Posts

1 day ago

60,000 Strangers, One Private War

8 days ago

SWL Week in Review - Warhound

18 days ago

SWL Week in Review - Nihilism

23 days ago

SWL Week in Review - AI Treaties, Nathan Fielder, Agents (of Hollywood), and Grill Evals

32 days ago

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

37 days ago

SWL Week in Review - M-M-Maximum Entertainment

46 days ago

SWL Week in Review - M-M-Maximum Entertainment

53 days ago

SWL Week in Review - New York State of Mind

60 days ago

SWL Week in Review - Alignment with Whom Exactly?

67 days ago

SWL Week in Review - Think of the Children!

74 days ago

SWL Week in Review - Token Trading

81 days ago

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

88 days ago

SWL Week in Review - Summer Bag Securing

93 days ago

SWL Week in Review - Never Compete

102 days ago

SWL Week in Review - Crushing Bot Rebellions

109 days ago

SWL Week in Review - Appeasement

121 days ago

SWL Week in Review - The Voice of America

130 days ago

SWL Week in Review - Late Empire

135 days ago

SWL Week in Review - Teamshares

141 days ago

SWL Week in Review - Capitalist Multiverse

151 days ago

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

158 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

165 days ago

SWL Week in Review - Anthrospace

172 days ago

SWL Week in Review - Forward Deployed Monks

177 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

186 days ago

SWL Week in Review - AI Flippenings & 2x2s

188 days ago

Invite to Pearl genesis event

193 days ago

SWL Week in Review - WWE of Silicon Valley

195 days ago

Invite to Pearl genesis event

200 days ago

SWL Week in Review - Build Your Own Apps

206 days ago

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

212 days ago

SWL Week in Review - Looksmaxxing

220 days ago

SWL Week in Review - Bot or Not

228 days ago

SWL Week in Review - Master of Bots

235 days ago

SWL Week in Review - A Commodity Without Monopoly Power

242 days ago

SWL Week in Review - Claude Week

245 days ago

Polymath

249 days ago

SWL Week in Review - Roblox for Adults

252 days ago

SWL Week in Review - P90 selloff

263 days ago

SWL Week in Review - No Typists Anymore...

267 days ago

SWL Week in Review - Chosen by the Claw.

277 days ago

SWL Week in Review - Gold.

284 days ago

SWL Week in Review - half-kelly

288 days ago

SWL Week in Review - clawdbot

298 days ago

SWL Week in Review - Positivity?

303 days ago

SWL Week in Review - The Narratives of ’26

319 days ago

SWL Week in Review - Whip not Muscle

324 days ago

SWL Week in Review - Enemy of My Enemy

333 days ago

SWL Week in Review - Code Red Realities

338 days ago

SWL Week in Review - AI Business Model Wars

347 days ago

SWL Week in Review - Make Poor?

354 days ago

SWL Week in Review - Finger Size

361 days ago

SWL Week in Review - Etiquette

367 days ago

SWL Week in Review - Orizaba Reflections

373 days ago

SWL Week in Review - Lowbrow LLM culture

380 days ago

SWL Week in Review - Religion

389 days ago

SWL Week in Review - Slop

396 days ago

SWL Week in Review - Sora So What?

400 days ago

SWL Week in Review - Mercantilism

410 days ago

SWL Week in Review - 996 meta etiquette

417 days ago

SWL Week in Review - Memetic Warfare

424 days ago

SWL Week in Review - Wars of Attrition

438 days ago

SWL Week in Review - Top?

443 days ago

SWL Week in Review - Protest

452 days ago

SWL Week in Review - Betting on LLMs (literally)

459 days ago

SWL Week in Review - Outrage (and Figma)

466 days ago

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

473 days ago

SWL Week in Review - is Vibecoding Entertainment?

