Posts

4 days ago

SWL Week in Review - Think of the Children!

11 days ago

SWL Week in Review - Token Trading

18 days ago

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

25 days ago

SWL Week in Review - Summer Bag Securing

30 days ago

SWL Week in Review - Never Compete

39 days ago

SWL Week in Review - Crushing Bot Rebellions

46 days ago

SWL Week in Review - Appeasement

58 days ago

SWL Week in Review - The Voice of America

67 days ago

SWL Week in Review - Late Empire

71 days ago

SWL Week in Review - Teamshares

78 days ago

SWL Week in Review - Capitalist Multiverse

88 days ago

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

94 days ago

SWL Week in Review - AI Gutting the Consumer Economy?

102 days ago

SWL Week in Review - Anthrospace

109 days ago

SWL Week in Review - Forward Deployed Monks

114 days ago

SWL Week in Review - Gamma Squeeze and Narratives about Narratives

122 days ago

SWL Week in Review - AI Flippenings & 2x2s

124 days ago

Invite to Pearl genesis event

130 days ago

SWL Week in Review - WWE of Silicon Valley

132 days ago

Invite to Pearl genesis event

136 days ago

SWL Week in Review - Build Your Own Apps

142 days ago

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

149 days ago

SWL Week in Review - Looksmaxxing

156 days ago

SWL Week in Review - Bot or Not

164 days ago

SWL Week in Review - Master of Bots

171 days ago

SWL Week in Review - A Commodity Without Monopoly Power

179 days ago

SWL Week in Review - Claude Week

181 days ago

Polymath

186 days ago

SWL Week in Review - Roblox for Adults

189 days ago

SWL Week in Review - P90 selloff

199 days ago

SWL Week in Review - No Typists Anymore...

204 days ago

SWL Week in Review - Chosen by the Claw.

213 days ago

SWL Week in Review - Gold.

220 days ago

SWL Week in Review - half-kelly

224 days ago

SWL Week in Review - clawdbot

235 days ago

SWL Week in Review - Positivity?

239 days ago

SWL Week in Review - The Narratives of ’26

255 days ago

SWL Week in Review - Whip not Muscle

260 days ago

SWL Week in Review - Enemy of My Enemy

270 days ago

SWL Week in Review - Code Red Realities

274 days ago

SWL Week in Review - AI Business Model Wars

283 days ago

SWL Week in Review - Make Poor?

290 days ago

SWL Week in Review - Finger Size

298 days ago

SWL Week in Review - Etiquette

304 days ago

SWL Week in Review - Orizaba Reflections

310 days ago

SWL Week in Review - Lowbrow LLM culture

317 days ago

SWL Week in Review - Religion

326 days ago

SWL Week in Review - Slop

333 days ago

SWL Week in Review - Sora So What?

337 days ago

SWL Week in Review - Mercantilism

347 days ago

SWL Week in Review - 996 meta etiquette

354 days ago

SWL Week in Review - Memetic Warfare

361 days ago

SWL Week in Review - Wars of Attrition

375 days ago

SWL Week in Review - Top?

380 days ago

SWL Week in Review - Protest

389 days ago

SWL Week in Review - Betting on LLMs (literally)

396 days ago

SWL Week in Review - Outrage (and Figma)

403 days ago

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

410 days ago

SWL Week in Review - is Vibecoding Entertainment?

414 days ago

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

423 days ago

Meet the M...eta-Yankees

430 days ago

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

437 days ago

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

444 days ago

Scale, Sambot, Harvard Reunion

452 days ago

Bears and Books no E, no T

457 days ago

who is single?... and steven pinker

466 days ago

Vibecode Reality, OF, and Incumbents

473 days ago

experiences' airbnb, farming, brokers

480 days ago

Tel Aviv

485 days ago

Antisemitism and AI

493 days ago

WTFVC 2025, Anti-Trust, and Ruck Rock

501 days ago

Harvard, and Decolonization

514 days ago

Tariffs and Spies...

