HYPE

The whale demo was the most effective piece of vaporware marketing in tech history. Millions of people believed AR glasses were ready for consumers. They weren't. They still aren't.

Everyone told us we were the future of car buying. Turns out the future needed better margins than we had.

For three months in 2021, Clubhouse felt like the future of social media. Elon showed up. Oprah showed up. Everyone was in a room.

Buy the steak, not the sizzle.

When you see so much noise around something in the short term, and you don't see any true innovation there, it can be a good time to be a bit skeptical.