Posts

3 days ago

SWL Week in Review - Think of the Children!

10 days ago

SWL Week in Review - Token Trading

17 days ago

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

24 days ago

SWL Week in Review - Summer Bag Securing

29 days ago

SWL Week in Review - Never Compete

38 days ago

SWL Week in Review - Crushing Bot Rebellions

45 days ago

SWL Week in Review - Appeasement

57 days ago

SWL Week in Review - The Voice of America

66 days ago

SWL Week in Review - Late Empire

70 days ago

SWL Week in Review - Teamshares

77 days ago

SWL Week in Review - Capitalist Multiverse

87 days ago

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

93 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

100 days ago

SWL Week in Review - Anthrospace

108 days ago

SWL Week in Review - Forward Deployed Monks

113 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

121 days ago

SWL Week in Review - AI Flippenings & 2x2s

123 days ago

Invite to Pearl genesis event

129 days ago

SWL Week in Review - WWE of Silicon Valley

131 days ago

Invite to Pearl genesis event

135 days ago

SWL Week in Review - Build Your Own Apps

141 days ago

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

148 days ago

SWL Week in Review - Looksmaxxing

155 days ago

SWL Week in Review - Bot or Not

163 days ago

SWL Week in Review - Master of Bots

170 days ago

SWL Week in Review - A Commodity Without Monopoly Power

178 days ago

SWL Week in Review - Claude Week

180 days ago

Polymath

185 days ago

SWL Week in Review - Roblox for Adults

188 days ago

SWL Week in Review - P90 selloff

198 days ago

SWL Week in Review - No Typists Anymore...

202 days ago

SWL Week in Review - Chosen by the Claw.

212 days ago

SWL Week in Review - Gold.

219 days ago

SWL Week in Review - half-kelly

223 days ago

SWL Week in Review - clawdbot

234 days ago

SWL Week in Review - Positivity?

238 days ago

SWL Week in Review - The Narratives of ’26

254 days ago

SWL Week in Review - Whip not Muscle

259 days ago

SWL Week in Review - Enemy of My Enemy

268 days ago

SWL Week in Review - Code Red Realities

273 days ago

SWL Week in Review - AI Business Model Wars

282 days ago

SWL Week in Review - Make Poor?

289 days ago

SWL Week in Review - Finger Size

296 days ago

SWL Week in Review - Etiquette

303 days ago

SWL Week in Review - Orizaba Reflections

309 days ago

SWL Week in Review - Lowbrow LLM culture

316 days ago

SWL Week in Review - Religion

325 days ago

SWL Week in Review - Slop

332 days ago

SWL Week in Review - Sora So What?

336 days ago

SWL Week in Review - Mercantilism

345 days ago

SWL Week in Review - 996 meta etiquette

352 days ago

SWL Week in Review - Memetic Warfare

359 days ago

SWL Week in Review - Wars of Attrition

374 days ago

SWL Week in Review - Top?

379 days ago

SWL Week in Review - Protest

388 days ago

SWL Week in Review - Betting on LLMs (literally)

395 days ago

SWL Week in Review - Outrage (and Figma)

402 days ago

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

409 days ago

SWL Week in Review - is Vibecoding Entertainment?

413 days ago

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

422 days ago

Meet the M...eta-Yankees

429 days ago

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

436 days ago

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

442 days ago

Scale, Sambot, Harvard Reunion

451 days ago

Bears and Books no E, no T

455 days ago

who is single?... and steven pinker

465 days ago

Vibecode Reality, OF, and Incumbents

471 days ago

experiences' airbnb, farming, brokers

478 days ago

Tel Aviv

484 days ago

Antisemitism and AI

492 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

500 days ago

Harvard, and Decolonization

513 days ago

Tariffs and Spies...

519 days ago

Mostly Skiing... a few other thoughts

527 days ago

Spies, Teams and Themes

532 days ago

Space Bet, Softbank, and Bill Maher

541 days ago

Again and Again, Nothing is New

549 days ago

Narrative Selloff, HP, and Harvard

562 days ago

Slow Creator I, Merit First, and Memes

567 days ago

Understanding Memecoins, and Merit First

576 days ago

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

584 days ago

Tiktok, Trade Wars, and Financial Nihilism

598 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

618 days ago

Elon 'Zaphod' Musk and AI pragmatism

626 days ago

Sora, United Health, Survivability of Seed Capital

632 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

640 days ago

Venmo, Sling & Techbro Culture

647 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

653 days ago

Summers, DOGE, Storytelling

661 days ago

Election Thoughts...

668 days ago

Tech Earnings, Destroying Trust in Reality

675 days ago

Vision Pro Failure, AI Cherry on Top

682 days ago

Planet Elon & Seed 'Value' Investing

688 days ago

Google Antitrust, The State of Seed

695 days ago

Monster F-it Funding Rounds, Golf Curious VC

703 days ago

Meta, Death of SaaS and YC...

707 days ago

the children, aleo, and hustle culture

716 days ago

Beast is Buzzfeed... Google SEO sadness

723 days ago

Founder Mode, Packy and Harry discoveries...

