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.
I view this as intractable problem to find global solution to

I am curious if it is tractable at personal++ leve

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More from @kevinakwok

28 Sep 21
As always remarkably impressed by vitalik's writing. Do think he's writing at a level that few are matching in discourse with him, which is shame.

Personally, I think two additions that it's not clear market has consensus on are
1. is financialization a core attribute or a tempo
rary distribution method for crypto

2. is the reliance on exit as the safeguard a temporary or long term solution. Which implies views on the long term stability of individual crypto projects vs constant churn due to the incentives towards defection we've seen market give today
subpoint buried within the 2nd point is that I think there's probably a better understanding of some kind of meta-project players where you should see exit into new tokens not as churn but as capture of a more informed / capitalized elite in crypto. And I suspect the data would
Read 10 tweets
2 Apr 21
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
Read 4 tweets
12 Jan 21
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
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
7 Jul 20
And so the great Paloma Project begins Image
Espolon tequila x grapefruit ImageImage
Mezcal, grapefruit, pineapple soda ImageImage
Read 6 tweets

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