Posts

43 days ago

SWL Week in Review - AI Flippenings & 2x2s

45 days ago

Invite to Pearl genesis event

50 days ago

SWL Week in Review - WWE of Silicon Valley

52 days ago

Invite to Pearl genesis event

57 days ago

SWL Week in Review - Build Your Own Apps

63 days ago

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

69 days ago

SWL Week in Review - Looksmaxxing

77 days ago

SWL Week in Review - Bot or Not

85 days ago

SWL Week in Review - Master of Bots

92 days ago

SWL Week in Review - A Commodity Without Monopoly Power

99 days ago

SWL Week in Review - Claude Week

102 days ago

Polymath

106 days ago

SWL Week in Review - Roblox for Adults

109 days ago

SWL Week in Review - P90 selloff

120 days ago

SWL Week in Review - No Typists Anymore...

124 days ago

SWL Week in Review - Chosen by the Claw.

134 days ago

SWL Week in Review - Gold.

141 days ago

SWL Week in Review - half-kelly

145 days ago

SWL Week in Review - clawdbot

155 days ago

SWL Week in Review - Positivity?

160 days ago

SWL Week in Review - The Narratives of ’26

176 days ago

SWL Week in Review - Whip not Muscle

181 days ago

SWL Week in Review - Enemy of My Enemy

190 days ago

SWL Week in Review - Code Red Realities

195 days ago

SWL Week in Review - AI Business Model Wars

204 days ago

SWL Week in Review - Make Poor?

211 days ago

SWL Week in Review - Finger Size

218 days ago

SWL Week in Review - Etiquette

224 days ago

SWL Week in Review - Orizaba Reflections

230 days ago

SWL Week in Review - Lowbrow LLM culture

237 days ago

SWL Week in Review - Religion

246 days ago

SWL Week in Review - Slop

253 days ago

SWL Week in Review - Sora So What?

257 days ago

SWL Week in Review - Mercantilism

267 days ago

SWL Week in Review - 996 meta etiquette

274 days ago

SWL Week in Review - Memetic Warfare

281 days ago

SWL Week in Review - Wars of Attrition

295 days ago

SWL Week in Review - Top?

300 days ago

SWL Week in Review - Protest

309 days ago

SWL Week in Review - Betting on LLMs (literally)

316 days ago

SWL Week in Review - Outrage (and Figma)

323 days ago

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

330 days ago

SWL Week in Review - is Vibecoding Entertainment?

334 days ago

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

343 days ago

Meet the M...eta-Yankees

350 days ago

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

358 days ago

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

364 days ago

Scale, Sambot, Harvard Reunion

372 days ago

Bears and Books no E, no T

377 days ago

who is single?... and steven pinker

386 days ago

Vibecode Reality, OF, and Incumbents

393 days ago

experiences' airbnb, farming, brokers

400 days ago

Tel Aviv

405 days ago

Antisemitism and AI

414 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

421 days ago

Harvard, and Decolonization

435 days ago

Tariffs and Spies...

440 days ago

Mostly Skiing... a few other thoughts

449 days ago

Spies, Teams and Themes

454 days ago

Space Bet, Softbank, and Bill Maher

463 days ago

Again and Again, Nothing is New

470 days ago

Narrative Selloff, HP, and Harvard

484 days ago

Slow Creator I, Merit First, and Memes

488 days ago

Understanding Memecoins, and Merit First

498 days ago

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

505 days ago

Tiktok, Trade Wars, and Financial Nihilism

519 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

540 days ago

Elon 'Zaphod' Musk and AI pragmatism

547 days ago

Sora, United Health, Survivability of Seed Capital

554 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

561 days ago

Venmo, Sling & Techbro Culture

568 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

575 days ago

Summers, DOGE, Storytelling

582 days ago

Election Thoughts...

589 days ago

Tech Earnings, Destroying Trust in Reality

596 days ago

Vision Pro Failure, AI Cherry on Top

603 days ago

Planet Elon & Seed 'Value' Investing

610 days ago

Google Antitrust, The State of Seed

617 days ago

Monster F-it Funding Rounds, Golf Curious VC

624 days ago

Meta, Death of SaaS and YC...

629 days ago

the children, aleo, and hustle culture

637 days ago

Beast is Buzzfeed... Google SEO sadness

645 days ago

Founder Mode, Packy and Harry discoveries...

652 days ago

VC Reset, and Some Hiring

666 days ago

Turn Off, Tune Out, Drop In

680 days ago

AI Earnings, Harvard Wins

687 days ago

Opensource AI, Topaz, and Netanyahu

694 days ago

Trump, Kiki, and the Olympics

708 days ago

Patriotism and Summer

713 days ago

Hearsay, Debates and Hacks

925 days ago

Followup from Capital Light Conference

928 days ago

Reminder - Capital Light Conference Tomorrow AM

932 days ago

Invite to The Capital Light Conference on the 29th

932 days ago

Capital Light Conference on the 29th

946 days ago

Post-Factory VC' Conference Invite...

