Posts

29 days ago

Meet the M...eta-Yankees

36 days ago

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

44 days ago

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

50 days ago

Scale, Sambot, Harvard Reunion

58 days ago

Bears and Books no E, no T

63 days ago

who is single?... and steven pinker

72 days ago

Vibecode Reality, OF, and Incumbents

79 days ago

experiences' airbnb, farming, brokers

86 days ago

Tel Aviv

91 days ago

Antisemitism and AI

100 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

107 days ago

Harvard, and Decolonization

121 days ago

Tariffs and Spies...

126 days ago

Mostly Skiing... a few other thoughts

135 days ago

Spies, Teams and Themes

140 days ago

Space Bet, Softbank, and Bill Maher

149 days ago

Again and Again, Nothing is New

156 days ago

Narrative Selloff, HP, and Harvard

170 days ago

Slow Creator I, Merit First, and Memes

174 days ago

Understanding Memecoins, and Merit First

184 days ago

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

191 days ago

Tiktok, Trade Wars, and Financial Nihilism

205 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

226 days ago

Elon 'Zaphod' Musk and AI pragmatism

233 days ago

Sora, United Health, Survivability of Seed Capital

240 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

247 days ago

Venmo, Sling & Techbro Culture

254 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

261 days ago

Summers, DOGE, Storytelling

268 days ago

Election Thoughts...

275 days ago

Tech Earnings, Destroying Trust in Reality

282 days ago

Vision Pro Failure, AI Cherry on Top

289 days ago

Planet Elon & Seed 'Value' Investing

296 days ago

Google Antitrust, The State of Seed

303 days ago

Monster F-it Funding Rounds, Golf Curious VC

310 days ago

Meta, Death of SaaS and YC...

315 days ago

the children, aleo, and hustle culture

323 days ago

Beast is Buzzfeed... Google SEO sadness

331 days ago

Founder Mode, Packy and Harry discoveries...

338 days ago

VC Reset, and Some Hiring

352 days ago

Turn Off, Tune Out, Drop In

366 days ago

AI Earnings, Harvard Wins

373 days ago

Opensource AI, Topaz, and Netanyahu

380 days ago

Trump, Kiki, and the Olympics

394 days ago

Patriotism and Summer

399 days ago

Hearsay, Debates and Hacks

611 days ago

Followup from Capital Light Conference

614 days ago

Reminder - Capital Light Conference Tomorrow AM

618 days ago

Invite to The Capital Light Conference on the 29th

618 days ago

Capital Light Conference on the 29th

632 days ago

Post-Factory VC' Conference Invite...

639 days ago

Followup from the 'State of VC' deck

653 days ago

Followup from the 'State of VC' deck

655 days ago

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

655 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

674 days ago

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

688 days ago

The Apple Episode (Carbon Neutralish)

702 days ago

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

709 days ago

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

716 days ago

You should kill your startup, What replaces globalization

730 days ago

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

737 days ago

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

740 days ago

More or Less Podcast

916 days ago

The Best Time to Build

948 days ago

Creator Financing Is Going Mainstream

997 days ago

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

1195 days ago

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

1256 days ago

How to Put Physical Assets on the Blockchain

1340 days ago

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

1360 days ago

The Metaverse Is Coming. What Happens Next?

1367 days ago

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

1376 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1391 days ago

A test title

1460 days ago

The End of Venture Capital as We Know It

1593 days ago

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

1595 days ago

The Future of Investing Directly In People

1615 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1627 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1650 days ago

Equity Financing for Influencers

1664 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1685 days ago

How Covid Accelerated Changes Already in the Making

1726 days ago

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

1748 days ago

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

1766 days ago

Lessons From the Rise of OnlyFans

1798 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

1819 days ago

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

1839 days ago

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

1845 days ago

The Escalating War Between Our Physical and Digital Realities

1868 days ago

On Feed Ranking and Free Speech

1882 days ago

The Slippery Slope to Censored Speech

1889 days ago

The Over-Under on New Voice-Chat App Clubhouse

1901 days ago

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

1915 days ago

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

1921 days ago

The Long-Term Implications of Extended Work From Home

1945 days ago

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

1973 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2001 days ago

The 10 Ways TikTok Will Change Social Product Design

2028 days ago

My Predictions for the Next Decade

2028 days ago

Grading My 2010 Predictions—and What I Learned

2057 days ago

In Defense of Deep Fakes

2071 days ago

Four Paths Forward for ‘Social Products’

