Posts

3 days ago

SWL Week in Review - Token Trading

10 days ago

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

17 days ago

SWL Week in Review - Summer Bag Securing

22 days ago

SWL Week in Review - Never Compete

31 days ago

SWL Week in Review - Crushing Bot Rebellions

38 days ago

SWL Week in Review - Appeasement

50 days ago

SWL Week in Review - The Voice of America

59 days ago

SWL Week in Review - Late Empire

63 days ago

SWL Week in Review - Teamshares

70 days ago

SWL Week in Review - Capitalist Multiverse

80 days ago

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

86 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

93 days ago

SWL Week in Review - Anthrospace

101 days ago

SWL Week in Review - Forward Deployed Monks

106 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

114 days ago

SWL Week in Review - AI Flippenings & 2x2s

116 days ago

Invite to Pearl genesis event

122 days ago

SWL Week in Review - WWE of Silicon Valley

124 days ago

Invite to Pearl genesis event

128 days ago

SWL Week in Review - Build Your Own Apps

134 days ago

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

141 days ago

SWL Week in Review - Looksmaxxing

148 days ago

SWL Week in Review - Bot or Not

156 days ago

SWL Week in Review - Master of Bots

163 days ago

SWL Week in Review - A Commodity Without Monopoly Power

171 days ago

SWL Week in Review - Claude Week

173 days ago

Polymath

178 days ago

SWL Week in Review - Roblox for Adults

181 days ago

SWL Week in Review - P90 selloff

191 days ago

SWL Week in Review - No Typists Anymore...

196 days ago

SWL Week in Review - Chosen by the Claw.

205 days ago

SWL Week in Review - Gold.

212 days ago

SWL Week in Review - half-kelly

216 days ago

SWL Week in Review - clawdbot

227 days ago

SWL Week in Review - Positivity?

231 days ago

SWL Week in Review - The Narratives of ’26

247 days ago

SWL Week in Review - Whip not Muscle

252 days ago

SWL Week in Review - Enemy of My Enemy

262 days ago

SWL Week in Review - Code Red Realities

266 days ago

SWL Week in Review - AI Business Model Wars

275 days ago

SWL Week in Review - Make Poor?

282 days ago

SWL Week in Review - Finger Size

290 days ago

SWL Week in Review - Etiquette

296 days ago

SWL Week in Review - Orizaba Reflections

302 days ago

SWL Week in Review - Lowbrow LLM culture

309 days ago

SWL Week in Review - Religion

318 days ago

SWL Week in Review - Slop

325 days ago

SWL Week in Review - Sora So What?

329 days ago

SWL Week in Review - Mercantilism

338 days ago

SWL Week in Review - 996 meta etiquette

345 days ago

SWL Week in Review - Memetic Warfare

353 days ago

SWL Week in Review - Wars of Attrition

367 days ago

SWL Week in Review - Top?

372 days ago

SWL Week in Review - Protest

381 days ago

SWL Week in Review - Betting on LLMs (literally)

388 days ago

SWL Week in Review - Outrage (and Figma)

395 days ago

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

402 days ago

SWL Week in Review - is Vibecoding Entertainment?

406 days ago

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

415 days ago

Meet the M...eta-Yankees

422 days ago

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

429 days ago

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

435 days ago

Scale, Sambot, Harvard Reunion

444 days ago

Bears and Books no E, no T

449 days ago

who is single?... and steven pinker

458 days ago

Vibecode Reality, OF, and Incumbents

464 days ago

experiences' airbnb, farming, brokers

471 days ago

Tel Aviv

477 days ago

Antisemitism and AI

485 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

493 days ago

Harvard, and Decolonization

506 days ago

Tariffs and Spies...

512 days ago

Mostly Skiing... a few other thoughts

521 days ago

Spies, Teams and Themes

525 days ago

Space Bet, Softbank, and Bill Maher

534 days ago

Again and Again, Nothing is New

542 days ago

Narrative Selloff, HP, and Harvard

555 days ago

Slow Creator I, Merit First, and Memes

560 days ago

Understanding Memecoins, and Merit First

569 days ago

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

577 days ago

Tiktok, Trade Wars, and Financial Nihilism

591 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

611 days ago

Elon 'Zaphod' Musk and AI pragmatism

619 days ago

Sora, United Health, Survivability of Seed Capital

625 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

633 days ago

Venmo, Sling & Techbro Culture

640 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

646 days ago

Summers, DOGE, Storytelling

654 days ago

Election Thoughts...

661 days ago

Tech Earnings, Destroying Trust in Reality

668 days ago

Vision Pro Failure, AI Cherry on Top

675 days ago

Planet Elon & Seed 'Value' Investing

681 days ago

Google Antitrust, The State of Seed

688 days ago

Monster F-it Funding Rounds, Golf Curious VC

696 days ago

Meta, Death of SaaS and YC...

700 days ago

the children, aleo, and hustle culture

709 days ago

Beast is Buzzfeed... Google SEO sadness

717 days ago

Founder Mode, Packy and Harry discoveries...

