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Kevin Kwok Profile picture
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2 Apr, 4 tweets, 1 min read
Really great for Waymo. Dmitri Dolgov is perfect person to run Waymo

When I was at greylock & investing in AV companies I talked to many people in the industry. And he was consistently in the top of everyone’s dream list of people to recruit from Google

cnbc.com/2021/04/02/way…
There will be a movie/book one day about AV. And people will come to appreciate the prequel Grand challenge / Google lineage that has led to this

Urmson: Aurora
Dmitri: Waymo
Jiajun: Nuro
Salesky: Argo
Something something fire emblem: we will meet here in five years on the battlefield
I’m just saying. If any of you ever write this show for HBO or Netflix. Plz let me advise.

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More from @kevinakwok

Kevin Kwok Profile picture
12 Jan
Lots of anger on the process for getting vaccine

Stepping back, reminded of universality of rising consumer expectations

Once people had world class consumer apps better ent apps was inevitable

So too will it be for govt services. The frustration is painful but also great sign
It's easy to bash the digital experiences of govt services. Often rightly so

But sobering to realize that much of user improvement of ent products has only been in last *decade*

Progress get most pulled when consumers flip from default satisfied to upset at lack of improvement
Consumer products have pushed forward user expectations, and they carry that over in all areas

You can call that the hedonic treadmill, the red queen effect, the divine discontent of customers, consumer inflation, or anything else

But it's a big part of what pressures progress
Read 10 tweets
Kevin Kwok Profile picture
18 Aug 20
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Read 6 tweets
Kevin Kwok Profile picture
31 Jul 20
I was skeptical on signal risk being big issue. Its impact on potential new vcs is still overweighted imo

But recent convos with founder friends has flipped my view

The real issue is how it changes openness on fundraising strategy between founders & *current* investor
Because now they are player in the next round too. So founders become a lot more sensitive about what to share and being able to talk it through with them

Not only bc have to still be marketing to them (which I personally think people underweight degree you always must do that)
but also because now conversations with them affect the dynamics of upcoming round, like double slit experiment

I don't view that as insurmountable. And all of private markets is the essence of conflict of interest (which has huge positives too)
Read 5 tweets
Kevin Kwok Profile picture
7 Jul 20
And so the great Paloma Project begins Image
Espolon tequila x grapefruit ImageImage
Mezcal, grapefruit, pineapple soda ImageImage
Read 6 tweets
Kevin Kwok Profile picture
6 Jul 20
Years ago was randomly trying to find video of In the Heights. Stumbled on yahoo groups where these cams were traded

They had manual seeding/leeching setup. Realized it was high schoolers w/ broadway dreams, but very limited access to actual shows (not living in nyc / cost)
Love finding these niche communities on the internet. And to the lovely person who took pity on me and sent me the video of In the Heights. She added me on social later and has been great to watch her pursue her acting dreams

Broadway historically has been very hard to access
Most people aren’t able to go see shows. It’s wild to see how many are obsessed with something so few have access too.

LMM has made point that for many the scripts shows let high schools use to put on performances is biggest onbording point for most students. And LMM for both
Read 4 tweets
Kevin Kwok Profile picture
20 Jun 20
Love to see @Alex_Danco writing about loops!

Thermodynamics and systems clearly is very promising vein to draw on in studying loops--so great to see Danco dive into the Carnot cycle and transfer learn principles of loops

Go read!

Via @dwr

alexdanco.com/2020/06/19/the…
One of the odd questions is why thermodynamics and systems analysis were never really merged in with the groups studying these kinds of loops in business context over last half century

Reminds me of Origin of Wealth's theory that econ was a fork of laws of thermodynamics half
way through. With all the attendant issues.

But my personal theory is slightly different. I think that the mechanisms by which loops operate and even some atomic components transfer well. But there are key differences that made people not merge them together. But that normalized
Read 10 tweets

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