2099 days ago

The Key Themes That Matter for the Future of Work

2112 days ago

The Challenges Facing Free Speech

2140 days ago

The Home Camera Wars

2148 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2204 days ago

On Inequality and Risk Capacity

2211 days ago

The Future of Free Speech

2281 days ago

Remote Work and the Politics of Decentralization

2295 days ago

Why the Internet Could Help Small Businesses Regain Power

2316 days ago

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

2330 days ago

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

2340 days ago

A Warning on the Dangers of Ephemeral Messaging

2351 days ago

ISAs and the Future of Securitization

2365 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2366 days ago

Modest Conversations: Income Share Agreements

2372 days ago

How to Introduce a Wealth Tax

2386 days ago

How Political Content Fills the Void Left by Micro-Targeting

2414 days ago

What Technologists Can Learn From Religions

2421 days ago

My Predictions for Crypto in 2019

2435 days ago

We Need Better Measures of Social and Environmental Impacts

2456 days ago

Is Uber Cash a Crypto Play?

2484 days ago

The Coming of the Human Knowledge-Work Cloud

2525 days ago

How the Internet Broke and What to Do About It

2531 days ago

Introducing “B is for Bitcoin”

2540 days ago

The Future of Privacy: Disinformation

2561 days ago

Scooters: The New Self-Driving Cars

2602 days ago

It’s Time for an American Internet Privacy Framework

2624 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2644 days ago

Venmo Trust and The Blockchain

2673 days ago

Governing the Internet

2708 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

2729 days ago

The Intellectual Tension Between Social Networking and Blockchains

2736 days ago

Stable Coins, Oracles, Trust, and Identity

2743 days ago

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

2757 days ago

The Future of Hybrid Centralized-Decentralized Apps

2785 days ago

Blockchains and the Right to Be Forgotten

2799 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

2814 days ago

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

2827 days ago

The Tower of Babel: Five Challenges of the Modern Internet

2828 days ago

Modest Conversations: Attention and Addiction

2849 days ago

Modest Conversations: The Human Side of Building Technology

2855 days ago

The Future of Work

2883 days ago

The Future of Free Speech

2919 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

2925 days ago

The Future of Truth

2927 days ago

On Product Management - Rousseau Kazi

2933 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

2940 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

2947 days ago

Modest Conversations: Solving The Problems of Modern Cities

2953 days ago

Seven Key Questions in the Cryptocurrency World

2955 days ago

Modest Conversations: What You Know vs. Who You Know

2961 days ago

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

2975 days ago

Modest Conversations: Jobs, Inequality, and UBI

2981 days ago

A Game Plan for VR and AR in 2017

2982 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

2988 days ago

Modest Conversations: Building Great Relationships With Kids

2995 days ago

Time to Pay Attention to Cryptocurrencies

2996 days ago

Modest Conversations: The Near Future of AI

3003 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3008 days ago

The Wrinkle In Forecasting Autonomous Cars

3010 days ago

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

3017 days ago

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

3023 days ago

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

3024 days ago

Modest Conversations: The Future of Real Estate

3031 days ago

Modest Conversations: Is Meditation The Next Yoga?