724 days ago

VC Reset, and Some Hiring

738 days ago

Turn Off, Tune Out, Drop In

752 days ago

AI Earnings, Harvard Wins

759 days ago

Opensource AI, Topaz, and Netanyahu

766 days ago

Trump, Kiki, and the Olympics

780 days ago

Patriotism and Summer

784 days ago

Hearsay, Debates and Hacks

997 days ago

Followup from Capital Light Conference

999 days ago

Reminder - Capital Light Conference Tomorrow AM

1004 days ago

Invite to The Capital Light Conference on the 29th

1004 days ago

Capital Light Conference on the 29th

1018 days ago

Post-Factory VC' Conference Invite...

1025 days ago

Followup from the 'State of VC' deck

1039 days ago

Followup from the 'State of VC' deck

1041 days ago

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

1041 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1059 days ago

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

1074 days ago

The Apple Episode (Carbon Neutralish)

1088 days ago

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

1094 days ago

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

1102 days ago

You should kill your startup, What replaces globalization

1116 days ago

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

1123 days ago

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

1126 days ago

More or Less Podcast

1302 days ago

The Best Time to Build

1334 days ago

Creator Financing Is Going Mainstream

1383 days ago

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

1581 days ago

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

1642 days ago

How to Put Physical Assets on the Blockchain

1726 days ago

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

1746 days ago

The Metaverse Is Coming. What Happens Next?

1753 days ago

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

1762 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1776 days ago

A test title

1846 days ago

The End of Venture Capital as We Know It

1979 days ago

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

1981 days ago

The Future of Investing Directly In People

2001 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2013 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2036 days ago

Equity Financing for Influencers

2050 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2071 days ago

How Covid Accelerated Changes Already in the Making

2112 days ago

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

2134 days ago

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

2152 days ago

Lessons From the Rise of OnlyFans

2184 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2205 days ago

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

2225 days ago

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

2231 days ago

The Escalating War Between Our Physical and Digital Realities

2254 days ago

On Feed Ranking and Free Speech

2268 days ago

The Slippery Slope to Censored Speech

2275 days ago

The Over-Under on New Voice-Chat App Clubhouse

2287 days ago

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

2301 days ago

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

2307 days ago

The Long-Term Implications of Extended Work From Home

2331 days ago

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

2359 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2387 days ago

The 10 Ways TikTok Will Change Social Product Design

2414 days ago

My Predictions for the Next Decade

2414 days ago

Grading My 2010 Predictions—and What I Learned

2443 days ago

In Defense of Deep Fakes

2457 days ago

Four Paths Forward for ‘Social Products’

2485 days ago

The Key Themes That Matter for the Future of Work

2498 days ago

The Challenges Facing Free Speech

2526 days ago

The Home Camera Wars

2534 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2590 days ago

On Inequality and Risk Capacity

2597 days ago

The Future of Free Speech

2667 days ago

Remote Work and the Politics of Decentralization

2681 days ago

Why the Internet Could Help Small Businesses Regain Power

2702 days ago

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

2716 days ago

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

2726 days ago

A Warning on the Dangers of Ephemeral Messaging

2737 days ago

ISAs and the Future of Securitization

2751 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2751 days ago

Modest Conversations: Income Share Agreements

2758 days ago

How to Introduce a Wealth Tax

2772 days ago

How Political Content Fills the Void Left by Micro-Targeting

2800 days ago

What Technologists Can Learn From Religions

2807 days ago

My Predictions for Crypto in 2019

2821 days ago

We Need Better Measures of Social and Environmental Impacts

2842 days ago

Is Uber Cash a Crypto Play?

2870 days ago

The Coming of the Human Knowledge-Work Cloud

2911 days ago

How the Internet Broke and What to Do About It

2917 days ago

Introducing “B is for Bitcoin”

2926 days ago

The Future of Privacy: Disinformation

2947 days ago

Scooters: The New Self-Driving Cars

2988 days ago

It’s Time for an American Internet Privacy Framework

3010 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3030 days ago

Venmo Trust and The Blockchain

3059 days ago

Governing the Internet

3094 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3115 days ago

The Intellectual Tension Between Social Networking and Blockchains

3122 days ago

Stable Coins, Oracles, Trust, and Identity

3129 days ago

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

3143 days ago

The Future of Hybrid Centralized-Decentralized Apps

3171 days ago

Blockchains and the Right to Be Forgotten

3185 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3199 days ago

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

3213 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3213 days ago

Modest Conversations: Attention and Addiction

3235 days ago

Modest Conversations: The Human Side of Building Technology

3241 days ago

The Future of Work

3269 days ago

The Future of Free Speech

3305 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3311 days ago

The Future of Truth

3313 days ago

On Product Management - Rousseau Kazi

3319 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3326 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3332 days ago

Modest Conversations: Solving The Problems of Modern Cities

3339 days ago

Seven Key Questions in the Cryptocurrency World

3341 days ago

Modest Conversations: What You Know vs. Who You Know

3347 days ago

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

3361 days ago

Modest Conversations: Jobs, Inequality, and UBI

3367 days ago

A Game Plan for VR and AR in 2017

3368 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3374 days ago

Modest Conversations: Building Great Relationships With Kids

3381 days ago

Time to Pay Attention to Cryptocurrencies

3382 days ago

Modest Conversations: The Near Future of AI

3389 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3394 days ago

The Wrinkle In Forecasting Autonomous Cars

3396 days ago

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

3403 days ago

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

3409 days ago

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

3410 days ago

Modest Conversations: The Future of Real Estate

3416 days ago

Modest Conversations: Is Meditation The Next Yoga?