520 days ago

Mostly Skiing... a few other thoughts

529 days ago

Spies, Teams and Themes

533 days ago

Space Bet, Softbank, and Bill Maher

542 days ago

Again and Again, Nothing is New

550 days ago

Narrative Selloff, HP, and Harvard

564 days ago

Slow Creator I, Merit First, and Memes

568 days ago

Understanding Memecoins, and Merit First

577 days ago

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

585 days ago

Tiktok, Trade Wars, and Financial Nihilism

599 days ago

The 2025 Gameplan, Free Speech, and Degen Investing

619 days ago

Elon 'Zaphod' Musk and AI pragmatism

627 days ago

Sora, United Health, Survivability of Seed Capital

634 days ago

Aaron Levie, Voight-Kampff, Retail Fomo

641 days ago

Venmo, Sling & Techbro Culture

648 days ago

Fwd Health, VC Regatta Model, Value Seed Investing

654 days ago

Summers, DOGE, Storytelling

662 days ago

Election Thoughts...

669 days ago

Tech Earnings, Destroying Trust in Reality

676 days ago

Vision Pro Failure, AI Cherry on Top

683 days ago

Planet Elon & Seed 'Value' Investing

690 days ago

Google Antitrust, The State of Seed

697 days ago

Monster F-it Funding Rounds, Golf Curious VC

704 days ago

Meta, Death of SaaS and YC...

708 days ago

the children, aleo, and hustle culture

717 days ago

Beast is Buzzfeed... Google SEO sadness

725 days ago

Founder Mode, Packy and Harry discoveries...

732 days ago

VC Reset, and Some Hiring

746 days ago

Turn Off, Tune Out, Drop In

760 days ago

AI Earnings, Harvard Wins

767 days ago

Opensource AI, Topaz, and Netanyahu

774 days ago

Trump, Kiki, and the Olympics

788 days ago

Patriotism and Summer

792 days ago

Hearsay, Debates and Hacks

1005 days ago

Followup from Capital Light Conference

1007 days ago

Reminder - Capital Light Conference Tomorrow AM

1012 days ago

Invite to The Capital Light Conference on the 29th

1012 days ago

Capital Light Conference on the 29th

1026 days ago

Post-Factory VC' Conference Invite...

1033 days ago

Followup from the 'State of VC' deck

1047 days ago

Followup from the 'State of VC' deck

1049 days ago

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

1049 days ago

What To Do About Misinformation in the Upcoming Election Cycle?

1067 days ago

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

1082 days ago

The Apple Episode (Carbon Neutralish)

1096 days ago

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

1103 days ago

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

1110 days ago

You should kill your startup, What replaces globalization

1124 days ago

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

1131 days ago

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

1134 days ago

More or Less Podcast

1310 days ago

The Best Time to Build

1342 days ago

Creator Financing Is Going Mainstream

1391 days ago

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

1589 days ago

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

1650 days ago

How to Put Physical Assets on the Blockchain

1734 days ago

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

1754 days ago

The Metaverse Is Coming. What Happens Next?

1761 days ago

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

1770 days ago

What Sequoia Gains by Blowing Up the VC Fund Structure

1784 days ago

A test title

1854 days ago

The End of Venture Capital as We Know It

1987 days ago

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

1989 days ago

The Future of Investing Directly In People

2009 days ago

Collectibles, Crypto NFTs, and the Monetization of Influence

2021 days ago

Clubhouse and the Future of Cult-Driven Social Platforms

2044 days ago

Equity Financing for Influencers

2058 days ago

How Blocking Trump Puts the Future of the Internet at Risk

2079 days ago

How Covid Accelerated Changes Already in the Making

2120 days ago

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

2142 days ago

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

2160 days ago

Lessons From the Rise of OnlyFans

2192 days ago

California’s 2020 Budget Solution: A Startup Equity Tax

2213 days ago

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

2233 days ago

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

2239 days ago

The Escalating War Between Our Physical and Digital Realities

2262 days ago

On Feed Ranking and Free Speech

2276 days ago

The Slippery Slope to Censored Speech

2283 days ago

The Over-Under on New Voice-Chat App Clubhouse

2295 days ago

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

2309 days ago

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

2315 days ago

The Long-Term Implications of Extended Work From Home

2339 days ago

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

2367 days ago

How Coronavirus Epidemics Could Alter the Future of Tech

2395 days ago

The 10 Ways TikTok Will Change Social Product Design

2422 days ago

My Predictions for the Next Decade

2422 days ago

Grading My 2010 Predictions—and What I Learned

2451 days ago

In Defense of Deep Fakes

2465 days ago

Four Paths Forward for ‘Social Products’

