problem solver | ex-Uber, Amazon, Cloudkitchens and now a web3 explorer
Joined March 2022
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Pat retweeted
Timing isn’t a footnote to the thesis. It’s part of the thesis.
If you’re “right” too early, congratulations. You were wrong.
Pat retweeted
"최 회장은 젠슨황에게 왜 엔비디아는 자회사 중복상장이 없는지 물어봐라…(중략)…SK하이닉스 이사회는 식물 이사회인가? 사외이사 스스로 독립성을 찾는 노력이 필요하다. 상법에 근거 이사는 이사회 안건 상정을 요청할 수 있다는 사실을 기억하자"
(한국기업거버넌스포럼 '창피합니다. 최태원 회장님, 고승범 SK하이닉스 의장님' 中)
Pat retweeted
People ask me why Micron trades at a multiple to SK Hynix now that the ADR exists.
It's very simple.
Corporate governance exists. – at Santa Clara, CA
Pat retweeted
outside of the US, Korea has the most valuable companies in the world.
President @Jaemyung_Lee just mogged the last 24 hours in SF, signing $950B+ deals with Nvidia, OpenAI & co.
He closed it out with the leading VC firms incl. @martin_casado, talking about the next generation of Korean startups. v bullish on more of the world's most valuable companies coming from Korea 🇰🇷🇺🇸 💪
Pat retweeted
Atoms.
Http://atoms.co/vision
Pat retweeted
A great idea might be a multiplier, but i would argue it’s a very weak multiplier.
99% of what kind of success someone sees comes from the quality of their execution.
Maybe 1% comes from starting with a "better" idea than someone else.
Pat retweeted
Charlie Munger’s 1998 Harvard speech is the ultimate cheat code for life.
He compressed 74 years of billionaire wisdom into just 30 minutes.
Most people spend 4 years in college and learn less than what’s in this video.
Save this video, you will come back to this.
Pat retweeted
It's kind of surreal that a company with a chart like this is still trading for less than 5x its likely 2026 EPS.
Pat retweeted
저희 공장은 공유로스터리로도
알려져 있습니다.
며칠전 월간커피에서 공유로스터리에 관한
취재 요청이 들어왔습니다.
그러다 19년에 먼저 나갔던
기사를 오랜만에 다시 꺼내보았습니다.
그때나 지금이나 긍휼하기는 매한가지였네요.
최신 소식을 담은 내용은 월간커피 6월호에
실릴 예정입니다☕️
Pat retweeted
Geoffrey Hinton says the more we understand how AI and the brain actually work, the less human thinking looks like logic.
We're not reasoning machines, he says. We're analogy machines. We think by resonance, not deduction.
“We're much less rational than we thought.”
Pat retweeted
who wants a doodle??
rt, comment ● - ●, and follow me so I can dm you if you're chosen. you can unfollow me after, all good
작년에 론칭한 구슬스 Goosles 가 좋은 기회 덕분에 크래프톤의 모배(배틀그라운드 모바일) 오프라인 행사 치킨교전에 f&b 파트너로 참여하였다.
그동안 여러 브랜드와 다양한 콜라보를 진행했지만 이때까지 진행했던 여러 협업 중에서도 가장 예쁜 디자인이 나온 것 같아 기록 용도로 남겨본다.
꼰대 같지만 맞는 말
Let me add to this to clarify...when I was young, one great piece of advice I got was be the non-complainer. When asked by someone to do something, I would do it.
When asked to build a deck, I did it. And obsessed about every word, transition, image and animation until I felt it was pixel perfect. This took time.
When asked to build a model, not only did I try to understand the purpose, I made the model flexible, structurally sound and elegant. This took time.
When asked to work on a project, I took it on head first, developed some sense of it and then wrote a few pages explaining what I had learned and why it may be valuable as the project went forward, or didn't. This took time.
Meanwhile, I didn't have time to gossip, I didn't have time to make friends at work, I didn't have time to complain.
I made myself indispensable to my superiors by being a reliable worker. They then took me into the rooms they were in because I was essential to them doing well. Eventually, as they transitioned further upwards, I took command of the rooms they used to run.
This is how the process is supposed to work.
So if you want to get into the rooms where it happens, don't complain and don't get distracted. Be a reliable worker to those you work for and with. The rest takes care of itself.