477 days ago

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

486 days ago

Meet the M...eta-Yankees

493 days ago

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

501 days ago

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

507 days ago

Scale, Sambot, Harvard Reunion

515 days ago

Bears and Books no E, no T

520 days ago

who is single?... and steven pinker

529 days ago

Vibecode Reality, OF, and Incumbents

536 days ago

experiences' airbnb, farming, brokers

543 days ago

Tel Aviv

548 days ago

Antisemitism and AI

557 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

564 days ago

Harvard, and Decolonization

578 days ago

Tariffs and Spies...

583 days ago

Mostly Skiing... a few other thoughts

592 days ago

Spies, Teams and Themes

597 days ago

Space Bet, Softbank, and Bill Maher

606 days ago

Again and Again, Nothing is New

613 days ago

Narrative Selloff, HP, and Harvard

627 days ago

Slow Creator I, Merit First, and Memes

631 days ago

Understanding Memecoins, and Merit First

641 days ago

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

648 days ago

Tiktok, Trade Wars, and Financial Nihilism

662 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

683 days ago

Elon 'Zaphod' Musk and AI pragmatism

690 days ago

Sora, United Health, Survivability of Seed Capital

697 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

704 days ago

Venmo, Sling & Techbro Culture

711 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

718 days ago

Summers, DOGE, Storytelling

725 days ago

Election Thoughts...

732 days ago

Tech Earnings, Destroying Trust in Reality

739 days ago

Vision Pro Failure, AI Cherry on Top

746 days ago

Planet Elon & Seed 'Value' Investing

753 days ago

Google Antitrust, The State of Seed

760 days ago

Monster F-it Funding Rounds, Golf Curious VC

767 days ago

Meta, Death of SaaS and YC...

772 days ago

the children, aleo, and hustle culture

780 days ago

Beast is Buzzfeed... Google SEO sadness

788 days ago

Founder Mode, Packy and Harry discoveries...

795 days ago

VC Reset, and Some Hiring

809 days ago

Turn Off, Tune Out, Drop In

823 days ago

AI Earnings, Harvard Wins

830 days ago

Opensource AI, Topaz, and Netanyahu

837 days ago

Trump, Kiki, and the Olympics

851 days ago

Patriotism and Summer

856 days ago

Hearsay, Debates and Hacks

1068 days ago

Followup from Capital Light Conference

1071 days ago

Reminder - Capital Light Conference Tomorrow AM

1075 days ago

Invite to The Capital Light Conference on the 29th

1075 days ago

Capital Light Conference on the 29th

1089 days ago

Post-Factory VC' Conference Invite...

1096 days ago

Followup from the 'State of VC' deck

1110 days ago

Followup from the 'State of VC' deck

1112 days ago

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

1112 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1131 days ago

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

1145 days ago

The Apple Episode (Carbon Neutralish)

1159 days ago

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

1166 days ago

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

1173 days ago

You should kill your startup, What replaces globalization

1187 days ago

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

1194 days ago

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

1197 days ago

More or Less Podcast

1373 days ago

The Best Time to Build

1405 days ago

Creator Financing Is Going Mainstream

1454 days ago

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

1652 days ago

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

1713 days ago

How to Put Physical Assets on the Blockchain

1797 days ago

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

1817 days ago

The Metaverse Is Coming. What Happens Next?

1824 days ago

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

1833 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1848 days ago

A test title

1917 days ago

The End of Venture Capital as We Know It

2050 days ago

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

2052 days ago

The Future of Investing Directly In People

2072 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2084 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2107 days ago

Equity Financing for Influencers

2121 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2142 days ago

How Covid Accelerated Changes Already in the Making

2183 days ago

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

2205 days ago

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

2223 days ago

Lessons From the Rise of OnlyFans

2255 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2276 days ago

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

2296 days ago

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

2302 days ago

The Escalating War Between Our Physical and Digital Realities

2325 days ago

On Feed Ranking and Free Speech

2339 days ago

The Slippery Slope to Censored Speech

2346 days ago

The Over-Under on New Voice-Chat App Clubhouse

2358 days ago

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

2372 days ago

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

2378 days ago

The Long-Term Implications of Extended Work From Home

2402 days ago

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

2430 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2458 days ago

The 10 Ways TikTok Will Change Social Product Design

2485 days ago

My Predictions for the Next Decade

2485 days ago

Grading My 2010 Predictions—and What I Learned

2514 days ago

In Defense of Deep Fakes

2528 days ago

Four Paths Forward for ‘Social Products’

