Posts

22 days ago

SWL Week in Review - AI Flippenings & 2x2s

25 days ago

Invite to Pearl genesis event

30 days ago

SWL Week in Review - WWE of Silicon Valley

32 days ago

Invite to Pearl genesis event

37 days ago

SWL Week in Review - Build Your Own Apps

43 days ago

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

49 days ago

SWL Week in Review - Looksmaxxing

57 days ago

SWL Week in Review - Bot or Not

65 days ago

SWL Week in Review - Master of Bots

72 days ago

SWL Week in Review - A Commodity Without Monopoly Power

79 days ago

SWL Week in Review - Claude Week

82 days ago

Polymath

86 days ago

SWL Week in Review - Roblox for Adults

89 days ago

SWL Week in Review - P90 selloff

100 days ago

SWL Week in Review - No Typists Anymore...

104 days ago

SWL Week in Review - Chosen by the Claw.

114 days ago

SWL Week in Review - Gold.

121 days ago

SWL Week in Review - half-kelly

124 days ago

SWL Week in Review - clawdbot

135 days ago

SWL Week in Review - Positivity?

140 days ago

SWL Week in Review - The Narratives of ’26

156 days ago

SWL Week in Review - Whip not Muscle

161 days ago

SWL Week in Review - Enemy of My Enemy

170 days ago

SWL Week in Review - Code Red Realities

175 days ago

SWL Week in Review - AI Business Model Wars

184 days ago

SWL Week in Review - Make Poor?

191 days ago

SWL Week in Review - Finger Size

198 days ago

SWL Week in Review - Etiquette

204 days ago

SWL Week in Review - Orizaba Reflections

210 days ago

SWL Week in Review - Lowbrow LLM culture

217 days ago

SWL Week in Review - Religion

226 days ago

SWL Week in Review - Slop

233 days ago

SWL Week in Review - Sora So What?

237 days ago

SWL Week in Review - Mercantilism

247 days ago

SWL Week in Review - 996 meta etiquette

254 days ago

SWL Week in Review - Memetic Warfare

261 days ago

SWL Week in Review - Wars of Attrition

275 days ago

SWL Week in Review - Top?

280 days ago

SWL Week in Review - Protest

289 days ago

SWL Week in Review - Betting on LLMs (literally)

296 days ago

SWL Week in Review - Outrage (and Figma)

303 days ago

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

310 days ago

SWL Week in Review - is Vibecoding Entertainment?

314 days ago

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

323 days ago

Meet the M...eta-Yankees

330 days ago

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

338 days ago

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

344 days ago

Scale, Sambot, Harvard Reunion

352 days ago

Bears and Books no E, no T

357 days ago

who is single?... and steven pinker

366 days ago

Vibecode Reality, OF, and Incumbents

373 days ago

experiences' airbnb, farming, brokers

380 days ago

Tel Aviv

385 days ago

Antisemitism and AI

394 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

401 days ago

Harvard, and Decolonization

415 days ago

Tariffs and Spies...

420 days ago

Mostly Skiing... a few other thoughts

429 days ago

Spies, Teams and Themes

434 days ago

Space Bet, Softbank, and Bill Maher

443 days ago

Again and Again, Nothing is New

450 days ago

Narrative Selloff, HP, and Harvard

464 days ago

Slow Creator I, Merit First, and Memes

468 days ago

Understanding Memecoins, and Merit First

478 days ago

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

485 days ago

Tiktok, Trade Wars, and Financial Nihilism

499 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

520 days ago

Elon 'Zaphod' Musk and AI pragmatism

527 days ago

Sora, United Health, Survivability of Seed Capital

534 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

541 days ago

Venmo, Sling & Techbro Culture

548 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

555 days ago

Summers, DOGE, Storytelling

562 days ago

Election Thoughts...

569 days ago

Tech Earnings, Destroying Trust in Reality

576 days ago

Vision Pro Failure, AI Cherry on Top

583 days ago

Planet Elon & Seed 'Value' Investing

590 days ago

Google Antitrust, The State of Seed

597 days ago

Monster F-it Funding Rounds, Golf Curious VC

604 days ago

Meta, Death of SaaS and YC...

609 days ago

the children, aleo, and hustle culture

617 days ago

Beast is Buzzfeed... Google SEO sadness

625 days ago

Founder Mode, Packy and Harry discoveries...

632 days ago

VC Reset, and Some Hiring

646 days ago

Turn Off, Tune Out, Drop In

660 days ago

AI Earnings, Harvard Wins

667 days ago

Opensource AI, Topaz, and Netanyahu

674 days ago

Trump, Kiki, and the Olympics

688 days ago

Patriotism and Summer

693 days ago

Hearsay, Debates and Hacks

905 days ago

Followup from Capital Light Conference

908 days ago

Reminder - Capital Light Conference Tomorrow AM

912 days ago

Invite to The Capital Light Conference on the 29th

912 days ago

Capital Light Conference on the 29th

926 days ago

Post-Factory VC' Conference Invite...

