thinking out loud
A newsletter about culture, strategy, and business. Read by marketers, agency leaders, and partners at venture funds.
- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest issues
Ba Da Ba Ba Bah, I’m Sellin’ It! (Data) (opens the original)
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You know what I can’t stop thinking about? The branding coup of the decade (aka Meta’s Muse rollout.)Like, you all cannot be serious. The same dude that was getting fried in Congress is now……connected to your gmail? Couldn’t be me but I suppose I am simply a Luddite now. And that’s ok too, I guess.Anyways, happy Saturday—this is a rare weekend edition after last week’s absence :)<a class="button primary button-wrapper" href="https://nikitawalia.substack.com/su
My Dior? A24. (opens the original)
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Hi Friends! Not much of a preamble today, it’s been a very busy week :) I hope you enjoyed last week’s deep dive on SF people being like that. Subscribe now<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!bTqn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13207ebb-1e4a-48e3-a75d-1c658f6c9df6_4501x226.png"
Why Do People on SF Twitter Act Like That (opens the original)
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Why do people on SF Twitter act… like that? This week, Known, a VoiceAI dating app, went mega-viral for publishing the SF Hot List. I’m not particularly interested in litigating who was or wasn’t hot enough to make it. What interests me is how perfectly the whole episode captures the underlying anxiety of SF, which has always been a place where status needs to be made extremely apparent. I grew up in the Bay Area, where you were supposed to be the smartest, richest, best-educated person in the r
I Don’t Think Tech People Have Ever Been Marketed To (opens the original)
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I lied! We had so many links saved up this week we decided… why not write a newsletter!I spoke to Madeleine Schulz at Vogue about the Creatorfest that was Cannes. A first for me to be on their Instagram. Subscribe now<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!bTqn!,f_aut
Apple is a CIA Plant (opens the original)
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Hi everyone! Hope you are having a nice week. I am so excited to be back in the bay for a week or so next week, and I plan to touch all the grass. So yeah, don’t ask me. And while I am on PTO, we’ll take a lil snooze from next week’s letter :) Subscribe now<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!bTqn!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubsta
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