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

Biederman so succinctly put it, at some point between the first Trump administration and the second, “Article World” was defeated by “Post World”. As he sees it, “Article World” is the universe of American corporate journalism and punditry that, well, basically held up liberal democracy in this country since the invention of the radio. And “Post World” is everything the internet has allowed to flourish since the invention of the smartphone — YouTubers, streamers, influencers, conspiracy theorists, random trolls, bloggers, and, of course, podcasters. And now huge publications and news channels are finally noticing that Article World, with all its money and resources and prestige, has been reduced to competing with random posts that both voters and government officials happen to see online.

during the first Trump administration, the president’s various henchmen would do something illegal or insane, a reporter would find out, cable news and newspapers would cover it nonstop, and usually that henchman would resign or, oftentimes, end up in jail

this is why the media is typically called the fourth branch of the government

This also explains why Texas is trying to pass the “Forbidden Unlawful Representation of Roleplaying in Education,” or “FURRIES” Act, based on a years-old anti-trans internet conspiracy theory. It’s why Trump’s team is targeting former President Joe Biden’s autopen-signed pardons after the idea surfaced in a viral X post shared by Libs Of TikTok. And it’s why US Secretary of Defense Pete Hegseth is investigating random social media reports that military bases are still letting personnel list their preferred pronouns on different forms. Posts are all that matters now. And it’s likely no amount of articles can defeat them. Well, I guess we’ll find out.

When was the last time you truly felt consensus? Not in the sense that a trend was happening around you — although, was it? — but a new fact or bit of information that felt universally agreed upon?

Gen Z faces a double disruption: AI-driven technological change and institutional instability Three distinct Gen Z cohorts have emerged, each with different relationships to digital reality A version of the barbell strategy is splitting career paths between "safety seekers" and "digital gamblers" Our fiscal reality is quite stark right now, and that is shaping how young people see opportunities

When I talk to young people from New York or Louisiana or Tennessee or California or DC or Indiana or Massachusetts about their futures, they're not just worried about finding jobs, they're worried about whether or not the whole concept of a "career" as we know it will exist in five years.

When a main path to financial security comes through the algorithmic gods rather than institutional advancement (like when a single viral TikTok can generate more income than a year of professional work) it fundamentally changes how people view everything from education to social structures to political systems that they’re apart of.

Gen Z 1.0: The Bridge Generation: This group watched the digital transformation happen in real-time, experiencing both the analog and internet worlds during formative years. They might view technology as a tool rather than an environment. They're young enough to navigate digital spaces fluently but old enough to remember alternatives. They (myself included) entered the workforce during Covid and might have severe workplace interaction gaps because they missed out on formative time during their early years. Gen Z 1.5: The Covid Cohort: This group hit major life milestones during a global pandemic. They entered college under Trump but graduated under Biden. This group has a particularly complex relationship with institutions. They watched traditional systems bend and break in real-time during Covid, while simultaneously seeing how digital infrastructure kept society functioning. Gen Z 2.0: The Digital Natives: This is the first group that will be graduate into the new digital economy. This group has never known a world without smartphones. To them, social media could be another layer of reality. Their understanding of economic opportunity is completely different from their older peers.

Gen Z 2.0 doesn't just use digital tools differently, they understand reality through a digital-first lens. Their identity formation happens through and with technology.

Technology enables new forms of value exchange, which creates new economic possibilities so people build identities around these possibilities and these identities drive development of new technologies and the cycle continues.

different generations don’t just use different tools, they operate in different economic realities and form identity through fundamentally different processes. Technology is accelerating differentiation. Economic paths are becoming more extreme. Identity formation is becoming more fluid.

I wrote a very long piece about why Trump won that focused on uncertainty, structural affordability, and fear - and that’s what the younger Gen Z’s are facing. Add AI into this mix, and the rocky path gets rockier. Traditional professional paths that once promised stability and maybe the ability to buy a house one day might not even exist in two years. Couple this with increased zero sum thinking, a lack of trust in institutions and subsequent institutional dismantling, and the whole attention economy thing, and you’ve got a group of young people who are going to be trying to find their footing in a whole new world. Of course you vote for the person promising to dismantle it and save you.

a global pandemic struck, markets crashed, and the possibility of a democratic socialist presidency in America started to fade. Much of our work with clients has been about how to address new audiences in a time of massive fragmentation and the collapse of consensus reality.

All the while, people have been eager to launch new products more focused on impressions than materiality, and “spending on experiences” has become the standard of premium consumption.

it’s time to reassess the consumer experience that came along with the neoliberal fantasy of “unlimited” movement of people, goods and ideas around the globe.

