Steve Harmon
01 · SIGNAL

Saw it first.Years first.

Called every era from the web to AI. Forecast ecommerce, cloud, mobile, and China's internet, years before those markets existed. Coined "conversational commerce" in 2014 (ad:tech keynote).

02 · CONVICTION

Bet on it.Won big.

Led the Series B in the startup that became Google AdSense — more than 40% of Google's revenue at IPO. Ran a $54M venture fund. Built the first Internet stock index.

03 · METHOD

Wrote theplaybook.

Author of the forthcoming Blueshift, foreword by Vint Cerf. And Zero Gravity (Bloomberg) — bestseller in 8 languages, foreword by John Doerr. Recently advised an AI venture through a pivot: 50x revenue, 5x valuation, major round.

04 · BUILDING

Building themachine.

Founder & CEO of Flow Information Systems — AI-native decision intelligence, built from scratch and used by some of the world's top investors and companies.

Pattern recognition, compounded over thirty years. flowinfo.co →
Track Record

Identified early. On the record.

$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
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
 
Biography
Three decades at the intersection of technology and capital.

Steve Harmon has helped clients ranging from startups to Fortune 500s globally. Most recently, he advised a leading AI venture to pivot its product to solve a gap in the AI platform shift, resulting in a 50x revenue increase, a 5x valuation jump, and a significant round of funding from major venture investors.

An Internet pioneer with more than thirty years of experience at the intersection of technology, media, finance, venture capital, and market transformation. Founder of Flow Information Systems, an AI decision-intelligence company helping investors, executives, and organizations separate signal from noise in fast-moving markets.

Longtime researcher and writer with a global readership concentrated among leaders in technology, finance, venture capital, media, and executive management. Advisor to startups, AI ventures, institutional investors, and senior executives on strategy, market timing, emerging technology, distribution, and platform shifts. Taught entrepreneurship to a Chinese audience through a partnership with NetEase, one of China's largest internet companies.

Speaking & Broadcast
On stage and on air.

Steve Harmon held a weekly Friday slot on CNBC for over a year as their on-air technology analyst, plus weekly segments on CNET TV. 100+ broadcast appearances across CNBC, CNET TV, Bloomberg TV, Nippon TV, and German television.

He has keynoted and spoken at major industry conferences including ad:tech China, the New York Society of Security Analysts, Internet World, the Business Valuation Conference, CRMC, Startup Hong Kong, and Startup Singapore — and at leading institutions including Stanford Graduate School of Business and the Haas School of Business at UC Berkeley.

In June 2026, Harmon was interviewed at length by CNBC on the platform shift in AI, mapping out the current landscape and where the opportunities are.

Coming Soon

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 — Blueshift 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 — by Steve Harmon, foreword by Vint Cerf
"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
Coming Soon · Join the Readers Already on the List
Recognition
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
Strategic Advisory
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.

What's Next

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.