953 days ago

Followup from the 'State of VC' deck

967 days ago

Followup from the 'State of VC' deck

969 days ago

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

969 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

988 days ago

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

1002 days ago

The Apple Episode (Carbon Neutralish)

1016 days ago

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

1023 days ago

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

1030 days ago

You should kill your startup, What replaces globalization

1044 days ago

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

1051 days ago

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

1054 days ago

More or Less Podcast

1230 days ago

The Best Time to Build

1262 days ago

Creator Financing Is Going Mainstream

1311 days ago

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

1509 days ago

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

1570 days ago

How to Put Physical Assets on the Blockchain

1654 days ago

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

1674 days ago

The Metaverse Is Coming. What Happens Next?

1681 days ago

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

1690 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1705 days ago

A test title

1774 days ago

The End of Venture Capital as We Know It

1907 days ago

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

1909 days ago

The Future of Investing Directly In People

1929 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1941 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1964 days ago

Equity Financing for Influencers

1978 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1999 days ago

How Covid Accelerated Changes Already in the Making

2040 days ago

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

2062 days ago

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

2080 days ago

Lessons From the Rise of OnlyFans

2112 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2133 days ago

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

2153 days ago

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

2159 days ago

The Escalating War Between Our Physical and Digital Realities

2182 days ago

On Feed Ranking and Free Speech

2196 days ago

The Slippery Slope to Censored Speech

2203 days ago

The Over-Under on New Voice-Chat App Clubhouse

2215 days ago

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

2229 days ago

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

2235 days ago

The Long-Term Implications of Extended Work From Home

2259 days ago

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

2287 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2315 days ago

The 10 Ways TikTok Will Change Social Product Design

2342 days ago

My Predictions for the Next Decade

2342 days ago

Grading My 2010 Predictions—and What I Learned

2371 days ago

In Defense of Deep Fakes

2385 days ago

Four Paths Forward for ‘Social Products’

2413 days ago

The Key Themes That Matter for the Future of Work

2426 days ago

The Challenges Facing Free Speech

2454 days ago

The Home Camera Wars

2462 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2518 days ago

On Inequality and Risk Capacity

2525 days ago

The Future of Free Speech

2595 days ago

Remote Work and the Politics of Decentralization

2609 days ago

Why the Internet Could Help Small Businesses Regain Power

2630 days ago

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

2644 days ago

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

2654 days ago

A Warning on the Dangers of Ephemeral Messaging

2665 days ago

ISAs and the Future of Securitization

2679 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2680 days ago

Modest Conversations: Income Share Agreements

2686 days ago

How to Introduce a Wealth Tax

2700 days ago

How Political Content Fills the Void Left by Micro-Targeting

2728 days ago

What Technologists Can Learn From Religions

2735 days ago

My Predictions for Crypto in 2019

2749 days ago

We Need Better Measures of Social and Environmental Impacts

2770 days ago

Is Uber Cash a Crypto Play?

2798 days ago

The Coming of the Human Knowledge-Work Cloud

2839 days ago

How the Internet Broke and What to Do About It

2845 days ago

Introducing “B is for Bitcoin”

2854 days ago

The Future of Privacy: Disinformation

2875 days ago

Scooters: The New Self-Driving Cars

2916 days ago

It’s Time for an American Internet Privacy Framework

2938 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2958 days ago

Venmo Trust and The Blockchain

2987 days ago

Governing the Internet

3022 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3043 days ago

The Intellectual Tension Between Social Networking and Blockchains

3050 days ago

Stable Coins, Oracles, Trust, and Identity

3057 days ago

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

3071 days ago

The Future of Hybrid Centralized-Decentralized Apps

3099 days ago

Blockchains and the Right to Be Forgotten

3113 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3128 days ago

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

3141 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3142 days ago

Modest Conversations: Attention and Addiction

3163 days ago

Modest Conversations: The Human Side of Building Technology

3169 days ago

The Future of Work

3197 days ago

The Future of Free Speech

3233 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3239 days ago

The Future of Truth

3241 days ago

On Product Management - Rousseau Kazi

3247 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3254 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3261 days ago

Modest Conversations: Solving The Problems of Modern Cities

3267 days ago

Seven Key Questions in the Cryptocurrency World

3269 days ago

Modest Conversations: What You Know vs. Who You Know

3275 days ago

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

3289 days ago

Modest Conversations: Jobs, Inequality, and UBI

3295 days ago

A Game Plan for VR and AR in 2017

3296 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3302 days ago

Modest Conversations: Building Great Relationships With Kids

3309 days ago

Time to Pay Attention to Cryptocurrencies

3310 days ago

Modest Conversations: The Near Future of AI

3317 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3322 days ago

The Wrinkle In Forecasting Autonomous Cars

3324 days ago

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

3331 days ago

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

3337 days ago

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

3338 days ago

Modest Conversations: The Future of Real Estate

3345 days ago

Modest Conversations: Is Meditation The Next Yoga?

