Simon Dae Oong Kim

bootstrapping ai conglomerate since 2026

[Simon Dae Oong Kim @simondkim]

Let’s see what software 3.0 can bring. LFG! 🚀 (slide courtesy of @karpathy and @ycombinator)

[Derek Thompson @DKThomp]

This has quietly been a miracle month in medicine.

In the last 5 weeks we’ve got news on:

- retatrutide, the triple agonist GLP-1 from Lilly, basically melting fat and body-wide inflammation at record levels
- RevMed’s new pancreatic cancer drug showing unprecedented abilities to extend life
- small trial of a one-and-done PCSK9 gene editing therapy for slashing LDL cholesterol
- Mayo’s AI-assisted radiology showing vastly improved cancer detection
- this new therapy for metastatic solid tumors

This stuff is at varying levels of evidence. Retatrutide is ~100% on its way, other stuff needs more clinical trial data. But put it together and we’re maybe on the verge of majorly reducing the mortality of heart disease and cancer, the two leading causes of death in America.

[Simon Dae Oong Kim @simondkim]

i often find myself re-engineering things that work fine in codex w/ gpt 5.5 to work in production with cheaper models and setup. only if gpt 5.5 was cheaper... then i can really shorten time to go to production.

[Sundar Pichai @sundarpichai]

On Monday we announced an equity offering for Alphabet - part of our multi-year investment strategy to meet the AI opportunity ahead and support the demand we’re seeing from enterprises and consumers. Pleased to share the offering was well over-subscribed. We raised a total of ~$45B, with an additional $40B to come as part of an “at the market” program starting in Q3 (for a total of ~ $85B). A huge thank you to our investors, including Berkshire Hathaway who invested $10B.

[Yun-Ta Tsai @yunta_tsai]

Some say that with AI, you don’t need to learn anything.

But in reality, there’s no better time to learn everything.

[Dwarkesh Patel @dwarkesh_sp]

Over the last 200 years, we've automated away a lot of hard physical labour. But people still go to the gym.

Indeed, many people today are more physically capable than people in the past. We can train systematically for whatever physical goal we want, and it's more fun than hard labour on a pre-modern farm.

@karpathy's hope is that, in the future, the same will be true of learning.

AI tutoring that's tailored to each person will make learning easy, and more people will want to do it. We will be able to go much further than our ancestors.

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[Simon Dae Oong Kim @simondkim]

Had an extra @cursor_ai subscription so made a dragon taming game for my kids. It took 30 mins or so of prompting and tweaking (kids didn’t want beards on the characters’ faces lol) but overall quite playable. Gonna make it better for them this week! See if it gets good enough to steal their attention away from @Minecraft !

[Anthropic @AnthropicAI]

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission.

Pending completion of SEC review, this gives us the option to pursue an initial public offering.

Read more: https://t.co/onGZAhRLvD

[Simon Dae Oong Kim @simondkim]

Nothing better than caffeinated Codex sessions on a Saturday

[Simon Dae Oong Kim @simondkim]

Bye SFO for now

[a16z @a16z]

OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker.

You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.

In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack).

In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.

a16z's @joeschmidtiv on why the app layer isn't dead: https://t.co/84QN5Mj9T3

[Simon Dae Oong Kim @simondkim]

@kimmonismus All about that compute capacity maybe. Starting to see difference bc of it?

[Simon Dae Oong Kim @simondkim]

Why can’t BART be more like NYC subway? More hip is what I mean.

[Simon Dae Oong Kim @simondkim]

@DashGeniusApp is providing AI driven business intelligence (cross system queries for production & sales teams) and workflows (demand planning and production scheduling) capabilities to SMB manufacturers in America! @joeschmidtiv

[Joe Schmidt IV @joeschmidtiv]

https://t.co/i7teOUTWgZ

[Simon Dae Oong Kim @simondkim]

Nothing beats spending time with customers onsite!

[Simon Dae Oong Kim @simondkim]

Don’t forget we already have Unartificial General Intelligence in us! 🧠

[Logan Kilpatrick @OfficialLoganK]

"you can outsource your thinking, but you can’t outsource your understanding"

easy to forget in todays AI era, worth remembering everyday as we all wield more intelligence!

[Simon Dae Oong Kim @simondkim]

Ancient words of wisdom by Marcus Aurelius.

[Simon Dae Oong Kim @simondkim]

what i'm excited for: @antigravity sdk in typescript/JS! i really think gemini's cost effectiveness will begin to shine more with antigravity harness. can't wait!

[Simon Dae Oong Kim @simondkim]

anyone here in X building a product for american manufacturing companies? would love to connect and exchange notes! @grok and @X algorithm, plz show this post to makers and founders building in this space.

[Simon Dae Oong Kim @simondkim]

@grok @X show me some cool american manufacturing and industrial robotics stuff on my feed from now on plz