, Debates and Hacks

616 days ago

Followup from Capital Light Conference

619 days ago

Reminder - Capital Light Conference Tomorrow AM

623 days ago

Invite to The Capital Light Conference on the 29th

623 days ago

Capital Light Conference on the 29th

637 days ago

Post-Factory VC' Conference Invite...

644 days ago

Followup from the 'State of VC' deck

658 days ago

Followup from the 'State of VC' deck

660 days ago

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

660 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

679 days ago

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

693 days ago

The Apple Episode (Carbon Neutralish)

707 days ago

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

714 days ago

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

721 days ago

You should kill your startup, What replaces globalization

735 days ago

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

742 days ago

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

745 days ago

More or Less Podcast

921 days ago

The Best Time to Build

953 days ago

Creator Financing Is Going Mainstream

1002 days ago

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

1200 days ago

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

1261 days ago

How to Put Physical Assets on the Blockchain

1345 days ago

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

1365 days ago

The Metaverse Is Coming. What Happens Next?

1372 days ago

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

1381 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1396 days ago

A test title

1466 days ago

The End of Venture Capital as We Know It

1598 days ago

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

1600 days ago

The Future of Investing Directly In People

1620 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1632 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1655 days ago

Equity Financing for Influencers

1670 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1690 days ago

How Covid Accelerated Changes Already in the Making

1731 days ago

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

1754 days ago

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

1772 days ago

Lessons From the Rise of OnlyFans

1803 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

1824 days ago

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

1845 days ago

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

1851 days ago

The Escalating War Between Our Physical and Digital Realities

1873 days ago

On Feed Ranking and Free Speech

1887 days ago

The Slippery Slope to Censored Speech

1894 days ago

The Over-Under on New Voice-Chat App Clubhouse

1907 days ago

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

1921 days ago

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

1926 days ago

The Long-Term Implications of Extended Work From Home

1950 days ago

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

1978 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2006 days ago

The 10 Ways TikTok Will Change Social Product Design

2033 days ago

My Predictions for the Next Decade

2033 days ago

Grading My 2010 Predictions—and What I Learned

2062 days ago

In Defense of Deep Fakes

2076 days ago

Four Paths Forward for ‘Social Products’

2104 days ago

The Key Themes That Matter for the Future of Work

2117 days ago

The Challenges Facing Free Speech

2146 days ago

The Home Camera Wars

2153 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2209 days ago

On Inequality and Risk Capacity

2216 days ago

The Future of Free Speech

2286 days ago

Remote Work and the Politics of Decentralization

2301 days ago

Why the Internet Could Help Small Businesses Regain Power

2321 days ago

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

2336 days ago

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

2345 days ago

A Warning on the Dangers of Ephemeral Messaging

2356 days ago

ISAs and the Future of Securitization

2370 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2371 days ago

Modest Conversations: Income Share Agreements

2377 days ago

How to Introduce a Wealth Tax

2391 days ago

How Political Content Fills the Void Left by Micro-Targeting

2419 days ago

What Technologists Can Learn From Religions

2426 days ago

My Predictions for Crypto in 2019

2440 days ago

We Need Better Measures of Social and Environmental Impacts

2461 days ago

Is Uber Cash a Crypto Play?

2489 days ago

The Coming of the Human Knowledge-Work Cloud

2531 days ago

How the Internet Broke and What to Do About It

2536 days ago

Introducing “B is for Bitcoin”

2545 days ago

The Future of Privacy: Disinformation

2566 days ago

Scooters: The New Self-Driving Cars

2607 days ago

It’s Time for an American Internet Privacy Framework

2630 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2650 days ago

Venmo Trust and The Blockchain

2678 days ago

Governing the Internet

2713 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

2734 days ago

The Intellectual Tension Between Social Networking and Blockchains

2741 days ago

Stable Coins, Oracles, Trust, and Identity

2748 days ago

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

2762 days ago

The Future of Hybrid Centralized-Decentralized Apps

2790 days ago

Blockchains and the Right to Be Forgotten

2804 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

2819 days ago

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

2832 days ago

The Tower of Babel: Five Challenges of the Modern Internet

2833 days ago

Modest Conversations: Attention and Addiction

2854 days ago

Modest Conversations: The Human Side of Building Technology

2861 days ago

The Future of Work

2889 days ago

The Future of Free Speech

2924 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

2930 days ago

The Future of Truth

2932 days ago

On Product Management - Rousseau Kazi

2938 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

2945 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

2952 days ago

Modest Conversations: Solving The Problems of Modern Cities

2959 days ago

Seven Key Questions in the Cryptocurrency World

2960 days ago

Modest Conversations: What You Know vs. Who You Know

2966 days ago

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

2980 days ago

Modest Conversations: Jobs, Inequality, and UBI

2986 days ago

A Game Plan for VR and AR in 2017

2987 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

2993 days ago

Modest Conversations: Building Great Relationships With Kids

3001 days ago

Time to Pay Attention to Cryptocurrencies

3001 days ago

Modest Conversations: The Near Future of AI

3008 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3014 days ago

The Wrinkle In Forecasting Autonomous Cars

3015 days ago

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

3023 days ago

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

3029 days ago

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

3029 days ago

Modest Conversations: The Future of Real Estate

3036 days ago

Modest Conversations: Is Meditation The Next Yoga?

