Posts

44 days ago

SWL Week in Review - AI Flippenings & 2x2s

46 days ago

Invite to Pearl genesis event

52 days ago

SWL Week in Review - WWE of Silicon Valley

54 days ago

Invite to Pearl genesis event

58 days ago

SWL Week in Review - Build Your Own Apps

64 days ago

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

71 days ago

SWL Week in Review - Looksmaxxing

78 days ago

SWL Week in Review - Bot or Not

86 days ago

SWL Week in Review - Master of Bots

93 days ago

SWL Week in Review - A Commodity Without Monopoly Power

101 days ago

SWL Week in Review - Claude Week

103 days ago

Polymath

108 days ago

SWL Week in Review - Roblox for Adults

111 days ago

SWL Week in Review - P90 selloff

121 days ago

SWL Week in Review - No Typists Anymore...

126 days ago

SWL Week in Review - Chosen by the Claw.

135 days ago

SWL Week in Review - Gold.

142 days ago

SWL Week in Review - half-kelly

146 days ago

SWL Week in Review - clawdbot

157 days ago

SWL Week in Review - Positivity?

161 days ago

SWL Week in Review - The Narratives of ’26

177 days ago

SWL Week in Review - Whip not Muscle

182 days ago

SWL Week in Review - Enemy of My Enemy

192 days ago

SWL Week in Review - Code Red Realities

196 days ago

SWL Week in Review - AI Business Model Wars

205 days ago

SWL Week in Review - Make Poor?

212 days ago

SWL Week in Review - Finger Size

220 days ago

SWL Week in Review - Etiquette

226 days ago

SWL Week in Review - Orizaba Reflections

232 days ago

SWL Week in Review - Lowbrow LLM culture

239 days ago

SWL Week in Review - Religion

248 days ago

SWL Week in Review - Slop

255 days ago

SWL Week in Review - Sora So What?

259 days ago

SWL Week in Review - Mercantilism

269 days ago

SWL Week in Review - 996 meta etiquette

275 days ago

SWL Week in Review - Memetic Warfare

283 days ago

SWL Week in Review - Wars of Attrition

297 days ago

SWL Week in Review - Top?

302 days ago

SWL Week in Review - Protest

311 days ago

SWL Week in Review - Betting on LLMs (literally)

318 days ago

SWL Week in Review - Outrage (and Figma)

325 days ago

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

332 days ago

SWL Week in Review - is Vibecoding Entertainment?

336 days ago

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

345 days ago

Meet the M...eta-Yankees

352 days ago

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

359 days ago

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

365 days ago

Scale, Sambot, Harvard Reunion

374 days ago

Bears and Books no E, no T

379 days ago

who is single?... and steven pinker

388 days ago

Vibecode Reality, OF, and Incumbents

395 days ago

experiences' airbnb, farming, brokers

402 days ago

Tel Aviv

407 days ago

Antisemitism and AI

415 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

423 days ago

Harvard, and Decolonization

436 days ago

Tariffs and Spies...

442 days ago

Mostly Skiing... a few other thoughts

451 days ago

Spies, Teams and Themes

455 days ago

Space Bet, Softbank, and Bill Maher

464 days ago

Again and Again, Nothing is New

472 days ago

Narrative Selloff, HP, and Harvard

485 days ago

Slow Creator I, Merit First, and Memes

490 days ago

Understanding Memecoins, and Merit First

499 days ago

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

507 days ago

Tiktok, Trade Wars, and Financial Nihilism

521 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

541 days ago

Elon 'Zaphod' Musk and AI pragmatism

549 days ago

Sora, United Health, Survivability of Seed Capital

556 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

563 days ago

Venmo, Sling & Techbro Culture

570 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

576 days ago

Summers, DOGE, Storytelling

584 days ago

Election Thoughts...

591 days ago

Tech Earnings, Destroying Trust in Reality

598 days ago

Vision Pro Failure, AI Cherry on Top

605 days ago

Planet Elon & Seed 'Value' Investing

611 days ago

Google Antitrust, The State of Seed

619 days ago

Monster F-it Funding Rounds, Golf Curious VC

626 days ago

Meta, Death of SaaS and YC...

630 days ago

the children, aleo, and hustle culture

639 days ago

Beast is Buzzfeed... Google SEO sadness

647 days ago

Founder Mode, Packy and Harry discoveries...

654 days ago

VC Reset, and Some Hiring

668 days ago

Turn Off, Tune Out, Drop In

682 days ago

AI Earnings, Harvard Wins

689 days ago

Opensource AI, Topaz, and Netanyahu

696 days ago

Trump, Kiki, and the Olympics

710 days ago

Patriotism and Summer

714 days ago

Hearsay, Debates and Hacks

927 days ago

Followup from Capital Light Conference

929 days ago

Reminder - Capital Light Conference Tomorrow AM

934 days ago

Invite to The Capital Light Conference on the 29th

934 days ago

Capital Light Conference on the 29th

948 days ago

Post-Factory VC' Conference Invite...