2493 days ago

The Key Themes That Matter for the Future of Work

2506 days ago

The Challenges Facing Free Speech

2534 days ago

The Home Camera Wars

2542 days ago

A Solution for Gig Economy Labor: Lightning Strikes

2598 days ago

On Inequality and Risk Capacity

2605 days ago

The Future of Free Speech

2675 days ago

Remote Work and the Politics of Decentralization

2689 days ago

Why the Internet Could Help Small Businesses Regain Power

2710 days ago

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

2724 days ago

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

2734 days ago

A Warning on the Dangers of Ephemeral Messaging

2745 days ago

ISAs and the Future of Securitization

2759 days ago

The Pressure on the News Industry Is a Symptom of Disempowerment

2759 days ago

Modest Conversations: Income Share Agreements

2766 days ago

How to Introduce a Wealth Tax

2780 days ago

How Political Content Fills the Void Left by Micro-Targeting

2808 days ago

What Technologists Can Learn From Religions

2815 days ago

My Predictions for Crypto in 2019

2829 days ago

We Need Better Measures of Social and Environmental Impacts

2850 days ago

Is Uber Cash a Crypto Play?

2878 days ago

The Coming of the Human Knowledge-Work Cloud

2919 days ago

How the Internet Broke and What to Do About It

2925 days ago

Introducing “B is for Bitcoin”

2934 days ago

The Future of Privacy: Disinformation

2955 days ago

Scooters: The New Self-Driving Cars

2996 days ago

It’s Time for an American Internet Privacy Framework

3018 days ago

Instagram Is the Real Virtual Reality, Not Oculus

3038 days ago

Venmo Trust and The Blockchain

3067 days ago

Governing the Internet

3102 days ago

The Double-Edged Sword of Using Blockchains for Identity Portability

3123 days ago

The Intellectual Tension Between Social Networking and Blockchains

3130 days ago

Stable Coins, Oracles, Trust, and Identity

3137 days ago

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

3151 days ago

The Future of Hybrid Centralized-Decentralized Apps

3179 days ago

Blockchains and the Right to Be Forgotten

3193 days ago

14 Ways the Cryptocurrency Market Will Change in 2018

3207 days ago

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

3221 days ago

The Tower of Babel: Five Challenges of the Modern Internet

3221 days ago

Modest Conversations: Attention and Addiction

3243 days ago

Modest Conversations: The Human Side of Building Technology

3249 days ago

The Future of Work

3277 days ago

The Future of Free Speech

3313 days ago

On Bitcoin Cash & New Ways Crypto-Projects Move Forward

3319 days ago

The Future of Truth

3321 days ago

On Product Management - Rousseau Kazi

3327 days ago

Building Platform Products - Raylene Yung of Stripe & Facebook

3334 days ago

Viewpoint From The Silicon Valley Entering Class of ‘17

3341 days ago

Modest Conversations: Solving The Problems of Modern Cities

3347 days ago

Seven Key Questions in the Cryptocurrency World

3349 days ago

Modest Conversations: What You Know vs. Who You Know

3355 days ago

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

3369 days ago

Modest Conversations: Jobs, Inequality, and UBI

3375 days ago

A Game Plan for VR and AR in 2017

3376 days ago

Modest Conversations: Cryptocurrency & ICOs vs. Venture Capital

3382 days ago

Modest Conversations: Building Great Relationships With Kids

3389 days ago

Time to Pay Attention to Cryptocurrencies

3390 days ago

Modest Conversations: The Near Future of AI

3397 days ago

Modest Conversations: Morning Routines of 2027 and 2047

3402 days ago

The Wrinkle In Forecasting Autonomous Cars

3404 days ago

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

3411 days ago

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

3417 days ago

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

3418 days ago

Modest Conversations: The Future of Real Estate

3424 days ago

Modest Conversations: Is Meditation The Next Yoga?

3431 days ago

The Second Coming of IT

3432 days ago

Modest Conversations: New York Tech & Social Media Fame

3438 days ago

Why Twitter Should Start Charging

3439 days ago

Modest Conversations: Virtual and Physical Communities

3446 days ago

Modest Conversations: Unions, Regulatory Capture, and Tech

3452 days ago

Who Pays for Redesigning Streets for Self-Driving Cars?

3452 days ago

Modest Conversations: Who Drives Corporate Benefits and Responsibility?

