Posts

40 days ago

SWL Week in Review - AI Flippenings & 2x2s

43 days ago

Invite to Pearl genesis event

48 days ago

SWL Week in Review - WWE of Silicon Valley

50 days ago

Invite to Pearl genesis event

55 days ago

SWL Week in Review - Build Your Own Apps

61 days ago

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

67 days ago

SWL Week in Review - Looksmaxxing

75 days ago

SWL Week in Review - Bot or Not

83 days ago

SWL Week in Review - Master of Bots

90 days ago

SWL Week in Review - A Commodity Without Monopoly Power

97 days ago

SWL Week in Review - Claude Week

100 days ago

Polymath

104 days ago

SWL Week in Review - Roblox for Adults

107 days ago

SWL Week in Review - P90 selloff

118 days ago

SWL Week in Review - No Typists Anymore...

122 days ago

SWL Week in Review - Chosen by the Claw.

132 days ago

SWL Week in Review - Gold.

139 days ago

SWL Week in Review - half-kelly

142 days ago

SWL Week in Review - clawdbot

153 days ago

SWL Week in Review - Positivity?

158 days ago

SWL Week in Review - The Narratives of ’26

174 days ago

SWL Week in Review - Whip not Muscle

179 days ago

SWL Week in Review - Enemy of My Enemy

188 days ago

SWL Week in Review - Code Red Realities

193 days ago

SWL Week in Review - AI Business Model Wars

202 days ago

SWL Week in Review - Make Poor?

209 days ago

SWL Week in Review - Finger Size

216 days ago

SWL Week in Review - Etiquette

222 days ago

SWL Week in Review - Orizaba Reflections

228 days ago

SWL Week in Review - Lowbrow LLM culture

235 days ago

SWL Week in Review - Religion

244 days ago

SWL Week in Review - Slop

251 days ago

SWL Week in Review - Sora So What?

255 days ago

SWL Week in Review - Mercantilism

265 days ago

SWL Week in Review - 996 meta etiquette

272 days ago

SWL Week in Review - Memetic Warfare

279 days ago

SWL Week in Review - Wars of Attrition

293 days ago

SWL Week in Review - Top?

298 days ago

SWL Week in Review - Protest

307 days ago

SWL Week in Review - Betting on LLMs (literally)

314 days ago

SWL Week in Review - Outrage (and Figma)

321 days ago

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

328 days ago

SWL Week in Review - is Vibecoding Entertainment?

332 days ago

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

341 days ago

Meet the M...eta-Yankees

348 days ago

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

356 days ago

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

362 days ago

Scale, Sambot, Harvard Reunion

370 days ago

Bears and Books no E, no T

375 days ago

who is single?... and steven pinker

384 days ago

Vibecode Reality, OF, and Incumbents

391 days ago

experiences' airbnb, farming, brokers

398 days ago

Tel Aviv

403 days ago

Antisemitism and AI

412 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

419 days ago

Harvard, and Decolonization

433 days ago

Tariffs and Spies...

438 days ago

Mostly Skiing... a few other thoughts

447 days ago

Spies, Teams and Themes

452 days ago

Space Bet, Softbank, and Bill Maher

461 days ago

Again and Again, Nothing is New

468 days ago

Narrative Selloff, HP, and Harvard

482 days ago

Slow Creator I, Merit First, and Memes

486 days ago

Understanding Memecoins, and Merit First

496 days ago

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

503 days ago

Tiktok, Trade Wars, and Financial Nihilism

517 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

538 days ago

Elon 'Zaphod' Musk and AI pragmatism

545 days ago

Sora, United Health, Survivability of Seed Capital

552 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

559 days ago

Venmo, Sling & Techbro Culture

566 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

573 days ago

Summers, DOGE, Storytelling

580 days ago

Election Thoughts...

587 days ago

Tech Earnings, Destroying Trust in Reality

594 days ago

Vision Pro Failure, AI Cherry on Top

601 days ago

Planet Elon & Seed 'Value' Investing

608 days ago

Google Antitrust, The State of Seed

615 days ago

Monster F-it Funding Rounds, Golf Curious VC

622 days ago

Meta, Death of SaaS and YC...

627 days ago

the children, aleo, and hustle culture

635 days ago

Beast is Buzzfeed... Google SEO sadness

643 days ago

Founder Mode, Packy and Harry discoveries...

650 days ago

VC Reset, and Some Hiring

664 days ago

Turn Off, Tune Out, Drop In

678 days ago

AI Earnings, Harvard Wins

685 days ago

Opensource AI, Topaz, and Netanyahu

692 days ago

Trump, Kiki, and the Olympics

706 days ago

Patriotism and Summer

711 days ago

Hearsay, Debates and Hacks

923 days ago

Followup from Capital Light Conference

925 days ago

Reminder - Capital Light Conference Tomorrow AM

930 days ago

Invite to The Capital Light Conference on the 29th

930 days ago

Capital Light Conference on the 29th

944 days ago

Post-Factory VC' Conference Invite...

