Steve Harmon
Internet Pioneer · Broadcast Analyst · 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 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 email network and personal readership concentrated among leaders in technology, finance, venture capital, media, and executive management.
  • Early investor in the startup that created AdSense, which was later acquired by Google and became one of Google's most important revenue engines by its IPO.
  • Advisor to startups, AI ventures, institutional investors, and senior executives on strategy, market timing, emerging technology, distribution, and platform shifts.
  • Former regular CNBC contributor with experience translating complex technology and market shifts for a broad business audience.
  • International author whose first book, Zero Gravity, was published by Bloomberg Press and released in eight languages.
  • Taught entrepreneurship to a Chinese audience through a partnership with NetEase, one of China's largest internet companies.
  • Author of Blueshift, focused on identifying the signals that precede major technology and market platform shifts, with a foreword by Vint Cerf, co-creator of the Internet.

$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

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 (multiple events), the Business Valuation Conference, the Customer Relationship Management Conference (CRMC), Startup Hong Kong, and Startup Singapore. He has also spoken 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.

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 — 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

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.


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.

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