Steve Harmon
Internet Pioneer · Venture Capitalist · Author

Seeing what's
coming before
it arrives.

For three decades, Steve Harmon has identified the technologies, companies, and structural shifts that define the future — years before they become consensus.

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Mapping the future
of technology
since 1995

Steve Harmon is an Internet pioneer, entrepreneur, venture capitalist, analyst, and bestselling author who has been at the forefront of the technology revolution since the mid-1990s.

Harmon authored some of the first-ever industry forecasts for the then-nascent Internet, projecting the rise of ecommerce, streaming video and music, the shift to the cloud, the rise of China's Internet economy, global Internet adoption, the platform shift to mobile, and the digital content revolution — years before these markets existed.

His forecasts and databooks mapped 10-year growth trajectories that proved remarkably prescient, and he developed valuation models for digital companies that became industry standards. He created the first Internet stock index and the first Internet stock futures contracts on a major exchange.

His daily column was read by more than 100,000 people across CNBC.com and CNET.


$54M
Venture fund managed
$30B+
Annual revenue from AdSense, identified pre-Google IPO
30+
Years of technology forecasting
100K+
Daily column readers across major platforms

Identified early

Amazon Early-stage identification
eBay Early-stage identification
Google / AdSense Pre-IPO acquisition target
China Internet Leaders Including Tencent
NVIDIA AI infrastructure, pre-consensus
ASML AI infrastructure, pre-consensus
TSMC AI infrastructure, pre-consensus
AT&T / Fortune 500 Acquisition advisory
…and many more

How to spot what's coming next
before everyone else

Drawing on thirty years of real-time calls — from the browser wars to cloud computing to the current AI build-out — Steve Harmon identifies the seven signals that appear before every trillion-dollar platform shift. Not theories. Exposed patterns, repeating across five technology eras, hiding in plain sight. Foreword by Vint Cerf, co-creator of the Internet.

Blueshift: How to Spot What's Coming Next Before Everyone Else — Front Cover
"Platform shifts create trillion-dollar companies. Blueshift shows you how. Read it before your competitors do."
Steve Jurvetson
Early investor in SpaceX & Tesla
"Platform shifts are obvious in hindsight. Blueshift makes them visible in real time."
Reid Hoffman
Co-founder of LinkedIn, bestselling author of Superagency
"Steve Harmon has given a step-by-step method for identifying major shifts in markets that can lead to better predictions and better investors."
Tim Draper
Early investor in Baidu, Coinbase, and Robinhood
"Blueshift captures the thesis I have experienced firsthand. I have seen these platform shifts many times."
Vinod Khosla
Co-founder of Sun Microsystems, early investor in OpenAI
"The pattern Steve describes is recognizable. I have spent fifty years inside it."
Vint Cerf
Co-creator of the Internet

CBS MarketWatch
Named one of the "Best of Wall Street"
Worth Magazine
Top 15 Internet Visionaries
Smart Money
One of three rising stars in technology investing

Guiding founders
through inflection
points

Harmon has advised and consulted founders and CEOs at numerous startups and established companies that have shaped — and continue to shape — the business, communications, and commerce landscape. From early-stage founders navigating product-market fit to Fortune 500 executives managing technology transitions, he brings a rare combination of pattern recognition, operational experience, and capital markets insight to every engagement.


On stage and
on air

A regular technology expert on CNBC, Harmon has spent decades translating complex market shifts into clear, actionable insight for broad audiences. He has keynoted major industry conferences and spoken at leading institutions including Stanford Graduate School of Business and the Haas School of Business at UC Berkeley.


Building at the intersection
of AI and signal

Harmon is Founder & CEO of Flow Information Systems, used by world-class executives and investors representing over $450B in AUM and $10T+ in market cap.

flowinfo.co
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