Posts

69 days ago

SWL Week in Review - AI Flippenings & 2x2s

71 days ago

Invite to Pearl genesis event

76 days ago

SWL Week in Review - WWE of Silicon Valley

79 days ago

Invite to Pearl genesis event

83 days ago

SWL Week in Review - Build Your Own Apps

89 days ago

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

95 days ago

SWL Week in Review - Looksmaxxing

103 days ago

SWL Week in Review - Bot or Not

111 days ago

SWL Week in Review - Master of Bots

118 days ago

SWL Week in Review - A Commodity Without Monopoly Power

125 days ago

SWL Week in Review - Claude Week

128 days ago

Polymath

132 days ago

SWL Week in Review - Roblox for Adults

135 days ago

SWL Week in Review - P90 selloff

146 days ago

SWL Week in Review - No Typists Anymore...

150 days ago

SWL Week in Review - Chosen by the Claw.

160 days ago

SWL Week in Review - Gold.

167 days ago

SWL Week in Review - half-kelly

171 days ago

SWL Week in Review - clawdbot

181 days ago

SWL Week in Review - Positivity?

186 days ago

SWL Week in Review - The Narratives of ’26

202 days ago

SWL Week in Review - Whip not Muscle

207 days ago

SWL Week in Review - Enemy of My Enemy

216 days ago

SWL Week in Review - Code Red Realities

221 days ago

SWL Week in Review - AI Business Model Wars

230 days ago

SWL Week in Review - Make Poor?

237 days ago

SWL Week in Review - Finger Size

244 days ago

SWL Week in Review - Etiquette

250 days ago

SWL Week in Review - Orizaba Reflections

256 days ago

SWL Week in Review - Lowbrow LLM culture

264 days ago

SWL Week in Review - Religion

272 days ago

SWL Week in Review - Slop

279 days ago

SWL Week in Review - Sora So What?

284 days ago

SWL Week in Review - Mercantilism

293 days ago

SWL Week in Review - 996 meta etiquette

300 days ago

SWL Week in Review - Memetic Warfare

307 days ago

SWL Week in Review - Wars of Attrition

321 days ago

SWL Week in Review - Top?

326 days ago

SWL Week in Review - Protest

336 days ago

SWL Week in Review - Betting on LLMs (literally)

342 days ago

SWL Week in Review - Outrage (and Figma)

350 days ago

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

357 days ago

SWL Week in Review - is Vibecoding Entertainment?

361 days ago

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

369 days ago

Meet the M...eta-Yankees

376 days ago

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

384 days ago

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

390 days ago

Scale, Sambot, Harvard Reunion

398 days ago

Bears and Books no E, no T

403 days ago

who is single?... and steven pinker

412 days ago

Vibecode Reality, OF, and Incumbents

419 days ago

experiences' airbnb, farming, brokers

426 days ago

Tel Aviv

431 days ago

Antisemitism and AI

440 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

447 days ago

Harvard, and Decolonization

461 days ago

Tariffs and Spies...

466 days ago

Mostly Skiing... a few other thoughts

475 days ago

Spies, Teams and Themes

480 days ago

Space Bet, Softbank, and Bill Maher

489 days ago

Again and Again, Nothing is New

496 days ago

Narrative Selloff, HP, and Harvard

510 days ago

Slow Creator I, Merit First, and Memes

515 days ago

Understanding Memecoins, and Merit First

524 days ago

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

531 days ago

Tiktok, Trade Wars, and Financial Nihilism

545 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

566 days ago

Elon 'Zaphod' Musk and AI pragmatism

573 days ago

Sora, United Health, Survivability of Seed Capital

580 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

588 days ago

Venmo, Sling & Techbro Culture

595 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

601 days ago

Summers, DOGE, Storytelling

608 days ago

Election Thoughts...

615 days ago

Tech Earnings, Destroying Trust in Reality

622 days ago

Vision Pro Failure, AI Cherry on Top

630 days ago

Planet Elon & Seed 'Value' Investing

636 days ago

Google Antitrust, The State of Seed

643 days ago

Monster F-it Funding Rounds, Golf Curious VC

650 days ago

Meta, Death of SaaS and YC...

655 days ago

the children, aleo, and hustle culture

664 days ago

Beast is Buzzfeed... Google SEO sadness

671 days ago

Founder Mode, Packy and Harry discoveries...

678 days ago

VC Reset, and Some Hiring

693 days ago

Turn Off, Tune Out, Drop In

706 days ago

AI Earnings, Harvard Wins

714 days ago

Opensource AI, Topaz, and Netanyahu

720 days ago

Trump, Kiki, and the Olympics

734 days ago

Patriotism and Summer

739 days ago

Hearsay, Debates and Hacks

951 days ago

Followup from Capital Light Conference

954 days ago

Reminder - Capital Light Conference Tomorrow AM

958 days ago

Invite to The Capital Light Conference on the 29th

958 days ago

Capital Light Conference on the 29th

973 days ago

Post-Factory VC' Conference Invite...

