Joonbeom Kwon
316 posts
@kwonai
Prev. Undergrad @UCBerkeley
The curse of intelligence is restlessness, the curse of lacking intelligence is envy. The curse of courage is isolation, the curse of lacking courage is regret.
Terence Tao spent a year at the Institute for Advanced Study - no teaching, no random events of committees, just unlimited time to think. But after a few months, he ran out of ideas. Terence thinks that mathematicians and scientists need a certain level of randomness and inefficiency to come up with new ideas.
Despite the proliferation of startup pundits over the last 25 years, no one knows how to make startups more successful. The New Pundits have sold millions of books, and their entrepreneurship “science” is taught in universities and accelerators all over the world. But none of it has made a difference. Startups are no more likely to survive today than they were in 1995. By some measures, they are even less likely to work. In his latest essay, legendary venture investor @ganeumann presents the data, diagnoses the problem, and proposes something that might actually work. It involves Robert Boyle, Peter Thiel, Paul Feyerabend, and Lewis Carroll’s Through the Looking-Glass. colossus.com/article/we-hav…
Reinforcing negative neural pathways via therapy or introspection is a recipe for misery. Don’t cut a rut in the road.
This is a man who has been haunted since childhood and built a billion dollar company as a side effect of trying to make the haunting stop.
We spent $15,000 on billboards targeting one person: the guy controlling all the chemical spend at a saltwater disposal company in Texas. We mapped his commute and bought every billboard between his house and the oil field. When we finally called, he said "I see your billboards everywhere." That landed us our first oil field contract. At the time our entire operation was a $10,000 reactor built from PVC pipes from Home Depot, turning corn sugar into industrial chemicals. People keep trying to throw it away. It still works. That leaking reactor started a multibillion-dollar company. @ycombinator visited our plant in Houston. The original PVC reactor is still on the floor next to the Bioforge.
I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…
SpaceX Starship rocket garden