2556 days ago

The Key Themes That Matter for the Future of Work

2569 days ago

The Challenges Facing Free Speech

2597 days ago

The Home Camera Wars

2605 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2661 days ago

On Inequality and Risk Capacity

2668 days ago

The Future of Free Speech

2738 days ago

Remote Work and the Politics of Decentralization

2752 days ago

Why the Internet Could Help Small Businesses Regain Power

2773 days ago

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

2787 days ago

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

2797 days ago

A Warning on the Dangers of Ephemeral Messaging

2808 days ago

ISAs and the Future of Securitization

2822 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2823 days ago

Modest Conversations: Income Share Agreements

2829 days ago

How to Introduce a Wealth Tax

2843 days ago

How Political Content Fills the Void Left by Micro-Targeting

2871 days ago

What Technologists Can Learn From Religions

2878 days ago

My Predictions for Crypto in 2019

2892 days ago

We Need Better Measures of Social and Environmental Impacts

2913 days ago

Is Uber Cash a Crypto Play?

2941 days ago

The Coming of the Human Knowledge-Work Cloud

2982 days ago

How the Internet Broke and What to Do About It

2988 days ago

Introducing “B is for Bitcoin”

2997 days ago

The Future of Privacy: Disinformation

3018 days ago

Scooters: The New Self-Driving Cars

3059 days ago

It’s Time for an American Internet Privacy Framework

3081 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3101 days ago

Venmo Trust and The Blockchain

3130 days ago

Governing the Internet

3165 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3186 days ago

The Intellectual Tension Between Social Networking and Blockchains

3193 days ago

Stable Coins, Oracles, Trust, and Identity

3200 days ago

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

3214 days ago

The Future of Hybrid Centralized-Decentralized Apps

3242 days ago

Blockchains and the Right to Be Forgotten

3256 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3271 days ago

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

3284 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3285 days ago

Modest Conversations: Attention and Addiction

3306 days ago

Modest Conversations: The Human Side of Building Technology

3312 days ago

The Future of Work

3340 days ago

The Future of Free Speech

3376 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3382 days ago

The Future of Truth

3384 days ago

On Product Management - Rousseau Kazi

3390 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3397 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3404 days ago

Modest Conversations: Solving The Problems of Modern Cities

3410 days ago

Seven Key Questions in the Cryptocurrency World

3412 days ago

Modest Conversations: What You Know vs. Who You Know

3418 days ago

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

3432 days ago

Modest Conversations: Jobs, Inequality, and UBI

3438 days ago

A Game Plan for VR and AR in 2017

3439 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3445 days ago

Modest Conversations: Building Great Relationships With Kids

3452 days ago

Time to Pay Attention to Cryptocurrencies

3453 days ago

Modest Conversations: The Near Future of AI

3460 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3465 days ago

The Wrinkle In Forecasting Autonomous Cars

3467 days ago

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

3474 days ago

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

3480 days ago

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

3481 days ago

Modest Conversations: The Future of Real Estate

3488 days ago

Modest Conversations: Is Meditation The Next Yoga?

