Posts

63 days ago

SWL Week in Review - AI Flippenings & 2x2s

65 days ago

Invite to Pearl genesis event

70 days ago

SWL Week in Review - WWE of Silicon Valley

72 days ago

Invite to Pearl genesis event

77 days ago

SWL Week in Review - Build Your Own Apps

83 days ago

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

89 days ago

SWL Week in Review - Looksmaxxing

97 days ago

SWL Week in Review - Bot or Not

105 days ago

SWL Week in Review - Master of Bots

112 days ago

SWL Week in Review - A Commodity Without Monopoly Power

119 days ago

SWL Week in Review - Claude Week

122 days ago

Polymath

126 days ago

SWL Week in Review - Roblox for Adults

129 days ago

SWL Week in Review - P90 selloff

140 days ago

SWL Week in Review - No Typists Anymore...

144 days ago

SWL Week in Review - Chosen by the Claw.

154 days ago

SWL Week in Review - Gold.

161 days ago

SWL Week in Review - half-kelly

165 days ago

SWL Week in Review - clawdbot

175 days ago

SWL Week in Review - Positivity?

180 days ago

SWL Week in Review - The Narratives of ’26

196 days ago

SWL Week in Review - Whip not Muscle

201 days ago

SWL Week in Review - Enemy of My Enemy

210 days ago

SWL Week in Review - Code Red Realities

215 days ago

SWL Week in Review - AI Business Model Wars

224 days ago

SWL Week in Review - Make Poor?

231 days ago

SWL Week in Review - Finger Size

238 days ago

SWL Week in Review - Etiquette

244 days ago

SWL Week in Review - Orizaba Reflections

250 days ago

SWL Week in Review - Lowbrow LLM culture

257 days ago

SWL Week in Review - Religion

266 days ago

SWL Week in Review - Slop

273 days ago

SWL Week in Review - Sora So What?

277 days ago

SWL Week in Review - Mercantilism

287 days ago

SWL Week in Review - 996 meta etiquette

294 days ago

SWL Week in Review - Memetic Warfare

301 days ago

SWL Week in Review - Wars of Attrition

315 days ago

SWL Week in Review - Top?

320 days ago

SWL Week in Review - Protest

329 days ago

SWL Week in Review - Betting on LLMs (literally)

336 days ago

SWL Week in Review - Outrage (and Figma)

343 days ago

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

350 days ago

SWL Week in Review - is Vibecoding Entertainment?

354 days ago

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

363 days ago

Meet the M...eta-Yankees

370 days ago

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

378 days ago

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

384 days ago

Scale, Sambot, Harvard Reunion

392 days ago

Bears and Books no E, no T

397 days ago

who is single?... and steven pinker

406 days ago

Vibecode Reality, OF, and Incumbents

413 days ago

experiences' airbnb, farming, brokers

420 days ago

Tel Aviv

425 days ago

Antisemitism and AI

434 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

441 days ago

Harvard, and Decolonization

455 days ago

Tariffs and Spies...

460 days ago

Mostly Skiing... a few other thoughts

469 days ago

Spies, Teams and Themes

474 days ago

Space Bet, Softbank, and Bill Maher

483 days ago

Again and Again, Nothing is New

490 days ago

Narrative Selloff, HP, and Harvard

504 days ago

Slow Creator I, Merit First, and Memes

508 days ago

Understanding Memecoins, and Merit First

518 days ago

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

525 days ago

Tiktok, Trade Wars, and Financial Nihilism

539 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

560 days ago

Elon 'Zaphod' Musk and AI pragmatism

567 days ago

Sora, United Health, Survivability of Seed Capital

574 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

581 days ago

Venmo, Sling & Techbro Culture

588 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

595 days ago

Summers, DOGE, Storytelling

602 days ago

Election Thoughts...

609 days ago

Tech Earnings, Destroying Trust in Reality

616 days ago

Vision Pro Failure, AI Cherry on Top

623 days ago

Planet Elon & Seed 'Value' Investing

630 days ago

Google Antitrust, The State of Seed

637 days ago

Monster F-it Funding Rounds, Golf Curious VC

644 days ago

Meta, Death of SaaS and YC...

649 days ago

the children, aleo, and hustle culture

657 days ago

Beast is Buzzfeed... Google SEO sadness

665 days ago

Founder Mode, Packy and Harry discoveries...

672 days ago

VC Reset, and Some Hiring

686 days ago

Turn Off, Tune Out, Drop In

700 days ago

AI Earnings, Harvard Wins

707 days ago

Opensource AI, Topaz, and Netanyahu

714 days ago

Trump, Kiki, and the Olympics

728 days ago

Patriotism and Summer

733 days ago

Hearsay, Debates and Hacks

945 days ago

Followup from Capital Light Conference

948 days ago

Reminder - Capital Light Conference Tomorrow AM

952 days ago

Invite to The Capital Light Conference on the 29th

952 days ago

Capital Light Conference on the 29th

966 days ago

Post-Factory VC' Conference Invite...

