
Kevin Zhang
@ykevinzhang
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Family Office | prev @FirstMarkCap engineering @Salesforce @CarnegieMellon @UofT | Proud šØš¦
New York, USA
Joined September 2007
2000s music was literally so š„. Now we have hip hop / R&B nonsense. I iterally canāt with these youths
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With Alphabet recently announcing that it would increase capital expenditures from $75B to $85B after blowout earnings and Metaās Mark Zuckerberg promising to spend hundreds of billions of dollars in a bid to reach superintelligence, the contest to dominate the intelligence layer
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Why does Gemini 2.5 Pro sometimes refuse my requests in @cursor_ai but Sonnet doesnāt?
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Awesome work by @AipoLabs !
š» @karpathy explains the need for VibeOps š» @karpathy basically called out the need for VibeOps in his latest talk. He explains his experience with Vibe Coding: The coding was the easy part! But here's what he had to do manually: - Link LLM API keys - Link image generation
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In my post, I cover the following: - The current state of VC investing at the foundation model layer, and why large fund sizes and frontier AI labs are a match made in heaven - A general framework for evaluating the revenue drivers for frontier AI labs, from consumer, to
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From Meta plowing $14B into Scale AI, to OpenAI's 80% price drop on its o3 model, to DeepSeek's disruptive R1 model, the pace of AI development has gone parabolic over the past six months. At the foundational model layer, startups, investors, and tech incumbents are clearly
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Confirmed: the @theallinpodās delay is caused by @chamathās PR team
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My Perplexity usage actually dropped so much with ChatGPT with Search & Geminiā¦
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Gemini 2.5 Pro is actually so OP but is really held back by @googlecloud ās super crappy interface
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Huge congrats! Liu Jiang is extremely thoughtful & humble and excited to see Sunflower bloom!
Weāre excited to announce Sunflower Capital Funds I and II. Sunflower is a $250m fund that partners at the earliest stage with companies building foundations for modern enterprises, critical industries, and the physical world.
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Unfortunately coming true as the capital markets shit the bed
With the inflation print coming in hotterĀ than expected at 3%Ā and tariffs threatening to push it even higher, the United States faces fundamental questions about how its policy decisions will affect its competitive future, and more broadly, the continuity ofĀ Pax Americana.
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https://t.co/ZNWgljFEou Ships The First Unified MCP Server Why This Is Different Most existing MCP servers only expose a set of tools from a specific App. And if you want to utilize tools from multiple apps (Gmail, Github etc) youād need to integrate with multiple MCP servers.
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Wagyu beef
Rippling sued @Deel today. Our lawsuit alleges Deel cultivated a spy at Rippling & orchestrated a long-running trade-secret theft. The spy searched ādeelā in our systems 23 times per day on avg, letting him spy on Deelās own customers who were considering a switch to Rippling.
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I examine American competitiveness from two perspectives. First, at the policy level, tariffs are undermining U.S. competitiveness and economic stability, which we already see from the volatility in the capital markets. Second, within pockets of American industry, a superiority
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With the inflation print coming in hotterĀ than expected at 3%Ā and tariffs threatening to push it even higher, the United States faces fundamental questions about how its policy decisions will affect its competitive future, and more broadly, the continuity ofĀ Pax Americana.
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