David Kwon

984 posts

David Kwon

David Kwon

@dkwon98

Partner @AbstractVC // @Polymarket @DecartAI @MaticRobots @SocketSecurity @DeeptuneAI @Hedra_Labs

SF Katılım Ağustos 2016
606 Takip Edilen844 Takipçiler
David Kwon
David Kwon@dkwon98·
Excited for @deeptuneai's $43M Series A, led by a16z! I've learned so much from Tim. He's resilient, thoughtful, and operationally excellent. Today, Deeptune is accelerating work at the world's leading AI labs and has built an A+ team based in NYC. If you're interested in joining, let us know!
Tim Lupo@timlup

Excited to announce @deeptuneai has raised $43M Series A led by @a16z. Labs and enterprises must turn model capability into real-world performance. Doing so will require distilling the entire economy into environments for AI. We believe this to be the most critical work in the pursuit of AGI. We’re a small, focused team of engineers and operators in New York. If you want to work on the hardest (and weirdest) problems of your career, we would love to hear from you.

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David Kwon
David Kwon@dkwon98·
This will have insane PMF among older people. Already popular in South Korea today in the Gaepo-dong district, called silver towns. Multiple condo high rises with high quality shared amenities (medical, dining, leisure). Adam maybe the only person who can raise money for this and execute this at scale
signüll@signulll

what adam neumann is doing now is such an obviously good idea. most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives. anyway, it’s super duper interesting to see the wework model applied to residential.

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David Kwon
David Kwon@dkwon98·
@rtwlz labeling murray hill as the marina and not rincon hill is a crime
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Riley Walz
Riley Walz@rtwlz·
About to annoy so many people
Riley Walz tweet mediaRiley Walz tweet media
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Jessie Frazelle
Jessie Frazelle@jessfraz·
LOL this is funny because OpenAI labs got Riley Walz an actually cool hacker, and Meta gets the guys who literally don't know how to rotate keys or lock down a database. On brand I guess.
TBPN@tbpn

Meta's Moltbook acquisition is best viewed through the lens of the AI talent wars, says @johncoogan. Now Meta has two more AI product people who can work on skunkworks-like R&D to demonstrate killer use cases for new frontier models that Meta develops.

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David Kwon
David Kwon@dkwon98·
@pitdesi Forget about Legora, YC is the best business in this screenshot. Another sub 2 year 3000x (not accounting for dilution)
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Sheel Mohnot
Sheel Mohnot@pitdesi·
Legora is averaging a round of funding every 4 months, each one ~tripling their valuation
JC Bahr-de Stefano@jbahrdestefano

Sheesh @WeAreLegora just raised a $550M Series D led by @Accel at a $5.55B val Legora is a legal AI platform that helps lawyers review documents, conduct research, + draft contracts. Rather than asking firms to adopt a new standalone tool, they've embedded directly into the existing legal tech stack Anecdotally, heard they went from 3m to $70m in revenue in '25 😯 and according to 20VC podcast with @MaxJunestrand they added $7m of revenue in a day in Dec '25 Company was started in '23 + in the YC W24 batch. They've raised $815.5M in the 2 years since - insane trajectory! reuters.com/business/finan…

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David Kwon retweetledi
e chi
e chi@echinaceous·
excited to coauthor this article with @amytam01. at Quadrillion we happen to think that research is the most important thing that we can do as people, and we want everyone to have that capability (1/2)
Amy Tam@amytam01

x.com/i/article/2031…

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David Kwon
David Kwon@dkwon98·
@PeterJ_Walker @pitdesi @rabois Line chart seems like a poor choice here? Gives the impression that Miami has fallen from #6 to #42 over time, but the x-axis is actually just which round you're comparing
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David Kwon
David Kwon@dkwon98·
@rohindhar This will look like a steal 1-2 years from now. Great purchase & congrats to both you and the buyers!
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Rohin Dhar
Rohin Dhar@rohindhar·
Pleased to share my latest transaction as a San Francisco real estate agent! I represented the buyers on the off-market purchase one of the best houses I’ve ever seen in Potrero Hill at the “top of the hill” Featuring stunning views of the bay bridge, the city skyline, and bay, the home also has a flat backyard that backs up to the modern living room and open kitchen. Was fully renovated in 2018 The home is 4 bedrooms, 3 baths and two car garage parking with EV charger. This is the best house that’s come up for sale that’s in any proximity to the offices of the major the AI companies in the last two years The purchase price was $4.6MM Despite it being off market, there was quite a lot of competition for the home. And to put it mildly, it took an insane amount of execution by my clients to win, with an assist from me 😅 Major major congratulations to my clients Rohin Dhar, San Francisco real estate agent at your service! Please get in touch if I can help you with your home purchase in San Francisco 🙏
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David Kwon
David Kwon@dkwon98·
@chrisfralic and this list not being ordered by AUM of firms with HQ or major offices in NYC instead of by # of investments in NYC-based companies is just really odd
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David Kwon
David Kwon@dkwon98·
@chrisfralic USV being so low, Thrive not being on this list, and Roelof still being listed as the MP of Sequoia are just crazy red flags
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Chris Fralic
Chris Fralic@chrisfralic·
The Largest VC Firms in the New York Area according to Crain’s New York Business (2/23/26)
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shots on goal
shots on goal@shots_goal·
@dkwon98 @KenWattana Too much risk imo - no hate, but there’s a pretty big gap in risk appetite b/w your avg early stage investor and avg early stage startup employee
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Ken Wattana
Ken Wattana@KenWattana·
The bulge bracket early career VCs are fleeing to series C AI unicorns
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Ken Wattana
Ken Wattana@KenWattana·
@shots_goal @dkwon98 What’s even better than putting your money where your mouth is…putting your career on it
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David Kwon
David Kwon@dkwon98·
@stephenschou @b_nnett @peer_rich It's imperfect accounting but simplifying the numbers is generally good for venture investors who tend to think in simple terms (not always a bad thing)
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Stephen Chou
Stephen Chou@stephenschou·
@dkwon98 @b_nnett @peer_rich At most, you get a sense of short-term momentum. $27M implies ~200k units at a $129 ASP. That would be significant annual volume for a consumer hardware product this early.
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David Kwon
David Kwon@dkwon98·
@stephenschou @b_nnett @peer_rich They mention month-over-month growth, so I assume they're annualizing their latest month. That seems fine to me, especially if it's growing. People want to know the annualized number anyways, so it doesn't seem dishonest
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Stephen Chou
Stephen Chou@stephenschou·
@b_nnett @peer_rich No doubt most of that is done in recent months and the annualized number is off of that peak. 30k is great for sure, though that’s $4m or $9m annualized from the 5 months.
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Keşfet

@deeptuneai @M___Morgenstern @rtwlz @CrusoeAI @jessfraz @DanielleFong @pitdesi @KenWattana