Posts

4 days ago

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

9 days ago

SWL Week in Review - M-M-Maximum Entertainment

18 days ago

SWL Week in Review - M-M-Maximum Entertainment

25 days ago

SWL Week in Review - New York State of Mind

32 days ago

SWL Week in Review - Alignment with Whom Exactly?

39 days ago

SWL Week in Review - Think of the Children!

46 days ago

SWL Week in Review - Token Trading

53 days ago

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

60 days ago

SWL Week in Review - Summer Bag Securing

65 days ago

SWL Week in Review - Never Compete

74 days ago

SWL Week in Review - Crushing Bot Rebellions

81 days ago

SWL Week in Review - Appeasement

93 days ago

SWL Week in Review - The Voice of America

102 days ago

SWL Week in Review - Late Empire

107 days ago

SWL Week in Review - Teamshares

113 days ago

SWL Week in Review - Capitalist Multiverse

123 days ago

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

130 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

137 days ago

SWL Week in Review - Anthrospace

144 days ago

SWL Week in Review - Forward Deployed Monks

149 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

158 days ago

SWL Week in Review - AI Flippenings & 2x2s

160 days ago

Invite to Pearl genesis event

165 days ago

SWL Week in Review - WWE of Silicon Valley

167 days ago

Invite to Pearl genesis event

172 days ago

SWL Week in Review - Build Your Own Apps

178 days ago

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

184 days ago

SWL Week in Review - Looksmaxxing

192 days ago

SWL Week in Review - Bot or Not

200 days ago

SWL Week in Review - Master of Bots

207 days ago

SWL Week in Review - A Commodity Without Monopoly Power

214 days ago

SWL Week in Review - Claude Week

217 days ago

Polymath

221 days ago

SWL Week in Review - Roblox for Adults

224 days ago

SWL Week in Review - P90 selloff

235 days ago

SWL Week in Review - No Typists Anymore...

239 days ago

SWL Week in Review - Chosen by the Claw.

249 days ago

SWL Week in Review - Gold.

256 days ago

SWL Week in Review - half-kelly

260 days ago

SWL Week in Review - clawdbot

270 days ago

SWL Week in Review - Positivity?

275 days ago

SWL Week in Review - The Narratives of ’26

291 days ago

SWL Week in Review - Whip not Muscle

296 days ago

SWL Week in Review - Enemy of My Enemy

305 days ago

SWL Week in Review - Code Red Realities

310 days ago

SWL Week in Review - AI Business Model Wars

319 days ago

SWL Week in Review - Make Poor?

326 days ago

SWL Week in Review - Finger Size

333 days ago

SWL Week in Review - Etiquette

339 days ago

SWL Week in Review - Orizaba Reflections

345 days ago

SWL Week in Review - Lowbrow LLM culture

352 days ago

SWL Week in Review - Religion

361 days ago

SWL Week in Review - Slop

368 days ago

SWL Week in Review - Sora So What?

372 days ago

SWL Week in Review - Mercantilism

382 days ago

SWL Week in Review - 996 meta etiquette

389 days ago

SWL Week in Review - Memetic Warfare

396 days ago

SWL Week in Review - Wars of Attrition

410 days ago

SWL Week in Review - Top?

415 days ago

SWL Week in Review - Protest

424 days ago

SWL Week in Review - Betting on LLMs (literally)

431 days ago

SWL Week in Review - Outrage (and Figma)

438 days ago

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

445 days ago

SWL Week in Review - is Vibecoding Entertainment?

449 days ago

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

458 days ago

Meet the M...eta-Yankees

465 days ago

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

473 days ago

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

479 days ago

Scale, Sambot, Harvard Reunion

487 days ago

Bears and Books no E, no T

492 days ago

who is single?... and steven pinker

501 days ago

Vibecode Reality, OF, and Incumbents

508 days ago

experiences' airbnb, farming, brokers

515 days ago

Tel Aviv

520 days ago

Antisemitism and AI

529 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

536 days ago

Harvard, and Decolonization

550 days ago

Tariffs and Spies...

555 days ago

Mostly Skiing... a few other thoughts

564 days ago

Spies, Teams and Themes

569 days ago

Space Bet, Softbank, and Bill Maher

578 days ago

Again and Again, Nothing is New

585 days ago

Narrative Selloff, HP, and Harvard

599 days ago

Slow Creator I, Merit First, and Memes

603 days ago

Understanding Memecoins, and Merit First

613 days ago

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

620 days ago

Tiktok, Trade Wars, and Financial Nihilism

634 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

655 days ago

Elon 'Zaphod' Musk and AI pragmatism

662 days ago

Sora, United Health, Survivability of Seed Capital

669 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

676 days ago

Venmo, Sling & Techbro Culture

683 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

690 days ago

Summers, DOGE, Storytelling

697 days ago

Election Thoughts...

704 days ago

Tech Earnings, Destroying Trust in Reality

711 days ago

Vision Pro Failure, AI Cherry on Top

718 days ago

Planet Elon & Seed 'Value' Investing

725 days ago

Google Antitrust, The State of Seed

732 days ago

Monster F-it Funding Rounds, Golf Curious VC

739 days ago

Meta, Death of SaaS and YC...

