Steve Harmon
Internet Pioneer · VC · Author

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 Systems
Early Calls

Identified 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

Full record and sources
Recognition

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

Media and speaking
Blueshift

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.world
Now

Building 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.co
Canonical Steve Harmon pages

For 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.