Posts

94 days ago

Meet the M...eta-Yankees

101 days ago

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

109 days ago

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

115 days ago

Scale, Sambot, Harvard Reunion

123 days ago

Bears and Books no E, no T

128 days ago

who is single?... and steven pinker

137 days ago

Vibecode Reality, OF, and Incumbents

144 days ago

experiences' airbnb, farming, brokers

151 days ago

Tel Aviv

156 days ago

Antisemitism and AI

165 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

172 days ago

Harvard, and Decolonization

186 days ago

Tariffs and Spies...

191 days ago

Mostly Skiing... a few other thoughts

200 days ago

Spies, Teams and Themes

205 days ago

Space Bet, Softbank, and Bill Maher

214 days ago

Again and Again, Nothing is New

221 days ago

Narrative Selloff, HP, and Harvard

235 days ago

Slow Creator I, Merit First, and Memes

239 days ago

Understanding Memecoins, and Merit First

249 days ago

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

256 days ago

Tiktok, Trade Wars, and Financial Nihilism

270 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

291 days ago

Elon 'Zaphod' Musk and AI pragmatism

298 days ago

Sora, United Health, Survivability of Seed Capital

305 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

312 days ago

Venmo, Sling & Techbro Culture

319 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

326 days ago

Summers, DOGE, Storytelling

333 days ago

Election Thoughts...

340 days ago

Tech Earnings, Destroying Trust in Reality

347 days ago

Vision Pro Failure, AI Cherry on Top

354 days ago

Planet Elon & Seed 'Value' Investing

361 days ago

Google Antitrust, The State of Seed

368 days ago

Monster F-it Funding Rounds, Golf Curious VC

375 days ago

Meta, Death of SaaS and YC...

380 days ago

the children, aleo, and hustle culture

388 days ago

Beast is Buzzfeed... Google SEO sadness

396 days ago

Founder Mode, Packy and Harry discoveries...

403 days ago

VC Reset, and Some Hiring

417 days ago

Turn Off, Tune Out, Drop In

431 days ago

AI Earnings, Harvard Wins

438 days ago

Opensource AI, Topaz, and Netanyahu

445 days ago

Trump, Kiki, and the Olympics

459 days ago

Patriotism and Summer

464 days ago

Hearsay, Debates and Hacks

676 days ago

Followup from Capital Light Conference

679 days ago

Reminder - Capital Light Conference Tomorrow AM

683 days ago

Invite to The Capital Light Conference on the 29th

683 days ago

Capital Light Conference on the 29th

697 days ago

Post-Factory VC' Conference Invite...

704 days ago

Followup from the 'State of VC' deck

718 days ago

Followup from the 'State of VC' deck

720 days ago

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

720 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

739 days ago

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

753 days ago

The Apple Episode (Carbon Neutralish)

767 days ago

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

774 days ago

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

781 days ago

You should kill your startup, What replaces globalization

795 days ago

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

802 days ago

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

805 days ago

More or Less Podcast

981 days ago

The Best Time to Build

1013 days ago

Creator Financing Is Going Mainstream

1062 days ago

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

1260 days ago

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

1321 days ago

How to Put Physical Assets on the Blockchain

1405 days ago

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

1425 days ago

The Metaverse Is Coming. What Happens Next?

1432 days ago

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

1441 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1456 days ago

A test title

1525 days ago

The End of Venture Capital as We Know It

1658 days ago

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

1660 days ago

The Future of Investing Directly In People

1680 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1692 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1715 days ago

Equity Financing for Influencers

1729 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1750 days ago

How Covid Accelerated Changes Already in the Making

1791 days ago

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

1813 days ago

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

1831 days ago

Lessons From the Rise of OnlyFans

1863 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

1884 days ago

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

1904 days ago

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

1910 days ago

The Escalating War Between Our Physical and Digital Realities

1933 days ago

On Feed Ranking and Free Speech

1947 days ago

The Slippery Slope to Censored Speech

1954 days ago

The Over-Under on New Voice-Chat App Clubhouse

1966 days ago

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

1980 days ago

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

1986 days ago

The Long-Term Implications of Extended Work From Home

2010 days ago

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

2038 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2066 days ago

The 10 Ways TikTok Will Change Social Product Design

2093 days ago

My Predictions for the Next Decade

2093 days ago

Grading My 2010 Predictions—and What I Learned

2122 days ago

In Defense of Deep Fakes

2136 days ago

Four Paths Forward for ‘Social Products’

