Imagine a media organization that only reports what the President of the United States and his administration does, and ignores what he and his administration says.

The news would be completely different.

Let's extend this to Congress as well. Only cover what actions they've taken, not what they have said, especially to reporters or in front of cameras.We would learn far more things about what the government is doing. Minus all the talk, we would get such a different view, it would be eye-opening.

For example:
Today the President go on Air Force One and flew to Florida. Then he went straight to his golf course and played a round of golf with ________, _______, ________, and ________. After that he met and spoke to a social club at Mar-a-Lago. He held no other public meetings or events. Meanwhile, the Environmental Protection Agency changed their ruling on _______. The Food and Drug Administration began ______________. The Centers for Disease Control has started _______________. The Department of Defense began issuing _____________. The State Department fired ______________. The FBI opened a new investigation into ____________. Meanwhile, the House introduced four new bills ____, _____, ____, and ____, and voted on these bills ____ and ____. The Senate introduced no bills but voted on ______.

And so on. Just what happened, not what was said.

What goes unsaid in this excellent Jaron Lanier interview about the pernicious state of the Internet is the role the curation of angels, VCs, limited partners, and boards have had in setting the direction of--guiding the evolution of--the Net and personal computing. Their choices of what technologies, and more importantly, what business models, to fund, and what not to fund, have had profound consequences that maybe we're finally waking up to. But maybe it's too late.

Hard to believe this track has only 113 listens on YouTube. Let's fix that. This is a great Flamenco guitar duo taking on Led Zeppelin's "Achilles Last Stand."

Have a listen.

Whenever I see a movie, and I typically see about 100 per year in cinemas, I make a note of it and jot down a "score" from 0 to 100 based on what I thought of the movie.

Based on that list, here are the top 15 movies of 2017 for me personally. I love how most of them will not be recognizable, and they don't include any big Hollywood films. These top fifteen, in no particular order, just were the most interesting/moving/profound/worthwhile/fun/deep/whatever:


Only in Seattle: Downtown railroad crossing stops traffic as wingless brand new Boeing jet airplane fuselages roll by…

Yesterday the book tour began. The Friendly Orange Glow releases on November 14th, but the tour starts sooner. The full national schedule is online and will be updated as needed.

The radio and media interviews have already begun and will continue throughout the month. Each time I talk to a media person about the book, the explanation gets better and easier. It reminds me of the movie Groundhog Day. You keep getting a renewed chance to explain the book more concisely, interestingly, briefly. You get to experience the evolution of a long blathering explanation into a crisp soundbite. I'm still a long way from crisp soundbites but I can see them on the horizon.

It would be nice if a few people enjoy it.

Here is the Amazon order page if you'd like to purchase a copy.

capybara code red

Smartphone app that knows when you are accessing the phone for the first time in the morning, and has already checked Twitter and the news wires and depending on how bad a day it already is, thanks to the nut in the WH etc, it shows you pics of puppies. The more puppies, the worse the news is. If it's really bad, it shows cats and cute little bug-eyed goldfish. If it's CODE RED, it shows capybara pics.

If you're a VC feel free to just wire me money to my bank, thank you, and I'll get started on it right away.

I've been saying this for years: as the tools get better and more widespread, soon anyone will be able to plunder the movies and music and literature and art and the rest of the output of the 20th century and mix and mash it up into new art in the 21st century. We've barely scratched the surface of what's possible. Here's a new example, which while amazing, is still just the bare beginnings. I expect full feature films with 60s Kirk, Spock, and maybe Columbo, and Lawrence of Arabia, and maybe Monty Python, all in some new feature film, with the exact, faithful voice and likeness renderings of the original actors, but new dialogue, new scenes, and nobody (Hollywood lawyers take note) will be able to stop it.

"DARTH BY DARTHWEST"-"VADOR AUX TROUSSES". Short Film. from Fabrice Mathieu on Vimeo.

For a few years the clickbait media has been pumping out one dumb headline after another about Tesla Motors. The giveaway is always whether the headline ends with a question mark. As a rule, if you ever see a Tesla headline with a question mark at the end, don't waste your time reading it, because what that publication is basically saying is, "We don't know, but we want the ad impressions, and maybe some you think we do know, and you'll be fooled into clicking."

Is Tesla the Next Apple

I'm going to state categorically that no, Tesla is not "the next Apple." But I am going to go further. I am going state categorically that Apple was not "the previous Tesla." They are very different companies, with very different visions, different timelines. They are companies that emerged in different eras.

