Kevin Kwok Profile picture
Aug 18, 2020 6 tweets 2 min read Read on X
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More from @kevinakwok

Feb 9
Cursor and Anthropic are in that great dance. They love and need each other and are totally besties. And yet both know they need to know who's the irreplaceable one in the relationship

It's the question everyone waiting to find out
the range of people liking this tweet really is sign of how much everyone paying attention to answer on this haha
do devtools make money in the fullness of time? should one lean into this time being different or bet on transition off of that?

would we buy at 10B? would we sell at 10B?

do both win? one win? none win? just msft wins everything?

So many fun conversations being had somewhere
Read 4 tweets
Mar 29, 2022
Suddenly see sumo oranges everywhere. so went down the rabbit hole on them.

New variant started in 2011. But with 4 years to get to production

Unsurprisingly they are indeed the orange industry's honey crisp. Who says innovation is dead haha Image
Only one company in US makes them. In asia at least very similar variants are way more common i think

look at this launch calendar haha Image
or in donut chart form Image
Read 4 tweets
Mar 29, 2022
My conspiracy theory is that oil isn’t dinosaurs. It’s the carbon capture technology of the dinosaurs

This is the only thing I want to believe. And makes all carbon capture tech innovation infinitely more funny to me.
Dinosaur time traveler: how do you like our gift to your generatio…sorry you thought that was *made* from my dead body. And you shoved it into your car?!?!
Lowercarbon LP letter: every day we strive to walk a little closer to the glory of the Mesozoic era
Read 5 tweets
Mar 12, 2022
Sword of Damocles:
The real sword of Damocles is this poll. And if you answer wrong gonna block you
Starting to think humanity was a mistake
Read 4 tweets
Jan 22, 2022
Here's chart I made for myself that I think about. Basically the only time period of US history where we've gone this long without a president winning with 75%+ of electoral college was post-civil war period

Lots of ways to interpret this.
One would be to think about what are plausible paths of someone getting those numbers in today's age. If we expect reversion to mean, than it's very interesting to understand what paths someone will cut through it.

Another interpretation of course would be to be bearish. A third
is to think party system has gotten more "efficient" at being roughly evenly split.

You might be wondering what is that datapoint of someone winning with less than 50%. Is that even possible?!?!
Read 4 tweets
Jan 3, 2022
We're at odd ground right now where there's not really any medium for mid/long form discussion on blog posts anymore

Blog post replies not really a thing. Twitter used to be but less a place for discussion. Private email and group chat sort of the place, but issues with both
Email or spinning up something like a discourse seems like the temporary solution I'm increasingly tempted by

Latter is tempting after seeing some successes in it on protocol forums for long form. But has whole list of other reasons high activation energy
but it is very odd that there are essays I read where literally do not know where one discusses them

Most I read wouldn't be hacker news fodder anyways. But fwiw I think hacker news is not this either.
Read 4 tweets

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