951 days ago

Followup from the 'State of VC' deck

965 days ago

Followup from the 'State of VC' deck

967 days ago

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

967 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

986 days ago

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

1000 days ago

The Apple Episode (Carbon Neutralish)

1014 days ago

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

1021 days ago

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

1028 days ago

You should kill your startup, What replaces globalization

1042 days ago

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

1049 days ago

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

1052 days ago

More or Less Podcast

1228 days ago

The Best Time to Build

1260 days ago

Creator Financing Is Going Mainstream

1309 days ago

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

1507 days ago

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

1568 days ago

How to Put Physical Assets on the Blockchain

1652 days ago

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

1672 days ago

The Metaverse Is Coming. What Happens Next?

1679 days ago

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

1688 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1702 days ago

A test title

1772 days ago

The End of Venture Capital as We Know It

1905 days ago

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

1907 days ago

The Future of Investing Directly In People

1927 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

1939 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

1962 days ago

Equity Financing for Influencers

1976 days ago

How Blocking Trump Puts the Future of the Internet at Risk

1997 days ago

How Covid Accelerated Changes Already in the Making

2038 days ago

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

2060 days ago

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

2078 days ago

Lessons From the Rise of OnlyFans

2110 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2131 days ago

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

2151 days ago

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

2157 days ago

The Escalating War Between Our Physical and Digital Realities

2180 days ago

On Feed Ranking and Free Speech

2194 days ago

The Slippery Slope to Censored Speech

2201 days ago

The Over-Under on New Voice-Chat App Clubhouse

2213 days ago

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

2227 days ago

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

2233 days ago

The Long-Term Implications of Extended Work From Home

2257 days ago

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

2285 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2313 days ago

The 10 Ways TikTok Will Change Social Product Design

2340 days ago

My Predictions for the Next Decade

2340 days ago

Grading My 2010 Predictions—and What I Learned

2369 days ago

In Defense of Deep Fakes

2383 days ago

Four Paths Forward for ‘Social Products’

2411 days ago

The Key Themes That Matter for the Future of Work

2424 days ago

The Challenges Facing Free Speech

2452 days ago

The Home Camera Wars

2460 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2516 days ago

On Inequality and Risk Capacity

2523 days ago

The Future of Free Speech

2593 days ago

Remote Work and the Politics of Decentralization

2607 days ago

Why the Internet Could Help Small Businesses Regain Power

2628 days ago

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

2642 days ago

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

2652 days ago

A Warning on the Dangers of Ephemeral Messaging

2663 days ago

ISAs and the Future of Securitization

2677 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2678 days ago

Modest Conversations: Income Share Agreements

2684 days ago

How to Introduce a Wealth Tax

2698 days ago

How Political Content Fills the Void Left by Micro-Targeting

2726 days ago

What Technologists Can Learn From Religions

2733 days ago

My Predictions for Crypto in 2019

2747 days ago

We Need Better Measures of Social and Environmental Impacts

2768 days ago

Is Uber Cash a Crypto Play?

2796 days ago

The Coming of the Human Knowledge-Work Cloud

2837 days ago

How the Internet Broke and What to Do About It

2843 days ago

Introducing “B is for Bitcoin”

2852 days ago

The Future of Privacy: Disinformation

2873 days ago

Scooters: The New Self-Driving Cars

2914 days ago

It’s Time for an American Internet Privacy Framework

2936 days ago

Instagram Is the Real Virtual Reality, Not Oculus

2956 days ago

Venmo Trust and The Blockchain

2985 days ago

Governing the Internet

3020 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3041 days ago

The Intellectual Tension Between Social Networking and Blockchains

3048 days ago

Stable Coins, Oracles, Trust, and Identity

3055 days ago

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

3069 days ago

The Future of Hybrid Centralized-Decentralized Apps

3097 days ago

Blockchains and the Right to Be Forgotten

3111 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3126 days ago

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

3139 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3140 days ago

Modest Conversations: Attention and Addiction

3161 days ago

Modest Conversations: The Human Side of Building Technology

3167 days ago

The Future of Work

3195 days ago

The Future of Free Speech

3231 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3237 days ago

The Future of Truth

3239 days ago

On Product Management - Rousseau Kazi

3245 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3252 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3259 days ago

Modest Conversations: Solving The Problems of Modern Cities

3265 days ago

Seven Key Questions in the Cryptocurrency World

3267 days ago

Modest Conversations: What You Know vs. Who You Know

3273 days ago

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

3287 days ago

Modest Conversations: Jobs, Inequality, and UBI

3293 days ago

A Game Plan for VR and AR in 2017

3294 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3300 days ago

Modest Conversations: Building Great Relationships With Kids

3307 days ago

Time to Pay Attention to Cryptocurrencies

3308 days ago

Modest Conversations: The Near Future of AI

3315 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3320 days ago

The Wrinkle In Forecasting Autonomous Cars

3322 days ago

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

3329 days ago

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

3335 days ago

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

3336 days ago

Modest Conversations: The Future of Real Estate

3343 days ago

Modest Conversations: Is Meditation The Next Yoga?

