Posts

12 days ago

SWL Week in Review - AI Flippenings & 2x2s

14 days ago

Invite to Pearl genesis event

19 days ago

SWL Week in Review - WWE of Silicon Valley

22 days ago

Invite to Pearl genesis event

26 days ago

SWL Week in Review - Build Your Own Apps

32 days ago

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

38 days ago

SWL Week in Review - Looksmaxxing

46 days ago

SWL Week in Review - Bot or Not

54 days ago

SWL Week in Review - Master of Bots

61 days ago

SWL Week in Review - A Commodity Without Monopoly Power

68 days ago

SWL Week in Review - Claude Week

71 days ago

Polymath

75 days ago

SWL Week in Review - Roblox for Adults

78 days ago

SWL Week in Review - P90 selloff

89 days ago

SWL Week in Review - No Typists Anymore...

93 days ago

SWL Week in Review - Chosen by the Claw.

103 days ago

SWL Week in Review - Gold.

110 days ago

SWL Week in Review - half-kelly

114 days ago

SWL Week in Review - clawdbot

124 days ago

SWL Week in Review - Positivity?

129 days ago

SWL Week in Review - The Narratives of ’26

145 days ago

SWL Week in Review - Whip not Muscle

150 days ago

SWL Week in Review - Enemy of My Enemy

159 days ago

SWL Week in Review - Code Red Realities

164 days ago

SWL Week in Review - AI Business Model Wars

173 days ago

SWL Week in Review - Make Poor?

180 days ago

SWL Week in Review - Finger Size

187 days ago

SWL Week in Review - Etiquette

193 days ago

SWL Week in Review - Orizaba Reflections

199 days ago

SWL Week in Review - Lowbrow LLM culture

207 days ago

SWL Week in Review - Religion

215 days ago

SWL Week in Review - Slop

222 days ago

SWL Week in Review - Sora So What?

227 days ago

SWL Week in Review - Mercantilism

236 days ago

SWL Week in Review - 996 meta etiquette

243 days ago

SWL Week in Review - Memetic Warfare

250 days ago

SWL Week in Review - Wars of Attrition

264 days ago

SWL Week in Review - Top?

269 days ago

SWL Week in Review - Protest

278 days ago

SWL Week in Review - Betting on LLMs (literally)

285 days ago

SWL Week in Review - Outrage (and Figma)

292 days ago

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

299 days ago

SWL Week in Review - is Vibecoding Entertainment?

303 days ago

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

312 days ago

Meet the M...eta-Yankees

319 days ago

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

327 days ago

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

333 days ago

Scale, Sambot, Harvard Reunion

341 days ago

Bears and Books no E, no T

346 days ago

who is single?... and steven pinker

355 days ago

Vibecode Reality, OF, and Incumbents

362 days ago

experiences' airbnb, farming, brokers

369 days ago

Tel Aviv

374 days ago

Antisemitism and AI

383 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

390 days ago

Harvard, and Decolonization

404 days ago

Tariffs and Spies...

409 days ago

Mostly Skiing... a few other thoughts

418 days ago

Spies, Teams and Themes

423 days ago

Space Bet, Softbank, and Bill Maher

432 days ago

Again and Again, Nothing is New

439 days ago

Narrative Selloff, HP, and Harvard

453 days ago

Slow Creator I, Merit First, and Memes

457 days ago

Understanding Memecoins, and Merit First

467 days ago

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

474 days ago

Tiktok, Trade Wars, and Financial Nihilism

488 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

509 days ago

Elon 'Zaphod' Musk and AI pragmatism

516 days ago

Sora, United Health, Survivability of Seed Capital

523 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

530 days ago

Venmo, Sling & Techbro Culture

537 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

544 days ago

Summers, DOGE, Storytelling

551 days ago

Election Thoughts...

558 days ago

Tech Earnings, Destroying Trust in Reality

565 days ago

Vision Pro Failure, AI Cherry on Top

572 days ago

Planet Elon & Seed 'Value' Investing

579 days ago

Google Antitrust, The State of Seed

586 days ago

Monster F-it Funding Rounds, Golf Curious VC

593 days ago

Meta, Death of SaaS and YC...

598 days ago

the children, aleo, and hustle culture

606 days ago

Beast is Buzzfeed... Google SEO sadness

614 days ago

Founder Mode, Packy and Harry discoveries...

621 days ago

VC Reset, and Some Hiring

635 days ago

Turn Off, Tune Out, Drop In

649 days ago

AI Earnings, Harvard Wins

656 days ago

Opensource AI, Topaz, and Netanyahu

663 days ago

Trump, Kiki, and the Olympics

677 days ago

Patriotism and Summer

682 days ago

Hearsay, Debates and Hacks

894 days ago

Followup from Capital Light Conference

897 days ago

Reminder - Capital Light Conference Tomorrow AM

901 days ago

Invite to The Capital Light Conference on the 29th

901 days ago

Capital Light Conference on the 29th

915 days ago

Post-Factory VC' Conference Invite...