3459 days ago

The Information Presents: Modest Conversations

3466 days ago

Slowing Down the Digital Escapist Movement

3480 days ago

The Return of History: Google Photos and Personal Big Data

3487 days ago

The Similarity Between Silicon Valley and Trump

3515 days ago

Our Silent Future

3528 days ago

Bot Check-In: A Year of Disappointment

3535 days ago

In 2017, Tech Will Seek to Regain Moral High Ground

3543 days ago

Why Amazon Should Launch a Bank—But Won’t

3557 days ago

Free Speech and Democracy in the Age of Micro-Targeting

3571 days ago

The Rise of Information Imperialism

3585 days ago

The First Modern Election

3592 days ago

Where Airbnb May Be More Vulnerable than Uber

3606 days ago

Why Today’s Tech Narrative is Way Ahead of Reality

3620 days ago

How Data Analytics is Changing Startup Financing

3634 days ago

Uber’s Self-Driving Car Puzzle

3648 days ago

What Everyone Is Missing about Venture Returns

3662 days ago

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

3669 days ago

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

3682 days ago

Why the Bonus Culture Will Spread

3697 days ago

How to Profit from Political Correctness

3710 days ago

Bots in 2016: Mid-Year Check In

3725 days ago

The Negative Side of Incubators

3739 days ago

Era of Lean Startups Nears an End

3753 days ago

The Non-Monetizable Product Blind Spot

3767 days ago

Why the Home Wars Aren’t the Phone Wars

3781 days ago

The New Business of Editing

3795 days ago

The Coming End of Capitalism

3809 days ago

Why Tech Needs Epic Failures

3823 days ago

Why We Should Abolish Time Zones

3844 days ago

Startups Need to Fire More Customers

3858 days ago

Why Startups Are Doomed, Part Two

3879 days ago

On Bots, Conversational Apps and Fin

3893 days ago

Personal Voice Analysis for the New Year

3907 days ago

Star Wars’ Private Tech Valuation Formula

3907 days ago

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

3921 days ago

The Good Enough Stuff Revolution

3935 days ago

Kodak’s Lesson for Detroit

3949 days ago

The New Winners and Losers in the Boredom Market

3963 days ago

How Growth Will Burst the Tech Bubble

3977 days ago

Why It’s Hard to Fix Failing Tech Cos.

3991 days ago

The Case Against Product-Market Fit

4005 days ago

Paying Up Front is a Legacy Concept

4026 days ago

Understanding the Hidden ‘Costs’ of Products

4040 days ago

Oculus Is for the Elderly

4054 days ago

The Hidden Costs of Pivoting

4068 days ago

Startups Need Shade—Not Just Time—To Grow

4082 days ago

Why VCs are the New Investment Bankers

4096 days ago

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

4110 days ago

Pricing for Consumer Perception

4131 days ago

The End of the Bazaar

4145 days ago

The Downside of Positive Feedback

4159 days ago

A Call for New Type of Mapping Platform

4173 days ago

The Economics of Sharing: Past and Present

4180 days ago

How Startups Get Their Metrics Wrong

4194 days ago

Why Tech Comp is Broken and Ideas To Fix It

4208 days ago

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

4222 days ago

Leapfrogging the U.S.: Transportation in Sao Paulo

4236 days ago

Labor Economics and How Uber is Going to Disrupt Starbucks

4250 days ago

Native Advertising: A Convenient Pitch I’m Not Buying

4264 days ago

My 2020 Predictions: A Reality Check

4271 days ago

Technology, Taxi Medallions and the Ancien Régime

4278 days ago

How Digital Photography Is Altering Our Memory

4284 days ago

Economy Soars, Uber Drops in The Information Survey

4285 days ago

The Race to Become the Apple of Drones

4292 days ago

As Technology Kills GDP, What’s Next?

4299 days ago

When Tech Companies Enter Zero-Sum Markets

4306 days ago

Uber As Gatekeeper to the Physical World

4312 days ago

The Information Subscribers Say…

4313 days ago

Native Apps: A Game Startups Can’t Win

4320 days ago

Big Brands Have Become Liabilities

4327 days ago

Growth: Design It, Buy It or Get Stuck

4334 days ago

What I’ve Learned Since Leaving Facebook

4341 days ago

Time to Hang up on Voice

4348 days ago

How the Sharing Economy Threatens the Traditional Economy

4355 days ago

The Second Coming of Non-Consensus Currencies

4362 days ago

Why Universities Should Wise Up and Retain Their ‘Users’

4369 days ago

The ‘Uber Effect’ on the Property Market

4376 days ago

Selfies, Emoji and the Economics of Communication