3037 days ago

The Second Coming of IT

3038 days ago

Modest Conversations: New York Tech & Social Media Fame

3044 days ago

Why Twitter Should Start Charging

3045 days ago

Modest Conversations: Virtual and Physical Communities

3052 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3058 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3059 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3066 days ago

The Information Presents: Modest Conversations

3072 days ago

Slowing Down the Digital Escapist Movement

3086 days ago

The Return of History: Google Photos and Personal Big Data

3093 days ago

The Similarity Between Silicon Valley and Trump

3121 days ago

Our Silent Future

3134 days ago

Bot Check-In: A Year of Disappointment

3141 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3149 days ago

Why Amazon Should Launch a Bank—But Won’t

3163 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3177 days ago

The Rise of Information Imperialism

3191 days ago

The First Modern Election

3198 days ago

Where Airbnb May Be More Vulnerable than Uber

3212 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3226 days ago

How Data Analytics is Changing Startup Financing

3240 days ago

Uber’s Self-Driving Car Puzzle

3254 days ago

What Everyone Is Missing about Venture Returns

3268 days ago

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

3275 days ago

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

3288 days ago

Why the Bonus Culture Will Spread

3303 days ago

How to Profit from Political Correctness

3316 days ago

Bots in 2016: Mid-Year Check In

3331 days ago

The Negative Side of Incubators

3345 days ago

Era of Lean Startups Nears an End

3359 days ago

The Non-Monetizable Product Blind Spot

3373 days ago

Why the Home Wars Aren’t the Phone Wars

3387 days ago

The New Business of Editing

3401 days ago

The Coming End of Capitalism

3415 days ago

Why Tech Needs Epic Failures

3429 days ago

Why We Should Abolish Time Zones

3450 days ago

Startups Need to Fire More Customers

3464 days ago

Why Startups Are Doomed, Part Two

3485 days ago

On Bots, Conversational Apps and Fin

3499 days ago

Personal Voice Analysis for the New Year

3513 days ago

Star Wars’ Private Tech Valuation Formula

3513 days ago

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

3527 days ago

The Good Enough Stuff Revolution

3541 days ago

Kodak’s Lesson for Detroit

3555 days ago

The New Winners and Losers in the Boredom Market

3569 days ago

How Growth Will Burst the Tech Bubble

3583 days ago

Why It’s Hard to Fix Failing Tech Cos.

3597 days ago

The Case Against Product-Market Fit

3611 days ago

Paying Up Front is a Legacy Concept

3632 days ago

Understanding the Hidden ‘Costs’ of Products

3646 days ago

Oculus Is for the Elderly

3660 days ago

The Hidden Costs of Pivoting

3674 days ago

Startups Need Shade—Not Just Time—To Grow

3688 days ago

Why VCs are the New Investment Bankers

3702 days ago

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

3716 days ago

Pricing for Consumer Perception

3737 days ago

The End of the Bazaar

3751 days ago

The Downside of Positive Feedback

3765 days ago

A Call for New Type of Mapping Platform

3779 days ago

The Economics of Sharing: Past and Present

3786 days ago

How Startups Get Their Metrics Wrong

3800 days ago

Why Tech Comp is Broken and Ideas To Fix It

3814 days ago

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

3828 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

3842 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

3856 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

3870 days ago

My 2020 Predictions: A Reality Check

3877 days ago

Technology, Taxi Medallions and the Ancien Régime

3884 days ago

How Digital Photography Is Altering Our Memory

3890 days ago

Economy Soars, Uber Drops in The Information Survey

3891 days ago

The Race to Become the Apple of Drones

3898 days ago

As Technology Kills GDP, What’s Next?

3905 days ago

When Tech Companies Enter Zero-Sum Markets

3912 days ago

Uber As Gatekeeper to the Physical World

3918 days ago

The Information Subscribers Say…

3919 days ago

Native Apps: A Game Startups Can’t Win

3926 days ago

Big Brands Have Become Liabilities

3933 days ago

Growth: Design It, Buy It or Get Stuck

3940 days ago

What I’ve Learned Since Leaving Facebook

3947 days ago

Time to Hang up on Voice

3954 days ago

How the Sharing Economy Threatens the Traditional Economy

3961 days ago

The Second Coming of Non-Consensus Currencies

3968 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

3975 days ago

The ‘Uber Effect’ on the Property Market

3982 days ago

Selfies, Emoji and the Economics of Communication