Posts

76 days ago

SWL Week in Review - AI Flippenings & 2x2s

78 days ago

Invite to Pearl genesis event

83 days ago

SWL Week in Review - WWE of Silicon Valley

86 days ago

Invite to Pearl genesis event

90 days ago

SWL Week in Review - Build Your Own Apps

96 days ago

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

102 days ago

SWL Week in Review - Looksmaxxing

110 days ago

SWL Week in Review - Bot or Not

118 days ago

SWL Week in Review - Master of Bots

125 days ago

SWL Week in Review - A Commodity Without Monopoly Power

132 days ago

SWL Week in Review - Claude Week

135 days ago

Polymath

139 days ago

SWL Week in Review - Roblox for Adults

142 days ago

SWL Week in Review - P90 selloff

153 days ago

SWL Week in Review - No Typists Anymore...

157 days ago

SWL Week in Review - Chosen by the Claw.

167 days ago

SWL Week in Review - Gold.

174 days ago

SWL Week in Review - half-kelly

178 days ago

SWL Week in Review - clawdbot

188 days ago

SWL Week in Review - Positivity?

193 days ago

SWL Week in Review - The Narratives of ’26

209 days ago

SWL Week in Review - Whip not Muscle

214 days ago

SWL Week in Review - Enemy of My Enemy

223 days ago

SWL Week in Review - Code Red Realities

228 days ago

SWL Week in Review - AI Business Model Wars

237 days ago

SWL Week in Review - Make Poor?

244 days ago

SWL Week in Review - Finger Size

251 days ago

SWL Week in Review - Etiquette

257 days ago

SWL Week in Review - Orizaba Reflections

263 days ago

SWL Week in Review - Lowbrow LLM culture

271 days ago

SWL Week in Review - Religion

279 days ago

SWL Week in Review - Slop

286 days ago

SWL Week in Review - Sora So What?

291 days ago

SWL Week in Review - Mercantilism

300 days ago

SWL Week in Review - 996 meta etiquette

307 days ago

SWL Week in Review - Memetic Warfare

314 days ago

SWL Week in Review - Wars of Attrition

328 days ago

SWL Week in Review - Top?

333 days ago

SWL Week in Review - Protest

343 days ago

SWL Week in Review - Betting on LLMs (literally)

349 days ago

SWL Week in Review - Outrage (and Figma)

357 days ago

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

364 days ago

SWL Week in Review - is Vibecoding Entertainment?

368 days ago

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

376 days ago

Meet the M...eta-Yankees

383 days ago

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

391 days ago

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

397 days ago

Scale, Sambot, Harvard Reunion

405 days ago

Bears and Books no E, no T

410 days ago

who is single?... and steven pinker

419 days ago

Vibecode Reality, OF, and Incumbents

426 days ago

experiences' airbnb, farming, brokers

433 days ago

Tel Aviv

438 days ago

Antisemitism and AI

447 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

454 days ago

Harvard, and Decolonization

468 days ago

Tariffs and Spies...

473 days ago

Mostly Skiing... a few other thoughts

482 days ago

Spies, Teams and Themes

487 days ago

Space Bet, Softbank, and Bill Maher

496 days ago

Again and Again, Nothing is New

503 days ago

Narrative Selloff, HP, and Harvard

517 days ago

Slow Creator I, Merit First, and Memes

522 days ago

Understanding Memecoins, and Merit First

531 days ago

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

538 days ago

Tiktok, Trade Wars, and Financial Nihilism

552 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

573 days ago

Elon 'Zaphod' Musk and AI pragmatism

580 days ago

Sora, United Health, Survivability of Seed Capital

587 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

595 days ago

Venmo, Sling & Techbro Culture

602 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

608 days ago

Summers, DOGE, Storytelling

615 days ago

Election Thoughts...

622 days ago

Tech Earnings, Destroying Trust in Reality

629 days ago

Vision Pro Failure, AI Cherry on Top

637 days ago

Planet Elon & Seed 'Value' Investing

643 days ago

Google Antitrust, The State of Seed

650 days ago

Monster F-it Funding Rounds, Golf Curious VC

657 days ago

Meta, Death of SaaS and YC...

662 days ago

the children, aleo, and hustle culture

671 days ago

Beast is Buzzfeed... Google SEO sadness

678 days ago

Founder Mode, Packy and Harry discoveries...

685 days ago

VC Reset, and Some Hiring

700 days ago

Turn Off, Tune Out, Drop In

713 days ago

AI Earnings, Harvard Wins

721 days ago

Opensource AI, Topaz, and Netanyahu

727 days ago

Trump, Kiki, and the Olympics

741 days ago

Patriotism and Summer

746 days ago

Hearsay, Debates and Hacks

958 days ago

Followup from Capital Light Conference

961 days ago

Reminder - Capital Light Conference Tomorrow AM

965 days ago

Invite to The Capital Light Conference on the 29th

965 days ago

Capital Light Conference on the 29th

979 days ago

Post-Factory VC' Conference Invite...