3351 days ago

The Second Coming of IT

3352 days ago

Modest Conversations: New York Tech & Social Media Fame

3358 days ago

Why Twitter Should Start Charging

3359 days ago

Modest Conversations: Virtual and Physical Communities

3366 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3372 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3373 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3380 days ago

The Information Presents: Modest Conversations

3386 days ago

Slowing Down the Digital Escapist Movement

3400 days ago

The Return of History: Google Photos and Personal Big Data

3407 days ago

The Similarity Between Silicon Valley and Trump

3435 days ago

Our Silent Future

3448 days ago

Bot Check-In: A Year of Disappointment

3455 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3463 days ago

Why Amazon Should Launch a Bank—But Won’t

3477 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3491 days ago

The Rise of Information Imperialism

3505 days ago

The First Modern Election

3512 days ago

Where Airbnb May Be More Vulnerable than Uber

3526 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3540 days ago

How Data Analytics is Changing Startup Financing

3554 days ago

Uber’s Self-Driving Car Puzzle

3568 days ago

What Everyone Is Missing about Venture Returns

3582 days ago

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

3589 days ago

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

3602 days ago

Why the Bonus Culture Will Spread

3617 days ago

How to Profit from Political Correctness

3630 days ago

Bots in 2016: Mid-Year Check In

3645 days ago

The Negative Side of Incubators

3659 days ago

Era of Lean Startups Nears an End

3673 days ago

The Non-Monetizable Product Blind Spot

3687 days ago

Why the Home Wars Aren’t the Phone Wars

3701 days ago

The New Business of Editing

3715 days ago

The Coming End of Capitalism

3729 days ago

Why Tech Needs Epic Failures

3743 days ago

Why We Should Abolish Time Zones

3764 days ago

Startups Need to Fire More Customers

3778 days ago

Why Startups Are Doomed, Part Two

3799 days ago

On Bots, Conversational Apps and Fin

3813 days ago

Personal Voice Analysis for the New Year

3827 days ago

Star Wars’ Private Tech Valuation Formula

3827 days ago

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

3841 days ago

The Good Enough Stuff Revolution

3855 days ago

Kodak’s Lesson for Detroit

3869 days ago

The New Winners and Losers in the Boredom Market

3883 days ago

How Growth Will Burst the Tech Bubble

3897 days ago

Why It’s Hard to Fix Failing Tech Cos.

3911 days ago

The Case Against Product-Market Fit

3925 days ago

Paying Up Front is a Legacy Concept

3946 days ago

Understanding the Hidden ‘Costs’ of Products

3960 days ago

Oculus Is for the Elderly

3974 days ago

The Hidden Costs of Pivoting

3988 days ago

Startups Need Shade—Not Just Time—To Grow

4002 days ago

Why VCs are the New Investment Bankers

4016 days ago

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

4030 days ago

Pricing for Consumer Perception

4051 days ago

The End of the Bazaar

4065 days ago

The Downside of Positive Feedback

4079 days ago

A Call for New Type of Mapping Platform

4093 days ago

The Economics of Sharing: Past and Present

4100 days ago

How Startups Get Their Metrics Wrong

4114 days ago

Why Tech Comp is Broken and Ideas To Fix It

4128 days ago

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

4142 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4156 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4170 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4184 days ago

My 2020 Predictions: A Reality Check

4191 days ago

Technology, Taxi Medallions and the Ancien Régime

4198 days ago

How Digital Photography Is Altering Our Memory

4204 days ago

Economy Soars, Uber Drops in The Information Survey

4205 days ago

The Race to Become the Apple of Drones

4212 days ago

As Technology Kills GDP, What’s Next?

4219 days ago

When Tech Companies Enter Zero-Sum Markets

4226 days ago

Uber As Gatekeeper to the Physical World

4232 days ago

The Information Subscribers Say…

4233 days ago

Native Apps: A Game Startups Can’t Win

4240 days ago

Big Brands Have Become Liabilities

4247 days ago

Growth: Design It, Buy It or Get Stuck

4254 days ago

What I’ve Learned Since Leaving Facebook

4261 days ago

Time to Hang up on Voice

4268 days ago

How the Sharing Economy Threatens the Traditional Economy

4275 days ago

The Second Coming of Non-Consensus Currencies

4282 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4289 days ago

The ‘Uber Effect’ on the Property Market

4296 days ago

Selfies, Emoji and the Economics of Communication