Posts

6 days ago

SWL Week in Review - $1T in Escrow, Minimum

11 days ago

SWL Week in Review - M-M-Maximum Entertainment

20 days ago

SWL Week in Review - M-M-Maximum Entertainment

26 days ago

SWL Week in Review - New York State of Mind

34 days ago

SWL Week in Review - Alignment with Whom Exactly?

41 days ago

SWL Week in Review - Think of the Children!

48 days ago

SWL Week in Review - Token Trading

55 days ago

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

62 days ago

SWL Week in Review - Summer Bag Securing

67 days ago

SWL Week in Review - Never Compete

76 days ago

SWL Week in Review - Crushing Bot Rebellions

83 days ago

SWL Week in Review - Appeasement

95 days ago

SWL Week in Review - The Voice of America

104 days ago

SWL Week in Review - Late Empire

109 days ago

SWL Week in Review - Teamshares

115 days ago

SWL Week in Review - Capitalist Multiverse

125 days ago

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

132 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

139 days ago

SWL Week in Review - Anthrospace

146 days ago

SWL Week in Review - Forward Deployed Monks

151 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

159 days ago

SWL Week in Review - AI Flippenings & 2x2s

162 days ago

Invite to Pearl genesis event

167 days ago

SWL Week in Review - WWE of Silicon Valley

169 days ago

Invite to Pearl genesis event

174 days ago

SWL Week in Review - Build Your Own Apps

180 days ago

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

186 days ago

SWL Week in Review - Looksmaxxing

194 days ago

SWL Week in Review - Bot or Not

202 days ago

SWL Week in Review - Master of Bots

209 days ago

SWL Week in Review - A Commodity Without Monopoly Power

216 days ago

SWL Week in Review - Claude Week

219 days ago

Polymath

223 days ago

SWL Week in Review - Roblox for Adults

226 days ago

SWL Week in Review - P90 selloff

237 days ago

SWL Week in Review - No Typists Anymore...

241 days ago

SWL Week in Review - Chosen by the Claw.

251 days ago

SWL Week in Review - Gold.

257 days ago

SWL Week in Review - half-kelly

261 days ago

SWL Week in Review - clawdbot

272 days ago

SWL Week in Review - Positivity?

277 days ago

SWL Week in Review - The Narratives of ’26

293 days ago

SWL Week in Review - Whip not Muscle

298 days ago

SWL Week in Review - Enemy of My Enemy

307 days ago

SWL Week in Review - Code Red Realities

312 days ago

SWL Week in Review - AI Business Model Wars

321 days ago

SWL Week in Review - Make Poor?

328 days ago

SWL Week in Review - Finger Size

335 days ago

SWL Week in Review - Etiquette

341 days ago

SWL Week in Review - Orizaba Reflections

347 days ago

SWL Week in Review - Lowbrow LLM culture

354 days ago

SWL Week in Review - Religion

363 days ago

SWL Week in Review - Slop

370 days ago

SWL Week in Review - Sora So What?

374 days ago

SWL Week in Review - Mercantilism

384 days ago

SWL Week in Review - 996 meta etiquette

391 days ago

SWL Week in Review - Memetic Warfare

398 days ago

SWL Week in Review - Wars of Attrition

412 days ago

SWL Week in Review - Top?

417 days ago

SWL Week in Review - Protest

426 days ago

SWL Week in Review - Betting on LLMs (literally)

433 days ago

SWL Week in Review - Outrage (and Figma)

440 days ago

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

447 days ago

SWL Week in Review - is Vibecoding Entertainment?

451 days ago

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

460 days ago

Meet the M...eta-Yankees

467 days ago

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

475 days ago

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

481 days ago

Scale, Sambot, Harvard Reunion

489 days ago

Bears and Books no E, no T

494 days ago

who is single?... and steven pinker

503 days ago

Vibecode Reality, OF, and Incumbents

510 days ago

experiences' airbnb, farming, brokers

517 days ago

Tel Aviv

522 days ago

Antisemitism and AI

531 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

538 days ago

Harvard, and Decolonization

552 days ago

Tariffs and Spies...