922 days ago

Followup from the 'State of VC' deck

936 days ago

Followup from the 'State of VC' deck

938 days ago

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

938 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

957 days ago

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

971 days ago

The Apple Episode (Carbon Neutralish)

985 days ago

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

992 days ago

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

999 days ago

You should kill your startup, What replaces globalization

1013 days ago

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

1020 days ago

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

1023 days ago

More or Less Podcast

1199 days ago

The Best Time to Build

1231 days ago

Creator Financing Is Going Mainstream

1280 days ago

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

1478 days ago

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

1539 days ago

How to Put Physical Assets on the Blockchain

1623 days ago

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

1643 days ago

The Metaverse Is Coming. What Happens Next?

1650 days ago

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

1659 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1674 days ago

A test title

1744 days ago

The End of Venture Capital as We Know It

1876 days ago

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

1878 days ago

The Future of Investing Directly In People

1898 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1910 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1933 days ago

Equity Financing for Influencers

1947 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1968 days ago

How Covid Accelerated Changes Already in the Making

2009 days ago

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

2032 days ago

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

2050 days ago

Lessons From the Rise of OnlyFans

2081 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2102 days ago

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

2122 days ago

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

2128 days ago

The Escalating War Between Our Physical and Digital Realities

2151 days ago

On Feed Ranking and Free Speech

2165 days ago

The Slippery Slope to Censored Speech

2172 days ago

The Over-Under on New Voice-Chat App Clubhouse

2184 days ago

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

2198 days ago

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

2204 days ago

The Long-Term Implications of Extended Work From Home

2228 days ago

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

2256 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2284 days ago

The 10 Ways TikTok Will Change Social Product Design

2311 days ago

My Predictions for the Next Decade

2311 days ago

Grading My 2010 Predictions—and What I Learned

2340 days ago

In Defense of Deep Fakes

2354 days ago

Four Paths Forward for ‘Social Products’

2382 days ago

The Key Themes That Matter for the Future of Work

2395 days ago

The Challenges Facing Free Speech

2423 days ago

The Home Camera Wars

2431 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2487 days ago

On Inequality and Risk Capacity

2494 days ago

The Future of Free Speech

2564 days ago

Remote Work and the Politics of Decentralization

2579 days ago

Why the Internet Could Help Small Businesses Regain Power

2599 days ago

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

2614 days ago

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

2623 days ago

A Warning on the Dangers of Ephemeral Messaging

2634 days ago

ISAs and the Future of Securitization

2648 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2649 days ago

Modest Conversations: Income Share Agreements

2655 days ago

How to Introduce a Wealth Tax

2669 days ago

How Political Content Fills the Void Left by Micro-Targeting

2697 days ago

What Technologists Can Learn From Religions

2704 days ago

My Predictions for Crypto in 2019

2718 days ago

We Need Better Measures of Social and Environmental Impacts

2739 days ago

Is Uber Cash a Crypto Play?

2767 days ago

The Coming of the Human Knowledge-Work Cloud

2808 days ago

How the Internet Broke and What to Do About It

2814 days ago

Introducing “B is for Bitcoin”

2823 days ago

The Future of Privacy: Disinformation

2844 days ago

Scooters: The New Self-Driving Cars

2885 days ago

It’s Time for an American Internet Privacy Framework

2907 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2927 days ago

Venmo Trust and The Blockchain

2956 days ago

Governing the Internet

2991 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3012 days ago

The Intellectual Tension Between Social Networking and Blockchains

3019 days ago

Stable Coins, Oracles, Trust, and Identity

3026 days ago

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

3040 days ago

The Future of Hybrid Centralized-Decentralized Apps

3068 days ago

Blockchains and the Right to Be Forgotten

3082 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3097 days ago

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

3110 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3111 days ago

Modest Conversations: Attention and Addiction

3132 days ago

Modest Conversations: The Human Side of Building Technology

3138 days ago

The Future of Work

3166 days ago

The Future of Free Speech

3202 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3208 days ago

The Future of Truth

3210 days ago

On Product Management - Rousseau Kazi

3216 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3223 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3230 days ago

Modest Conversations: Solving The Problems of Modern Cities

3236 days ago

Seven Key Questions in the Cryptocurrency World

3238 days ago

Modest Conversations: What You Know vs. Who You Know

3244 days ago

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

3258 days ago

Modest Conversations: Jobs, Inequality, and UBI

3264 days ago

A Game Plan for VR and AR in 2017

3265 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3271 days ago

Modest Conversations: Building Great Relationships With Kids

3278 days ago

Time to Pay Attention to Cryptocurrencies

3279 days ago

Modest Conversations: The Near Future of AI

3286 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3291 days ago

The Wrinkle In Forecasting Autonomous Cars

3293 days ago

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

3300 days ago

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

3306 days ago

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

3307 days ago

Modest Conversations: The Future of Real Estate

3314 days ago

Modest Conversations: Is Meditation The Next Yoga?

