Author: CK

Europe is pretty comparable to the US in terms of the GDP and population: GDP: EU + UK = $19.7T / US = $25.5TPopulation: EU + UK = 514M / US = 332M While, the source of wealth creation is very different, where the US is driven by tech, while the EU is all about … Continue reading US vs. EU

One of the “killer apps” of GPT is removing the language barrier, especially in written/chat forms. (After all, it’s called the large “language” model and “chat” GPT). This is giving exciting new business opportunities to many industry applications. For example, people in remote, developing areas of the world don’t have to learn English anymore to … Continue reading GPT and the Removal of Language Barrier

Threads had an explosive launch, but from the product perspective, it’s just uninspiring. Threads, Bluesky, Masterdon, and Twitter itself – these are all largely undifferentiated products. In fact, most social networks have the same features (feed, follow, etc.) and are controlled by a few (seemingly sometimes fickle and unstable) billionaires. Human social interactions are intricate, … Continue reading Threads and Social Networks

I think we’re starting to see frothy valuations coming back in certain areas, especially genAI. We’re talking about $30mm pre for pre-seed, pre-product teams. I don’t think that’s particularly healthy. If you were lucky enough to raise big venture funding, one thing I often tell founders is treat the money as if it was a … Continue reading My Money vs. Money to be Returned

For fellow soul-searchers, one potentially useful framework is what I call the “Doctor’s Test”. Imagine you got a call from your doctor, and were told (God forbid) you have a terminal illness and only have 5 years to live. How would you spend the rest of your life? If you could think of a project … Continue reading Doctor’s Test

Geography still matters for startups – i.e. the density (of smart, like-minded people) and walkability. Cities with a walkable downtown, like Boston, Austin TX, and Santa Monica (not LA) are well positioned for startup ecosystem: Graduates, startup founders, and VCs are always bumping into each other or can walk up a short distance to take … Continue reading Geography and Startups

What’s the future of jobs in the post-AI world? Today’s Youtubers and Twitch streamers might give us a clue. What’s the percentage of people who are making meaningful income only doing what they truly love to do? Must be very small today. But some Youtubers and Twitch streamers are already doing just that. They make … Continue reading Glimpse of Future of Jobs