2164 days ago

The Key Themes That Matter for the Future of Work

2177 days ago

The Challenges Facing Free Speech

2205 days ago

The Home Camera Wars

2213 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2269 days ago

On Inequality and Risk Capacity

2276 days ago

The Future of Free Speech

2346 days ago

Remote Work and the Politics of Decentralization

2360 days ago

Why the Internet Could Help Small Businesses Regain Power

2381 days ago

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

2395 days ago

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

2405 days ago

A Warning on the Dangers of Ephemeral Messaging

2416 days ago

ISAs and the Future of Securitization

2430 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2431 days ago

Modest Conversations: Income Share Agreements

2437 days ago

How to Introduce a Wealth Tax

2451 days ago

How Political Content Fills the Void Left by Micro-Targeting

2479 days ago

What Technologists Can Learn From Religions

2486 days ago

My Predictions for Crypto in 2019

2500 days ago

We Need Better Measures of Social and Environmental Impacts

2521 days ago

Is Uber Cash a Crypto Play?

2549 days ago

The Coming of the Human Knowledge-Work Cloud

2590 days ago

How the Internet Broke and What to Do About It

2596 days ago

Introducing “B is for Bitcoin”

2605 days ago

The Future of Privacy: Disinformation

2626 days ago

Scooters: The New Self-Driving Cars

2667 days ago

It’s Time for an American Internet Privacy Framework

2689 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2709 days ago

Venmo Trust and The Blockchain

2738 days ago

Governing the Internet

2773 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

2794 days ago

The Intellectual Tension Between Social Networking and Blockchains

2801 days ago

Stable Coins, Oracles, Trust, and Identity

2808 days ago

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

2822 days ago

The Future of Hybrid Centralized-Decentralized Apps

2850 days ago

Blockchains and the Right to Be Forgotten

2864 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

2879 days ago

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

2892 days ago

The Tower of Babel: Five Challenges of the Modern Internet

2893 days ago

Modest Conversations: Attention and Addiction

2914 days ago

Modest Conversations: The Human Side of Building Technology

2920 days ago

The Future of Work

2948 days ago

The Future of Free Speech

2984 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

2990 days ago

The Future of Truth

2992 days ago

On Product Management - Rousseau Kazi

2998 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3005 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3012 days ago

Modest Conversations: Solving The Problems of Modern Cities

3018 days ago

Seven Key Questions in the Cryptocurrency World

3020 days ago

Modest Conversations: What You Know vs. Who You Know

3026 days ago

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

3040 days ago

Modest Conversations: Jobs, Inequality, and UBI

3046 days ago

A Game Plan for VR and AR in 2017

3047 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3053 days ago

Modest Conversations: Building Great Relationships With Kids

3060 days ago

Time to Pay Attention to Cryptocurrencies

3061 days ago

Modest Conversations: The Near Future of AI

3068 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3073 days ago

The Wrinkle In Forecasting Autonomous Cars

3075 days ago

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

3082 days ago

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

3088 days ago

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

3089 days ago

Modest Conversations: The Future of Real Estate

3096 days ago

Modest Conversations: Is Meditation The Next Yoga?

