Posts

4 days ago

SWL Week in Review - M-M-Maximum Entertainment

11 days ago

SWL Week in Review - New York State of Mind

18 days ago

SWL Week in Review - Alignment with Whom Exactly?

25 days ago

SWL Week in Review - Think of the Children!

32 days ago

SWL Week in Review - Token Trading

39 days ago

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

46 days ago

SWL Week in Review - Summer Bag Securing

51 days ago

SWL Week in Review - Never Compete

60 days ago

SWL Week in Review - Crushing Bot Rebellions

67 days ago

SWL Week in Review - Appeasement

79 days ago

SWL Week in Review - The Voice of America

88 days ago

SWL Week in Review - Late Empire

93 days ago

SWL Week in Review - Teamshares

99 days ago

SWL Week in Review - Capitalist Multiverse

109 days ago

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

116 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

123 days ago

SWL Week in Review - Anthrospace

130 days ago

SWL Week in Review - Forward Deployed Monks

136 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

144 days ago

SWL Week in Review - AI Flippenings & 2x2s

146 days ago

Invite to Pearl genesis event

151 days ago

SWL Week in Review - WWE of Silicon Valley

154 days ago

Invite to Pearl genesis event

158 days ago

SWL Week in Review - Build Your Own Apps

164 days ago

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

170 days ago

SWL Week in Review - Looksmaxxing

178 days ago

SWL Week in Review - Bot or Not

186 days ago

SWL Week in Review - Master of Bots

193 days ago

SWL Week in Review - A Commodity Without Monopoly Power

200 days ago

SWL Week in Review - Claude Week

203 days ago

Polymath

207 days ago

SWL Week in Review - Roblox for Adults

210 days ago

SWL Week in Review - P90 selloff

221 days ago

SWL Week in Review - No Typists Anymore...

225 days ago

SWL Week in Review - Chosen by the Claw.

235 days ago

SWL Week in Review - Gold.

242 days ago

SWL Week in Review - half-kelly

246 days ago

SWL Week in Review - clawdbot

256 days ago

SWL Week in Review - Positivity?

261 days ago

SWL Week in Review - The Narratives of ’26

277 days ago

SWL Week in Review - Whip not Muscle

282 days ago

SWL Week in Review - Enemy of My Enemy

291 days ago

SWL Week in Review - Code Red Realities

296 days ago

SWL Week in Review - AI Business Model Wars

305 days ago

SWL Week in Review - Make Poor?

312 days ago

SWL Week in Review - Finger Size

319 days ago

SWL Week in Review - Etiquette

325 days ago

SWL Week in Review - Orizaba Reflections

331 days ago

SWL Week in Review - Lowbrow LLM culture

339 days ago

SWL Week in Review - Religion

347 days ago

SWL Week in Review - Slop

354 days ago

SWL Week in Review - Sora So What?

359 days ago

SWL Week in Review - Mercantilism

368 days ago

SWL Week in Review - 996 meta etiquette

375 days ago

SWL Week in Review - Memetic Warfare

382 days ago

SWL Week in Review - Wars of Attrition

396 days ago

SWL Week in Review - Top?

401 days ago

SWL Week in Review - Protest

410 days ago

SWL Week in Review - Betting on LLMs (literally)

417 days ago

SWL Week in Review - Outrage (and Figma)

424 days ago

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

431 days ago

SWL Week in Review - is Vibecoding Entertainment?

435 days ago

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

444 days ago

Meet the M...eta-Yankees

451 days ago

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

459 days ago

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

465 days ago

Scale, Sambot, Harvard Reunion

473 days ago

Bears and Books no E, no T

478 days ago

who is single?... and steven pinker

487 days ago

Vibecode Reality, OF, and Incumbents

494 days ago

experiences' airbnb, farming, brokers

501 days ago

Tel Aviv

506 days ago

Antisemitism and AI

515 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

522 days ago

Harvard, and Decolonization

536 days ago

Tariffs and Spies...

541 days ago

Mostly Skiing... a few other thoughts

550 days ago

Spies, Teams and Themes

555 days ago

Space Bet, Softbank, and Bill Maher

564 days ago

Again and Again, Nothing is New

571 days ago

Narrative Selloff, HP, and Harvard

585 days ago

Slow Creator I, Merit First, and Memes

589 days ago

Understanding Memecoins, and Merit First

599 days ago

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

606 days ago

Tiktok, Trade Wars, and Financial Nihilism

620 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

641 days ago

Elon 'Zaphod' Musk and AI pragmatism

648 days ago

Sora, United Health, Survivability of Seed Capital

655 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

662 days ago

Venmo, Sling & Techbro Culture

669 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

676 days ago

Summers, DOGE, Storytelling

683 days ago

Election Thoughts...

690 days ago

Tech Earnings, Destroying Trust in Reality

697 days ago

Vision Pro Failure, AI Cherry on Top

704 days ago

Planet Elon & Seed 'Value' Investing

711 days ago

Google Antitrust, The State of Seed

718 days ago

Monster F-it Funding Rounds, Golf Curious VC

725 days ago

Meta, Death of SaaS and YC...

