Posts

31 days ago

SWL Week in Review - AI Flippenings & 2x2s

33 days ago

Invite to Pearl genesis event

38 days ago

SWL Week in Review - WWE of Silicon Valley

40 days ago

Invite to Pearl genesis event

45 days ago

SWL Week in Review - Build Your Own Apps

51 days ago

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

57 days ago

SWL Week in Review - Looksmaxxing

65 days ago

SWL Week in Review - Bot or Not

73 days ago

SWL Week in Review - Master of Bots

80 days ago

SWL Week in Review - A Commodity Without Monopoly Power

87 days ago

SWL Week in Review - Claude Week

90 days ago

Polymath

94 days ago

SWL Week in Review - Roblox for Adults

97 days ago

SWL Week in Review - P90 selloff

108 days ago

SWL Week in Review - No Typists Anymore...

112 days ago

SWL Week in Review - Chosen by the Claw.

122 days ago

SWL Week in Review - Gold.

129 days ago

SWL Week in Review - half-kelly

133 days ago

SWL Week in Review - clawdbot

143 days ago

SWL Week in Review - Positivity?

148 days ago

SWL Week in Review - The Narratives of ’26

164 days ago

SWL Week in Review - Whip not Muscle

169 days ago

SWL Week in Review - Enemy of My Enemy

178 days ago

SWL Week in Review - Code Red Realities

183 days ago

SWL Week in Review - AI Business Model Wars

192 days ago

SWL Week in Review - Make Poor?

199 days ago

SWL Week in Review - Finger Size

206 days ago

SWL Week in Review - Etiquette

212 days ago

SWL Week in Review - Orizaba Reflections

218 days ago

SWL Week in Review - Lowbrow LLM culture

225 days ago

SWL Week in Review - Religion

234 days ago

SWL Week in Review - Slop

241 days ago

SWL Week in Review - Sora So What?

245 days ago

SWL Week in Review - Mercantilism

255 days ago

SWL Week in Review - 996 meta etiquette

262 days ago

SWL Week in Review - Memetic Warfare

269 days ago

SWL Week in Review - Wars of Attrition

283 days ago

SWL Week in Review - Top?

288 days ago

SWL Week in Review - Protest

297 days ago

SWL Week in Review - Betting on LLMs (literally)

304 days ago

SWL Week in Review - Outrage (and Figma)

311 days ago

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

318 days ago

SWL Week in Review - is Vibecoding Entertainment?

322 days ago

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

331 days ago

Meet the M...eta-Yankees

338 days ago

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

346 days ago

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

352 days ago

Scale, Sambot, Harvard Reunion

360 days ago

Bears and Books no E, no T

365 days ago

who is single?... and steven pinker

374 days ago

Vibecode Reality, OF, and Incumbents

381 days ago

experiences' airbnb, farming, brokers

388 days ago

Tel Aviv

393 days ago

Antisemitism and AI

402 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

409 days ago

Harvard, and Decolonization

423 days ago

Tariffs and Spies...

428 days ago

Mostly Skiing... a few other thoughts

437 days ago

Spies, Teams and Themes

442 days ago

Space Bet, Softbank, and Bill Maher

451 days ago

Again and Again, Nothing is New

458 days ago

Narrative Selloff, HP, and Harvard

472 days ago

Slow Creator I, Merit First, and Memes

476 days ago

Understanding Memecoins, and Merit First

486 days ago

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

493 days ago

Tiktok, Trade Wars, and Financial Nihilism

507 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

528 days ago

Elon 'Zaphod' Musk and AI pragmatism

535 days ago

Sora, United Health, Survivability of Seed Capital

542 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

549 days ago

Venmo, Sling & Techbro Culture

556 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

563 days ago

Summers, DOGE, Storytelling

570 days ago

Election Thoughts...

577 days ago

Tech Earnings, Destroying Trust in Reality

584 days ago

Vision Pro Failure, AI Cherry on Top

591 days ago

Planet Elon & Seed 'Value' Investing

598 days ago

Google Antitrust, The State of Seed

605 days ago

Monster F-it Funding Rounds, Golf Curious VC

612 days ago

Meta, Death of SaaS and YC...

617 days ago

the children, aleo, and hustle culture

625 days ago

Beast is Buzzfeed... Google SEO sadness

633 days ago

Founder Mode, Packy and Harry discoveries...

640 days ago

VC Reset, and Some Hiring

654 days ago

Turn Off, Tune Out, Drop In

668 days ago

AI Earnings, Harvard Wins

675 days ago

Opensource AI, Topaz, and Netanyahu

682 days ago

Trump, Kiki, and the Olympics

696 days ago

Patriotism and Summer

701 days ago

Hearsay, Debates and Hacks

913 days ago

Followup from Capital Light Conference

916 days ago

Reminder - Capital Light Conference Tomorrow AM

920 days ago

Invite to The Capital Light Conference on the 29th

920 days ago

Capital Light Conference on the 29th

934 days ago

Post-Factory VC' Conference Invite...

