On the Internet’s Next Act

The internet’s next major act will be augmented vision – smart glasses. Svelte, stylish, unnoticeably tech, and capable of delivering a new reality based on what is around you. Today, we are bound by a 6″ screen. Tomorrow, the internet will be all around us, absorbed visually – and invisibly – in ways that make […]

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North Star Podcast with David Perell

As a medium, audio seems to seize a unique resonance from its listeners. Just as if you ran into an author on the street a certain familiarity would emanate from the settings you yourself constructed out of her words, commonality can breed inside a listener through hearing a person’s words and stories, magnified I’m sure […]

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Uber and the Autonomy Market Gap

Just as I had no plans to write about Tesla a few weeks back I had zero to write on Uber. But the takes on its IPO have been obscured by tomorrow’s fuzzy reality around autonomous vehicles.   Full autonomy and ‘Robo-Taxies’ in the medium term are a total myth. I covered technically in depth […]

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Silicon Valley’s Information Asymmetry Problem

Sometimes when I see something that’s written about how startups should proceed written by the folks with a voice and brand – many times people with the capital to fund them – I chuckle. The information asymmetry between what may be risky and unproven and what’s easy to tweet as fact is often large. For […]

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On The Future of Tesla and Full Self Driving Cars

Last week when Tesla launched its dedicated autonomy ASIC, a lot of the focus was on this new hardware which allowed redundancy and incredibly fast neural processing. Undertaking this hardware development and executing on it during Tesla’s production hell is an unprecedented feat for any company, never mind a carmaker. As I wrote in Tesla’s […]

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On Tesla’s Incredible Platform Advantage

Since the Model S was released anyone who has ridden in the car says it feels like magic. The model 3 extended on this, arriving late but suggesting Tesla – as a car company – honed an ability to produce experiences far above most others, even though they started from scratch. There are reasons why […]

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On VC Startup Myths

Venture Capital is both a fascinating career path for an individual and an integral part of the capital markets way beyond just technology today. Over the years these are the types of anecdotes and myths that I’ve gotten a kick out of. They are painfully obvious to me now, but once weren’t. Because of the […]

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Handcuffed and Under Surveillance

Today I got pulled over by law enforcement, handcuffed and interrogated for 2 hours. “Are you from NYC?”  “Yes”   “Is this a rental car?” “Yes it is”. “Were you in Torrance?” “uhm. Yes I was.” In the moments I was pulled over and was being cuffed, the cop rattled off these questions. I answered, unaware […]

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On Startup Capital Efficiency

There are occasionally news events about a startup being acquired for around the money-in after raising large amounts of venture capital. One of the conversations around funding that isn’t really ever discussed much from my experience — and I even mean between founders and their investors — is the discussion of capital efficiency and the […]

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Making Trapdoor Decisions

A “trapdoor” function in cryptography is one that is easy to perform one way, but is difficult to apply in reverse efficiently. The analogy to a “trapdoor” is something like this: It’s easy to fall through a trapdoor, but it’s very hard to climb back out and get to where you started unless you have […]

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