Ethan Cho: Koreans at the Gate
Not for Korea by Ethan ChoThe investor who backed Korea's unicorns (Toss, Dunamu), on AI, venture, and going global
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 99 | Founded | 10 months ago | Last Issue | 9 days ago |
| Active | |||||
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ethancho12.substack.comLatest Issues
What’s happening to the Korean stock market right now
Four months ago the KOSPI was the best-performing major index in the world. Korean media called it a new golden era. Korea was finally being priced as an essential node in the AI value chain, and for once the “Korea discount” people had to...
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Korea Has Room for a Content-Driven VC
In Favikon’s September 15, 2026 rankings, I placed #21 worldwide among venture capital investors on LinkedIn, #1 in that category in South Korea, and #2 overall on LinkedIn in South Korea.
I’m pleased. I won’t pretend otherwise.
But the i...
When the People Building the Fastest AI Start Reaching for the Brakes
Something unusual happened over the past few days.
Three of the most aggressive people in artificial intelligence began talking about the brakes.
Dario Amodei argued that frontier labs should deliberately slow the rate at which they impro...
The State of Korean AI
Korea already has a substantial claim on the economics of AI. Its memory companies supply critical components, its model developers are building increasingly capable systems, and its manufacturers offer places where AI can encounter the phy...
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Authors
The writers behind this newsletter.
Venture Capitalist | ex-Google, Samsung, Qualcomm | Devout Christian
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