Kevin
1.6K posts
Kevin
@KevinDataGuy
PM, Growth, Data.
SF Bay Area, CA Tham gia Şubat 2014
237 Đang theo dõi160 Người theo dõi
LEGO just dropped its largest set ever: La Sagrada Familia.
It has 12,060 pieces and costs $800. The set comes 100 years after Antoni Gaudi’s death (June 10, 1926).
The details are insane including spires, carvings and interior with light shining through stain-glass windows.
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The UK won two world wars and Japan lost one horrifically. Yet it’s Japan that is still a culturally homogeneous, high-trust, low-crime country.
Mass immigration does more damage to your nation than being hit with a nuclear bomb.
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Teachers unions are going to look at the reading comprehension crisis and say "this will help me raise taxes for teachers to increase our incomes".
Just like they did with homelessness.
I don't know if teachers are in the game of educating kids anymore.
Dale Chu@Dale_Chu
“The students who cannot read a 20-page article today are the voters who will not be able to read a bill, or the jurors who cannot follow a closing argument, tomorrow.”
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Capitalism saves the day. Again.
Lib Development@Lib_Development
Korean society: so how are people going to receive old age pensions if everyone in the country is old? Korean government: well, we, uh Americans coming around the corner with a literal truckload of money: Are you guys the people who make RAM?
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Kevin đã retweet
Korean society: so how are people going to receive old age pensions if everyone in the country is old?
Korean government: well, we, uh
Americans coming around the corner with a literal truckload of money: Are you guys the people who make RAM?
Marco De Donno@stonksandgoats
@citrini What it means for the Korean economy and people when Samsung and SK Hynix are about to pay $430 BILLION in taxes in FY26-28. That's half the Korean public debt.
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Freddie deBoer: You Can and Should Blame Young People When They Act Like Lazy Cheaters, Actually freddiedeboer.substack.com/p/you-can-and-…
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For the past 18 months, from its initiation, the 10 Delta strategy remains undefeated.
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@RaminNasibov Dude what was this game called? It's the dark recesses of my memory
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@amitisinvesting Probably all healthcare, social services, and gov jobs
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Can anyone explain to me why start-ups went from “never ever ever ever IPO” to “we have to race to IPO”?
Andrew Curran@AndrewCurran_
The race to IPO first between Anthropic, SpaceX, and OpenAI is coming down to the wire.
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All you had to do to make life changing wealth was to invest in ~every public company along the 237
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These kids are experiencing a very different version of being nine years old than I did
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Daughter’s final project for Alpha School this year was for the kids to organize and throw a music festival.
The academics are excellent but she definitely learned more from this project than anything else this year.
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@owenliang60 Considering the portfolio has thematic concentration limits and has never been >35% AI, that would be an improper benchmark. But if you want to benchmark our AI basket to SMH, this is what it looks like:
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Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free.
Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing.
In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed.
By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services.
Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way.
Comment “shift” and we’ll send you an early access link.
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This is somehow going to end up as tax breaks for the old
Peter Mallouk@PeterMallouk
Nearly $27,000 a year for family health insurance premiums, up from $6,000 in 1999. And that’s before deductibles, copays, and surprise bills. The system is fundamentally broken.
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Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year.
Look at my prior years' annual stock ideas. 2026 is not an anomaly.
Plus, my Substack ideas during the last few months, including DELL, are even doing way better.
tae kim@firstadopter
My top 3 stock ideas for 2026: Microsoft, Dell and Nintendo. I’m also extremely bullish on OpenAI and AI enterprise adoption.
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