Posts

4 days ago

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

13 days ago

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

18 days ago

SWL Week in Review - M-M-Maximum Entertainment

27 days ago

SWL Week in Review - M-M-Maximum Entertainment

34 days ago

SWL Week in Review - New York State of Mind

41 days ago

SWL Week in Review - Alignment with Whom Exactly?

48 days ago

SWL Week in Review - Think of the Children!

55 days ago

SWL Week in Review - Token Trading

62 days ago

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

69 days ago

SWL Week in Review - Summer Bag Securing

74 days ago

SWL Week in Review - Never Compete

83 days ago

SWL Week in Review - Crushing Bot Rebellions

90 days ago

SWL Week in Review - Appeasement

102 days ago

SWL Week in Review - The Voice of America

111 days ago

SWL Week in Review - Late Empire

116 days ago

SWL Week in Review - Teamshares

122 days ago

SWL Week in Review - Capitalist Multiverse

132 days ago

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

139 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

146 days ago

SWL Week in Review - Anthrospace

153 days ago

SWL Week in Review - Forward Deployed Monks

158 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

166 days ago

SWL Week in Review - AI Flippenings & 2x2s

169 days ago

Invite to Pearl genesis event

174 days ago

SWL Week in Review - WWE of Silicon Valley

176 days ago

Invite to Pearl genesis event

181 days ago

SWL Week in Review - Build Your Own Apps

187 days ago

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

193 days ago

SWL Week in Review - Looksmaxxing

201 days ago

SWL Week in Review - Bot or Not

209 days ago

SWL Week in Review - Master of Bots

216 days ago

SWL Week in Review - A Commodity Without Monopoly Power

223 days ago

SWL Week in Review - Claude Week

226 days ago

Polymath

230 days ago

SWL Week in Review - Roblox for Adults

233 days ago

SWL Week in Review - P90 selloff

244 days ago

SWL Week in Review - No Typists Anymore...

248 days ago

SWL Week in Review - Chosen by the Claw.

258 days ago

SWL Week in Review - Gold.

265 days ago

SWL Week in Review - half-kelly

268 days ago

SWL Week in Review - clawdbot

279 days ago

SWL Week in Review - Positivity?

284 days ago

SWL Week in Review - The Narratives of ’26

300 days ago

SWL Week in Review - Whip not Muscle

305 days ago

SWL Week in Review - Enemy of My Enemy

314 days ago

SWL Week in Review - Code Red Realities

319 days ago

SWL Week in Review - AI Business Model Wars

328 days ago

SWL Week in Review - Make Poor?

335 days ago

SWL Week in Review - Finger Size

342 days ago

SWL Week in Review - Etiquette

348 days ago

SWL Week in Review - Orizaba Reflections

354 days ago

SWL Week in Review - Lowbrow LLM culture

361 days ago

SWL Week in Review - Religion

370 days ago

SWL Week in Review - Slop

377 days ago

SWL Week in Review - Sora So What?

381 days ago

SWL Week in Review - Mercantilism

391 days ago

SWL Week in Review - 996 meta etiquette

398 days ago

SWL Week in Review - Memetic Warfare

405 days ago

SWL Week in Review - Wars of Attrition

419 days ago

SWL Week in Review - Top?

424 days ago

SWL Week in Review - Protest

433 days ago

SWL Week in Review - Betting on LLMs (literally)

440 days ago

SWL Week in Review - Outrage (and Figma)

447 days ago

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

454 days ago

SWL Week in Review - is Vibecoding Entertainment?

458 days ago

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

467 days ago

Meet the M...eta-Yankees

474 days ago

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

482 days ago

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

488 days ago

Scale, Sambot, Harvard Reunion

496 days ago

Bears and Books no E, no T

501 days ago

who is single?... and steven pinker

510 days ago

Vibecode Reality, OF, and Incumbents

517 days ago

experiences' airbnb, farming, brokers

524 days ago

Tel Aviv

529 days ago

Antisemitism and AI

538 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

545 days ago

Harvard, and Decolonization

559 days ago

Tariffs and Spies...

564 days ago

Mostly Skiing... a few other thoughts

573 days ago

Spies, Teams and Themes

578 days ago

Space Bet, Softbank, and Bill Maher

587 days ago

Again and Again, Nothing is New

594 days ago

Narrative Selloff, HP, and Harvard

608 days ago

Slow Creator I, Merit First, and Memes

612 days ago

Understanding Memecoins, and Merit First

622 days ago

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

629 days ago

Tiktok, Trade Wars, and Financial Nihilism

643 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

664 days ago

Elon 'Zaphod' Musk and AI pragmatism

671 days ago

Sora, United Health, Survivability of Seed Capital

678 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

685 days ago

Venmo, Sling & Techbro Culture

692 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

699 days ago

Summers, DOGE, Storytelling

706 days ago

Election Thoughts...

713 days ago

Tech Earnings, Destroying Trust in Reality

720 days ago

Vision Pro Failure, AI Cherry on Top

727 days ago

Planet Elon & Seed 'Value' Investing

734 days ago

Google Antitrust, The State of Seed

741 days ago

Monster F-it Funding Rounds, Golf Curious VC

748 days ago

Meta, Death of SaaS and YC...