973 days ago

Followup from the 'State of VC' deck

987 days ago

Followup from the 'State of VC' deck

989 days ago

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

989 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1008 days ago

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

1022 days ago

The Apple Episode (Carbon Neutralish)

1036 days ago

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

1043 days ago

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

1050 days ago

You should kill your startup, What replaces globalization

1064 days ago

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

1071 days ago

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

1074 days ago

More or Less Podcast

1250 days ago

The Best Time to Build

1282 days ago

Creator Financing Is Going Mainstream

1331 days ago

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

1529 days ago

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

1590 days ago

How to Put Physical Assets on the Blockchain

1674 days ago

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

1694 days ago

The Metaverse Is Coming. What Happens Next?

1701 days ago

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

1710 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1725 days ago

A test title

1794 days ago

The End of Venture Capital as We Know It

1927 days ago

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

1929 days ago

The Future of Investing Directly In People

1949 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1961 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1984 days ago

Equity Financing for Influencers

1998 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2019 days ago

How Covid Accelerated Changes Already in the Making

2060 days ago

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

2082 days ago

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

2100 days ago

Lessons From the Rise of OnlyFans

2132 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2153 days ago

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

2173 days ago

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

2179 days ago

The Escalating War Between Our Physical and Digital Realities

2202 days ago

On Feed Ranking and Free Speech

2216 days ago

The Slippery Slope to Censored Speech

2223 days ago

The Over-Under on New Voice-Chat App Clubhouse

2235 days ago

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

2249 days ago

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

2255 days ago

The Long-Term Implications of Extended Work From Home

2279 days ago

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

2307 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2335 days ago

The 10 Ways TikTok Will Change Social Product Design

2362 days ago

My Predictions for the Next Decade

2362 days ago

Grading My 2010 Predictions—and What I Learned

2391 days ago

In Defense of Deep Fakes

2405 days ago

Four Paths Forward for ‘Social Products’

2433 days ago

The Key Themes That Matter for the Future of Work

2446 days ago

The Challenges Facing Free Speech

2474 days ago

The Home Camera Wars

2482 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2538 days ago

On Inequality and Risk Capacity

2545 days ago

The Future of Free Speech

2615 days ago

Remote Work and the Politics of Decentralization

2629 days ago

Why the Internet Could Help Small Businesses Regain Power

2650 days ago

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

2664 days ago

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

2674 days ago

A Warning on the Dangers of Ephemeral Messaging

2685 days ago

ISAs and the Future of Securitization

2699 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2700 days ago

Modest Conversations: Income Share Agreements

2706 days ago

How to Introduce a Wealth Tax

2720 days ago

How Political Content Fills the Void Left by Micro-Targeting

2748 days ago

What Technologists Can Learn From Religions

2755 days ago

My Predictions for Crypto in 2019

2769 days ago

We Need Better Measures of Social and Environmental Impacts

2790 days ago

Is Uber Cash a Crypto Play?

2818 days ago

The Coming of the Human Knowledge-Work Cloud

2859 days ago

How the Internet Broke and What to Do About It

2865 days ago

Introducing “B is for Bitcoin”

2874 days ago

The Future of Privacy: Disinformation

2895 days ago

Scooters: The New Self-Driving Cars

2936 days ago

It’s Time for an American Internet Privacy Framework

2958 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2978 days ago

Venmo Trust and The Blockchain

3007 days ago

Governing the Internet

3042 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3063 days ago

The Intellectual Tension Between Social Networking and Blockchains

3070 days ago

Stable Coins, Oracles, Trust, and Identity

3077 days ago

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

3091 days ago

The Future of Hybrid Centralized-Decentralized Apps

3119 days ago

Blockchains and the Right to Be Forgotten

3133 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3148 days ago

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

3161 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3162 days ago

Modest Conversations: Attention and Addiction

3183 days ago

Modest Conversations: The Human Side of Building Technology

3189 days ago

The Future of Work

3217 days ago

The Future of Free Speech

3253 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3259 days ago

The Future of Truth

3261 days ago

On Product Management - Rousseau Kazi

3267 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3274 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3281 days ago

Modest Conversations: Solving The Problems of Modern Cities

3287 days ago

Seven Key Questions in the Cryptocurrency World

3289 days ago

Modest Conversations: What You Know vs. Who You Know

3295 days ago

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

3309 days ago

Modest Conversations: Jobs, Inequality, and UBI

3315 days ago

A Game Plan for VR and AR in 2017

3316 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3322 days ago

Modest Conversations: Building Great Relationships With Kids

3329 days ago

Time to Pay Attention to Cryptocurrencies

3330 days ago

Modest Conversations: The Near Future of AI

3337 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3342 days ago

The Wrinkle In Forecasting Autonomous Cars

3344 days ago

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

3351 days ago

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

3357 days ago

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

3358 days ago

Modest Conversations: The Future of Real Estate

3365 days ago

Modest Conversations: Is Meditation The Next Yoga?