730 days ago

the children, aleo, and hustle culture

738 days ago

Beast is Buzzfeed... Google SEO sadness

746 days ago

Founder Mode, Packy and Harry discoveries...

753 days ago

VC Reset, and Some Hiring

767 days ago

Turn Off, Tune Out, Drop In

781 days ago

AI Earnings, Harvard Wins

788 days ago

Opensource AI, Topaz, and Netanyahu

795 days ago

Trump, Kiki, and the Olympics

809 days ago

Patriotism and Summer

814 days ago

Hearsay, Debates and Hacks

1026 days ago

Followup from Capital Light Conference

1029 days ago

Reminder - Capital Light Conference Tomorrow AM

1033 days ago

Invite to The Capital Light Conference on the 29th

1033 days ago

Capital Light Conference on the 29th

1047 days ago

Post-Factory VC' Conference Invite...

1054 days ago

Followup from the 'State of VC' deck

1068 days ago

Followup from the 'State of VC' deck

1070 days ago

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

1070 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1089 days ago

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

1103 days ago

The Apple Episode (Carbon Neutralish)

1117 days ago

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

1124 days ago

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

1131 days ago

You should kill your startup, What replaces globalization

1145 days ago

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

1152 days ago

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

1155 days ago

More or Less Podcast

1331 days ago

The Best Time to Build

1363 days ago

Creator Financing Is Going Mainstream

1412 days ago

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

1610 days ago

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

1671 days ago

How to Put Physical Assets on the Blockchain

1755 days ago

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

1775 days ago

The Metaverse Is Coming. What Happens Next?

1782 days ago

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

1791 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1806 days ago

A test title

1876 days ago

The End of Venture Capital as We Know It

2008 days ago

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

2010 days ago

The Future of Investing Directly In People

2030 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2042 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2065 days ago

Equity Financing for Influencers

2079 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2100 days ago

How Covid Accelerated Changes Already in the Making

2141 days ago

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

2164 days ago

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

2182 days ago

Lessons From the Rise of OnlyFans

2213 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2234 days ago

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

2254 days ago

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

2260 days ago

The Escalating War Between Our Physical and Digital Realities

2283 days ago

On Feed Ranking and Free Speech

2297 days ago

The Slippery Slope to Censored Speech

2304 days ago

The Over-Under on New Voice-Chat App Clubhouse

2316 days ago

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

2330 days ago

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

2336 days ago

The Long-Term Implications of Extended Work From Home

2360 days ago

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

2388 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2416 days ago

The 10 Ways TikTok Will Change Social Product Design

2443 days ago

My Predictions for the Next Decade

2443 days ago

Grading My 2010 Predictions—and What I Learned

2472 days ago

In Defense of Deep Fakes

2486 days ago

Four Paths Forward for ‘Social Products’

2514 days ago

The Key Themes That Matter for the Future of Work

2527 days ago

The Challenges Facing Free Speech

2555 days ago

The Home Camera Wars

2563 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2619 days ago

On Inequality and Risk Capacity

2626 days ago

The Future of Free Speech

2696 days ago

Remote Work and the Politics of Decentralization

2711 days ago

Why the Internet Could Help Small Businesses Regain Power

2731 days ago

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

2746 days ago

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

2755 days ago

A Warning on the Dangers of Ephemeral Messaging

2766 days ago

ISAs and the Future of Securitization

2780 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2781 days ago

Modest Conversations: Income Share Agreements

2787 days ago

How to Introduce a Wealth Tax

2801 days ago

How Political Content Fills the Void Left by Micro-Targeting

2829 days ago

What Technologists Can Learn From Religions

2836 days ago

My Predictions for Crypto in 2019

2850 days ago

We Need Better Measures of Social and Environmental Impacts

2871 days ago

Is Uber Cash a Crypto Play?

2899 days ago

The Coming of the Human Knowledge-Work Cloud

2940 days ago

How the Internet Broke and What to Do About It

2946 days ago

Introducing “B is for Bitcoin”

2955 days ago

The Future of Privacy: Disinformation

2976 days ago

Scooters: The New Self-Driving Cars

3017 days ago

It’s Time for an American Internet Privacy Framework

3039 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3059 days ago

Venmo Trust and The Blockchain

3088 days ago

Governing the Internet

3123 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3144 days ago

The Intellectual Tension Between Social Networking and Blockchains

3151 days ago

Stable Coins, Oracles, Trust, and Identity

3158 days ago

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

3172 days ago

The Future of Hybrid Centralized-Decentralized Apps

3200 days ago

Blockchains and the Right to Be Forgotten

3214 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3229 days ago

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

3242 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3243 days ago

Modest Conversations: Attention and Addiction

3264 days ago

Modest Conversations: The Human Side of Building Technology

3270 days ago

The Future of Work

3298 days ago

The Future of Free Speech

3334 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3340 days ago

The Future of Truth

3342 days ago

On Product Management - Rousseau Kazi

3348 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3355 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3362 days ago

Modest Conversations: Solving The Problems of Modern Cities

3368 days ago

Seven Key Questions in the Cryptocurrency World

3370 days ago

Modest Conversations: What You Know vs. Who You Know

3376 days ago

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

3390 days ago

Modest Conversations: Jobs, Inequality, and UBI

3396 days ago

A Game Plan for VR and AR in 2017

3397 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3403 days ago

Modest Conversations: Building Great Relationships With Kids

3410 days ago

Time to Pay Attention to Cryptocurrencies

3411 days ago

Modest Conversations: The Near Future of AI

3418 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3423 days ago

The Wrinkle In Forecasting Autonomous Cars

3425 days ago

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

3432 days ago

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

3438 days ago

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

3439 days ago

Modest Conversations: The Future of Real Estate

3446 days ago

Modest Conversations: Is Meditation The Next Yoga?

