Insights

OpenAI's $6.5 Billion Hardware Dilemma

OpenAI의 9조원짜리 딜레마

OpenAI's hardware device delayed to 2027 after acquiring Jony Ive's io for $6.5B. ChatGPT has 810M MAU, but market share fell from 69.1% → 45.3%. Introducing the 'MAU Trap' - massive users hiding shallow engagement.

Your Startup's 2 Million Users Are Worthless

Korea's top department stores generate 52% revenue from VIPs (40+ age). Golf memberships average $200K. E-commerce: 40-60 demo has higher AOV than Gen Z. Stop chasing vanity metrics. Target paying customers, not fundable numbers.

AI Native VC: Building Pitch Deck Review in 3 Minutes

[애당초 너두] 투자 피치덱 검토하는 웹사이트 만들기

Tutorial: Build a pitch deck review site in 3-4 minutes using Lovable.dev. But that's just a toy. At TheVentures, we built 'Vicky' - an end-to-end AI Native VC system. Real data, real investments, real edge.

Optimal Stopping Theory for the AI Era

최적 정지 이론 - AI 시대의 의사결정

The 37% rule says explore 37%, then commit. But in AI era, N becomes infinite. How do you know when to stop when infinite options exist? The framework that applies to hiring, investing, and life decisions.

The Real AI Bottleneck Isn't GPUs

AI 시대, 진짜 병목은 GPU가 아니다

Everyone's obsessed with GPU scarcity. But network infrastructure is the real bottleneck. Why I was in Mobile & Telecom Top 200: I see infrastructure investment opportunities others miss. Open RAN, edge computing, AI-native networks.

After AGI: Is Korea Ready?

AGI 이후의 세상, 한국은 준비됐는가

Davos 2026: Demis Hassabis & Dario Amodei agree - 6-12 months until AI does most engineering work. Korea = canary in coal mine. Low birth rate + high AI adoption = first to feel AGI impact. What survives: data, regulatory moats, trust, judgment, meaning.