3423 days ago

The Second Coming of IT

3423 days ago

Modest Conversations: New York Tech & Social Media Fame

3430 days ago

Why Twitter Should Start Charging

3430 days ago

Modest Conversations: Virtual and Physical Communities

3438 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3444 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3444 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3451 days ago

The Information Presents: Modest Conversations

3458 days ago

Slowing Down the Digital Escapist Movement

3472 days ago

The Return of History: Google Photos and Personal Big Data

3479 days ago

The Similarity Between Silicon Valley and Trump

3507 days ago

Our Silent Future

3520 days ago

Bot Check-In: A Year of Disappointment

3527 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3535 days ago

Why Amazon Should Launch a Bank—But Won’t

3549 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3563 days ago

The Rise of Information Imperialism

3577 days ago

The First Modern Election

3584 days ago

Where Airbnb May Be More Vulnerable than Uber

3598 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3612 days ago

How Data Analytics is Changing Startup Financing

3626 days ago

Uber’s Self-Driving Car Puzzle

3640 days ago

What Everyone Is Missing about Venture Returns

3654 days ago

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

3661 days ago

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

3674 days ago

Why the Bonus Culture Will Spread

3689 days ago

How to Profit from Political Correctness

3702 days ago

Bots in 2016: Mid-Year Check In

3717 days ago

The Negative Side of Incubators

3731 days ago

Era of Lean Startups Nears an End

3745 days ago

The Non-Monetizable Product Blind Spot

3759 days ago

Why the Home Wars Aren’t the Phone Wars

3773 days ago

The New Business of Editing

3787 days ago

The Coming End of Capitalism

3801 days ago

Why Tech Needs Epic Failures

3815 days ago

Why We Should Abolish Time Zones

3836 days ago

Startups Need to Fire More Customers

3850 days ago

Why Startups Are Doomed, Part Two

3871 days ago

On Bots, Conversational Apps and Fin

3885 days ago

Personal Voice Analysis for the New Year

3899 days ago

Star Wars’ Private Tech Valuation Formula

3899 days ago

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

3913 days ago

The Good Enough Stuff Revolution

3927 days ago

Kodak’s Lesson for Detroit

3941 days ago

The New Winners and Losers in the Boredom Market

3955 days ago

How Growth Will Burst the Tech Bubble

3969 days ago

Why It’s Hard to Fix Failing Tech Cos.

3983 days ago

The Case Against Product-Market Fit

3997 days ago

Paying Up Front is a Legacy Concept

4018 days ago

Understanding the Hidden ‘Costs’ of Products

4032 days ago

Oculus Is for the Elderly

4046 days ago

The Hidden Costs of Pivoting

4060 days ago

Startups Need Shade—Not Just Time—To Grow

4074 days ago

Why VCs are the New Investment Bankers

4088 days ago

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

4102 days ago

Pricing for Consumer Perception

4123 days ago

The End of the Bazaar

4137 days ago

The Downside of Positive Feedback

4151 days ago

A Call for New Type of Mapping Platform

4165 days ago

The Economics of Sharing: Past and Present

4172 days ago

How Startups Get Their Metrics Wrong

4186 days ago

Why Tech Comp is Broken and Ideas To Fix It

4200 days ago

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

4214 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4228 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4242 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4256 days ago

My 2020 Predictions: A Reality Check

4263 days ago

Technology, Taxi Medallions and the Ancien Régime

4270 days ago

How Digital Photography Is Altering Our Memory

4276 days ago

Economy Soars, Uber Drops in The Information Survey

4277 days ago

The Race to Become the Apple of Drones

4284 days ago

As Technology Kills GDP, What’s Next?

4291 days ago

When Tech Companies Enter Zero-Sum Markets

4298 days ago

Uber As Gatekeeper to the Physical World

4304 days ago

The Information Subscribers Say…

4305 days ago

Native Apps: A Game Startups Can’t Win

4312 days ago

Big Brands Have Become Liabilities

4319 days ago

Growth: Design It, Buy It or Get Stuck

4326 days ago

What I’ve Learned Since Leaving Facebook

4333 days ago

Time to Hang up on Voice

4340 days ago

How the Sharing Economy Threatens the Traditional Economy

4347 days ago

The Second Coming of Non-Consensus Currencies

4354 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4361 days ago

The ‘Uber Effect’ on the Property Market

4368 days ago

Selfies, Emoji and the Economics of Communication