557 days ago

Mostly Skiing... a few other thoughts

566 days ago

Spies, Teams and Themes

570 days ago

Space Bet, Softbank, and Bill Maher

580 days ago

Again and Again, Nothing is New

587 days ago

Narrative Selloff, HP, and Harvard

601 days ago

Slow Creator I, Merit First, and Memes

605 days ago

Understanding Memecoins, and Merit First

615 days ago

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

622 days ago

Tiktok, Trade Wars, and Financial Nihilism

636 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

657 days ago

Elon 'Zaphod' Musk and AI pragmatism

664 days ago

Sora, United Health, Survivability of Seed Capital

671 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

678 days ago

Venmo, Sling & Techbro Culture

685 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

691 days ago

Summers, DOGE, Storytelling

699 days ago

Election Thoughts...

706 days ago

Tech Earnings, Destroying Trust in Reality

713 days ago

Vision Pro Failure, AI Cherry on Top

720 days ago

Planet Elon & Seed 'Value' Investing

727 days ago

Google Antitrust, The State of Seed

734 days ago

Monster F-it Funding Rounds, Golf Curious VC

741 days ago

Meta, Death of SaaS and YC...

746 days ago

the children, aleo, and hustle culture

754 days ago

Beast is Buzzfeed... Google SEO sadness

762 days ago

Founder Mode, Packy and Harry discoveries...

769 days ago

VC Reset, and Some Hiring

783 days ago

Turn Off, Tune Out, Drop In

797 days ago

AI Earnings, Harvard Wins

804 days ago

Opensource AI, Topaz, and Netanyahu

811 days ago

Trump, Kiki, and the Olympics

825 days ago

Patriotism and Summer

829 days ago

Hearsay, Debates and Hacks

1042 days ago

Followup from Capital Light Conference

1044 days ago

Reminder - Capital Light Conference Tomorrow AM

1049 days ago

Invite to The Capital Light Conference on the 29th

1049 days ago

Capital Light Conference on the 29th

1063 days ago

Post-Factory VC' Conference Invite...

1070 days ago

Followup from the 'State of VC' deck

1084 days ago

Followup from the 'State of VC' deck

1086 days ago

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

1086 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1105 days ago

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

1119 days ago

The Apple Episode (Carbon Neutralish)

1133 days ago

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

1140 days ago

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

1147 days ago

You should kill your startup, What replaces globalization

1161 days ago

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

1168 days ago

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

1171 days ago

More or Less Podcast

1347 days ago

The Best Time to Build

1379 days ago

Creator Financing Is Going Mainstream

1428 days ago

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

1626 days ago

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

1687 days ago

How to Put Physical Assets on the Blockchain

1771 days ago

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

1791 days ago

The Metaverse Is Coming. What Happens Next?

1798 days ago

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

1807 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1821 days ago

A test title

1891 days ago

The End of Venture Capital as We Know It

2024 days ago

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

2026 days ago

The Future of Investing Directly In People

2046 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2058 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2081 days ago

Equity Financing for Influencers

2095 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2116 days ago

How Covid Accelerated Changes Already in the Making

2157 days ago

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

2179 days ago

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

2197 days ago

Lessons From the Rise of OnlyFans

2229 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2250 days ago

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

2270 days ago

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

2276 days ago

The Escalating War Between Our Physical and Digital Realities

2299 days ago

On Feed Ranking and Free Speech

2313 days ago

The Slippery Slope to Censored Speech

2320 days ago

The Over-Under on New Voice-Chat App Clubhouse

2332 days ago

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

2346 days ago

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

2352 days ago

The Long-Term Implications of Extended Work From Home

2376 days ago

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

2404 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2432 days ago

The 10 Ways TikTok Will Change Social Product Design

2459 days ago

My Predictions for the Next Decade

2459 days ago

Grading My 2010 Predictions—and What I Learned

2488 days ago

In Defense of Deep Fakes

2502 days ago

Four Paths Forward for ‘Social Products’