986 days ago

Followup from the 'State of VC' deck

1000 days ago

Followup from the 'State of VC' deck

1002 days ago

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

1003 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1021 days ago

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

1035 days ago

The Apple Episode (Carbon Neutralish)

1050 days ago

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

1056 days ago

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

1063 days ago

You should kill your startup, What replaces globalization

1077 days ago

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

1084 days ago

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

1087 days ago

More or Less Podcast

1263 days ago

The Best Time to Build

1296 days ago

Creator Financing Is Going Mainstream

1344 days ago

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

1543 days ago

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

1604 days ago

How to Put Physical Assets on the Blockchain

1688 days ago

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

1708 days ago

The Metaverse Is Coming. What Happens Next?

1715 days ago

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

1723 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1738 days ago

A test title

1808 days ago

The End of Venture Capital as We Know It

1940 days ago

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

1943 days ago

The Future of Investing Directly In People

1962 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1975 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1998 days ago

Equity Financing for Influencers

2012 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2033 days ago

How Covid Accelerated Changes Already in the Making

2074 days ago

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

2096 days ago

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

2114 days ago

Lessons From the Rise of OnlyFans

2146 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2166 days ago

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

2187 days ago

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

2193 days ago

The Escalating War Between Our Physical and Digital Realities

2216 days ago

On Feed Ranking and Free Speech

2230 days ago

The Slippery Slope to Censored Speech

2237 days ago

The Over-Under on New Voice-Chat App Clubhouse

2249 days ago

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

2263 days ago

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

2269 days ago

The Long-Term Implications of Extended Work From Home

2292 days ago

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

2321 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2349 days ago

The 10 Ways TikTok Will Change Social Product Design

2376 days ago

My Predictions for the Next Decade

2376 days ago

Grading My 2010 Predictions—and What I Learned

2404 days ago

In Defense of Deep Fakes

2418 days ago

Four Paths Forward for ‘Social Products’

2446 days ago

The Key Themes That Matter for the Future of Work

2460 days ago

The Challenges Facing Free Speech

2488 days ago

The Home Camera Wars

2496 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2552 days ago

On Inequality and Risk Capacity

2559 days ago

The Future of Free Speech

2629 days ago

Remote Work and the Politics of Decentralization

2643 days ago

Why the Internet Could Help Small Businesses Regain Power

2664 days ago

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

2678 days ago

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

2688 days ago

A Warning on the Dangers of Ephemeral Messaging

2699 days ago

ISAs and the Future of Securitization

2713 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2713 days ago

Modest Conversations: Income Share Agreements

2720 days ago

How to Introduce a Wealth Tax

2734 days ago

How Political Content Fills the Void Left by Micro-Targeting

2762 days ago

What Technologists Can Learn From Religions

2768 days ago

My Predictions for Crypto in 2019

2782 days ago

We Need Better Measures of Social and Environmental Impacts

2804 days ago

Is Uber Cash a Crypto Play?

2832 days ago

The Coming of the Human Knowledge-Work Cloud

2873 days ago

How the Internet Broke and What to Do About It

2878 days ago

Introducing “B is for Bitcoin”

2888 days ago

The Future of Privacy: Disinformation

2909 days ago

Scooters: The New Self-Driving Cars

2950 days ago

It’s Time for an American Internet Privacy Framework

2972 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2992 days ago

Venmo Trust and The Blockchain

3021 days ago

Governing the Internet

3056 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3076 days ago

The Intellectual Tension Between Social Networking and Blockchains

3083 days ago

Stable Coins, Oracles, Trust, and Identity

3090 days ago

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

3105 days ago

The Future of Hybrid Centralized-Decentralized Apps

3132 days ago

Blockchains and the Right to Be Forgotten

3146 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3161 days ago

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

3175 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3175 days ago

Modest Conversations: Attention and Addiction

3197 days ago

Modest Conversations: The Human Side of Building Technology

3203 days ago

The Future of Work

3231 days ago

The Future of Free Speech

3266 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3273 days ago

The Future of Truth

3275 days ago

On Product Management - Rousseau Kazi

3281 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3287 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3294 days ago

Modest Conversations: Solving The Problems of Modern Cities

3301 days ago

Seven Key Questions in the Cryptocurrency World

3302 days ago

Modest Conversations: What You Know vs. Who You Know

3308 days ago

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

3323 days ago

Modest Conversations: Jobs, Inequality, and UBI

3329 days ago

A Game Plan for VR and AR in 2017

3329 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3335 days ago

Modest Conversations: Building Great Relationships With Kids

3343 days ago

Time to Pay Attention to Cryptocurrencies

3343 days ago

Modest Conversations: The Near Future of AI

3350 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3356 days ago

The Wrinkle In Forecasting Autonomous Cars

3357 days ago

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

3365 days ago

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

3371 days ago

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

3371 days ago

Modest Conversations: The Future of Real Estate

3378 days ago

Modest Conversations: Is Meditation The Next Yoga?