3452 days ago

The Second Coming of IT

3453 days ago

Modest Conversations: New York Tech & Social Media Fame

3459 days ago

Why Twitter Should Start Charging

3460 days ago

Modest Conversations: Virtual and Physical Communities

3467 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3473 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3474 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3481 days ago

The Information Presents: Modest Conversations

3487 days ago

Slowing Down the Digital Escapist Movement

3501 days ago

The Return of History: Google Photos and Personal Big Data

3508 days ago

The Similarity Between Silicon Valley and Trump

3536 days ago

Our Silent Future

3549 days ago

Bot Check-In: A Year of Disappointment

3556 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3564 days ago

Why Amazon Should Launch a Bank—But Won’t

3578 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3592 days ago

The Rise of Information Imperialism

3606 days ago

The First Modern Election

3613 days ago

Where Airbnb May Be More Vulnerable than Uber

3627 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3641 days ago

How Data Analytics is Changing Startup Financing

3655 days ago

Uber’s Self-Driving Car Puzzle

3669 days ago

What Everyone Is Missing about Venture Returns

3683 days ago

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

3690 days ago

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

3703 days ago

Why the Bonus Culture Will Spread

3718 days ago

How to Profit from Political Correctness

3731 days ago

Bots in 2016: Mid-Year Check In

3746 days ago

The Negative Side of Incubators

3760 days ago

Era of Lean Startups Nears an End

3774 days ago

The Non-Monetizable Product Blind Spot

3788 days ago

Why the Home Wars Aren’t the Phone Wars

3802 days ago

The New Business of Editing

3816 days ago

The Coming End of Capitalism

3830 days ago

Why Tech Needs Epic Failures

3844 days ago

Why We Should Abolish Time Zones

3865 days ago

Startups Need to Fire More Customers

3879 days ago

Why Startups Are Doomed, Part Two

3900 days ago

On Bots, Conversational Apps and Fin

3914 days ago

Personal Voice Analysis for the New Year

3928 days ago

Star Wars’ Private Tech Valuation Formula

3928 days ago

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

3942 days ago

The Good Enough Stuff Revolution

3956 days ago

Kodak’s Lesson for Detroit

3970 days ago

The New Winners and Losers in the Boredom Market

3984 days ago

How Growth Will Burst the Tech Bubble

3998 days ago

Why It’s Hard to Fix Failing Tech Cos.

4012 days ago

The Case Against Product-Market Fit

4026 days ago

Paying Up Front is a Legacy Concept

4047 days ago

Understanding the Hidden ‘Costs’ of Products

4061 days ago

Oculus Is for the Elderly

4075 days ago

The Hidden Costs of Pivoting

4089 days ago

Startups Need Shade—Not Just Time—To Grow

4103 days ago

Why VCs are the New Investment Bankers

4117 days ago

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

4131 days ago

Pricing for Consumer Perception

4152 days ago

The End of the Bazaar

4166 days ago

The Downside of Positive Feedback

4180 days ago

A Call for New Type of Mapping Platform

4194 days ago

The Economics of Sharing: Past and Present

4201 days ago

How Startups Get Their Metrics Wrong

4215 days ago

Why Tech Comp is Broken and Ideas To Fix It

4229 days ago

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

4243 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4257 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4271 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4285 days ago

My 2020 Predictions: A Reality Check

4292 days ago

Technology, Taxi Medallions and the Ancien Régime

4299 days ago

How Digital Photography Is Altering Our Memory

4305 days ago

Economy Soars, Uber Drops in The Information Survey

4306 days ago

The Race to Become the Apple of Drones

4313 days ago

As Technology Kills GDP, What’s Next?

4320 days ago

When Tech Companies Enter Zero-Sum Markets

4327 days ago

Uber As Gatekeeper to the Physical World

4333 days ago

The Information Subscribers Say…

4334 days ago

Native Apps: A Game Startups Can’t Win

4341 days ago

Big Brands Have Become Liabilities

4348 days ago

Growth: Design It, Buy It or Get Stuck

4355 days ago

What I’ve Learned Since Leaving Facebook

4362 days ago

Time to Hang up on Voice

4369 days ago

How the Sharing Economy Threatens the Traditional Economy

4377 days ago

The Second Coming of Non-Consensus Currencies

4383 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4390 days ago

The ‘Uber Effect’ on the Property Market

4397 days ago

Selfies, Emoji and the Economics of Communication