979 days ago

Followup from the 'State of VC' deck

993 days ago

Followup from the 'State of VC' deck

995 days ago

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

996 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1014 days ago

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

1028 days ago

The Apple Episode (Carbon Neutralish)

1043 days ago

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

1049 days ago

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

1056 days ago

You should kill your startup, What replaces globalization

1070 days ago

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

1077 days ago

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

1080 days ago

More or Less Podcast

1256 days ago

The Best Time to Build

1289 days ago

Creator Financing Is Going Mainstream

1337 days ago

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

1536 days ago

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

1597 days ago

How to Put Physical Assets on the Blockchain

1681 days ago

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

1701 days ago

The Metaverse Is Coming. What Happens Next?

1708 days ago

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

1716 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1731 days ago

A test title

1801 days ago

The End of Venture Capital as We Know It

1933 days ago

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

1936 days ago

The Future of Investing Directly In People

1955 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1968 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1991 days ago

Equity Financing for Influencers

2005 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2026 days ago

How Covid Accelerated Changes Already in the Making

2067 days ago

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

2089 days ago

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

2107 days ago

Lessons From the Rise of OnlyFans

2139 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2159 days ago

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

2180 days ago

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

2186 days ago

The Escalating War Between Our Physical and Digital Realities

2209 days ago

On Feed Ranking and Free Speech

2223 days ago

The Slippery Slope to Censored Speech

2230 days ago

The Over-Under on New Voice-Chat App Clubhouse

2242 days ago

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

2256 days ago

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

2262 days ago

The Long-Term Implications of Extended Work From Home

2286 days ago

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

2314 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2342 days ago

The 10 Ways TikTok Will Change Social Product Design

2369 days ago

My Predictions for the Next Decade

2369 days ago

Grading My 2010 Predictions—and What I Learned

2397 days ago

In Defense of Deep Fakes

2411 days ago

Four Paths Forward for ‘Social Products’

2439 days ago

The Key Themes That Matter for the Future of Work

2453 days ago

The Challenges Facing Free Speech

2481 days ago

The Home Camera Wars

2489 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2545 days ago

On Inequality and Risk Capacity

2552 days ago

The Future of Free Speech

2622 days ago

Remote Work and the Politics of Decentralization

2636 days ago

Why the Internet Could Help Small Businesses Regain Power

2657 days ago

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

2671 days ago

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

2681 days ago

A Warning on the Dangers of Ephemeral Messaging

2692 days ago

ISAs and the Future of Securitization

2706 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2706 days ago

Modest Conversations: Income Share Agreements

2713 days ago

How to Introduce a Wealth Tax

2727 days ago

How Political Content Fills the Void Left by Micro-Targeting

2755 days ago

What Technologists Can Learn From Religions

2761 days ago

My Predictions for Crypto in 2019

2775 days ago

We Need Better Measures of Social and Environmental Impacts

2797 days ago

Is Uber Cash a Crypto Play?

2825 days ago

The Coming of the Human Knowledge-Work Cloud

2866 days ago

How the Internet Broke and What to Do About It

2871 days ago

Introducing “B is for Bitcoin”

2881 days ago

The Future of Privacy: Disinformation

2902 days ago

Scooters: The New Self-Driving Cars

2943 days ago

It’s Time for an American Internet Privacy Framework

2965 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2985 days ago

Venmo Trust and The Blockchain

3014 days ago

Governing the Internet

3049 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3069 days ago

The Intellectual Tension Between Social Networking and Blockchains

3076 days ago

Stable Coins, Oracles, Trust, and Identity

3083 days ago

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

3098 days ago

The Future of Hybrid Centralized-Decentralized Apps

3125 days ago

Blockchains and the Right to Be Forgotten

3139 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3154 days ago

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

3168 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3168 days ago

Modest Conversations: Attention and Addiction

3190 days ago

Modest Conversations: The Human Side of Building Technology

3196 days ago

The Future of Work

3224 days ago

The Future of Free Speech

3259 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3266 days ago

The Future of Truth

3268 days ago

On Product Management - Rousseau Kazi

3274 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3280 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3287 days ago

Modest Conversations: Solving The Problems of Modern Cities

3294 days ago

Seven Key Questions in the Cryptocurrency World

3295 days ago

Modest Conversations: What You Know vs. Who You Know

3301 days ago

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

3316 days ago

Modest Conversations: Jobs, Inequality, and UBI

3322 days ago

A Game Plan for VR and AR in 2017

3322 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3328 days ago

Modest Conversations: Building Great Relationships With Kids

3336 days ago

Time to Pay Attention to Cryptocurrencies

3336 days ago

Modest Conversations: The Near Future of AI

3343 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3349 days ago

The Wrinkle In Forecasting Autonomous Cars

3350 days ago

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

3358 days ago

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

3364 days ago

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

3364 days ago

Modest Conversations: The Future of Real Estate

3371 days ago

Modest Conversations: Is Meditation The Next Yoga?

