Decoding Discontinuity

Writing about AI, tech, and startups. Partner at Sequoia. Author of AI's $600B Question.

Venture capital in tech, entertainment, and AI

My personal Substack. Personal views only. Actually, not even personal views. I don't even know what my personal views are anymore. It doesn't matter. Read anyway!

Trying to understand the implications of AI for work, education, and life. By Prof. Ethan Mollick

"Marcus has become one of our few indispensable public intellectuals. The more people read him, the better our actions in shaping Al will be." - Kim Stanley Robinson, author of Ministry for the Future

Big Tech and startups, from the inside. Highly relevant for software engineers and managers, useful for those working in tech.

This Newsletter was built to solve the pain point of getting the latest news on A.I. chips, semiconductors, datacenter innovation and chip news.

News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.

Understand the world of today to prepare for the world of tomorrow: AI, tech; the future of democracy, energy, education, and more

Weekly data driven analysis of SaaS companies

Economics and other interesting stuff

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

The people, companies, and technologies shaping the future.