933 days ago

Followup from the 'State of VC' deck

947 days ago

Followup from the 'State of VC' deck

949 days ago

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

949 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

968 days ago

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

982 days ago

The Apple Episode (Carbon Neutralish)

996 days ago

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

1003 days ago

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

1010 days ago

You should kill your startup, What replaces globalization

1024 days ago

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

1031 days ago

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

1034 days ago

More or Less Podcast

1210 days ago

The Best Time to Build

1242 days ago

Creator Financing Is Going Mainstream

1291 days ago

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

1489 days ago

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

1550 days ago

How to Put Physical Assets on the Blockchain

1634 days ago

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

1654 days ago

The Metaverse Is Coming. What Happens Next?

1661 days ago

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

1670 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1685 days ago

A test title

1754 days ago

The End of Venture Capital as We Know It

1887 days ago

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

1889 days ago

The Future of Investing Directly In People

1909 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1921 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1944 days ago

Equity Financing for Influencers

1958 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1979 days ago

How Covid Accelerated Changes Already in the Making

2020 days ago

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

2042 days ago

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

2060 days ago

Lessons From the Rise of OnlyFans

2092 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2113 days ago

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

2133 days ago

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

2139 days ago

The Escalating War Between Our Physical and Digital Realities

2162 days ago

On Feed Ranking and Free Speech

2176 days ago

The Slippery Slope to Censored Speech

2183 days ago

The Over-Under on New Voice-Chat App Clubhouse

2195 days ago

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

2209 days ago

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

2215 days ago

The Long-Term Implications of Extended Work From Home

2239 days ago

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

2267 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2295 days ago

The 10 Ways TikTok Will Change Social Product Design

2322 days ago

My Predictions for the Next Decade

2322 days ago

Grading My 2010 Predictions—and What I Learned

2351 days ago

In Defense of Deep Fakes

2365 days ago

Four Paths Forward for ‘Social Products’

2393 days ago

The Key Themes That Matter for the Future of Work

2406 days ago

The Challenges Facing Free Speech

2434 days ago

The Home Camera Wars

2442 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2498 days ago

On Inequality and Risk Capacity

2505 days ago

The Future of Free Speech

2575 days ago

Remote Work and the Politics of Decentralization

2589 days ago

Why the Internet Could Help Small Businesses Regain Power

2610 days ago

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

2624 days ago

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

2634 days ago

A Warning on the Dangers of Ephemeral Messaging

2645 days ago

ISAs and the Future of Securitization

2659 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2660 days ago

Modest Conversations: Income Share Agreements

2666 days ago

How to Introduce a Wealth Tax

2680 days ago

How Political Content Fills the Void Left by Micro-Targeting

2708 days ago

What Technologists Can Learn From Religions

2715 days ago

My Predictions for Crypto in 2019

2729 days ago

We Need Better Measures of Social and Environmental Impacts

2750 days ago

Is Uber Cash a Crypto Play?

2778 days ago

The Coming of the Human Knowledge-Work Cloud

2819 days ago

How the Internet Broke and What to Do About It

2825 days ago

Introducing “B is for Bitcoin”

2834 days ago

The Future of Privacy: Disinformation

2855 days ago

Scooters: The New Self-Driving Cars

2896 days ago

It’s Time for an American Internet Privacy Framework

2918 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2938 days ago

Venmo Trust and The Blockchain

2967 days ago

Governing the Internet

3002 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3023 days ago

The Intellectual Tension Between Social Networking and Blockchains

3030 days ago

Stable Coins, Oracles, Trust, and Identity

3037 days ago

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

3051 days ago

The Future of Hybrid Centralized-Decentralized Apps

3079 days ago

Blockchains and the Right to Be Forgotten

3093 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3108 days ago

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

3121 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3122 days ago

Modest Conversations: Attention and Addiction

3143 days ago

Modest Conversations: The Human Side of Building Technology

3149 days ago

The Future of Work

3177 days ago

The Future of Free Speech

3213 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3219 days ago

The Future of Truth

3221 days ago

On Product Management - Rousseau Kazi

3227 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3234 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3241 days ago

Modest Conversations: Solving The Problems of Modern Cities

3247 days ago

Seven Key Questions in the Cryptocurrency World

3249 days ago

Modest Conversations: What You Know vs. Who You Know

3255 days ago

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

3269 days ago

Modest Conversations: Jobs, Inequality, and UBI

3275 days ago

A Game Plan for VR and AR in 2017

3276 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3282 days ago

Modest Conversations: Building Great Relationships With Kids

3289 days ago

Time to Pay Attention to Cryptocurrencies

3290 days ago

Modest Conversations: The Near Future of AI

3297 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3302 days ago

The Wrinkle In Forecasting Autonomous Cars

3304 days ago

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

3311 days ago

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

3317 days ago

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

3318 days ago

Modest Conversations: The Future of Real Estate

3325 days ago

Modest Conversations: Is Meditation The Next Yoga?