955 days ago

Followup from the 'State of VC' deck

969 days ago

Followup from the 'State of VC' deck

971 days ago

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

971 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

989 days ago

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

1004 days ago

The Apple Episode (Carbon Neutralish)

1018 days ago

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

1025 days ago

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

1032 days ago

You should kill your startup, What replaces globalization

1046 days ago

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

1053 days ago

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

1056 days ago

More or Less Podcast

1232 days ago

The Best Time to Build

1264 days ago

Creator Financing Is Going Mainstream

1313 days ago

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

1511 days ago

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

1572 days ago

How to Put Physical Assets on the Blockchain

1656 days ago

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

1676 days ago

The Metaverse Is Coming. What Happens Next?

1683 days ago

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

1692 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1706 days ago

A test title

1776 days ago

The End of Venture Capital as We Know It

1909 days ago

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

1911 days ago

The Future of Investing Directly In People

1931 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1943 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1966 days ago

Equity Financing for Influencers

1980 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2001 days ago

How Covid Accelerated Changes Already in the Making

2042 days ago

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

2064 days ago

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

2082 days ago

Lessons From the Rise of OnlyFans

2114 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2135 days ago

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

2155 days ago

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

2161 days ago

The Escalating War Between Our Physical and Digital Realities

2184 days ago

On Feed Ranking and Free Speech

2198 days ago

The Slippery Slope to Censored Speech

2205 days ago

The Over-Under on New Voice-Chat App Clubhouse

2217 days ago

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

2231 days ago

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

2237 days ago

The Long-Term Implications of Extended Work From Home

2261 days ago

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

2289 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2317 days ago

The 10 Ways TikTok Will Change Social Product Design

2344 days ago

My Predictions for the Next Decade

2344 days ago

Grading My 2010 Predictions—and What I Learned

2373 days ago

In Defense of Deep Fakes

2387 days ago

Four Paths Forward for ‘Social Products’

2415 days ago

The Key Themes That Matter for the Future of Work

2428 days ago

The Challenges Facing Free Speech

2456 days ago

The Home Camera Wars

2464 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2520 days ago

On Inequality and Risk Capacity

2527 days ago

The Future of Free Speech

2597 days ago

Remote Work and the Politics of Decentralization

2611 days ago

Why the Internet Could Help Small Businesses Regain Power

2632 days ago

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

2646 days ago

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

2656 days ago

A Warning on the Dangers of Ephemeral Messaging

2667 days ago

ISAs and the Future of Securitization

2681 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2681 days ago

Modest Conversations: Income Share Agreements

2688 days ago

How to Introduce a Wealth Tax

2702 days ago

How Political Content Fills the Void Left by Micro-Targeting

2730 days ago

What Technologists Can Learn From Religions

2737 days ago

My Predictions for Crypto in 2019

2751 days ago

We Need Better Measures of Social and Environmental Impacts

2772 days ago

Is Uber Cash a Crypto Play?

2800 days ago

The Coming of the Human Knowledge-Work Cloud

2841 days ago

How the Internet Broke and What to Do About It

2847 days ago

Introducing “B is for Bitcoin”

2856 days ago

The Future of Privacy: Disinformation

2877 days ago

Scooters: The New Self-Driving Cars

2918 days ago

It’s Time for an American Internet Privacy Framework

2940 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2960 days ago

Venmo Trust and The Blockchain

2989 days ago

Governing the Internet

3024 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3045 days ago

The Intellectual Tension Between Social Networking and Blockchains

3052 days ago

Stable Coins, Oracles, Trust, and Identity

3059 days ago

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

3073 days ago

The Future of Hybrid Centralized-Decentralized Apps

3101 days ago

Blockchains and the Right to Be Forgotten

3115 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3129 days ago

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

3143 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3143 days ago

Modest Conversations: Attention and Addiction

3165 days ago

Modest Conversations: The Human Side of Building Technology

3171 days ago

The Future of Work

3199 days ago

The Future of Free Speech

3235 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3241 days ago

The Future of Truth

3243 days ago

On Product Management - Rousseau Kazi

3249 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3256 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3262 days ago

Modest Conversations: Solving The Problems of Modern Cities

3269 days ago

Seven Key Questions in the Cryptocurrency World

3271 days ago

Modest Conversations: What You Know vs. Who You Know

3277 days ago

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

3291 days ago

Modest Conversations: Jobs, Inequality, and UBI

3297 days ago

A Game Plan for VR and AR in 2017

3298 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3304 days ago

Modest Conversations: Building Great Relationships With Kids

3311 days ago

Time to Pay Attention to Cryptocurrencies

3312 days ago

Modest Conversations: The Near Future of AI

3319 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3324 days ago

The Wrinkle In Forecasting Autonomous Cars

3326 days ago

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

3333 days ago

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

3339 days ago

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

3340 days ago

Modest Conversations: The Future of Real Estate

3346 days ago

Modest Conversations: Is Meditation The Next Yoga?