753 days ago

the children, aleo, and hustle culture

761 days ago

Beast is Buzzfeed... Google SEO sadness

769 days ago

Founder Mode, Packy and Harry discoveries...

776 days ago

VC Reset, and Some Hiring

790 days ago

Turn Off, Tune Out, Drop In

804 days ago

AI Earnings, Harvard Wins

811 days ago

Opensource AI, Topaz, and Netanyahu

818 days ago

Trump, Kiki, and the Olympics

832 days ago

Patriotism and Summer

837 days ago

Hearsay, Debates and Hacks

1049 days ago

Followup from Capital Light Conference

1051 days ago

Reminder - Capital Light Conference Tomorrow AM

1056 days ago

Invite to The Capital Light Conference on the 29th

1056 days ago

Capital Light Conference on the 29th

1070 days ago

Post-Factory VC' Conference Invite...

1077 days ago

Followup from the 'State of VC' deck

1091 days ago

Followup from the 'State of VC' deck

1093 days ago

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

1093 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1112 days ago

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

1126 days ago

The Apple Episode (Carbon Neutralish)

1140 days ago

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

1147 days ago

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

1154 days ago

You should kill your startup, What replaces globalization

1168 days ago

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

1175 days ago

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

1178 days ago

More or Less Podcast

1354 days ago

The Best Time to Build

1386 days ago

Creator Financing Is Going Mainstream

1435 days ago

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

1633 days ago

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

1694 days ago

How to Put Physical Assets on the Blockchain

1778 days ago

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

1798 days ago

The Metaverse Is Coming. What Happens Next?

1805 days ago

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

1814 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1828 days ago

A test title

1898 days ago

The End of Venture Capital as We Know It

2031 days ago

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

2033 days ago

The Future of Investing Directly In People

2053 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2065 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2088 days ago

Equity Financing for Influencers

2102 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2123 days ago

How Covid Accelerated Changes Already in the Making

2164 days ago

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

2186 days ago

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

2204 days ago

Lessons From the Rise of OnlyFans

2236 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2257 days ago

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

2277 days ago

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

2283 days ago

The Escalating War Between Our Physical and Digital Realities

2306 days ago

On Feed Ranking and Free Speech

2320 days ago

The Slippery Slope to Censored Speech

2327 days ago

The Over-Under on New Voice-Chat App Clubhouse

2339 days ago

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

2353 days ago

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

2359 days ago

The Long-Term Implications of Extended Work From Home

2383 days ago

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

2411 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2439 days ago

The 10 Ways TikTok Will Change Social Product Design

2466 days ago

My Predictions for the Next Decade

2466 days ago

Grading My 2010 Predictions—and What I Learned

2495 days ago

In Defense of Deep Fakes

2509 days ago

Four Paths Forward for ‘Social Products’

2537 days ago

The Key Themes That Matter for the Future of Work

2550 days ago

The Challenges Facing Free Speech

2578 days ago

The Home Camera Wars

2586 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2642 days ago

On Inequality and Risk Capacity

2649 days ago

The Future of Free Speech

2719 days ago

Remote Work and the Politics of Decentralization

2733 days ago

Why the Internet Could Help Small Businesses Regain Power

2754 days ago

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

2768 days ago

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

2778 days ago

A Warning on the Dangers of Ephemeral Messaging

2789 days ago

ISAs and the Future of Securitization

2803 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2804 days ago

Modest Conversations: Income Share Agreements

2810 days ago

How to Introduce a Wealth Tax

2824 days ago

How Political Content Fills the Void Left by Micro-Targeting

2852 days ago

What Technologists Can Learn From Religions

2859 days ago

My Predictions for Crypto in 2019

2873 days ago

We Need Better Measures of Social and Environmental Impacts

2894 days ago

Is Uber Cash a Crypto Play?

2922 days ago

The Coming of the Human Knowledge-Work Cloud

2963 days ago

How the Internet Broke and What to Do About It

2969 days ago

Introducing “B is for Bitcoin”

2978 days ago

The Future of Privacy: Disinformation

2999 days ago

Scooters: The New Self-Driving Cars

3040 days ago

It’s Time for an American Internet Privacy Framework

3062 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3082 days ago

Venmo Trust and The Blockchain

3111 days ago

Governing the Internet

3146 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3167 days ago

The Intellectual Tension Between Social Networking and Blockchains

3174 days ago

Stable Coins, Oracles, Trust, and Identity

3181 days ago

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

3195 days ago

The Future of Hybrid Centralized-Decentralized Apps

3223 days ago

Blockchains and the Right to Be Forgotten

3237 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3252 days ago

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

3265 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3266 days ago

Modest Conversations: Attention and Addiction

3287 days ago

Modest Conversations: The Human Side of Building Technology

3293 days ago

The Future of Work

3321 days ago

The Future of Free Speech

3357 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3363 days ago

The Future of Truth

3365 days ago

On Product Management - Rousseau Kazi

3371 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3378 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3385 days ago

Modest Conversations: Solving The Problems of Modern Cities

3391 days ago

Seven Key Questions in the Cryptocurrency World

3393 days ago

Modest Conversations: What You Know vs. Who You Know

3399 days ago

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

3413 days ago

Modest Conversations: Jobs, Inequality, and UBI

3419 days ago

A Game Plan for VR and AR in 2017

3420 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3426 days ago

Modest Conversations: Building Great Relationships With Kids

3433 days ago

Time to Pay Attention to Cryptocurrencies

3434 days ago

Modest Conversations: The Near Future of AI

3441 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3446 days ago

The Wrinkle In Forecasting Autonomous Cars

3448 days ago

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

3455 days ago

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

3461 days ago

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

3462 days ago

Modest Conversations: The Future of Real Estate

3469 days ago

Modest Conversations: Is Meditation The Next Yoga?

