Kenneth Lo

@kloventures
2 Followers
2 Following
294 Posts
Building @arc5ventures to fund AI-driven behavioral health startups for mental wellness. Pitch your vision & connect!
micrositehttps://klo.vc

linear progress is a myth:

loss
rehab
rebuild

rarely works that cleanly

note to younger self
all will be fine
sit tight and receive the lessons

what would you tell your younger self today?

the obstacle isn't blocking the path
it is the path

marcus aurelius

analog experiments in the zoom fatigue era.

ran one yesterday.
six founders. no screens. one whiteboard. two hours.

three stalled decisions moved.

we spent five years optimizing for async.
we got paralysis.

the best decisions i've seen this quarter happened in rooms with closed laptops.

presence is becoming scarce.

what decision are you avoiding that needs a room, not another deck?

competitions have been my crutch

rules, spectators, counterparts
structure i could lean on

life is anything but

unplanned household turnover
unplanned career transitions
unplanned cancer diagnosis

no ref, no scoreboard, no opponent
just you and the move

what's been your crutch?

most accelerators teach storytelling.
we teach unit economics.

before you pitch:
• prove CAC < LTV
• model cash flow, not vanity growth
• get to the rule of 40 faster than your peers

a great narrative gets you in the room.
a real business gets you the check.

the sexiest businesses are the ones nobody tweets about.

they don’t trend.
they compound.
while everyone’s chasing virality,

they’re counting cash.

partnerships don't break from conflict
they rot from ambiguity

decisions without owners
authority without clarity
process without signal

the rooms feel fine
the work decays

you leave every meeting cloudier

that's the tell

remove ambiguity or accept drift

no owner means no decision
no authority means no role

people optimize for comfort
i optimize for speed

ambiguity is a choice
i choose clarity

momentum is speed and power

not or
and

speed without power spins
power without speed stalls

most founders pick one
breakthrough founders stack both

went through old pics
hundreds of hours across 2 years pulling off leadership conferences

countless people chipped in
johnson always connecting us to the right people at the highest leverage

yet i couldn't find a single photo of him

that was @johnsonhor
always behind the lens
never in front

hosting a virtual coffee this friday to remember him
you're invited if you're reading this far

discernment is the new scarcity

stripe sessions buzzing about agentic commerce
but agents cant solve for lived experience

all razor blades serve the same function
merkur costs 3x more
on paper it loses

but cheaper ones left me bleeding

so i override every algo and stick with what works

context from living with the cost of being wrong