Posts

Meet the M...eta-Yankees


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


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


Scale, Sambot, Harvard Reunion


Bears and Books no E, no T


who is single?... and steven pinker


Vibecode Reality, OF, and Incumbents


experiences' airbnb, farming, brokers


Tel Aviv


Antisemitism and AI


WTFVC 2025, Anti-Trust, and Ruck Rock


Harvard, and Decolonization


Tariffs and Spies...


Mostly Skiing... a few other thoughts


Spies, Teams and Themes


Space Bet, Softbank, and Bill Maher


Again and Again, Nothing is New


Narrative Selloff, HP, and Harvard


Slow Creator I, Merit First, and Memes


Understanding Memecoins, and Merit First


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


Tiktok, Trade Wars, and Financial Nihilism


The 2025 Gameplan, Free Speech, and Degen Investing


Elon 'Zaphod' Musk and AI pragmatism


Sora, United Health, Survivability of Seed Capital


Aaron Levie, Voight-Kampff, Retail Fomo


Venmo, Sling & Techbro Culture


Fwd Health, VC Regatta Model, Value Seed Investing


Summers, DOGE, Storytelling


Election Thoughts...


Tech Earnings, Destroying Trust in Reality


Vision Pro Failure, AI Cherry on Top


Planet Elon & Seed 'Value' Investing


Google Antitrust, The State of Seed


Monster F-it Funding Rounds, Golf Curious VC


Meta, Death of SaaS and YC...


the children, aleo, and hustle culture


Beast is Buzzfeed... Google SEO sadness


Founder Mode, Packy and Harry discoveries...


VC Reset, and Some Hiring


Turn Off, Tune Out, Drop In


AI Earnings, Harvard Wins


Opensource AI, Topaz, and Netanyahu


Trump, Kiki, and the Olympics


Patriotism and Summer


Hearsay, Debates and Hacks


Followup from Capital Light Conference


Reminder - Capital Light Conference Tomorrow AM


Invite to The Capital Light Conference on the 29th


Capital Light Conference on the 29th


Post-Factory VC' Conference Invite...


Followup from the 'State of VC' deck


Followup from the 'State of VC' deck


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


What To Do About Misinformation in the Upcoming Election Cycle?


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


The Apple Episode (Carbon Neutralish)


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


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


You should kill your startup, What replaces globalization


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


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


More or Less Podcast


The Best Time to Build


Creator Financing Is Going Mainstream


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


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


How to Put Physical Assets on the Blockchain


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


The Metaverse Is Coming. What Happens Next?


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


What Sequoia Gains by Blowing Up the VC Fund Structure


A test title


The End of Venture Capital as We Know It


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


The Future of Investing Directly In People


Collectibles, Crypto NFTs, and the Monetization of Influence


Clubhouse and the Future of Cult-Driven Social Platforms


Equity Financing for Influencers


How Blocking Trump Puts the Future of the Internet at Risk


How Covid Accelerated Changes Already in the Making


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


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


Lessons From the Rise of OnlyFans


California’s 2020 Budget Solution: A Startup Equity Tax


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


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


The Escalating War Between Our Physical and Digital Realities


On Feed Ranking and Free Speech


The Slippery Slope to Censored Speech


The Over-Under on New Voice-Chat App Clubhouse


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


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


The Long-Term Implications of Extended Work From Home


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


How Coronavirus Epidemics Could Alter the Future of Tech


The 10 Ways TikTok Will Change Social Product Design


My Predictions for the Next Decade


Grading My 2010 Predictions—and What I Learned


In Defense of Deep Fakes


Four Paths Forward for ‘Social Products’


The Key Themes That Matter for the Future of Work


The Challenges Facing Free Speech


The Home Camera Wars


A Solution for Gig Economy Labor: Lightning Strikes


On Inequality and Risk Capacity


The Future of Free Speech


Remote Work and the Politics of Decentralization


Why the Internet Could Help Small Businesses Regain Power


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


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


A Warning on the Dangers of Ephemeral Messaging


ISAs and the Future of Securitization


The Pressure on the News Industry Is a Symptom of Disempowerment


Modest Conversations: Income Share Agreements


How to Introduce a Wealth Tax


How Political Content Fills the Void Left by Micro-Targeting


What Technologists Can Learn From Religions


My Predictions for Crypto in 2019


We Need Better Measures of Social and Environmental Impacts


Is Uber Cash a Crypto Play?