731 days ago

VC Reset, and Some Hiring

745 days ago

Turn Off, Tune Out, Drop In

759 days ago

AI Earnings, Harvard Wins

766 days ago

Opensource AI, Topaz, and Netanyahu

773 days ago

Trump, Kiki, and the Olympics

787 days ago

Patriotism and Summer

791 days ago

Hearsay, Debates and Hacks

1004 days ago

Followup from Capital Light Conference

1006 days ago

Reminder - Capital Light Conference Tomorrow AM

1010 days ago

Invite to The Capital Light Conference on the 29th

1010 days ago

Capital Light Conference on the 29th

1025 days ago

Post-Factory VC' Conference Invite...

1031 days ago

Followup from the 'State of VC' deck

1046 days ago

Followup from the 'State of VC' deck

1048 days ago

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

1048 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1066 days ago

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

1081 days ago

The Apple Episode (Carbon Neutralish)

1095 days ago

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

1101 days ago

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

1109 days ago

You should kill your startup, What replaces globalization

1123 days ago

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

1130 days ago

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

1133 days ago

More or Less Podcast

1309 days ago

The Best Time to Build

1341 days ago

Creator Financing Is Going Mainstream

1390 days ago

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

1588 days ago

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

1649 days ago

How to Put Physical Assets on the Blockchain

1733 days ago

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

1753 days ago

The Metaverse Is Coming. What Happens Next?

1760 days ago

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

1769 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1783 days ago

A test title

1853 days ago

The End of Venture Capital as We Know It

1986 days ago

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

1988 days ago

The Future of Investing Directly In People

2008 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2020 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2043 days ago

Equity Financing for Influencers

2057 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2078 days ago

How Covid Accelerated Changes Already in the Making

2119 days ago

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

2141 days ago

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

2159 days ago

Lessons From the Rise of OnlyFans

2191 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2212 days ago

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

2232 days ago

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

2238 days ago

The Escalating War Between Our Physical and Digital Realities

2261 days ago

On Feed Ranking and Free Speech

2275 days ago

The Slippery Slope to Censored Speech

2282 days ago

The Over-Under on New Voice-Chat App Clubhouse

2294 days ago

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

2308 days ago

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

2314 days ago

The Long-Term Implications of Extended Work From Home

2338 days ago

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

2366 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2394 days ago

The 10 Ways TikTok Will Change Social Product Design

2421 days ago

My Predictions for the Next Decade

2421 days ago

Grading My 2010 Predictions—and What I Learned

2450 days ago

In Defense of Deep Fakes

2464 days ago

Four Paths Forward for ‘Social Products’

2492 days ago

The Key Themes That Matter for the Future of Work

2505 days ago

The Challenges Facing Free Speech

2533 days ago

The Home Camera Wars

2541 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2597 days ago

On Inequality and Risk Capacity

2604 days ago

The Future of Free Speech

2674 days ago

Remote Work and the Politics of Decentralization

2688 days ago

Why the Internet Could Help Small Businesses Regain Power

2709 days ago

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

2723 days ago

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

2733 days ago

A Warning on the Dangers of Ephemeral Messaging

2744 days ago

ISAs and the Future of Securitization

2758 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2758 days ago

Modest Conversations: Income Share Agreements

2765 days ago

How to Introduce a Wealth Tax

2779 days ago

How Political Content Fills the Void Left by Micro-Targeting

2807 days ago

What Technologists Can Learn From Religions

2814 days ago

My Predictions for Crypto in 2019

2828 days ago

We Need Better Measures of Social and Environmental Impacts

2849 days ago

Is Uber Cash a Crypto Play?

2877 days ago

The Coming of the Human Knowledge-Work Cloud

2918 days ago

How the Internet Broke and What to Do About It

2924 days ago

Introducing “B is for Bitcoin”

2933 days ago

The Future of Privacy: Disinformation

2954 days ago

Scooters: The New Self-Driving Cars

2995 days ago

It’s Time for an American Internet Privacy Framework

3017 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3037 days ago

Venmo Trust and The Blockchain

3066 days ago

Governing the Internet

3101 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3122 days ago

The Intellectual Tension Between Social Networking and Blockchains

3129 days ago

Stable Coins, Oracles, Trust, and Identity

3136 days ago

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

3150 days ago

The Future of Hybrid Centralized-Decentralized Apps

3178 days ago

Blockchains and the Right to Be Forgotten

3192 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3206 days ago

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

3220 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3220 days ago

Modest Conversations: Attention and Addiction

3242 days ago

Modest Conversations: The Human Side of Building Technology

3248 days ago

The Future of Work

3276 days ago

The Future of Free Speech

3312 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3318 days ago

The Future of Truth

3320 days ago

On Product Management - Rousseau Kazi

3326 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3333 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3339 days ago

Modest Conversations: Solving The Problems of Modern Cities

3346 days ago

Seven Key Questions in the Cryptocurrency World

3348 days ago

Modest Conversations: What You Know vs. Who You Know

3354 days ago

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

3368 days ago

Modest Conversations: Jobs, Inequality, and UBI

3374 days ago

A Game Plan for VR and AR in 2017

3375 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3381 days ago

Modest Conversations: Building Great Relationships With Kids

3388 days ago

Time to Pay Attention to Cryptocurrencies

3389 days ago

Modest Conversations: The Near Future of AI

3396 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3401 days ago

The Wrinkle In Forecasting Autonomous Cars

3403 days ago

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

3410 days ago

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

3416 days ago

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

3417 days ago

Modest Conversations: The Future of Real Estate

3423 days ago

Modest Conversations: Is Meditation The Next Yoga?

