Thread by @kevinakwok

Listening to @eugenewei's podcast with @patrick_oshag. Eugene is one of strongest proofs to me of nondiminishing returns on talking longer with same person. So will will consume all talks with him until he produces infinite talkshow/Avalon video series

Oh haha our dinner was referenced. no better dinners than small groups where conversation can sprawl in all directions

We need so many more series that are defiant ones style. Wish we had stronger culture of this. Now that cost of production falling so much

Before I leave meetings with Eugene from now on I'm going to have him take photo with my dtc Avalon sets

Dre spotting Eminem is so venture. Crazy to me we haven't seen larger scale analysis comparing all the different fields with venture type Dynamics. And their evolutions

Re sportcoat story. Have been with Eugene to Virgil abloh store in China. And he has def been trying to work on becoming the salesperson. Made pitch to me to get Virgil abloh facemask😂😷

Non aggregate approaches to sales is interesting. Because we're seeing more companies taking this approach (some examples include intercom, drift, front, etc just t fully focused. Many more incorporating). But seems hybridized of aggregate data enabling for this to be still feasi

Ible at scale

Invisible asymptotes needs no introduction.

Do wonder if invisible asymptotes is example of compress to impress in best and worst ways. Has spread awareness so much better than any piece on this idea. But still not nearly enough conversation unpacking next steps. I'd put still u

Underweighted in Eugene prosyletizing more.

Also as serving needs of customers gets more understood knowing how to transition s curves becomes the new power

So many photos of bezos in China. Like an entire ecosystem forked from one company

The bear case on text vs video is conversation I feel is one of most important on century time-frames. Love discussing this with Eugene as person I feel most has pulse on intersection of video and text. More of my thoughts here

https://twitter.com/kevinakwok/status/1087609069144178689?s=21

Social networks as new countries with immigrants is one of my favorite metaphors. Also recommend Alex zhus talk with Josh elman on this!

Leaderboards and feeds turning local to global s curves still so underrated. And relevant to current China ecosystem

Should we be concerned Eugene isn't paying his taxes now that he no longer tweets about it annually??!

Everyone said who would take selfies. Everyone now takes selfies.

Over under on O'Shaughnessy and Eugene dancing and lipsyncing in their houses in nextdecade is markets should be made

Social capital should be modeled like we do Financial capital. Determining monetary policy and ginicoefficient and income@mobility of social capital is all handled by companies. Should treat and handle with same weight

Network effects so misunderstood and understudied still.

And on adjacent point. Also under debated is whether they are discovered or created.

Glass steagal for tech is frame around tech that I'm super interested in debates around. Or more generally how we understand commons with highmin scopes

Every frame a painting remains my favorite YouTube account. The only thing that makes me okay with their retirement is that I get film theory from Eugene.

Video:text::English:latin

Function not form. The new studio will not be a studio. This also applies to every other industry

Audiobooks > books. Lower friction and higher throughput.

I often wonder if in many cases we should split signaling into signaling vs resonating

Re fortnite vs Netflix. Everything at scale competes with everything. I remember the month we started to see apps turn zero sum in time saturation

Every competition turning global has increased consumer SLAs. This is uncomfortable but net great

Yes!! Tightening feedback loops is everything