744 days ago

the children, aleo, and hustle culture

752 days ago

Beast is Buzzfeed... Google SEO sadness

760 days ago

Founder Mode, Packy and Harry discoveries...

767 days ago

VC Reset, and Some Hiring

781 days ago

Turn Off, Tune Out, Drop In

795 days ago

AI Earnings, Harvard Wins

802 days ago

Opensource AI, Topaz, and Netanyahu

809 days ago

Trump, Kiki, and the Olympics

823 days ago

Patriotism and Summer

828 days ago

Hearsay, Debates and Hacks

1040 days ago

Followup from Capital Light Conference

1043 days ago

Reminder - Capital Light Conference Tomorrow AM

1047 days ago

Invite to The Capital Light Conference on the 29th

1047 days ago

Capital Light Conference on the 29th

1061 days ago

Post-Factory VC' Conference Invite...

1068 days ago

Followup from the 'State of VC' deck

1082 days ago

Followup from the 'State of VC' deck

1084 days ago

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

1084 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1103 days ago

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

1117 days ago

The Apple Episode (Carbon Neutralish)

1131 days ago

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

1138 days ago

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

1145 days ago

You should kill your startup, What replaces globalization

1159 days ago

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

1166 days ago

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

1169 days ago

More or Less Podcast

1345 days ago

The Best Time to Build

1377 days ago

Creator Financing Is Going Mainstream

1426 days ago

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

1624 days ago

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

1685 days ago

How to Put Physical Assets on the Blockchain

1769 days ago

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

1789 days ago

The Metaverse Is Coming. What Happens Next?

1796 days ago

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

1805 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1820 days ago

A test title

1889 days ago

The End of Venture Capital as We Know It

2022 days ago

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

2024 days ago

The Future of Investing Directly In People

2044 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2056 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2079 days ago

Equity Financing for Influencers

2093 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2114 days ago

How Covid Accelerated Changes Already in the Making

2155 days ago

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

2177 days ago

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

2195 days ago

Lessons From the Rise of OnlyFans

2227 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2248 days ago

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

2268 days ago

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

2274 days ago

The Escalating War Between Our Physical and Digital Realities

2297 days ago

On Feed Ranking and Free Speech

2311 days ago

The Slippery Slope to Censored Speech

2318 days ago

The Over-Under on New Voice-Chat App Clubhouse

2330 days ago

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

2344 days ago

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

2350 days ago

The Long-Term Implications of Extended Work From Home

2374 days ago

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

2402 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2430 days ago

The 10 Ways TikTok Will Change Social Product Design

2457 days ago

My Predictions for the Next Decade

2457 days ago

Grading My 2010 Predictions—and What I Learned

2486 days ago

In Defense of Deep Fakes

2500 days ago

Four Paths Forward for ‘Social Products’

2528 days ago

The Key Themes That Matter for the Future of Work

2541 days ago

The Challenges Facing Free Speech

2569 days ago

The Home Camera Wars

2577 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2633 days ago

On Inequality and Risk Capacity

2640 days ago

The Future of Free Speech

2710 days ago

Remote Work and the Politics of Decentralization

2724 days ago

Why the Internet Could Help Small Businesses Regain Power

2745 days ago

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

2759 days ago

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

2769 days ago

A Warning on the Dangers of Ephemeral Messaging

2780 days ago

ISAs and the Future of Securitization

2794 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2795 days ago

Modest Conversations: Income Share Agreements

2801 days ago

How to Introduce a Wealth Tax

2815 days ago

How Political Content Fills the Void Left by Micro-Targeting

2843 days ago

What Technologists Can Learn From Religions

2850 days ago

My Predictions for Crypto in 2019

2864 days ago

We Need Better Measures of Social and Environmental Impacts

2885 days ago

Is Uber Cash a Crypto Play?

2913 days ago

The Coming of the Human Knowledge-Work Cloud

2954 days ago

How the Internet Broke and What to Do About It

2960 days ago

Introducing “B is for Bitcoin”

2969 days ago

The Future of Privacy: Disinformation

2990 days ago

Scooters: The New Self-Driving Cars

3031 days ago

It’s Time for an American Internet Privacy Framework

3053 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3073 days ago

Venmo Trust and The Blockchain

3102 days ago

Governing the Internet

3137 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3158 days ago

The Intellectual Tension Between Social Networking and Blockchains

3165 days ago

Stable Coins, Oracles, Trust, and Identity

3172 days ago

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

3186 days ago

The Future of Hybrid Centralized-Decentralized Apps

3214 days ago

Blockchains and the Right to Be Forgotten

3228 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3243 days ago

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

3256 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3257 days ago

Modest Conversations: Attention and Addiction

3278 days ago

Modest Conversations: The Human Side of Building Technology

3284 days ago

The Future of Work

3312 days ago

The Future of Free Speech

3348 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3354 days ago

The Future of Truth

3356 days ago

On Product Management - Rousseau Kazi

3362 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3369 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3376 days ago

Modest Conversations: Solving The Problems of Modern Cities

3382 days ago

Seven Key Questions in the Cryptocurrency World

3384 days ago

Modest Conversations: What You Know vs. Who You Know

3390 days ago

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

3404 days ago

Modest Conversations: Jobs, Inequality, and UBI

3410 days ago

A Game Plan for VR and AR in 2017

3411 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3417 days ago

Modest Conversations: Building Great Relationships With Kids

3424 days ago

Time to Pay Attention to Cryptocurrencies

3425 days ago

Modest Conversations: The Near Future of AI

3432 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3437 days ago

The Wrinkle In Forecasting Autonomous Cars

3439 days ago

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

3446 days ago

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

3452 days ago

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

3453 days ago

Modest Conversations: The Future of Real Estate

3460 days ago

Modest Conversations: Is Meditation The Next Yoga?