In 2006, Elon Musk posted the very first Tesla blog post, "The Secret Tesla Motors Master Plan (just between you and me)" in which he laid out the long-term vision of the company. The plan was hugely ambitious but at the same time very simple and straightforward. First they would build a few very expensive toy sportscars, to prove the concept of electric vehicles, and demonstrate that you could build an EV and make it as attractive and desirable, if not more attractive and desirable, than a gasoline car. If they could pull that off, then the era of dismissing EVs as glorified golf-carts would be over. The next phase would be to produce a still-expensive, but still very attractive and desirable sedan vehicle. That was the Model S. Then for phase 3, they would introduce a more affordable, large-scale EV that could sell in the millions. That is the Model 3, announced on March 31st of this year, and for which there are now over 400,000 pre-orders, proving there is a robust demand for EVs, just like Tesla always said there was.

If Apple were "the previous Tesla," then Steve Jobs would have announced, in 1976, or, to be fair, since Elon's blog post happened 3 years after Tesla was founded, so let's say 1979, that Apple's long-term master plan involved launching a primitive personal computer, the Apple I, then a more sophisticated machine, the Apple II, then really change the world with the third generation graphical machine, which would ultimately be known as Macintosh. Or, better yet, Apple would have announced, in 1979, that the first generation of the company was going to be personal computing, which would enable them to evolve into a second generation of personal music devices and music selling (eventually the iPod and iTunes), and then really go all-out with the third-generation platform of smartphones and tablets that would sell to hundreds of millions of people worldwide, changing the world.

But Apple made no such announcement. Largely because the technology didn't exist for the second and third generations back in 1979.

Tesla, on the other hand, has had a crystal clear vision, a vision that has been remarkably consistent to anyone paying attention, for ten years straight. And they have been executing like clockwork against that vision. Today they announced that they are accelerating their plans for ramping up the new Model 3, with the goal of shipping 500,000 cars in 2018, and potentially a million by 2020, two years ahead of what we all were led to believe until today. This is because of the 400,000 pre-orders for the Model 3, of course, which has lit a fire under the company.

Wall Street, and even more so, the tech media, has been generally slow to understand and appreciate how consistently Tesla has been working against this 2006 master plan. Even though it was right there, laid out in plain pixels since 2006. All they keep doing is looking at the quarterly results and even the slightest deviation from guidance for the next quarter would result in a butchering of the stock price. They've been either impatient, or bored, or had their expectations raised then dashed. They've been trying to position Tesla as an Apple when in fact Tesla, as a car company first, and now really more of a transformational energy company second, has a completely different model, vision, set of priorities, and product life cycle cadence, than Apple. Plus, it's building big complicated pieces of hardware and software that weigh in the tons, rather than tiny handheld gadgets that weigh in the ounces.

Rumors are flying that Apple is building a car. But does Apple have the culture to switch from personal digital devices to multi-ton transportation vehicles? The media so badly wants to paint Apple as, in a way, the next Tesla. And if anything, I think Apple aspires to be the next Tesla. I don't think Tesla now, or ever, aspires to be the next Apple. I think Apple's peaked. They could buy Tesla, or Google could. But the culture clash would be phenomenally bad in both instances. Google is an advertising business. Apple a personal digital device and content-distribution business. Neither has the DNA for vehicles. I suspect that both will try to change their DNA (Google is more obviously trying to do that since they became Alphabet, using that corporate arrangement as a way to figure out what is going to make them something other than just an advertising business).

For me, the answer to the big question is, Tesla is the first Tesla, not the next Apple. They are doing something different. The other car companies are reluctant to admit it, but they will all need to aspire to become the next Teslas, but none have the DNA to pull it off, I don't think. I suspect as Tesla keeps growing and hits 1 million vehicles shipped in 4-5 years, we'll start seeing some car companies merge with each other, or declare bankruptcy, thanks to outdated business models (ahem: auto dealers and old-skool franchise laws), outdated technology (gas/diesel engines), and outdated manufacturing models (outsource everything except the motors).

As an investment, I think Tesla continues to represent an insanely great opportunity to make some money on the long term. It is a wildly volatile stock, and will continue to be. The world economy could tank tomorrow. A madman in the White House could wind up being worse than madmen in other palaces, and start WWIII. But barring those macroeconomic risks, I can't think of a better thing to invest in than Tesla. It may, with the Model 3, have its iPod moment, or iPhone moment, like Apple did. But it is not the next Apple, and for that I am extremely grateful. Apple has said for 20 years, "Think different." Tesla took that seriously. Tesla is different.