3349 days ago

The Second Coming of IT

3350 days ago

Modest Conversations: New York Tech & Social Media Fame

3356 days ago

Why Twitter Should Start Charging

3357 days ago

Modest Conversations: Virtual and Physical Communities

3364 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3370 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3371 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3378 days ago

The Information Presents: Modest Conversations

3384 days ago

Slowing Down the Digital Escapist Movement

3398 days ago

The Return of History: Google Photos and Personal Big Data

3405 days ago

The Similarity Between Silicon Valley and Trump

3433 days ago

Our Silent Future

3446 days ago

Bot Check-In: A Year of Disappointment

3453 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3461 days ago

Why Amazon Should Launch a Bank—But Won’t

3475 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3489 days ago

The Rise of Information Imperialism

3503 days ago

The First Modern Election

3510 days ago

Where Airbnb May Be More Vulnerable than Uber

3524 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3538 days ago

How Data Analytics is Changing Startup Financing

3552 days ago

Uber’s Self-Driving Car Puzzle

3566 days ago

What Everyone Is Missing about Venture Returns

3580 days ago

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

3587 days ago

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

3600 days ago

Why the Bonus Culture Will Spread

3615 days ago

How to Profit from Political Correctness

3628 days ago

Bots in 2016: Mid-Year Check In

3643 days ago

The Negative Side of Incubators

3657 days ago

Era of Lean Startups Nears an End

3671 days ago

The Non-Monetizable Product Blind Spot

3685 days ago

Why the Home Wars Aren’t the Phone Wars

3699 days ago

The New Business of Editing

3713 days ago

The Coming End of Capitalism

3727 days ago

Why Tech Needs Epic Failures

3741 days ago

Why We Should Abolish Time Zones

3762 days ago

Startups Need to Fire More Customers

3776 days ago

Why Startups Are Doomed, Part Two

3797 days ago

On Bots, Conversational Apps and Fin

3811 days ago

Personal Voice Analysis for the New Year

3825 days ago

Star Wars’ Private Tech Valuation Formula

3825 days ago

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

3839 days ago

The Good Enough Stuff Revolution

3853 days ago

Kodak’s Lesson for Detroit

3867 days ago

The New Winners and Losers in the Boredom Market

3881 days ago

How Growth Will Burst the Tech Bubble

3895 days ago

Why It’s Hard to Fix Failing Tech Cos.

3909 days ago

The Case Against Product-Market Fit

3923 days ago

Paying Up Front is a Legacy Concept

3944 days ago

Understanding the Hidden ‘Costs’ of Products

3958 days ago

Oculus Is for the Elderly

3972 days ago

The Hidden Costs of Pivoting

3986 days ago

Startups Need Shade—Not Just Time—To Grow

4000 days ago

Why VCs are the New Investment Bankers

4014 days ago

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

4028 days ago

Pricing for Consumer Perception

4049 days ago

The End of the Bazaar

4063 days ago

The Downside of Positive Feedback

4077 days ago

A Call for New Type of Mapping Platform

4091 days ago

The Economics of Sharing: Past and Present

4098 days ago

How Startups Get Their Metrics Wrong

4112 days ago

Why Tech Comp is Broken and Ideas To Fix It

4126 days ago

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

4140 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4154 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4168 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4182 days ago

My 2020 Predictions: A Reality Check

4189 days ago

Technology, Taxi Medallions and the Ancien Régime

4196 days ago

How Digital Photography Is Altering Our Memory

4202 days ago

Economy Soars, Uber Drops in The Information Survey

4203 days ago

The Race to Become the Apple of Drones

4210 days ago

As Technology Kills GDP, What’s Next?

4217 days ago

When Tech Companies Enter Zero-Sum Markets

4224 days ago

Uber As Gatekeeper to the Physical World

4230 days ago

The Information Subscribers Say…

4231 days ago

Native Apps: A Game Startups Can’t Win

4238 days ago

Big Brands Have Become Liabilities

4245 days ago

Growth: Design It, Buy It or Get Stuck

4252 days ago

What I’ve Learned Since Leaving Facebook

4259 days ago

Time to Hang up on Voice

4266 days ago

How the Sharing Economy Threatens the Traditional Economy

4273 days ago

The Second Coming of Non-Consensus Currencies

4280 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4287 days ago

The ‘Uber Effect’ on the Property Market

4294 days ago

Selfies, Emoji and the Economics of Communication