emily k

we were so lucky to have been raised amongst catalogues.

[emily k @emay]

Maintain that strategic comms is somewhere between 'Grounds maintenance' and 'Protective service'

[emily k @emay]

shared culture gives people common touchpoints… the shows we watch, the music we listen to, the rituals we share in person. hyper-personalized ai threatens that by pulling everyone into their own stream of custom content.

[emily k @emay]

https://t.co/lylzk7IDtY

[emily k @emay]

over time, offline communities risk hollowing out, replaced by synthetic ones that feel real enough but don’t actually sustain human connection.

[emily k @emay]

the overlap disappears. and when people start to feel “community” through ai-mediated illusions instead, they have less reason to join real gatherings, talk to neighbors, or participate in local life.

[emily k @emay]

intel news isn’t about cash... it’s about customers. if anchor fabs (nvda, amd, qcom, avgo, aapl, msft, googl, amzn) sign, intel becomes the 3rd pole vs tsmc + samsung. if not, it’s just a national champion without orders.

[emily k @emay]

companies building inference optimized chips with lower total cost of ownership capture the commodity phase. as models standardize, efficiency matters more than raw performance.

[emily k @emay]

power isn’t a feature you add or subtract. it’s a feeling that emerges from the relationship between what users want to accomplish and what the tool lets them accomplish.

[emily k @emay]

cultural participation used to mean interpretation, engagement, curiosity. now it often means instant judgment. we don’t ask what something means. we ask what it proves.

[emily k @emay]

sports and the arts two of the last places where we still practice presence. where excellence, effort, and human connection shape the experience. sports build community by design. art asks us to slow down and feel. in the age of ai, they aren’t obsolete. they’re antidotes.

[emily k @emay]

the future is ai-native traditional biz.

the next wave of ai winners won't be building for other techies. they'll be using ai to roll up boring industries. pe>vc when distro>pure tech innovation.

[emily k @emay]

grammarly buying superhuman isn't about tech; it's about getting ai into the place where professionals actually write high-stakes content daily. smart ai m&a = infra meets distro. the best models won't win on capability alone... they'll win on where they show up. distro > tech

[emily k @emay]

if you believe startups signal where tech is headed… what they build, how they market… then bigger companies will always catch up. founders pioneered direct-to-audience because they had to. companies are scaling it because it works.

[emily k @emay]

every tech co is becoming a media co that happens to also have a core product. in a crowded (ai) market where tech superiority alone isn’t enough, the companies that master both eng and storytelling are the ones capturing outsized mindshare, talent, and ultimately position.

[emily k @emay]

china ate and we're still asking chaptgpt for the recipe!

[emily k @emay]

@scampbell Raging Saturday evening

[emily k @emay]

@joanofdao @josungjoon @fortitude_vc Fortitude's gain! Founders always winning when in your company.

[Samsung Next @SamsungNext]

Thank you all so much for coming out to our BBQ with @fdotinc!

We even piqued the interest of Karl the Fog 📷😁
More to come!

And, while we're here, learn more about our upcoming hackathon 👀: https://t.co/SNG6NpzwdU

[emily k @emay]

@sapna The amount of audible gasps of horror — unmatched.