The Pickool

Curating the latest in tech, business, and startup breakthroughs from South Korea and Japan. Your window into Northeast Asia's innovation landscape.

[The Krux 8 @thekrux8]

All the press members are waiting for Jensen Huang , the founder and CEO of $NVDA #gtctaipei #gtc #ai

[The Krux 8 @thekrux8]

Jensen Huang’s daughter meeting with Korean Partners meetup dinner. #gtc #gtctaipei

[The Krux 8 @thekrux8]

The way we use apps is about to change forever. Jensen notes that most of us only know about 10% of any app's features. The solution? #AIAgents. Soon, you'll just tell the agent what you want to do, and the agent—who knows 100% of the app—will do it for you. $NVDA #GTCTaipei

[The Krux 8 @thekrux8]

#GTCTaipei #Computex2026 - $NVDA CEO Jensen Huang brought their parent to Taiwan.

[The Krux 8 @thekrux8]

#computex media mix begins now. #ai #computex2026

[The Krux 8 @thekrux8]

TAITRA’s CEO just opened up #Computex2026. Tonight isn't about the product launches or the headlines—it’s about the #tech world reconnecting in Taipei. Tomorrow, 1,500 companies show us how #AI is fundamentally changing global #manufacturing.

[The Krux 8 @thekrux8]

Regarding the #Starbucks event in South Korea, this would be easier to understand from an American perspective. What if Starbucks held an event with its tumbler on September 11th, using the hashtags "#Airplane Day" and "#Boom on the skyscraper"? $SBUX

[The Krux 8 @thekrux8]

Texas Data Center: 1.5-gigawatt capacity under construction by SB Energy, backed by an agreement with OpenAI for over 15 years.

#AI #DataCenter Source: #SoftBank

[The Krux 8 @thekrux8]

#PhysicalAI infrastructure and portfolio metrics reveal unprecedented scaling requirements:

Ohio #DataCenter Campus: Planned power capacity of 10GW. This single project exceeds the combined installed data center capacity of the UK, Japan, and South Korea. #AI Source: #SoftBank

[The Krux 8 @thekrux8]

#OpenAI numbers - Source: #SoftBank Q4 Earnings

Total Investment by Softbank: Expected to reach $64.6 billion by October (13% ownership stake)

Valuation Growth: $150B (Sept '24) ➡️ $260B (Mar '25) ➡️ $730B (Feb '26).

#TechInvesting #VentureCapital #Data #AI

[The Krux 8 @thekrux8]

User Base: 900+ million weekly active users (15% of global internet users) and over 50 million paid subscribers as of February '26.

Revenue Mix: Enterprise business (40%) expected to reach 50% by the end of 2026.

#SoftBank #OpenAI #TechNews #Investing

[dunik @dunik_7]

40% of the code Claude writes for you is wasted. you're paying for the rewrite.

a 65-line markdown file fixes it. 120,000 developers have starred it.

the author tested it on "30 codebases over 6 weeks" and reported a mistake rate drop from 41% to either 11% or 3%

depending on whether you read the headline or the body.

the irony is that the article is right.

CLAUDE.md is the most under-leveraged file in your stack.

65 lines of behavioral rules outperform a 4,000-token preferences dump.

"be careful" is useless. testable imperatives are gold.

"be senior" doesn't work Claude already thinks it is.

the 4 rules that ship the most leverage:

/ state assumptions, never guess silently
/ minimum code, nothing speculative
/ surgical changes, don't refactor adjacent code
/ define success, loop until verified

compliance: ~80%. mistake rate: from ~40% to single digits.

no human caught the contradicting numbers in the title.

nobody had to.

[The Krux 8 @thekrux8]

🛒 5/ "Headless" #Agent Commerce. Kakao is building an ecosystem where users get recommendations and complete payments entirely within a chat window. It's the ultimate "seamless" experience, capturing high-intent traffic without forcing users to switch between separate storefronts.

[The Krux 8 @thekrux8]

🎯 4/ Two-Track Monetization. Kakao isn't just chasing hype; they are driving real usage. Their premium "#ChatGPT for Kakao" hit 11M users with MAUs doubling QoQ. For the broader public, the free "#Kanana in KakaoTalk" agent is seamlessly integrating into daily chats, targeting 31M downloads by year-end.

[The Krux 8 @thekrux8]

#Kakao Q1 #Earnings: The South Korean tech giant is executing a textbook turnaround, pivoting its 50M-user superapp into a highly efficient "#AgenticAI" powerhouse. Here’s the breakdown 👇

#AI #TechNews #EarningsCall

[The Krux 8 @thekrux8]

#KOSPI just hit 7528.72, but the surface-level print is a massive illusion. 🇰🇷📉 Foreigners pulled a massive KRW 4.6T (US$ 3.17B) swing in just 24 hours. They net-bought KRW 3.1T (US$ 2.14B) yesterday, only to dump KRW 1.5T (US$ 1.03B) today due to profit-taking ahead of futures expiration. Retail investors are currently absorbing the entire sell-off.

[The Krux 8 @thekrux8]

Cap-weighted distortion: The 7,528 level is a mirage driven almost entirely by mega-cap semiconductors like #Samsung Electronics and #SKHynix. If you strip out these heavyweights, the effective KOSPI feels closer to 4,100. #AI #Chips #Tech

[The Krux 8 @thekrux8]

Zero market breadth: It’s a "VIP semi-only party." While large-cap semis are supported by foreign capital (previously) and pension funds, small and mid-caps are suffering a severe liquidity vacuum and trading sideways or down.

#KoreanMarket #AsianEquities #AI #Liquidity #KOSPI

[The Krux 8 @thekrux8]

Kakao is shifting into high gear for the #AI era! CEO says the company is scaling its #AgentAI platform to onboard all 50M users with a highly efficient, domain-specific architecture.

#TechNews #AINews #Kakao #Earnings

[The Krux 8 @thekrux8]

The ultimate goal? Seamless #AI-driven discovery, booking, and payment entirely within the #KakaoTalk app.

#TechNews #Earnings #SouthKorea