3494 days ago

The Second Coming of IT

3495 days ago

Modest Conversations: New York Tech & Social Media Fame

3501 days ago

Why Twitter Should Start Charging

3502 days ago

Modest Conversations: Virtual and Physical Communities

3509 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3515 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3516 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3523 days ago

The Information Presents: Modest Conversations

3529 days ago

Slowing Down the Digital Escapist Movement

3543 days ago

The Return of History: Google Photos and Personal Big Data

3550 days ago

The Similarity Between Silicon Valley and Trump

3578 days ago

Our Silent Future

3591 days ago

Bot Check-In: A Year of Disappointment

3598 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3606 days ago

Why Amazon Should Launch a Bank—But Won’t

3620 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3634 days ago

The Rise of Information Imperialism

3648 days ago

The First Modern Election

3655 days ago

Where Airbnb May Be More Vulnerable than Uber

3669 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3683 days ago

How Data Analytics is Changing Startup Financing

3697 days ago

Uber’s Self-Driving Car Puzzle

3711 days ago

What Everyone Is Missing about Venture Returns

3725 days ago

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

3732 days ago

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

3745 days ago

Why the Bonus Culture Will Spread

3760 days ago

How to Profit from Political Correctness

3773 days ago

Bots in 2016: Mid-Year Check In

3788 days ago

The Negative Side of Incubators

3802 days ago

Era of Lean Startups Nears an End

3816 days ago

The Non-Monetizable Product Blind Spot

3830 days ago

Why the Home Wars Aren’t the Phone Wars

3844 days ago

The New Business of Editing

3858 days ago

The Coming End of Capitalism

3872 days ago

Why Tech Needs Epic Failures

3886 days ago

Why We Should Abolish Time Zones

3907 days ago

Startups Need to Fire More Customers

3921 days ago

Why Startups Are Doomed, Part Two

3942 days ago

On Bots, Conversational Apps and Fin

3956 days ago

Personal Voice Analysis for the New Year

3970 days ago

Star Wars’ Private Tech Valuation Formula

3970 days ago

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

3984 days ago

The Good Enough Stuff Revolution

3998 days ago

Kodak’s Lesson for Detroit

4012 days ago

The New Winners and Losers in the Boredom Market

4026 days ago

How Growth Will Burst the Tech Bubble

4040 days ago

Why It’s Hard to Fix Failing Tech Cos.

4054 days ago

The Case Against Product-Market Fit

4068 days ago

Paying Up Front is a Legacy Concept

4089 days ago

Understanding the Hidden ‘Costs’ of Products

4103 days ago

Oculus Is for the Elderly

4117 days ago

The Hidden Costs of Pivoting

4131 days ago

Startups Need Shade—Not Just Time—To Grow

4145 days ago

Why VCs are the New Investment Bankers

4159 days ago

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

4173 days ago

Pricing for Consumer Perception

4194 days ago

The End of the Bazaar

4208 days ago

The Downside of Positive Feedback

4222 days ago

A Call for New Type of Mapping Platform

4236 days ago

The Economics of Sharing: Past and Present

4243 days ago

How Startups Get Their Metrics Wrong

4257 days ago

Why Tech Comp is Broken and Ideas To Fix It

4271 days ago

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

4285 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4299 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4313 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4327 days ago

My 2020 Predictions: A Reality Check

4334 days ago

Technology, Taxi Medallions and the Ancien Régime

4341 days ago

How Digital Photography Is Altering Our Memory

4347 days ago

Economy Soars, Uber Drops in The Information Survey

4348 days ago

The Race to Become the Apple of Drones

4355 days ago

As Technology Kills GDP, What’s Next?

4362 days ago

When Tech Companies Enter Zero-Sum Markets

4369 days ago

Uber As Gatekeeper to the Physical World

4375 days ago

The Information Subscribers Say…

4376 days ago

Native Apps: A Game Startups Can’t Win

4383 days ago

Big Brands Have Become Liabilities

4390 days ago

Growth: Design It, Buy It or Get Stuck

4397 days ago

What I’ve Learned Since Leaving Facebook

4404 days ago

Time to Hang up on Voice

4411 days ago

How the Sharing Economy Threatens the Traditional Economy

4418 days ago

The Second Coming of Non-Consensus Currencies

4425 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4432 days ago

The ‘Uber Effect’ on the Property Market

4439 days ago

Selfies, Emoji and the Economics of Communication