3320 days ago

The Second Coming of IT

3321 days ago

Modest Conversations: New York Tech & Social Media Fame

3327 days ago

Why Twitter Should Start Charging

3328 days ago

Modest Conversations: Virtual and Physical Communities

3335 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3341 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3342 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3349 days ago

The Information Presents: Modest Conversations

3355 days ago

Slowing Down the Digital Escapist Movement

3369 days ago

The Return of History: Google Photos and Personal Big Data

3376 days ago

The Similarity Between Silicon Valley and Trump

3404 days ago

Our Silent Future

3417 days ago

Bot Check-In: A Year of Disappointment

3424 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3432 days ago

Why Amazon Should Launch a Bank—But Won’t

3446 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3460 days ago

The Rise of Information Imperialism

3474 days ago

The First Modern Election

3481 days ago

Where Airbnb May Be More Vulnerable than Uber

3495 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3509 days ago

How Data Analytics is Changing Startup Financing

3523 days ago

Uber’s Self-Driving Car Puzzle

3537 days ago

What Everyone Is Missing about Venture Returns

3551 days ago

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

3558 days ago

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

3571 days ago

Why the Bonus Culture Will Spread

3586 days ago

How to Profit from Political Correctness

3599 days ago

Bots in 2016: Mid-Year Check In

3614 days ago

The Negative Side of Incubators

3628 days ago

Era of Lean Startups Nears an End

3642 days ago

The Non-Monetizable Product Blind Spot

3656 days ago

Why the Home Wars Aren’t the Phone Wars

3670 days ago

The New Business of Editing

3684 days ago

The Coming End of Capitalism

3698 days ago

Why Tech Needs Epic Failures

3712 days ago

Why We Should Abolish Time Zones

3733 days ago

Startups Need to Fire More Customers

3747 days ago

Why Startups Are Doomed, Part Two

3768 days ago

On Bots, Conversational Apps and Fin

3782 days ago

Personal Voice Analysis for the New Year

3796 days ago

Star Wars’ Private Tech Valuation Formula

3796 days ago

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

3810 days ago

The Good Enough Stuff Revolution

3824 days ago

Kodak’s Lesson for Detroit

3838 days ago

The New Winners and Losers in the Boredom Market

3852 days ago

How Growth Will Burst the Tech Bubble

3866 days ago

Why It’s Hard to Fix Failing Tech Cos.

3880 days ago

The Case Against Product-Market Fit

3894 days ago

Paying Up Front is a Legacy Concept

3915 days ago

Understanding the Hidden ‘Costs’ of Products

3929 days ago

Oculus Is for the Elderly

3943 days ago

The Hidden Costs of Pivoting

3957 days ago

Startups Need Shade—Not Just Time—To Grow

3971 days ago

Why VCs are the New Investment Bankers

3985 days ago

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

3999 days ago

Pricing for Consumer Perception

4020 days ago

The End of the Bazaar

4034 days ago

The Downside of Positive Feedback

4048 days ago

A Call for New Type of Mapping Platform

4062 days ago

The Economics of Sharing: Past and Present

4069 days ago

How Startups Get Their Metrics Wrong

4083 days ago

Why Tech Comp is Broken and Ideas To Fix It

4097 days ago

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

4111 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4125 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4139 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4153 days ago

My 2020 Predictions: A Reality Check

4160 days ago

Technology, Taxi Medallions and the Ancien Régime

4167 days ago

How Digital Photography Is Altering Our Memory

4173 days ago

Economy Soars, Uber Drops in The Information Survey

4174 days ago

The Race to Become the Apple of Drones

4181 days ago

As Technology Kills GDP, What’s Next?

4188 days ago

When Tech Companies Enter Zero-Sum Markets

4195 days ago

Uber As Gatekeeper to the Physical World

4201 days ago

The Information Subscribers Say…

4202 days ago

Native Apps: A Game Startups Can’t Win

4209 days ago

Big Brands Have Become Liabilities

4216 days ago

Growth: Design It, Buy It or Get Stuck

4223 days ago

What I’ve Learned Since Leaving Facebook

4230 days ago

Time to Hang up on Voice

4237 days ago

How the Sharing Economy Threatens the Traditional Economy

4245 days ago

The Second Coming of Non-Consensus Currencies

4251 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4258 days ago

The ‘Uber Effect’ on the Property Market

4265 days ago

Selfies, Emoji and the Economics of Communication