Posts

52 days ago

Meet the M...eta-Yankees

59 days ago

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

67 days ago

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

73 days ago

Scale, Sambot, Harvard Reunion

81 days ago

Bears and Books no E, no T

86 days ago

who is single?... and steven pinker

95 days ago

Vibecode Reality, OF, and Incumbents

102 days ago

experiences' airbnb, farming, brokers

109 days ago

Tel Aviv

114 days ago

Antisemitism and AI

123 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

130 days ago

Harvard, and Decolonization

144 days ago

Tariffs and Spies...

149 days ago

Mostly Skiing... a few other thoughts

158 days ago

Spies, Teams and Themes

163 days ago

Space Bet, Softbank, and Bill Maher

172 days ago

Again and Again, Nothing is New

179 days ago

Narrative Selloff, HP, and Harvard

193 days ago

Slow Creator I, Merit First, and Memes

197 days ago

Understanding Memecoins, and Merit First

207 days ago

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

214 days ago

Tiktok, Trade Wars, and Financial Nihilism

228 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

249 days ago

Elon 'Zaphod' Musk and AI pragmatism

256 days ago

Sora, United Health, Survivability of Seed Capital

263 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

270 days ago

Venmo, Sling & Techbro Culture

277 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

284 days ago

Summers, DOGE, Storytelling

291 days ago

Election Thoughts...

298 days ago

Tech Earnings, Destroying Trust in Reality

305 days ago

Vision Pro Failure, AI Cherry on Top

312 days ago

Planet Elon & Seed 'Value' Investing

319 days ago

Google Antitrust, The State of Seed

326 days ago

Monster F-it Funding Rounds, Golf Curious VC

333 days ago

Meta, Death of SaaS and YC...

338 days ago

the children, aleo, and hustle culture

346 days ago

Beast is Buzzfeed... Google SEO sadness

354 days ago

Founder Mode, Packy and Harry discoveries...

361 days ago

VC Reset, and Some Hiring

375 days ago

Turn Off, Tune Out, Drop In

389 days ago

AI Earnings, Harvard Wins

396 days ago

Opensource AI, Topaz, and Netanyahu

403 days ago

Trump, Kiki, and the Olympics

417 days ago

Patriotism and Summer

422 days ago

Hearsay, Debates and Hacks

634 days ago

Followup from Capital Light Conference

637 days ago

Reminder - Capital Light Conference Tomorrow AM

641 days ago

Invite to The Capital Light Conference on the 29th

641 days ago

Capital Light Conference on the 29th

655 days ago

Post-Factory VC' Conference Invite...

662 days ago

Followup from the 'State of VC' deck

676 days ago

Followup from the 'State of VC' deck

678 days ago

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

678 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

697 days ago

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

711 days ago

The Apple Episode (Carbon Neutralish)

725 days ago

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

732 days ago

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

739 days ago

You should kill your startup, What replaces globalization

753 days ago

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

760 days ago

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

763 days ago

More or Less Podcast

939 days ago

The Best Time to Build

971 days ago

Creator Financing Is Going Mainstream

1020 days ago

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

1218 days ago

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

1279 days ago

How to Put Physical Assets on the Blockchain

1363 days ago

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

1383 days ago

The Metaverse Is Coming. What Happens Next?

1390 days ago

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

1399 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1414 days ago

A test title

1483 days ago

The End of Venture Capital as We Know It

1616 days ago

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

1618 days ago

The Future of Investing Directly In People

1638 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1650 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1673 days ago

Equity Financing for Influencers

1687 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1708 days ago

How Covid Accelerated Changes Already in the Making

1749 days ago

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

1771 days ago

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

1789 days ago

Lessons From the Rise of OnlyFans

1821 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

1842 days ago

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

1862 days ago

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

1868 days ago

The Escalating War Between Our Physical and Digital Realities

1891 days ago

On Feed Ranking and Free Speech

1905 days ago

The Slippery Slope to Censored Speech

1912 days ago

The Over-Under on New Voice-Chat App Clubhouse

1924 days ago

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

1938 days ago

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

1944 days ago

The Long-Term Implications of Extended Work From Home

1968 days ago

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

1996 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2024 days ago

The 10 Ways TikTok Will Change Social Product Design

2051 days ago

My Predictions for the Next Decade

2051 days ago

Grading My 2010 Predictions—and What I Learned

2080 days ago

In Defense of Deep Fakes

2094 days ago

Four Paths Forward for ‘Social Products’