3378 days ago

The Second Coming of IT

3378 days ago

Modest Conversations: New York Tech & Social Media Fame

3385 days ago

Why Twitter Should Start Charging

3385 days ago

Modest Conversations: Virtual and Physical Communities

3392 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3399 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3399 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3406 days ago

The Information Presents: Modest Conversations

3412 days ago

Slowing Down the Digital Escapist Movement

3427 days ago

The Return of History: Google Photos and Personal Big Data

3434 days ago

The Similarity Between Silicon Valley and Trump

3462 days ago

Our Silent Future

3475 days ago

Bot Check-In: A Year of Disappointment

3481 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3489 days ago

Why Amazon Should Launch a Bank—But Won’t

3503 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3517 days ago

The Rise of Information Imperialism

3531 days ago

The First Modern Election

3539 days ago

Where Airbnb May Be More Vulnerable than Uber

3553 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3567 days ago

How Data Analytics is Changing Startup Financing

3581 days ago

Uber’s Self-Driving Car Puzzle

3595 days ago

What Everyone Is Missing about Venture Returns

3609 days ago

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

3616 days ago

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

3629 days ago

Why the Bonus Culture Will Spread

3644 days ago

How to Profit from Political Correctness

3657 days ago

Bots in 2016: Mid-Year Check In

3672 days ago

The Negative Side of Incubators

3686 days ago

Era of Lean Startups Nears an End

3700 days ago

The Non-Monetizable Product Blind Spot

3713 days ago

Why the Home Wars Aren’t the Phone Wars

3728 days ago

The New Business of Editing

3742 days ago

The Coming End of Capitalism

3756 days ago

Why Tech Needs Epic Failures

3770 days ago

Why We Should Abolish Time Zones

3791 days ago

Startups Need to Fire More Customers

3804 days ago

Why Startups Are Doomed, Part Two

3826 days ago

On Bots, Conversational Apps and Fin

3839 days ago

Personal Voice Analysis for the New Year

3854 days ago

Star Wars’ Private Tech Valuation Formula

3854 days ago

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

3868 days ago

The Good Enough Stuff Revolution

3882 days ago

Kodak’s Lesson for Detroit

3895 days ago

The New Winners and Losers in the Boredom Market

3910 days ago

How Growth Will Burst the Tech Bubble

3924 days ago

Why It’s Hard to Fix Failing Tech Cos.

3938 days ago

The Case Against Product-Market Fit

3952 days ago

Paying Up Front is a Legacy Concept

3972 days ago

Understanding the Hidden ‘Costs’ of Products

3987 days ago

Oculus Is for the Elderly

4001 days ago

The Hidden Costs of Pivoting

4015 days ago

Startups Need Shade—Not Just Time—To Grow

4029 days ago

Why VCs are the New Investment Bankers

4043 days ago

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

4057 days ago

Pricing for Consumer Perception

4078 days ago

The End of the Bazaar

4092 days ago

The Downside of Positive Feedback

4106 days ago

A Call for New Type of Mapping Platform

4120 days ago

The Economics of Sharing: Past and Present

4127 days ago

How Startups Get Their Metrics Wrong

4141 days ago

Why Tech Comp is Broken and Ideas To Fix It

4154 days ago

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

4169 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4182 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4196 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4210 days ago

My 2020 Predictions: A Reality Check

4217 days ago

Technology, Taxi Medallions and the Ancien Régime

4224 days ago

How Digital Photography Is Altering Our Memory

4230 days ago

Economy Soars, Uber Drops in The Information Survey

4231 days ago

The Race to Become the Apple of Drones

4238 days ago

As Technology Kills GDP, What’s Next?

4246 days ago

When Tech Companies Enter Zero-Sum Markets

4253 days ago

Uber As Gatekeeper to the Physical World

4258 days ago

The Information Subscribers Say…

4259 days ago

Native Apps: A Game Startups Can’t Win

4267 days ago

Big Brands Have Become Liabilities

4273 days ago

Growth: Design It, Buy It or Get Stuck

4281 days ago

What I’ve Learned Since Leaving Facebook

4288 days ago

Time to Hang up on Voice

4295 days ago

How the Sharing Economy Threatens the Traditional Economy

4302 days ago

The Second Coming of Non-Consensus Currencies

4309 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4315 days ago

The ‘Uber Effect’ on the Property Market

4322 days ago

Selfies, Emoji and the Economics of Communication