941 days ago

Followup from the 'State of VC' deck

955 days ago

Followup from the 'State of VC' deck

957 days ago

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

957 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

976 days ago

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

990 days ago

The Apple Episode (Carbon Neutralish)

1004 days ago

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

1011 days ago

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

1018 days ago

You should kill your startup, What replaces globalization

1032 days ago

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

1039 days ago

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

1042 days ago

More or Less Podcast

1218 days ago

The Best Time to Build

1250 days ago

Creator Financing Is Going Mainstream

1299 days ago

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

1497 days ago

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

1558 days ago

How to Put Physical Assets on the Blockchain

1642 days ago

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

1662 days ago

The Metaverse Is Coming. What Happens Next?

1669 days ago

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

1678 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1693 days ago

A test title

1762 days ago

The End of Venture Capital as We Know It

1895 days ago

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

1897 days ago

The Future of Investing Directly In People

1917 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1929 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1952 days ago

Equity Financing for Influencers

1966 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1987 days ago

How Covid Accelerated Changes Already in the Making

2028 days ago

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

2050 days ago

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

2068 days ago

Lessons From the Rise of OnlyFans

2100 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2121 days ago

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

2141 days ago

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

2147 days ago

The Escalating War Between Our Physical and Digital Realities

2170 days ago

On Feed Ranking and Free Speech

2184 days ago

The Slippery Slope to Censored Speech

2191 days ago

The Over-Under on New Voice-Chat App Clubhouse

2203 days ago

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

2217 days ago

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

2223 days ago

The Long-Term Implications of Extended Work From Home

2247 days ago

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

2275 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2303 days ago

The 10 Ways TikTok Will Change Social Product Design

2330 days ago

My Predictions for the Next Decade

2330 days ago

Grading My 2010 Predictions—and What I Learned

2359 days ago

In Defense of Deep Fakes

2373 days ago

Four Paths Forward for ‘Social Products’

2401 days ago

The Key Themes That Matter for the Future of Work

2414 days ago

The Challenges Facing Free Speech

2442 days ago

The Home Camera Wars

2450 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2506 days ago

On Inequality and Risk Capacity

2513 days ago

The Future of Free Speech

2583 days ago

Remote Work and the Politics of Decentralization

2597 days ago

Why the Internet Could Help Small Businesses Regain Power

2618 days ago

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

2632 days ago

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

2642 days ago

A Warning on the Dangers of Ephemeral Messaging

2653 days ago

ISAs and the Future of Securitization

2667 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2668 days ago

Modest Conversations: Income Share Agreements

2674 days ago

How to Introduce a Wealth Tax

2688 days ago

How Political Content Fills the Void Left by Micro-Targeting

2716 days ago

What Technologists Can Learn From Religions

2723 days ago

My Predictions for Crypto in 2019

2737 days ago

We Need Better Measures of Social and Environmental Impacts

2758 days ago

Is Uber Cash a Crypto Play?

2786 days ago

The Coming of the Human Knowledge-Work Cloud

2827 days ago

How the Internet Broke and What to Do About It

2833 days ago

Introducing “B is for Bitcoin”

2842 days ago

The Future of Privacy: Disinformation

2863 days ago

Scooters: The New Self-Driving Cars

2904 days ago

It’s Time for an American Internet Privacy Framework

2926 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2946 days ago

Venmo Trust and The Blockchain

2975 days ago

Governing the Internet

3010 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3031 days ago

The Intellectual Tension Between Social Networking and Blockchains

3038 days ago

Stable Coins, Oracles, Trust, and Identity

3045 days ago

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

3059 days ago

The Future of Hybrid Centralized-Decentralized Apps

3087 days ago

Blockchains and the Right to Be Forgotten

3101 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3116 days ago

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

3129 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3130 days ago

Modest Conversations: Attention and Addiction

3151 days ago

Modest Conversations: The Human Side of Building Technology

3157 days ago

The Future of Work

3185 days ago

The Future of Free Speech

3221 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3227 days ago

The Future of Truth

3229 days ago

On Product Management - Rousseau Kazi

3235 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3242 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3249 days ago

Modest Conversations: Solving The Problems of Modern Cities

3255 days ago

Seven Key Questions in the Cryptocurrency World

3257 days ago

Modest Conversations: What You Know vs. Who You Know

3263 days ago

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

3277 days ago

Modest Conversations: Jobs, Inequality, and UBI

3283 days ago

A Game Plan for VR and AR in 2017

3284 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3290 days ago

Modest Conversations: Building Great Relationships With Kids

3297 days ago

Time to Pay Attention to Cryptocurrencies

3298 days ago

Modest Conversations: The Near Future of AI

3305 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3310 days ago

The Wrinkle In Forecasting Autonomous Cars

3312 days ago

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

3319 days ago

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

3325 days ago

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

3326 days ago

Modest Conversations: The Future of Real Estate

3333 days ago

Modest Conversations: Is Meditation The Next Yoga?

