The lines between technology and culture are blurring. And so, it’s no longer enough to build great tech.

Whether in expressed via product design, brand, or user experience, taste now defines how a product is perceived and felt as well as how it is adopted, i.e. distributed — whether it’s software or hardware or both. Technology has become deeply intertwined with culture.3 People now engage with technology as part of their lives, no matter their location, career, or status.

founders are realizing they have to do more than code, than be technical. Utility is always key, but founders also need to calibrate design, brand, experience, storytelling, community — and cultural relevance. The likes of Steve Jobs and Elon Musk are admired not just for their technical innovations but for the way they turned their products, and themselves, into cultural icons.

The elevation of taste invites a melting pot of experiences and perspectives into the arena — challenging “legacy” Silicon Valley from inside and outside.

B2C sectors that once prioritized functionality and even B2B software now feel the pull of user experience, design, aesthetics, and storytelling.

Arc is taking on legacy web browsers with design and brand as core selling points. Tools like Linear, a project management tool for software teams, are just as known for their principled approach to company building and their heavily-copied landing page design as they are known for their product’s functionality.4 Companies like Arc and Linear build an entire aesthetic ecosystem that invites users and advocates to be part of their version of the world, and to generate massive digital and literal word-of-mouth. (Their stories are still unfinished but they stand out among this sector in Silicon Valley.)

Any attempt to give examples of taste will inevitably be controversial, since taste is hard to define and ever elusive. These examples are pointing at narratives around taste within a community.

So how do they compete? On how they look, feel, and how they make users feel.6 The subtleties of interaction (how intuitive, friendly, or seamless the interface feels) and the brand aesthetic (from playful websites to marketing messages) are now differentiators, where users favor tools aligned with their personal values. All of this should be intertwined in a product, yet it’s still a noteworthy distinction.

Investors can no longer just fund the best engineering teams and wait either. They’re looking for teams that can capture cultural relevance and reflect the values, aesthetics, and tastes of their increasingly diverse markets.

How do investors position themselves in this new landscape? They bet on taste-driven founders who can capture the cultural zeitgeist. They build their own personal and firm brands too. They redesign their websites, write manifestos, launch podcasts, and join forces with cultural juggernauts.

Code is cheap. Money now chases utility wrapped in taste, function sculpted with beautiful form, and technology framed in artistry.

The dictionary says it’s the ability to discern what is of good quality or of a high aesthetic standard. Taste bridges personal choice (identity), societal standards (culture), and the pursuit of validation (attention). But who sets that standard? Taste is subjective at an individual level — everyone has their own personal interpretation of taste — but it is calibrated from within a given culture and community.

Taste manifests as a combination of history, design, user experience, and embedded values that creates emotional resonance — that defines how a product connects with people as individuals and aligns with their identity. None of the tactical things alone are taste; they’re mere artifacts or effects of expressing one’s taste. At a minimum, taste isn’t bland — it’s opinionated.

The most compelling startups will be those that marry great tech with great taste. Even the pursuit of unlocking technological breakthroughs must be done with taste and cultural resonance in mind, not just for the sake of the technology itself. Taste alone won’t win, but you won’t win without taste playing a major role.

Founders must now master cultural resonance alongside technical innovation.

In some sectors—like frontier AI, deep tech, cybersecurity, industrial automation—taste is still less relevant, and technical innovation remains the main focus. But the footprint of sectors where taste doesn’t play a big role is shrinking. The most successful companies now blend both. Even companies aiming to be mainstream monopolies need to start with a novel opinionated approach.

I think we should leave it at “taste” which captures the artistic and cultural expressions that traditional business language can’t fully convey, reflecting the deep-rooted and intuitive aspects essential for product dev

it is very difficult to figure out what specific effect ATT has because there are so many factors involved

If ATT were so significantly kneecapping revenue, I would think we would see a pronounced skew against North America compared to elsewhere. But that is not the case. Revenue in North America is only slightly off compared to the company total, and it is increasing how much it earns per North American user compared to the rest of the world.

iOS is far more popular in the U.S. and Canada than it is in Europe, but Meta incurred a greater revenue decline — in absolute terms and, especially, in percentage terms — in Europe. Meta was still posting year-over-year gains in both those regions until this most recent quarter, even though ATT rolled out over a year ago.

there are those who believe highly-targeted advertisements are a fair trade-off because they offer businesses a more accurate means of finding their customers, and the behavioural data collected from all of us is valuable only in the aggregate. That is, as I understand it, the view of analysts like Seufert, Benedict Evans, and Ben Thompson. Frequent readers will not be surprised to know I disagree with this premise. Regardless of how many user agreements we sign and privacy policies we read, we cannot know the full extent of the data economy. Personal information about us is being collected, shared, combined, and repackaged. It may only be profitable in aggregate, but it is useful with finer granularity, so it is unsurprising that it is indefinitely warehoused in detail.

Seufert asked, rhetorically, “what happens when ads aren’t personalized?”, answering “digital ads resemble TV ads: jarring distractions from core content experience. Non-personalized is another way of saying irrelevant, or at best, randomly relevant.”

does it make sense to build the internet’s economy on the backs of a few hundred brokers none of us have heard of, trading and merging our personal information in the hope of generating a slightly better click-through rate?

Then there is the much bigger question of whether people should even be able to opt into such widespread tracking. We simply cannot be informed consumers in every aspect of our lives, and we cannot foresee how this information will be used and abused in the full extent of time. It sounds boring, but what is so wrong with requiring data minimization at every turn, permitting only the most relevant personal data to be collected, and restricting the ability for this information to be shared or combined?

Does ATT really “[deprive] consumers of widespread ad relevancy and advertisers and publishers of commercial opportunity”? Even if it does — which I doubt — has that commercial opportunity really existed with meaningful consumer awareness and choice? Or is this entire market illegitimate, artificially inflated by our inability to avoid becoming its subjects?

Conflicts like these are one of many reasons why privacy rights should be established by regulators, not individual companies. Privacy must not be a luxury good, or something you opt into, and it should not be a radical position to say so. We all value different degrees of privacy, but it should not be possible for businesses to be built on whether we have rights at all. The digital economy should not be built on such rickety and obviously flawed foundations.

The game is that every time we create a new technology, we’re creating new possibilities, new choices that didn’t exist before. Those choices themselves—even the choice to do harm—are a good, they’re a plus.

We want an economy that’s growing in the second sense: unlimited betterment, unlimited increase in wisdom, and complexity, and choices. I don’t see any limit there. We don’t want an economy that’s just getting fatter and fatter, and bigger and bigger, in terms of its size. Can we imagine such a system? That’s hard, but I don’t think it’s impossible.