(Mid-length narrative bio; click for others)

Jerry Michalski (ma-call-ski) is the founder of REX, the Relationship Economy eXpedition.

He is a pattern finder, lateral thinker, Gladwellian connector, facilitator and explorer of the interactions between technology, society and business.

From 1987 to 1998, Jerry was a technology analyst, focusing not on quarterly earnings but rather on which technologies would be useful and which would be distractions, what trends and forces create new potential, and where all these forces might take us over a 20-year timeframe.

For the last five years of that period, Jerry was the Managing Editor of Esther Dyson's monthly tech newsletter Release 1.0, as well as co-host of her annual conference, PC Forum. He was fortunate to be on duty when the Internet showed up.

Since 1998, Jerry has been an independent consultant, doing business as Sociate, a name he coined because he is skilled at associating ideas and people, and also because he believes that the social changes that we are going through as a result of all the new connectivity (e.g., Internet, mobiles, inexpensive cameras, video sharing, tweeting) will be more profound than the structural and economic changes we have already seen.


Early in 2010 Jerry launched REX, a private, collaborative inquiry into the next economy.

Clients and advisory roles

Jerry has worked with companies such as Best Buy and Havas Media as well as non-profits such as EDF and the Institute for the Future.
He's been widely quoted in the major media and greatly enjoys public speaking.

He also acts as a technology advisor to startups, ranging from Twine and CoTweet (acquired by ExactTarget) to EverNote, TheBrain, Socialtext and Seedwiki. During the dot-boom days, Jerry was an advisor to eGroups (now YahooGroups) and Pyra (now Blogger, part of Google).

More background

Prior to writing Release 1.0, Jerry spent five years at New Science Associates, a technology market-research firm similar to Gartner (later bought by Gartner). At New Science, Jerry launched and ran two retainer research services, Intelligent Document Management (which included hypertext and groupware) and Continuous Information Environments (which included wireless communications, voice/data integration and then-hot pen computing).

His first real job in the world was as a transportation rate clerk at Mobil Oil, looking up freight rates in a room full of paper tariffs at the same time as he was learning about computing and the early online world with an Apple II+ and a 300-baud Hayes modem. Between Mobil and New Science, Jerry earned an MBA from the Wharton School and spent almost three years in strategy consulting with an internal strategy startup at Price Waterhouse.

Jerry rues that his age shows as the companies he was with continue to change names (e.g., ExxonMobil and PricewaterhouseCoopers).

Jerry earned an MBA from the Wharton School and a BA in Economics (mostly econometrics) from UC Irvine. He was raised in Peru and Argentina and speaks fluent Spanish and German -- and pretty passable French. You can contact him at

His superpowers:
  • convene groups for extraordinary events and connections;
  • host conversations that dive quickly and go deep (over four years of weekly Yi-Tan calls and 13 years of unstructured Retreats);
  • broach difficult topics with senior people with differing perspectives in ways that help them hear and engage;
  • explain complex terrain involving novel technologies, social dynamics and business imperatives;
  • think laterally, especially in early brainstorming to broaden focus;
  • weave concepts (>12 years using TheBrain);
  • summarize -- his end-of-call summaries for Yi-Tan have attracted a little fame of their own; and
  • write.
Here are other bios and portraits for publishing, and here's a long but excellent interview.

Sociating since the last Millennium (founded 1998)
For more information, please contact me (profile, email)

5:30am outside Woods Hole, by Jerry Michalski

a Sociate production

cc license