3430 days ago

The Second Coming of IT

3430 days ago

Modest Conversations: New York Tech & Social Media Fame

3437 days ago

Why Twitter Should Start Charging

3437 days ago

Modest Conversations: Virtual and Physical Communities

3444 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3451 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3451 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3458 days ago

The Information Presents: Modest Conversations

3465 days ago

Slowing Down the Digital Escapist Movement

3479 days ago

The Return of History: Google Photos and Personal Big Data

3486 days ago

The Similarity Between Silicon Valley and Trump

3514 days ago

Our Silent Future

3527 days ago

Bot Check-In: A Year of Disappointment

3534 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3542 days ago

Why Amazon Should Launch a Bank—But Won’t

3556 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3570 days ago

The Rise of Information Imperialism

3584 days ago

The First Modern Election

3591 days ago

Where Airbnb May Be More Vulnerable than Uber

3605 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3619 days ago

How Data Analytics is Changing Startup Financing

3633 days ago

Uber’s Self-Driving Car Puzzle

3647 days ago

What Everyone Is Missing about Venture Returns

3661 days ago

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

3668 days ago

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

3681 days ago

Why the Bonus Culture Will Spread

3696 days ago

How to Profit from Political Correctness

3709 days ago

Bots in 2016: Mid-Year Check In

3724 days ago

The Negative Side of Incubators

3738 days ago

Era of Lean Startups Nears an End

3752 days ago

The Non-Monetizable Product Blind Spot

3766 days ago

Why the Home Wars Aren’t the Phone Wars

3780 days ago

The New Business of Editing

3794 days ago

The Coming End of Capitalism

3808 days ago

Why Tech Needs Epic Failures

3822 days ago

Why We Should Abolish Time Zones

3843 days ago

Startups Need to Fire More Customers

3857 days ago

Why Startups Are Doomed, Part Two

3878 days ago

On Bots, Conversational Apps and Fin

3892 days ago

Personal Voice Analysis for the New Year

3906 days ago

Star Wars’ Private Tech Valuation Formula

3906 days ago

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

3920 days ago

The Good Enough Stuff Revolution

3934 days ago

Kodak’s Lesson for Detroit

3948 days ago

The New Winners and Losers in the Boredom Market

3962 days ago

How Growth Will Burst the Tech Bubble

3976 days ago

Why It’s Hard to Fix Failing Tech Cos.

3990 days ago

The Case Against Product-Market Fit

4004 days ago

Paying Up Front is a Legacy Concept

4025 days ago

Understanding the Hidden ‘Costs’ of Products

4039 days ago

Oculus Is for the Elderly

4053 days ago

The Hidden Costs of Pivoting

4067 days ago

Startups Need Shade—Not Just Time—To Grow

4081 days ago

Why VCs are the New Investment Bankers

4095 days ago

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

4109 days ago

Pricing for Consumer Perception

4130 days ago

The End of the Bazaar

4144 days ago

The Downside of Positive Feedback

4158 days ago

A Call for New Type of Mapping Platform

4172 days ago

The Economics of Sharing: Past and Present

4179 days ago

How Startups Get Their Metrics Wrong

4193 days ago

Why Tech Comp is Broken and Ideas To Fix It

4207 days ago

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

4221 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4235 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4249 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4263 days ago

My 2020 Predictions: A Reality Check

4270 days ago

Technology, Taxi Medallions and the Ancien Régime

4277 days ago

How Digital Photography Is Altering Our Memory

4283 days ago

Economy Soars, Uber Drops in The Information Survey

4284 days ago

The Race to Become the Apple of Drones

4291 days ago

As Technology Kills GDP, What’s Next?

4298 days ago

When Tech Companies Enter Zero-Sum Markets

4305 days ago

Uber As Gatekeeper to the Physical World

4311 days ago

The Information Subscribers Say…

4312 days ago

Native Apps: A Game Startups Can’t Win

4319 days ago

Big Brands Have Become Liabilities

4326 days ago

Growth: Design It, Buy It or Get Stuck

4333 days ago

What I’ve Learned Since Leaving Facebook

4340 days ago

Time to Hang up on Voice

4347 days ago

How the Sharing Economy Threatens the Traditional Economy

4354 days ago

The Second Coming of Non-Consensus Currencies

4361 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4368 days ago

The ‘Uber Effect’ on the Property Market

4375 days ago

Selfies, Emoji and the Economics of Communication