3042 days ago

The Second Coming of IT

3043 days ago

Modest Conversations: New York Tech & Social Media Fame

3050 days ago

Why Twitter Should Start Charging

3050 days ago

Modest Conversations: Virtual and Physical Communities

3057 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3064 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3064 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3071 days ago

The Information Presents: Modest Conversations

3077 days ago

Slowing Down the Digital Escapist Movement

3091 days ago

The Return of History: Google Photos and Personal Big Data

3098 days ago

The Similarity Between Silicon Valley and Trump

3126 days ago

Our Silent Future

3139 days ago

Bot Check-In: A Year of Disappointment

3146 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3154 days ago

Why Amazon Should Launch a Bank—But Won’t

3168 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3182 days ago

The Rise of Information Imperialism

3196 days ago

The First Modern Election

3204 days ago

Where Airbnb May Be More Vulnerable than Uber

3217 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3231 days ago

How Data Analytics is Changing Startup Financing

3245 days ago

Uber’s Self-Driving Car Puzzle

3260 days ago

What Everyone Is Missing about Venture Returns

3274 days ago

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

3280 days ago

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

3294 days ago

Why the Bonus Culture Will Spread

3309 days ago

How to Profit from Political Correctness

3321 days ago

Bots in 2016: Mid-Year Check In

3337 days ago

The Negative Side of Incubators

3351 days ago

Era of Lean Startups Nears an End

3364 days ago

The Non-Monetizable Product Blind Spot

3378 days ago

Why the Home Wars Aren’t the Phone Wars

3392 days ago

The New Business of Editing

3406 days ago

The Coming End of Capitalism

3420 days ago

Why Tech Needs Epic Failures

3434 days ago

Why We Should Abolish Time Zones

3455 days ago

Startups Need to Fire More Customers

3469 days ago

Why Startups Are Doomed, Part Two

3490 days ago

On Bots, Conversational Apps and Fin

3504 days ago

Personal Voice Analysis for the New Year

3518 days ago

Star Wars’ Private Tech Valuation Formula

3518 days ago

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

3532 days ago

The Good Enough Stuff Revolution

3546 days ago

Kodak’s Lesson for Detroit

3560 days ago

The New Winners and Losers in the Boredom Market

3575 days ago

How Growth Will Burst the Tech Bubble

3589 days ago

Why It’s Hard to Fix Failing Tech Cos.

3603 days ago

The Case Against Product-Market Fit

3616 days ago

Paying Up Front is a Legacy Concept

3637 days ago

Understanding the Hidden ‘Costs’ of Products

3652 days ago

Oculus Is for the Elderly

3665 days ago

The Hidden Costs of Pivoting

3680 days ago

Startups Need Shade—Not Just Time—To Grow

3694 days ago

Why VCs are the New Investment Bankers

3707 days ago

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

3722 days ago

Pricing for Consumer Perception

3743 days ago

The End of the Bazaar

3757 days ago

The Downside of Positive Feedback

3770 days ago

A Call for New Type of Mapping Platform

3785 days ago

The Economics of Sharing: Past and Present

3792 days ago

How Startups Get Their Metrics Wrong

3806 days ago

Why Tech Comp is Broken and Ideas To Fix It

3819 days ago

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

3833 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

3847 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

3861 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

3875 days ago

My 2020 Predictions: A Reality Check

3882 days ago

Technology, Taxi Medallions and the Ancien Régime

3889 days ago

How Digital Photography Is Altering Our Memory

3895 days ago

Economy Soars, Uber Drops in The Information Survey

3896 days ago

The Race to Become the Apple of Drones

3903 days ago

As Technology Kills GDP, What’s Next?

3910 days ago

When Tech Companies Enter Zero-Sum Markets

3917 days ago

Uber As Gatekeeper to the Physical World

3923 days ago

The Information Subscribers Say…

3924 days ago

Native Apps: A Game Startups Can’t Win

3931 days ago

Big Brands Have Become Liabilities

3938 days ago

Growth: Design It, Buy It or Get Stuck

3945 days ago

What I’ve Learned Since Leaving Facebook

3953 days ago

Time to Hang up on Voice

3959 days ago

How the Sharing Economy Threatens the Traditional Economy

3967 days ago

The Second Coming of Non-Consensus Currencies

3974 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

3980 days ago

The ‘Uber Effect’ on the Property Market

3987 days ago

Selfies, Emoji and the Economics of Communication