Kevin Kwok

Kwokchain ↗

Semiconductors · AI Infrastructure

• Abstract Warfare: How TSMC Made Its Own Market↗ 9 Oct 2026
  TSMC didn't compete on chips—it unbundled semiconductor design from manufacturing, converting an expensive fixed cost into variable infrastructure and enabling a market of fabless designers to thrive. By changing the industry's fundamental structure rather than attacking products, TSMC cornered incumbents and became a market-maker.
• Cursor and SpaceX: In search of a complete loop 23 Apr 2026
• The HALO Effect 15 Jul 2025
• Joining Sutter Hill Ventures 15 Aug 2024
• Narrative Distillation 29 Sept 2021
• Narrative Distillation 29 Sept 2021
• Reforge Fall 21 Applications Now Open- Apply Today 4 Aug 2021
• New video series, Closing the Loop 22 May 2021
• Last Call – Spring 21 Cohort of Advanced Growth Strategy 19 Feb 2021
• How to Eat an Elephant, One Atomic Concept at a Time 5 Feb 2021
• The Mike Speiser Incubation Playbook 22 Sept 2020
• Why Figma Wins 19 Jun 2020
• Underutilized Fixed Assets 23 Jan 2020
• Notes on Superhuman’s Acquisition Loops 24 Oct 2019
• The Arc of Collaboration 16 Aug 2019
• Making Uncommon Knowledge Common 9 Apr 2019
• Aligning Business Models to Markets 22 Feb 2019
• 1MDB and Malaysia: Notes and Adjacent Thoughts 20 Nov 2018
• Selection Bias in Poker 9 Nov 2018

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