2530 days ago

The Key Themes That Matter for the Future of Work

2543 days ago

The Challenges Facing Free Speech

2571 days ago

The Home Camera Wars

2579 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2635 days ago

On Inequality and Risk Capacity

2642 days ago

The Future of Free Speech

2712 days ago

Remote Work and the Politics of Decentralization

2726 days ago

Why the Internet Could Help Small Businesses Regain Power

2747 days ago

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

2761 days ago

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

2771 days ago

A Warning on the Dangers of Ephemeral Messaging

2782 days ago

ISAs and the Future of Securitization

2796 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2796 days ago

Modest Conversations: Income Share Agreements

2803 days ago

How to Introduce a Wealth Tax

2817 days ago

How Political Content Fills the Void Left by Micro-Targeting

2845 days ago

What Technologists Can Learn From Religions

2852 days ago

My Predictions for Crypto in 2019

2866 days ago

We Need Better Measures of Social and Environmental Impacts

2887 days ago

Is Uber Cash a Crypto Play?

2915 days ago

The Coming of the Human Knowledge-Work Cloud

2956 days ago

How the Internet Broke and What to Do About It

2962 days ago

Introducing “B is for Bitcoin”

2971 days ago

The Future of Privacy: Disinformation

2992 days ago

Scooters: The New Self-Driving Cars

3033 days ago

It’s Time for an American Internet Privacy Framework

3055 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3075 days ago

Venmo Trust and The Blockchain

3104 days ago

Governing the Internet

3139 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3160 days ago

The Intellectual Tension Between Social Networking and Blockchains

3167 days ago

Stable Coins, Oracles, Trust, and Identity

3174 days ago

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

3188 days ago

The Future of Hybrid Centralized-Decentralized Apps

3216 days ago

Blockchains and the Right to Be Forgotten

3230 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3244 days ago

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

3258 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3258 days ago

Modest Conversations: Attention and Addiction

3280 days ago

Modest Conversations: The Human Side of Building Technology

3286 days ago

The Future of Work

3314 days ago

The Future of Free Speech

3350 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3356 days ago

The Future of Truth

3358 days ago

On Product Management - Rousseau Kazi

3364 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3371 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3378 days ago

Modest Conversations: Solving The Problems of Modern Cities

3384 days ago

Seven Key Questions in the Cryptocurrency World

3386 days ago

Modest Conversations: What You Know vs. Who You Know

3392 days ago

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

3406 days ago

Modest Conversations: Jobs, Inequality, and UBI

3412 days ago

A Game Plan for VR and AR in 2017

3413 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3419 days ago

Modest Conversations: Building Great Relationships With Kids

3426 days ago

Time to Pay Attention to Cryptocurrencies

3427 days ago

Modest Conversations: The Near Future of AI

3434 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3439 days ago

The Wrinkle In Forecasting Autonomous Cars

3441 days ago

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

3448 days ago

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

3454 days ago

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

3455 days ago

Modest Conversations: The Future of Real Estate

3462 days ago

Modest Conversations: Is Meditation The Next Yoga?