Umami, as both a quality and effect of an experience, popped up primarily in settings that were on the verge of disintegration, and hinged on physical pilgrimages to evanescent meccas. We also believe that the experience economy is dying, its key commodity (umami) has changed status, and nobody knows what’s coming next.

Umami was the quality of the media mix or the moodboard that granted it cohesion-despite-heterogeneity. Umami was also the proximity of people on Emily’s museum panel, all women who are mostly not old, mostly not straight, and mostly doing something interesting in the arts, but we didn’t know exactly what. It was the conversation-dance experience and the poet’s play and the alt-electronica-diva’s first foray into another discipline. It was the X-factor that made a certain MA-1 worth 100x as much as its identical twin.

“Advanced consumers” became obsessed with umami and then ran around trying to collect ever-more-intensifying experiences of it. Things were getting more and more delicious, more and more expensive, and all the while, more and more immaterial. Umami is what you got when you didn’t get anything.

What was actually happening was the enrichment of financial assets over the creation of any ‘real wealth’ along with corresponding illusions of progress. As very little of this newly minted money has been invested into building new productive capacity, infrastructure, or actually new things, money has just been sloshing around in a frothy cesspool – from WeWork to Juicero to ill-advised real estate Ponzi to DTC insanity, creating a global everything-bubble.

Value, in an economic sense, is theoretically created by new things based on new ideas. But when the material basis for these new things is missing or actively deteriorating and profits must be made, what is there to be done? Retreat to the immaterial and work with what already exists: meaning. Meaning is always readily available to be repeated, remixed, and/or cannibalized in service of creating the sensation of the new.

The essential mechanics are simple: it’s stating there’s a there-there when there isn’t one. And directing attention to a new “there” before anyone notices they were staring at a void. It’s the logic of gentrification, not only of the city, but also the self, culture and civilization itself. What’s made us so gullible, and this whole process possible, was an inexhaustible appetite for umami.

eyond its synergistic effect, umami has a few other sensory effects that are relevant to our theory. For one, it creates the sense of thickness and body in food. (“Umami adds body…If you add it to a soup, it makes the soup seem like it’s thicker – it gives it sensory heft. It turns a soup from salt water into a food.”) For another, it’s released when foods break down into parts. (“When organic matter breaks down, the glutamate molecule breaks apart. This can happen on a stove when you cook meat, over time when you age a parmesan cheese, by fermentation as in soy sauce or under the sun as a tomato ripens. When glutamate becomes L-glutamate, that’s when things get “delicious.””) These three qualities: SYNERGY, IMPRESSION OF THICKNESS, and PARTS > WHOLE, are common to cultural umami, as well.

Umami hunting was a way for the West to consume an exotic, ethnic, global “taste” that was also invisible and up to their decoding / articulation.

when something is correctly salted, Chang argues, it tastes both over and undersalted at once. As a strange loop, this saltiness makes you stand back and regard your food; you start thinking about “the system it represents and your response to it”. He argues that this meta-regard keeps you in the moment and connected to the deliciousness of your food. We counter that it intensifies a moment in a flow, temporarily thickening your experience without keeping you anywhere for long.

strong flavors, namely umami, mark a surge of intensity in the flow of experience. It also becomes clear that paradox itself is at the heart of contemporary consumption. For example: “This shouldn’t be good but it is” “This doesn’t seem like what it’s supposed to be” “This is both too much and not enough” “I shouldn’t be here but i am” “This could be anywhere but it’s here”

Parts > Whole is just another way of saying a combination of things has emergent properties. In itself this doesn’t mean much, as almost any combination of things has emergent properties, especially in the domains of taste and culture. Coffee + vinegar is worse than its constitutive parts. A suit + sneakers is a greater kind of corny than either worn separately. Most emergence is trivial. The Umami Theory of Value centers on losing your sense of what’s trivial and what’s valuable.

If you tried to unpack your intuition, the absence of the there-there would quickly become evident. Yet in practice this didn’t matter, because few people were able to reach this kind of deep self-interrogation. The cycle was simply too fast. There was never time for these concoctions to congeal into actual new things (e.g. create the general category of K-Pop patrons for Central European arts institutions). We can’t be sure if they ever meant anything beyond seeming yummy at the time.

This was not meant to be a nihilistic, Gen-X faceplant (“nothing means anything any more”), since we think that perspective can paper over the nuances of consumer experience, business realities, and cultural crisis. Instead, we wanted to link macroeconomic and macrotrend observations to everyday experience, especially in the context of burgeoning collapse.