3339 days ago

The Second Coming of IT

3340 days ago

Modest Conversations: New York Tech & Social Media Fame

3346 days ago

Why Twitter Should Start Charging

3347 days ago

Modest Conversations: Virtual and Physical Communities

3354 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3360 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3361 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3368 days ago

The Information Presents: Modest Conversations

3374 days ago

Slowing Down the Digital Escapist Movement

3388 days ago

The Return of History: Google Photos and Personal Big Data

3395 days ago

The Similarity Between Silicon Valley and Trump

3423 days ago

Our Silent Future

3436 days ago

Bot Check-In: A Year of Disappointment

3443 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3451 days ago

Why Amazon Should Launch a Bank—But Won’t

3465 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3479 days ago

The Rise of Information Imperialism

3493 days ago

The First Modern Election

3500 days ago

Where Airbnb May Be More Vulnerable than Uber

3514 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3528 days ago

How Data Analytics is Changing Startup Financing

3542 days ago

Uber’s Self-Driving Car Puzzle

3556 days ago

What Everyone Is Missing about Venture Returns

3570 days ago

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

3577 days ago

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

3590 days ago

Why the Bonus Culture Will Spread

3605 days ago

How to Profit from Political Correctness

3618 days ago

Bots in 2016: Mid-Year Check In

3633 days ago

The Negative Side of Incubators

3647 days ago

Era of Lean Startups Nears an End

3661 days ago

The Non-Monetizable Product Blind Spot

3675 days ago

Why the Home Wars Aren’t the Phone Wars

3689 days ago

The New Business of Editing

3703 days ago

The Coming End of Capitalism

3717 days ago

Why Tech Needs Epic Failures

3731 days ago

Why We Should Abolish Time Zones

3752 days ago

Startups Need to Fire More Customers

3766 days ago

Why Startups Are Doomed, Part Two

3787 days ago

On Bots, Conversational Apps and Fin

3801 days ago

Personal Voice Analysis for the New Year

3815 days ago

Star Wars’ Private Tech Valuation Formula

3815 days ago

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

3829 days ago

The Good Enough Stuff Revolution

3843 days ago

Kodak’s Lesson for Detroit

3857 days ago

The New Winners and Losers in the Boredom Market

3871 days ago

How Growth Will Burst the Tech Bubble

3885 days ago

Why It’s Hard to Fix Failing Tech Cos.

3899 days ago

The Case Against Product-Market Fit

3913 days ago

Paying Up Front is a Legacy Concept

3934 days ago

Understanding the Hidden ‘Costs’ of Products

3948 days ago

Oculus Is for the Elderly

3962 days ago

The Hidden Costs of Pivoting

3976 days ago

Startups Need Shade—Not Just Time—To Grow

3990 days ago

Why VCs are the New Investment Bankers

4004 days ago

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

4018 days ago

Pricing for Consumer Perception

4039 days ago

The End of the Bazaar

4053 days ago

The Downside of Positive Feedback

4067 days ago

A Call for New Type of Mapping Platform

4081 days ago

The Economics of Sharing: Past and Present

4088 days ago

How Startups Get Their Metrics Wrong

4102 days ago

Why Tech Comp is Broken and Ideas To Fix It

4116 days ago

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

4130 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4144 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4158 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4172 days ago

My 2020 Predictions: A Reality Check

4179 days ago

Technology, Taxi Medallions and the Ancien Régime

4186 days ago

How Digital Photography Is Altering Our Memory

4192 days ago

Economy Soars, Uber Drops in The Information Survey

4193 days ago

The Race to Become the Apple of Drones

4200 days ago

As Technology Kills GDP, What’s Next?

4207 days ago

When Tech Companies Enter Zero-Sum Markets

4214 days ago

Uber As Gatekeeper to the Physical World

4220 days ago

The Information Subscribers Say…

4221 days ago

Native Apps: A Game Startups Can’t Win

4228 days ago

Big Brands Have Become Liabilities

4235 days ago

Growth: Design It, Buy It or Get Stuck

4242 days ago

What I’ve Learned Since Leaving Facebook

4249 days ago

Time to Hang up on Voice

4256 days ago

How the Sharing Economy Threatens the Traditional Economy

4263 days ago

The Second Coming of Non-Consensus Currencies

4270 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4277 days ago

The ‘Uber Effect’ on the Property Market

4284 days ago

Selfies, Emoji and the Economics of Communication