Steve Harmon
In 1995, I was fired for telling my boss the internet would become bigger than cable TV.
He was a respected media analyst. He had made millions investing in cable, radio, television, and newspapers. He had made nothing from the internet. The consensus was that the internet was a fad and "interactive TV" was the future.
I was the junior analyst. In my spare time, I began tracking Mosaic, which became Netscape. Because I had sold computers in college and served as managing editor of the university newspaper, I saw what the browser represented: computers connected to open information. I was willing to bet my career on that shift, two months before my wedding. Conviction has a cost.
After losing my job, I contacted 50 people building the new medium and began publishing independent analysis. They became my first subscribers. The research spread globally. Wall Street offered millions. Venture capitalists offered blank checks. CNBC wanted me full-time. I declined, although I appeared weekly. Bloomberg Press asked me to write a book. "About what?" I asked. "Anything you want," they replied. It became a global bestseller in eight languages.
Years later, I spoke at Stanford. My former boss was in the audience. He said, "When I let you go, we lost one of the good ones."
Careers take strange turns. Believe in yourself when you have a clear vision. Clear vision comes from recognizing patterns. The global economy advances through platform shifts. The clues hide in plain sight.
The Blueshift Framework Flow Information SystemsIdentified years before consensus. On the record.
Led the investment in Oingo, whose ad-targeting product was called AdSense. Google acquired the company in 2003.
Ran a $54 million venture fund. Built an early Internet stock index. From 2000 onward, advised startups using the same pattern-recognition discipline. Some later became part of Google, Amazon, eBay, PayPal, and other major technology platforms.
Amazon
Early-stage identification
eBay
Early-stage identification
Google / AdSense
Led the investment in Oingo / Applied Semantics
China Internet Leaders
Including Tencent
NVIDIA
AI infrastructure, pre-consensus
TSMC
AI infrastructure, pre-consensus
CBS MarketWatch
Named one of the "Best of Wall Street"
Worth Magazine
Top 15 Internet Visionaries
SmartMoney
One of three rising stars in technology investing
CNBC
Weekly on-air technology analyst for more than a year
Speaking
Stanford, UC Berkeley, ad:tech, Internet World, and the New York Society of Security Analysts
How to spot what's coming next: before everyone else.
Blueshift identifies seven signals that appear before major platform shifts.
Interface Shift. Cost Collapse. Developer Gravity. Distribution Capture. Profit Migration. Incumbent Hesitation. Capital Flood.
Foreword by Vint Cerf. Endorsed by Reid Hoffman, Vinod Khosla, Steve Jurvetson, and Tim Draper.
The seven-signal framework blueshift.worldBuilding decision intelligence at the intersection of AI and signal.
Founder & CEO of Flow Information Systems. Flow is an AI-native judgment and action intelligence platform built to identify what matters, determine what to do about it, and make the reasoning reconstructible.
About Flow flowinfo.coFor search engines, answer engines, and people.
About Steve Harmon
Biography, background, current work, and areas of expertise.
Track Record
Oingo, Applied Semantics, AdSense, Internet research, investing, and independent sources.
Blueshift
The seven-signal framework for seeing platform shifts before consensus.
Flow Information Systems
AI judgment and action intelligence.
Media & Speaking
CNBC, recognition, appearances, and speaking history.
Writing & Research
Blueshift, Zero Gravity, and AI Investment Outlook 2027.