3385 days ago

The Second Coming of IT

3385 days ago

Modest Conversations: New York Tech & Social Media Fame

3392 days ago

Why Twitter Should Start Charging

3392 days ago

Modest Conversations: Virtual and Physical Communities

3399 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3406 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3406 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3413 days ago

The Information Presents: Modest Conversations

3419 days ago

Slowing Down the Digital Escapist Movement

3434 days ago

The Return of History: Google Photos and Personal Big Data

3441 days ago

The Similarity Between Silicon Valley and Trump

3469 days ago

Our Silent Future

3482 days ago

Bot Check-In: A Year of Disappointment

3488 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3496 days ago

Why Amazon Should Launch a Bank—But Won’t

3510 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3524 days ago

The Rise of Information Imperialism

3538 days ago

The First Modern Election

3546 days ago

Where Airbnb May Be More Vulnerable than Uber

3560 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3574 days ago

How Data Analytics is Changing Startup Financing

3588 days ago

Uber’s Self-Driving Car Puzzle

3602 days ago

What Everyone Is Missing about Venture Returns

3616 days ago

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

3623 days ago

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

3636 days ago

Why the Bonus Culture Will Spread

3651 days ago

How to Profit from Political Correctness

3664 days ago

Bots in 2016: Mid-Year Check In

3679 days ago

The Negative Side of Incubators

3693 days ago

Era of Lean Startups Nears an End

3707 days ago

The Non-Monetizable Product Blind Spot

3720 days ago

Why the Home Wars Aren’t the Phone Wars

3735 days ago

The New Business of Editing

3749 days ago

The Coming End of Capitalism

3763 days ago

Why Tech Needs Epic Failures

3777 days ago

Why We Should Abolish Time Zones

3798 days ago

Startups Need to Fire More Customers

3811 days ago

Why Startups Are Doomed, Part Two

3833 days ago

On Bots, Conversational Apps and Fin

3846 days ago

Personal Voice Analysis for the New Year

3861 days ago

Star Wars’ Private Tech Valuation Formula

3861 days ago

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

3875 days ago

The Good Enough Stuff Revolution

3889 days ago

Kodak’s Lesson for Detroit

3902 days ago

The New Winners and Losers in the Boredom Market

3917 days ago

How Growth Will Burst the Tech Bubble

3931 days ago

Why It’s Hard to Fix Failing Tech Cos.

3945 days ago

The Case Against Product-Market Fit

3959 days ago

Paying Up Front is a Legacy Concept

3979 days ago

Understanding the Hidden ‘Costs’ of Products

3994 days ago

Oculus Is for the Elderly

4008 days ago

The Hidden Costs of Pivoting

4022 days ago

Startups Need Shade—Not Just Time—To Grow

4036 days ago

Why VCs are the New Investment Bankers

4050 days ago

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

4064 days ago

Pricing for Consumer Perception

4085 days ago

The End of the Bazaar

4099 days ago

The Downside of Positive Feedback

4113 days ago

A Call for New Type of Mapping Platform

4127 days ago

The Economics of Sharing: Past and Present

4134 days ago

How Startups Get Their Metrics Wrong

4148 days ago

Why Tech Comp is Broken and Ideas To Fix It

4161 days ago

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

4176 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4189 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4203 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4217 days ago

My 2020 Predictions: A Reality Check

4224 days ago

Technology, Taxi Medallions and the Ancien Régime

4231 days ago

How Digital Photography Is Altering Our Memory

4237 days ago

Economy Soars, Uber Drops in The Information Survey

4238 days ago

The Race to Become the Apple of Drones

4245 days ago

As Technology Kills GDP, What’s Next?

4253 days ago

When Tech Companies Enter Zero-Sum Markets

4260 days ago

Uber As Gatekeeper to the Physical World

4265 days ago

The Information Subscribers Say…

4266 days ago

Native Apps: A Game Startups Can’t Win

4274 days ago

Big Brands Have Become Liabilities

4280 days ago

Growth: Design It, Buy It or Get Stuck

4288 days ago

What I’ve Learned Since Leaving Facebook

4295 days ago

Time to Hang up on Voice

4302 days ago

How the Sharing Economy Threatens the Traditional Economy

4309 days ago

The Second Coming of Non-Consensus Currencies

4316 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4322 days ago

The ‘Uber Effect’ on the Property Market

4329 days ago

Selfies, Emoji and the Economics of Communication