3331 days ago

The Second Coming of IT

3332 days ago

Modest Conversations: New York Tech & Social Media Fame

3338 days ago

Why Twitter Should Start Charging

3339 days ago

Modest Conversations: Virtual and Physical Communities

3346 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3352 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3353 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3360 days ago

The Information Presents: Modest Conversations

3366 days ago

Slowing Down the Digital Escapist Movement

3380 days ago

The Return of History: Google Photos and Personal Big Data

3387 days ago

The Similarity Between Silicon Valley and Trump

3415 days ago

Our Silent Future

3428 days ago

Bot Check-In: A Year of Disappointment

3435 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3443 days ago

Why Amazon Should Launch a Bank—But Won’t

3457 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3471 days ago

The Rise of Information Imperialism

3485 days ago

The First Modern Election

3492 days ago

Where Airbnb May Be More Vulnerable than Uber

3506 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3520 days ago

How Data Analytics is Changing Startup Financing

3534 days ago

Uber’s Self-Driving Car Puzzle

3548 days ago

What Everyone Is Missing about Venture Returns

3562 days ago

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

3569 days ago

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

3582 days ago

Why the Bonus Culture Will Spread

3597 days ago

How to Profit from Political Correctness

3610 days ago

Bots in 2016: Mid-Year Check In

3625 days ago

The Negative Side of Incubators

3639 days ago

Era of Lean Startups Nears an End

3653 days ago

The Non-Monetizable Product Blind Spot

3667 days ago

Why the Home Wars Aren’t the Phone Wars

3681 days ago

The New Business of Editing

3695 days ago

The Coming End of Capitalism

3709 days ago

Why Tech Needs Epic Failures

3723 days ago

Why We Should Abolish Time Zones

3744 days ago

Startups Need to Fire More Customers

3758 days ago

Why Startups Are Doomed, Part Two

3779 days ago

On Bots, Conversational Apps and Fin

3793 days ago

Personal Voice Analysis for the New Year

3807 days ago

Star Wars’ Private Tech Valuation Formula

3807 days ago

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

3821 days ago

The Good Enough Stuff Revolution

3835 days ago

Kodak’s Lesson for Detroit

3849 days ago

The New Winners and Losers in the Boredom Market

3863 days ago

How Growth Will Burst the Tech Bubble

3877 days ago

Why It’s Hard to Fix Failing Tech Cos.

3891 days ago

The Case Against Product-Market Fit

3905 days ago

Paying Up Front is a Legacy Concept

3926 days ago

Understanding the Hidden ‘Costs’ of Products

3940 days ago

Oculus Is for the Elderly

3954 days ago

The Hidden Costs of Pivoting

3968 days ago

Startups Need Shade—Not Just Time—To Grow

3982 days ago

Why VCs are the New Investment Bankers

3996 days ago

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

4010 days ago

Pricing for Consumer Perception

4031 days ago

The End of the Bazaar

4045 days ago

The Downside of Positive Feedback

4059 days ago

A Call for New Type of Mapping Platform

4073 days ago

The Economics of Sharing: Past and Present

4080 days ago

How Startups Get Their Metrics Wrong

4094 days ago

Why Tech Comp is Broken and Ideas To Fix It

4108 days ago

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

4122 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4136 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4150 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4164 days ago

My 2020 Predictions: A Reality Check

4171 days ago

Technology, Taxi Medallions and the Ancien Régime

4178 days ago

How Digital Photography Is Altering Our Memory

4184 days ago

Economy Soars, Uber Drops in The Information Survey

4185 days ago

The Race to Become the Apple of Drones

4192 days ago

As Technology Kills GDP, What’s Next?

4199 days ago

When Tech Companies Enter Zero-Sum Markets

4206 days ago

Uber As Gatekeeper to the Physical World

4212 days ago

The Information Subscribers Say…

4213 days ago

Native Apps: A Game Startups Can’t Win

4220 days ago

Big Brands Have Become Liabilities

4227 days ago

Growth: Design It, Buy It or Get Stuck

4234 days ago

What I’ve Learned Since Leaving Facebook

4241 days ago

Time to Hang up on Voice

4248 days ago

How the Sharing Economy Threatens the Traditional Economy

4255 days ago

The Second Coming of Non-Consensus Currencies

4262 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4269 days ago

The ‘Uber Effect’ on the Property Market

4276 days ago

Selfies, Emoji and the Economics of Communication