2122 days ago

The Key Themes That Matter for the Future of Work

2135 days ago

The Challenges Facing Free Speech

2163 days ago

The Home Camera Wars

2171 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2227 days ago

On Inequality and Risk Capacity

2234 days ago

The Future of Free Speech

2304 days ago

Remote Work and the Politics of Decentralization

2318 days ago

Why the Internet Could Help Small Businesses Regain Power

2339 days ago

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

2353 days ago

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

2363 days ago

A Warning on the Dangers of Ephemeral Messaging

2374 days ago

ISAs and the Future of Securitization

2388 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2389 days ago

Modest Conversations: Income Share Agreements

2395 days ago

How to Introduce a Wealth Tax

2409 days ago

How Political Content Fills the Void Left by Micro-Targeting

2437 days ago

What Technologists Can Learn From Religions

2444 days ago

My Predictions for Crypto in 2019

2458 days ago

We Need Better Measures of Social and Environmental Impacts

2479 days ago

Is Uber Cash a Crypto Play?

2507 days ago

The Coming of the Human Knowledge-Work Cloud

2548 days ago

How the Internet Broke and What to Do About It

2554 days ago

Introducing “B is for Bitcoin”

2563 days ago

The Future of Privacy: Disinformation

2584 days ago

Scooters: The New Self-Driving Cars

2625 days ago

It’s Time for an American Internet Privacy Framework

2647 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2667 days ago

Venmo Trust and The Blockchain

2696 days ago

Governing the Internet

2731 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

2752 days ago

The Intellectual Tension Between Social Networking and Blockchains

2759 days ago

Stable Coins, Oracles, Trust, and Identity

2766 days ago

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

2780 days ago

The Future of Hybrid Centralized-Decentralized Apps

2808 days ago

Blockchains and the Right to Be Forgotten

2822 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

2837 days ago

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

2850 days ago

The Tower of Babel: Five Challenges of the Modern Internet

2851 days ago

Modest Conversations: Attention and Addiction

2872 days ago

Modest Conversations: The Human Side of Building Technology

2878 days ago

The Future of Work

2906 days ago

The Future of Free Speech

2942 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

2948 days ago

The Future of Truth

2950 days ago

On Product Management - Rousseau Kazi

2956 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

2963 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

2970 days ago

Modest Conversations: Solving The Problems of Modern Cities

2976 days ago

Seven Key Questions in the Cryptocurrency World

2978 days ago

Modest Conversations: What You Know vs. Who You Know

2984 days ago

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

2998 days ago

Modest Conversations: Jobs, Inequality, and UBI

3004 days ago

A Game Plan for VR and AR in 2017

3005 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3011 days ago

Modest Conversations: Building Great Relationships With Kids

3018 days ago

Time to Pay Attention to Cryptocurrencies

3019 days ago

Modest Conversations: The Near Future of AI

3026 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3031 days ago

The Wrinkle In Forecasting Autonomous Cars

3033 days ago

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

3040 days ago

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

3046 days ago

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

3047 days ago

Modest Conversations: The Future of Real Estate

3054 days ago

Modest Conversations: Is Meditation The Next Yoga?