The Coming of the Human Knowledge-Work Cloud


How the Internet Broke and What to Do About It


Introducing “B is for Bitcoin”


The Future of Privacy: Disinformation


Scooters: The New Self-Driving Cars


It’s Time for an American Internet Privacy Framework


Instagram Is the Real Virtual Reality, Not Oculus


Venmo Trust and The Blockchain


Governing the Internet


The Double-Edged Sword of Using Blockchains for Identity Portability


The Intellectual Tension Between Social Networking and Blockchains


Stable Coins, Oracles, Trust, and Identity


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


The Future of Hybrid Centralized-Decentralized Apps


Blockchains and the Right to Be Forgotten


14 Ways the Cryptocurrency Market Will Change in 2018


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


The Tower of Babel: Five Challenges of the Modern Internet


Modest Conversations: Attention and Addiction


Modest Conversations: The Human Side of Building Technology


The Future of Work


The Future of Free Speech


On Bitcoin Cash & New Ways Crypto-Projects Move Forward


The Future of Truth


On Product Management - Rousseau Kazi


Building Platform Products - Raylene Yung of Stripe & Facebook


Viewpoint From The Silicon Valley Entering Class of ‘17


Modest Conversations: Solving The Problems of Modern Cities


Seven Key Questions in the Cryptocurrency World


Modest Conversations: What You Know vs. Who You Know


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


Modest Conversations: Jobs, Inequality, and UBI


A Game Plan for VR and AR in 2017


Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital


Modest Conversations: Building Great Relationships With Kids


Time to Pay Attention to Cryptocurrencies


Modest Conversations: The Near Future of AI


Modest Conversations: Morning Routines of 2027 and 2047


The Wrinkle In Forecasting Autonomous Cars


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


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


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


Modest Conversations: The Future of Real Estate


Modest Conversations: Is Meditation The Next Yoga?


The Second Coming of IT


Modest Conversations: New York Tech & Social Media Fame


Why Twitter Should Start Charging


Modest Conversations: Virtual and Physical Communities


Modest Conversations: Unions, Regulatory Capture, and Tech


Who Pays for Redesigning Streets for Self-Driving Cars?


Modest Conversations: Who Drives Corporate Benefits and Responsibility?


The Information Presents: Modest Conversations


Slowing Down the Digital Escapist Movement


The Return of History: Google Photos and Personal Big Data


The Similarity Between Silicon Valley and Trump


Our Silent Future


Bot Check-In: A Year of Disappointment


In 2017, Tech Will Seek to Regain Moral High Ground


Why Amazon Should Launch a Bank—But Won’t


Free Speech and Democracy in the Age of Micro-Targeting


The Rise of Information Imperialism


The First Modern Election


Where Airbnb May Be More Vulnerable than Uber


Why Today’s Tech Narrative is Way Ahead of Reality


How Data Analytics is Changing Startup Financing


Uber’s Self-Driving Car Puzzle


What Everyone Is Missing about Venture Returns


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


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


Why the Bonus Culture Will Spread


How to Profit from Political Correctness


Bots in 2016: Mid-Year Check In


The Negative Side of Incubators


Era of Lean Startups Nears an End


The Non-Monetizable Product Blind Spot


Why the Home Wars Aren’t the Phone Wars


The New Business of Editing


The Coming End of Capitalism


Why Tech Needs Epic Failures


Why We Should Abolish Time Zones


Startups Need to Fire More Customers


Why Startups Are Doomed, Part Two


On Bots, Conversational Apps and Fin


Personal Voice Analysis for the New Year


Star Wars’ Private Tech Valuation Formula


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


The Good Enough Stuff Revolution


Kodak’s Lesson for Detroit


The New Winners and Losers in the Boredom Market


How Growth Will Burst the Tech Bubble


Why It’s Hard to Fix Failing Tech Cos.


The Case Against Product-Market Fit


Paying Up Front is a Legacy Concept


Understanding the Hidden ‘Costs’ of Products


Oculus Is for the Elderly


The Hidden Costs of Pivoting


Startups Need Shade—Not Just Time—To Grow


Why VCs are the New Investment Bankers


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


Pricing for Consumer Perception


The End of the Bazaar


The Downside of Positive Feedback


A Call for New Type of Mapping Platform


The Economics of Sharing: Past and Present


How Startups Get Their Metrics Wrong


Why Tech Comp is Broken and Ideas To Fix It


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


Leapfrogging the U.S.: Transportation in Sao Paulo


Labor Economics and How Uber is Going to Disrupt Starbucks


Native Advertising: A Convenient Pitch I’m Not Buying


My 2020 Predictions: A Reality Check


Technology, Taxi Medallions and the Ancien Régime


How Digital Photography Is Altering Our Memory


Economy Soars, Uber Drops in The Information Survey


The Race to Become the Apple of Drones


As Technology Kills GDP, What’s Next?


When Tech Companies Enter Zero-Sum Markets


Uber As Gatekeeper to the Physical World


The Information Subscribers Say…


Native Apps: A Game Startups Can’t Win


Big Brands Have Become Liabilities


Growth: Design It, Buy It or Get Stuck


What I’ve Learned Since Leaving Facebook


Time to Hang up on Voice


How the Sharing Economy Threatens the Traditional Economy


The Second Coming of Non-Consensus Currencies


Why Universities Should Wise Up and Retain Their ‘Users’


The ‘Uber Effect’ on the Property Market


Selfies, Emoji and the Economics of Communication