3475 days ago

The Second Coming of IT

3476 days ago

Modest Conversations: New York Tech & Social Media Fame

3482 days ago

Why Twitter Should Start Charging

3483 days ago

Modest Conversations: Virtual and Physical Communities

3490 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3496 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3497 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3504 days ago

The Information Presents: Modest Conversations

3510 days ago

Slowing Down the Digital Escapist Movement

3524 days ago

The Return of History: Google Photos and Personal Big Data

3531 days ago

The Similarity Between Silicon Valley and Trump

3559 days ago

Our Silent Future

3572 days ago

Bot Check-In: A Year of Disappointment

3579 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3587 days ago

Why Amazon Should Launch a Bank—But Won’t

3601 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3615 days ago

The Rise of Information Imperialism

3629 days ago

The First Modern Election

3636 days ago

Where Airbnb May Be More Vulnerable than Uber

3650 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3664 days ago

How Data Analytics is Changing Startup Financing

3678 days ago

Uber’s Self-Driving Car Puzzle

3692 days ago

What Everyone Is Missing about Venture Returns

3706 days ago

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

3713 days ago

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

3726 days ago

Why the Bonus Culture Will Spread

3741 days ago

How to Profit from Political Correctness

3754 days ago

Bots in 2016: Mid-Year Check In

3769 days ago

The Negative Side of Incubators

3783 days ago

Era of Lean Startups Nears an End

3797 days ago

The Non-Monetizable Product Blind Spot

3811 days ago

Why the Home Wars Aren’t the Phone Wars

3825 days ago

The New Business of Editing

3839 days ago

The Coming End of Capitalism

3853 days ago

Why Tech Needs Epic Failures

3867 days ago

Why We Should Abolish Time Zones

3888 days ago

Startups Need to Fire More Customers

3902 days ago

Why Startups Are Doomed, Part Two

3923 days ago

On Bots, Conversational Apps and Fin

3937 days ago

Personal Voice Analysis for the New Year

3951 days ago

Star Wars’ Private Tech Valuation Formula

3951 days ago

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

3965 days ago

The Good Enough Stuff Revolution

3979 days ago

Kodak’s Lesson for Detroit

3993 days ago

The New Winners and Losers in the Boredom Market

4007 days ago

How Growth Will Burst the Tech Bubble

4021 days ago

Why It’s Hard to Fix Failing Tech Cos.

4035 days ago

The Case Against Product-Market Fit

4049 days ago

Paying Up Front is a Legacy Concept

4070 days ago

Understanding the Hidden ‘Costs’ of Products

4084 days ago

Oculus Is for the Elderly

4098 days ago

The Hidden Costs of Pivoting

4112 days ago

Startups Need Shade—Not Just Time—To Grow

4126 days ago

Why VCs are the New Investment Bankers

4140 days ago

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

4154 days ago

Pricing for Consumer Perception

4175 days ago

The End of the Bazaar

4189 days ago

The Downside of Positive Feedback

4203 days ago

A Call for New Type of Mapping Platform

4217 days ago

The Economics of Sharing: Past and Present

4224 days ago

How Startups Get Their Metrics Wrong

4238 days ago

Why Tech Comp is Broken and Ideas To Fix It

4252 days ago

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

4266 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4280 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4294 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4308 days ago

My 2020 Predictions: A Reality Check

4315 days ago

Technology, Taxi Medallions and the Ancien Régime

4322 days ago

How Digital Photography Is Altering Our Memory

4328 days ago

Economy Soars, Uber Drops in The Information Survey

4329 days ago

The Race to Become the Apple of Drones

4336 days ago

As Technology Kills GDP, What’s Next?

4343 days ago

When Tech Companies Enter Zero-Sum Markets

4350 days ago

Uber As Gatekeeper to the Physical World

4356 days ago

The Information Subscribers Say…

4357 days ago

Native Apps: A Game Startups Can’t Win

4364 days ago

Big Brands Have Become Liabilities

4371 days ago

Growth: Design It, Buy It or Get Stuck

4378 days ago

What I’ve Learned Since Leaving Facebook

4385 days ago

Time to Hang up on Voice

4392 days ago

How the Sharing Economy Threatens the Traditional Economy

4399 days ago

The Second Coming of Non-Consensus Currencies

4406 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4413 days ago

The ‘Uber Effect’ on the Property Market

4420 days ago

Selfies, Emoji and the Economics of Communication