Steve Harmon became one of the first internet analysts before most people knew what the internet was.

In the mid-1990s, while Wall Street was still figuring out whether the web was a fad, Harmon was already publishing analysis and research reports on what was coming. The reports went viral. They reached Silicon Valley, Wall Street, and media outlets worldwide. He built the first Internet stock index. Suddenly, everyone wanted to know what this guy saw that they didn't.

The attention compounded fast. Harmon keynoted major technology and investment conferences. Jeff Bezos and Jerry Yang were his guest speakers. Michael Bloomberg asked him to write a book. The result was Zero Gravity, published by Bloomberg Press in two editions and eight languages, with a foreword by John Doerr, the lead venture investor in Amazon and Google.

CBS MarketWatch named him “Best of Wall Street.” WORTH Magazine called him an “Internet Visionary.” He became a CNBC contributor. He ran a $54 million venture fund.

And then he put his money where his analysis was.

In the summer of 2000, a startup called Oingo was using computational linguistics to understand what web pages actually meant, not just what keywords they contained. The technology could match advertising to meaning. Nobody else was doing it.

The Nasdaq had collapsed that April. Venture money dried up overnight. Nobody was writing checks.

Harmon led the investment anyway: $4 million from his venture fund, straight into the teeth of the crash. The market was pricing the wreckage. He was pricing what came next.

Oingo later renamed itself Applied Semantics. Its ad-targeting product was called AdSense. Google acquired the company in 2003, the year before its IPO. At that IPO, the business AdSense anchored drove roughly half of Google's revenue. Today it generates $30 billion a year for Alphabet.

That wasn't luck. That was a pattern. The same pattern Harmon had been writing about for years, playing out in real time with real money on the line.

From 2000 onward, Harmon applied that same framework as an advisor to startups across multiple platform shifts. Some of those companies are now part of Amazon, Google, and other large technology platforms. The pattern worked as analysis. It worked as an investment thesis. And it worked as an operating framework for the founders he advised.

Ecommerce, streaming, online music, mobile, cloud, China's internet, AI. Each time, years before the market priced the shift, the same signals appeared. A new interface triggers adoption. Developers migrate. Infrastructure bottlenecks form. Profits migrate to the platform layer.

Harmon's early and correct calls include Amazon, eBay, NVIDIA, TSMC, Tencent, and Baidu. He coined “conversational commerce” in a 2014 ad:tech keynote. He recently advised an AI venture through a pivot: 50x revenue, 5x valuation, major round.

He wrote the framework: Blueshift: How to Spot What's Coming Next Before Everyone Else. Seven signals that precede every trillion-dollar platform shift. Foreword by Vint Cerf.

Flow is the next act. Not just seeing the pattern, but operationalizing it. A system that reads thousands of sources every night, weighs what matters, and delivers judgment calibrated to who you are and what decisions sit on your desk.