3371 days ago

The Second Coming of IT

3372 days ago

Modest Conversations: New York Tech & Social Media Fame

3378 days ago

Why Twitter Should Start Charging

3379 days ago

Modest Conversations: Virtual and Physical Communities

3386 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3392 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3393 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3400 days ago

The Information Presents: Modest Conversations

3406 days ago

Slowing Down the Digital Escapist Movement

3420 days ago

The Return of History: Google Photos and Personal Big Data

3427 days ago

The Similarity Between Silicon Valley and Trump

3455 days ago

Our Silent Future

3468 days ago

Bot Check-In: A Year of Disappointment

3475 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3483 days ago

Why Amazon Should Launch a Bank—But Won’t

3497 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3511 days ago

The Rise of Information Imperialism

3525 days ago

The First Modern Election

3532 days ago

Where Airbnb May Be More Vulnerable than Uber

3546 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3560 days ago

How Data Analytics is Changing Startup Financing

3574 days ago

Uber’s Self-Driving Car Puzzle

3588 days ago

What Everyone Is Missing about Venture Returns

3602 days ago

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

3609 days ago

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

3622 days ago

Why the Bonus Culture Will Spread

3637 days ago

How to Profit from Political Correctness

3650 days ago

Bots in 2016: Mid-Year Check In

3665 days ago

The Negative Side of Incubators

3679 days ago

Era of Lean Startups Nears an End

3693 days ago

The Non-Monetizable Product Blind Spot

3707 days ago

Why the Home Wars Aren’t the Phone Wars

3721 days ago

The New Business of Editing

3735 days ago

The Coming End of Capitalism

3749 days ago

Why Tech Needs Epic Failures

3763 days ago

Why We Should Abolish Time Zones

3784 days ago

Startups Need to Fire More Customers

3798 days ago

Why Startups Are Doomed, Part Two

3819 days ago

On Bots, Conversational Apps and Fin

3833 days ago

Personal Voice Analysis for the New Year

3847 days ago

Star Wars’ Private Tech Valuation Formula

3847 days ago

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

3861 days ago

The Good Enough Stuff Revolution

3875 days ago

Kodak’s Lesson for Detroit

3889 days ago

The New Winners and Losers in the Boredom Market

3903 days ago

How Growth Will Burst the Tech Bubble

3917 days ago

Why It’s Hard to Fix Failing Tech Cos.

3931 days ago

The Case Against Product-Market Fit

3945 days ago

Paying Up Front is a Legacy Concept

3966 days ago

Understanding the Hidden ‘Costs’ of Products

3980 days ago

Oculus Is for the Elderly

3994 days ago

The Hidden Costs of Pivoting

4008 days ago

Startups Need Shade—Not Just Time—To Grow

4022 days ago

Why VCs are the New Investment Bankers

4036 days ago

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

4050 days ago

Pricing for Consumer Perception

4071 days ago

The End of the Bazaar

4085 days ago

The Downside of Positive Feedback

4099 days ago

A Call for New Type of Mapping Platform

4113 days ago

The Economics of Sharing: Past and Present

4120 days ago

How Startups Get Their Metrics Wrong

4134 days ago

Why Tech Comp is Broken and Ideas To Fix It

4148 days ago

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

4162 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4176 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4190 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4204 days ago

My 2020 Predictions: A Reality Check

4211 days ago

Technology, Taxi Medallions and the Ancien Régime

4218 days ago

How Digital Photography Is Altering Our Memory

4224 days ago

Economy Soars, Uber Drops in The Information Survey

4225 days ago

The Race to Become the Apple of Drones

4232 days ago

As Technology Kills GDP, What’s Next?

4239 days ago

When Tech Companies Enter Zero-Sum Markets

4246 days ago

Uber As Gatekeeper to the Physical World

4252 days ago

The Information Subscribers Say…

4253 days ago

Native Apps: A Game Startups Can’t Win

4260 days ago

Big Brands Have Become Liabilities

4267 days ago

Growth: Design It, Buy It or Get Stuck

4274 days ago

What I’ve Learned Since Leaving Facebook

4281 days ago

Time to Hang up on Voice

4288 days ago

How the Sharing Economy Threatens the Traditional Economy

4295 days ago

The Second Coming of Non-Consensus Currencies

4302 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4309 days ago

The ‘Uber Effect’ on the Property Market

4316 days ago

Selfies, Emoji and the Economics of Communication