Kevin is a repeat founder-operator turned investor who co-founded Image Space Media and led it through acquisition by Vibrant Media, then became a VC partner at Interplay with hands-on experience building and exiting a venture-backed startup. Before tech, he co-founded and managed two private equity funds focused on Chinese contemporary art as an asset class, reflecting an unusually cross-disciplinary background that blends finance, alternative assets, and culture with tech investing.

• Enthusiasm for autonomous AI agents that execute complex workflows rather than simple chatbots. He values agents that integrate directly with system tools like email, file systems, and calendars to perform tasks without constant human prompting. A frequent example he cites is using OpenClaw to automate personal tasks, such as generating a daily morning news brief for his wife that feels personalized rather than machine-generated.
• Focus on practical, invisible utility over flashy features. He argues that the best AI products shouldn't feel like technology at all but should simply work like magic in the background. He explicitly mentions that effective agents should be boring and aimed at saving 5 to 10 hours of repetitive work per week, rather than offering revolutionary but unusable demos.
• Skepticism toward vanity metrics in the large language model race. He believes the industry is optimizing for the wrong things, such as massive context windows, when the real future lies in intelligent routing and low latency. He illustrated this by calling the competition between models for higher token limits a trap, suggesting that most use cases require speed over infinite memory.
• Bullish outlook on developer infrastructure and code-focused AI tools. He views platforms like Cursor not just as editors but as the new foundational layer for AI-native development workflows. He validated this high-value perspective by noting that half the developers he knows have permanently switched to these tools, viewing them as compounding moats similar to early Adobe or Microsoft.
• Attention to security, privacy, and local control of data. He highlights the importance of open-source and self-hosted solutions where the user retains ownership of permissions rather than relying on black-box systems. He pointed to specific research regarding coordinated attacks on LLM infrastructure to underscore that security is becoming a critical, systematic battleground.