3102 days ago

The Second Coming of IT

3103 days ago

Modest Conversations: New York Tech & Social Media Fame

3109 days ago

Why Twitter Should Start Charging

3110 days ago

Modest Conversations: Virtual and Physical Communities

3117 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3123 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3124 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3131 days ago

The Information Presents: Modest Conversations

3137 days ago

Slowing Down the Digital Escapist Movement

3151 days ago

The Return of History: Google Photos and Personal Big Data

3158 days ago

The Similarity Between Silicon Valley and Trump

3186 days ago

Our Silent Future

3199 days ago

Bot Check-In: A Year of Disappointment

3206 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3214 days ago

Why Amazon Should Launch a Bank—But Won’t

3228 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3242 days ago

The Rise of Information Imperialism

3256 days ago

The First Modern Election

3263 days ago

Where Airbnb May Be More Vulnerable than Uber

3277 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3291 days ago

How Data Analytics is Changing Startup Financing

3305 days ago

Uber’s Self-Driving Car Puzzle

3319 days ago

What Everyone Is Missing about Venture Returns

3333 days ago

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

3340 days ago

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

3353 days ago

Why the Bonus Culture Will Spread

3368 days ago

How to Profit from Political Correctness

3381 days ago

Bots in 2016: Mid-Year Check In

3396 days ago

The Negative Side of Incubators

3410 days ago

Era of Lean Startups Nears an End

3424 days ago

The Non-Monetizable Product Blind Spot

3438 days ago

Why the Home Wars Aren’t the Phone Wars

3452 days ago

The New Business of Editing

3466 days ago

The Coming End of Capitalism

3480 days ago

Why Tech Needs Epic Failures

3494 days ago

Why We Should Abolish Time Zones

3515 days ago

Startups Need to Fire More Customers

3529 days ago

Why Startups Are Doomed, Part Two

3550 days ago

On Bots, Conversational Apps and Fin

3564 days ago

Personal Voice Analysis for the New Year

3578 days ago

Star Wars’ Private Tech Valuation Formula

3578 days ago

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

3592 days ago

The Good Enough Stuff Revolution

3606 days ago

Kodak’s Lesson for Detroit

3620 days ago

The New Winners and Losers in the Boredom Market

3634 days ago

How Growth Will Burst the Tech Bubble

3648 days ago

Why It’s Hard to Fix Failing Tech Cos.

3662 days ago

The Case Against Product-Market Fit

3676 days ago

Paying Up Front is a Legacy Concept

3697 days ago

Understanding the Hidden ‘Costs’ of Products

3711 days ago

Oculus Is for the Elderly

3725 days ago

The Hidden Costs of Pivoting

3739 days ago

Startups Need Shade—Not Just Time—To Grow

3753 days ago

Why VCs are the New Investment Bankers

3767 days ago

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

3781 days ago

Pricing for Consumer Perception

3802 days ago

The End of the Bazaar

3816 days ago

The Downside of Positive Feedback

3830 days ago

A Call for New Type of Mapping Platform

3844 days ago

The Economics of Sharing: Past and Present

3851 days ago

How Startups Get Their Metrics Wrong

3865 days ago

Why Tech Comp is Broken and Ideas To Fix It

3879 days ago

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

3893 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

3907 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

3921 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

3935 days ago

My 2020 Predictions: A Reality Check

3942 days ago

Technology, Taxi Medallions and the Ancien Régime

3949 days ago

How Digital Photography Is Altering Our Memory

3955 days ago

Economy Soars, Uber Drops in The Information Survey

3956 days ago

The Race to Become the Apple of Drones

3963 days ago

As Technology Kills GDP, What’s Next?

3970 days ago

When Tech Companies Enter Zero-Sum Markets

3977 days ago

Uber As Gatekeeper to the Physical World

3983 days ago

The Information Subscribers Say…

3984 days ago

Native Apps: A Game Startups Can’t Win

3991 days ago

Big Brands Have Become Liabilities

3998 days ago

Growth: Design It, Buy It or Get Stuck

4005 days ago

What I’ve Learned Since Leaving Facebook

4012 days ago

Time to Hang up on Voice

4019 days ago

How the Sharing Economy Threatens the Traditional Economy

4026 days ago

The Second Coming of Non-Consensus Currencies

4033 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4040 days ago

The ‘Uber Effect’ on the Property Market

4047 days ago

Selfies, Emoji and the Economics of Communication