3468 days ago

The Second Coming of IT

3469 days ago

Modest Conversations: New York Tech & Social Media Fame

3475 days ago

Why Twitter Should Start Charging

3476 days ago

Modest Conversations: Virtual and Physical Communities

3483 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3489 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3490 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3496 days ago

The Information Presents: Modest Conversations

3503 days ago

Slowing Down the Digital Escapist Movement

3517 days ago

The Return of History: Google Photos and Personal Big Data

3524 days ago

The Similarity Between Silicon Valley and Trump

3552 days ago

Our Silent Future

3565 days ago

Bot Check-In: A Year of Disappointment

3572 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3580 days ago

Why Amazon Should Launch a Bank—But Won’t

3594 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3608 days ago

The Rise of Information Imperialism

3622 days ago

The First Modern Election

3629 days ago

Where Airbnb May Be More Vulnerable than Uber

3643 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3657 days ago

How Data Analytics is Changing Startup Financing

3671 days ago

Uber’s Self-Driving Car Puzzle

3685 days ago

What Everyone Is Missing about Venture Returns

3699 days ago

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

3706 days ago

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

3719 days ago

Why the Bonus Culture Will Spread

3734 days ago

How to Profit from Political Correctness

3747 days ago

Bots in 2016: Mid-Year Check In

3762 days ago

The Negative Side of Incubators

3776 days ago

Era of Lean Startups Nears an End

3790 days ago

The Non-Monetizable Product Blind Spot

3804 days ago

Why the Home Wars Aren’t the Phone Wars

3818 days ago

The New Business of Editing

3832 days ago

The Coming End of Capitalism

3846 days ago

Why Tech Needs Epic Failures

3860 days ago

Why We Should Abolish Time Zones

3881 days ago

Startups Need to Fire More Customers

3895 days ago

Why Startups Are Doomed, Part Two

3916 days ago

On Bots, Conversational Apps and Fin

3930 days ago

Personal Voice Analysis for the New Year

3944 days ago

Star Wars’ Private Tech Valuation Formula

3944 days ago

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

3958 days ago

The Good Enough Stuff Revolution

3972 days ago

Kodak’s Lesson for Detroit

3986 days ago

The New Winners and Losers in the Boredom Market

4000 days ago

How Growth Will Burst the Tech Bubble

4014 days ago

Why It’s Hard to Fix Failing Tech Cos.

4028 days ago

The Case Against Product-Market Fit

4042 days ago

Paying Up Front is a Legacy Concept

4063 days ago

Understanding the Hidden ‘Costs’ of Products

4077 days ago

Oculus Is for the Elderly

4091 days ago

The Hidden Costs of Pivoting

4105 days ago

Startups Need Shade—Not Just Time—To Grow

4119 days ago

Why VCs are the New Investment Bankers

4133 days ago

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

4147 days ago

Pricing for Consumer Perception

4168 days ago

The End of the Bazaar

4182 days ago

The Downside of Positive Feedback

4196 days ago

A Call for New Type of Mapping Platform

4210 days ago

The Economics of Sharing: Past and Present

4217 days ago

How Startups Get Their Metrics Wrong

4231 days ago

Why Tech Comp is Broken and Ideas To Fix It

4245 days ago

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

4259 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4273 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4287 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4301 days ago

My 2020 Predictions: A Reality Check

4308 days ago

Technology, Taxi Medallions and the Ancien Régime

4315 days ago

How Digital Photography Is Altering Our Memory

4321 days ago

Economy Soars, Uber Drops in The Information Survey

4322 days ago

The Race to Become the Apple of Drones

4329 days ago

As Technology Kills GDP, What’s Next?

4336 days ago

When Tech Companies Enter Zero-Sum Markets

4343 days ago

Uber As Gatekeeper to the Physical World

4349 days ago

The Information Subscribers Say…

4350 days ago

Native Apps: A Game Startups Can’t Win

4357 days ago

Big Brands Have Become Liabilities

4364 days ago

Growth: Design It, Buy It or Get Stuck

4371 days ago

What I’ve Learned Since Leaving Facebook

4378 days ago

Time to Hang up on Voice

4385 days ago

How the Sharing Economy Threatens the Traditional Economy

4392 days ago

The Second Coming of Non-Consensus Currencies

4399 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4406 days ago

The ‘Uber Effect’ on the Property Market

4413 days ago

Selfies, Emoji and the Economics of Communication