3466 days ago

The Second Coming of IT

3467 days ago

Modest Conversations: New York Tech & Social Media Fame

3473 days ago

Why Twitter Should Start Charging

3474 days ago

Modest Conversations: Virtual and Physical Communities

3481 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3487 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3488 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3495 days ago

The Information Presents: Modest Conversations

3501 days ago

Slowing Down the Digital Escapist Movement

3515 days ago

The Return of History: Google Photos and Personal Big Data

3522 days ago

The Similarity Between Silicon Valley and Trump

3550 days ago

Our Silent Future

3563 days ago

Bot Check-In: A Year of Disappointment

3570 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3578 days ago

Why Amazon Should Launch a Bank—But Won’t

3592 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3606 days ago

The Rise of Information Imperialism

3620 days ago

The First Modern Election

3627 days ago

Where Airbnb May Be More Vulnerable than Uber

3641 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3655 days ago

How Data Analytics is Changing Startup Financing

3669 days ago

Uber’s Self-Driving Car Puzzle

3683 days ago

What Everyone Is Missing about Venture Returns

3697 days ago

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

3704 days ago

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

3717 days ago

Why the Bonus Culture Will Spread

3732 days ago

How to Profit from Political Correctness

3745 days ago

Bots in 2016: Mid-Year Check In

3760 days ago

The Negative Side of Incubators

3774 days ago

Era of Lean Startups Nears an End

3788 days ago

The Non-Monetizable Product Blind Spot

3802 days ago

Why the Home Wars Aren’t the Phone Wars

3816 days ago

The New Business of Editing

3830 days ago

The Coming End of Capitalism

3844 days ago

Why Tech Needs Epic Failures

3858 days ago

Why We Should Abolish Time Zones

3879 days ago

Startups Need to Fire More Customers

3893 days ago

Why Startups Are Doomed, Part Two

3914 days ago

On Bots, Conversational Apps and Fin

3928 days ago

Personal Voice Analysis for the New Year

3942 days ago

Star Wars’ Private Tech Valuation Formula

3942 days ago

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

3956 days ago

The Good Enough Stuff Revolution

3970 days ago

Kodak’s Lesson for Detroit

3984 days ago

The New Winners and Losers in the Boredom Market

3998 days ago

How Growth Will Burst the Tech Bubble

4012 days ago

Why It’s Hard to Fix Failing Tech Cos.

4026 days ago

The Case Against Product-Market Fit

4040 days ago

Paying Up Front is a Legacy Concept

4061 days ago

Understanding the Hidden ‘Costs’ of Products

4075 days ago

Oculus Is for the Elderly

4089 days ago

The Hidden Costs of Pivoting

4103 days ago

Startups Need Shade—Not Just Time—To Grow

4117 days ago

Why VCs are the New Investment Bankers

4131 days ago

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

4145 days ago

Pricing for Consumer Perception

4166 days ago

The End of the Bazaar

4180 days ago

The Downside of Positive Feedback

4194 days ago

A Call for New Type of Mapping Platform

4208 days ago

The Economics of Sharing: Past and Present

4215 days ago

How Startups Get Their Metrics Wrong

4229 days ago

Why Tech Comp is Broken and Ideas To Fix It

4243 days ago

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

4257 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4271 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4285 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4299 days ago

My 2020 Predictions: A Reality Check

4306 days ago

Technology, Taxi Medallions and the Ancien Régime

4313 days ago

How Digital Photography Is Altering Our Memory

4319 days ago

Economy Soars, Uber Drops in The Information Survey

4320 days ago

The Race to Become the Apple of Drones

4327 days ago

As Technology Kills GDP, What’s Next?

4334 days ago

When Tech Companies Enter Zero-Sum Markets

4341 days ago

Uber As Gatekeeper to the Physical World

4347 days ago

The Information Subscribers Say…

4348 days ago

Native Apps: A Game Startups Can’t Win

4355 days ago

Big Brands Have Become Liabilities

4362 days ago

Growth: Design It, Buy It or Get Stuck

4369 days ago

What I’ve Learned Since Leaving Facebook

4376 days ago

Time to Hang up on Voice

4383 days ago

How the Sharing Economy Threatens the Traditional Economy

4390 days ago

The Second Coming of Non-Consensus Currencies

4397 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4404 days ago

The ‘Uber Effect’ on the Property Market

4411 days ago

Selfies, Emoji and the Economics of Communication