Kevin

ex founder. always learning. views my own

[Kevin @wovenking]

@_kelindi this is clean!

[Kevin @wovenking]

@ContrarianCurse agree, K shaped economy = K shaped outcomes. top of the K is the megacaps IMO

[🌩️ @twowayshai]

HE ACTUALLY DOING IT LMFAOOOOO

[Alfred Lin @Alfred_Lin]

Joe Lonsdale shared the following with Palantir back in 2010, as part of key lessons from Peter Thiel. It hits at the root of why the last 10% (and 0.01%) matters.

--
Obsess over perfection

"If you are designing something that a customer is going to use or that will represent us in public, it��s not good enough unless it’s flawless and extraordinary.

Especially in software, many situations have winner-take-all dynamics due to network effects and switching costs. Being the winner means being in the 99.99-percentile. A winner at the top takes nearly everything, and only a pittance goes to the others — so being 99.99-percentile is worth an order of magnitude or two more than being just 98-percentile. If it’s 1am and you’ve already got something that is very good, this is why it’s worth spending the next couple of hours to make it amazing."

[Kevin @wovenking]

I saw a build of an OS that creates every app, website ON DEMAND & it opened my mind to this new paradigm

If models hit an equilibrium, whoever owns the intent capture layer will win.

And if not, the model will eat app/device layers

Probly long $GOOGL $AAPL

https://t.co/0oKc8akIKK

[signüll @signulll]

in today's keynote, apple produced this really interesting graphic that ironically outlines the core mechanics for a new type of operating system (for perhaps a new class of devices).

you can see how this moves the world from an app based ecosystem to an intent centric world.

i.e. you roughly do not need third party applications in this world at all esp when ai has the ability to construct & deconstruct interfaces / experiences on demand.

[LASIK.com @LASIKdotcom]

Still offering NBA refs free LASIK. 🤫

[NEW YORK KNICKS @nyknicks]

everyone say welcome back Jeremy 🥹

[Kevin @wovenking]

@mvanhorn we really rediscovering programming concepts from first principles

[Matthew Prince 🌥 @eastdakota]

Uhhh… your memory is failing, my friend. And this was sent after the dinner, not before. Have the receipts. I don’t begrudge you in any way, but let’s be truthful.

[Kevin @wovenking]

@bjmtweets pretty good buying oppty tbh - mostly virtue signaling claim

[Lorimer Ventures @LorimerVentures]

@LorimerVentures 4th annual hashtag #NYTechWeek event might've been our best one yet! Our community of 200+ founders, builders, investors, and friends came together for a night of live demos, drinks and great conversation in a beautiful gothic refectory in Chelsea.

Special shoutout to our portfolio companies🐎@zocomputer and🧠@GammaApp as well as our friends from🍃 @trywindmill for the amazing live demos.

Huge thanks to @VanderbiltU for opening up their stunning refectory on their brand-new NYC campus, and to @_nicolealonso for capturing the whole evening so beautifully.

If you're raising a pre-seed or seed round, we'd love to chat.

[Hunter Biden @HunterBiden]

@Boilers32 It most definitely was not. I would never have forgotten my drugs.

[Kevin @wovenking]

imo the evolution after is personal rewriting agents that know how you most effectively ingest and understand concepts, so instead of reading someone else’s deck/site it gets morphed into the most digestible format for you

taking term sheets in DMs

[jess yin @itsjessyin]

this feels like the next evolution of a powerpoint. why would we distill ideas down to static pages when we could make them dynamic, interactive, and more engaging. reminds me of making prezis as a kid

[Kevin @wovenking]

Go for the whole thing
Do the entire JTBD

[Mike Vernal @mvernal]

https://t.co/n7pVVA3uXu

[Kevin @wovenking]

@dkwon98 $SKM also invested in Rebellions (korean chip startup; ~30% ownership at 2.4b latest valuation), which I think could be another $2 in equity value in the next year or two

[Kevin @wovenking]

so far not bad

[Kevin @wovenking]

Bullish for 2026:
Localization of semi chains
Cybersecurity
US energy needs, oil/nat gas
Proof of thought/work/humanity
Protein (still)
Sydney Sweeney collabs (still)
Databricks/Anthropic IPOs
Gambling is everything (still)
Platform SaaS

Bearish:
Instagram
Video games
99% of AI-assisted outputs
Realities of actually building US energy infra
US renewables

+ $ACMR $CRWD $RBRK $KSTR $HOOD
- $ATVI $XLE $OKLO $SMR $META

[TDM (e/λ) (L8 vibe coder 💫) @cto_junior]

+1

This is the biggest cope i see in founders that why are their engineers with 0.01% equity not working as hard as them with 20% equity (rest belonging to a16z)

[Kevin @wovenking]

@ParkerOrtolani @Withings

[Kevin @wovenking]

@thedealdirector Since $CRWD already watches endpoint binaries, feels like they will naturally benefit from this shift? Not sure why a separate app layer endpoint startup would benefit, esp when they need to compete against incumbents existing distribution

[Kevin @wovenking]

the last time there were this many YTD return screenshots on here it was a great time to sell