3353 days ago

The Second Coming of IT

3354 days ago

Modest Conversations: New York Tech & Social Media Fame

3360 days ago

Why Twitter Should Start Charging

3360 days ago

Modest Conversations: Virtual and Physical Communities

3368 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3374 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3374 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3381 days ago

The Information Presents: Modest Conversations

3388 days ago

Slowing Down the Digital Escapist Movement

3402 days ago

The Return of History: Google Photos and Personal Big Data

3409 days ago

The Similarity Between Silicon Valley and Trump

3437 days ago

Our Silent Future

3450 days ago

Bot Check-In: A Year of Disappointment

3457 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3465 days ago

Why Amazon Should Launch a Bank—But Won’t

3479 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3493 days ago

The Rise of Information Imperialism

3507 days ago

The First Modern Election

3514 days ago

Where Airbnb May Be More Vulnerable than Uber

3528 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3542 days ago

How Data Analytics is Changing Startup Financing

3556 days ago

Uber’s Self-Driving Car Puzzle

3570 days ago

What Everyone Is Missing about Venture Returns

3584 days ago

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

3591 days ago

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

3604 days ago

Why the Bonus Culture Will Spread

3619 days ago

How to Profit from Political Correctness

3632 days ago

Bots in 2016: Mid-Year Check In

3647 days ago

The Negative Side of Incubators

3661 days ago

Era of Lean Startups Nears an End

3675 days ago

The Non-Monetizable Product Blind Spot

3689 days ago

Why the Home Wars Aren’t the Phone Wars

3703 days ago

The New Business of Editing

3717 days ago

The Coming End of Capitalism

3731 days ago

Why Tech Needs Epic Failures

3745 days ago

Why We Should Abolish Time Zones

3766 days ago

Startups Need to Fire More Customers

3780 days ago

Why Startups Are Doomed, Part Two

3801 days ago

On Bots, Conversational Apps and Fin

3815 days ago

Personal Voice Analysis for the New Year

3829 days ago

Star Wars’ Private Tech Valuation Formula

3829 days ago

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

3843 days ago

The Good Enough Stuff Revolution

3857 days ago

Kodak’s Lesson for Detroit

3871 days ago

The New Winners and Losers in the Boredom Market

3885 days ago

How Growth Will Burst the Tech Bubble

3899 days ago

Why It’s Hard to Fix Failing Tech Cos.

3913 days ago

The Case Against Product-Market Fit

3927 days ago

Paying Up Front is a Legacy Concept

3948 days ago

Understanding the Hidden ‘Costs’ of Products

3962 days ago

Oculus Is for the Elderly

3976 days ago

The Hidden Costs of Pivoting

3990 days ago

Startups Need Shade—Not Just Time—To Grow

4004 days ago

Why VCs are the New Investment Bankers

4018 days ago

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

4032 days ago

Pricing for Consumer Perception

4053 days ago

The End of the Bazaar

4067 days ago

The Downside of Positive Feedback

4081 days ago

A Call for New Type of Mapping Platform

4095 days ago

The Economics of Sharing: Past and Present

4102 days ago

How Startups Get Their Metrics Wrong

4116 days ago

Why Tech Comp is Broken and Ideas To Fix It

4130 days ago

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

4144 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4158 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4172 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4186 days ago

My 2020 Predictions: A Reality Check

4193 days ago

Technology, Taxi Medallions and the Ancien Régime

4200 days ago

How Digital Photography Is Altering Our Memory

4206 days ago

Economy Soars, Uber Drops in The Information Survey

4207 days ago

The Race to Become the Apple of Drones

4214 days ago

As Technology Kills GDP, What’s Next?

4221 days ago

When Tech Companies Enter Zero-Sum Markets

4228 days ago

Uber As Gatekeeper to the Physical World

4234 days ago

The Information Subscribers Say…

4235 days ago

Native Apps: A Game Startups Can’t Win

4242 days ago

Big Brands Have Become Liabilities

4249 days ago

Growth: Design It, Buy It or Get Stuck

4256 days ago

What I’ve Learned Since Leaving Facebook

4263 days ago

Time to Hang up on Voice

4270 days ago

How the Sharing Economy Threatens the Traditional Economy

4277 days ago

The Second Coming of Non-Consensus Currencies

4284 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4291 days ago

The ‘Uber Effect’ on the Property Market

4298 days ago

Selfies, Emoji and the Economics of Communication