3060 days ago

The Second Coming of IT

3061 days ago

Modest Conversations: New York Tech & Social Media Fame

3067 days ago

Why Twitter Should Start Charging

3068 days ago

Modest Conversations: Virtual and Physical Communities

3075 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3081 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3082 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3089 days ago

The Information Presents: Modest Conversations

3095 days ago

Slowing Down the Digital Escapist Movement

3109 days ago

The Return of History: Google Photos and Personal Big Data

3116 days ago

The Similarity Between Silicon Valley and Trump

3144 days ago

Our Silent Future

3157 days ago

Bot Check-In: A Year of Disappointment

3164 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3172 days ago

Why Amazon Should Launch a Bank—But Won’t

3186 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3200 days ago

The Rise of Information Imperialism

3214 days ago

The First Modern Election

3221 days ago

Where Airbnb May Be More Vulnerable than Uber

3235 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3249 days ago

How Data Analytics is Changing Startup Financing

3263 days ago

Uber’s Self-Driving Car Puzzle

3277 days ago

What Everyone Is Missing about Venture Returns

3291 days ago

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

3298 days ago

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

3311 days ago

Why the Bonus Culture Will Spread

3326 days ago

How to Profit from Political Correctness

3339 days ago

Bots in 2016: Mid-Year Check In

3354 days ago

The Negative Side of Incubators

3368 days ago

Era of Lean Startups Nears an End

3382 days ago

The Non-Monetizable Product Blind Spot

3396 days ago

Why the Home Wars Aren’t the Phone Wars

3410 days ago

The New Business of Editing

3424 days ago

The Coming End of Capitalism

3438 days ago

Why Tech Needs Epic Failures

3452 days ago

Why We Should Abolish Time Zones

3473 days ago

Startups Need to Fire More Customers

3487 days ago

Why Startups Are Doomed, Part Two

3508 days ago

On Bots, Conversational Apps and Fin

3522 days ago

Personal Voice Analysis for the New Year

3536 days ago

Star Wars’ Private Tech Valuation Formula

3536 days ago

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

3550 days ago

The Good Enough Stuff Revolution

3564 days ago

Kodak’s Lesson for Detroit

3578 days ago

The New Winners and Losers in the Boredom Market

3592 days ago

How Growth Will Burst the Tech Bubble

3606 days ago

Why It’s Hard to Fix Failing Tech Cos.

3620 days ago

The Case Against Product-Market Fit

3634 days ago

Paying Up Front is a Legacy Concept

3655 days ago

Understanding the Hidden ‘Costs’ of Products

3669 days ago

Oculus Is for the Elderly

3683 days ago

The Hidden Costs of Pivoting

3697 days ago

Startups Need Shade—Not Just Time—To Grow

3711 days ago

Why VCs are the New Investment Bankers

3725 days ago

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

3739 days ago

Pricing for Consumer Perception

3760 days ago

The End of the Bazaar

3774 days ago

The Downside of Positive Feedback

3788 days ago

A Call for New Type of Mapping Platform

3802 days ago

The Economics of Sharing: Past and Present

3809 days ago

How Startups Get Their Metrics Wrong

3823 days ago

Why Tech Comp is Broken and Ideas To Fix It

3837 days ago

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

3851 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

3865 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

3879 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

3893 days ago

My 2020 Predictions: A Reality Check

3900 days ago

Technology, Taxi Medallions and the Ancien Régime

3907 days ago

How Digital Photography Is Altering Our Memory

3913 days ago

Economy Soars, Uber Drops in The Information Survey

3914 days ago

The Race to Become the Apple of Drones

3921 days ago

As Technology Kills GDP, What’s Next?

3928 days ago

When Tech Companies Enter Zero-Sum Markets

3935 days ago

Uber As Gatekeeper to the Physical World

3941 days ago

The Information Subscribers Say…

3942 days ago

Native Apps: A Game Startups Can’t Win

3949 days ago

Big Brands Have Become Liabilities

3956 days ago

Growth: Design It, Buy It or Get Stuck

3963 days ago

What I’ve Learned Since Leaving Facebook

3970 days ago

Time to Hang up on Voice

3977 days ago

How the Sharing Economy Threatens the Traditional Economy

3984 days ago

The Second Coming of Non-Consensus Currencies

3991 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

3998 days ago

The ‘Uber Effect’ on the Property Market

4005 days ago

Selfies, Emoji and the Economics of Communication