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Andrew Kang

@Rewkang

In 2009 we had a too big to fail tailwind for established companies In this era of government, we have a too important to not succeed mandate for smaller companies Golden era for venture capital and entrepreneurs in critical industries

3:42 AM · Jul 29, 2026 · 35K Views

11 Reposts 197 Likes 17 Bookmarks

13 replies collected of 18 X reports

Ethereum Yield Strategies @ETHStrategies · Jul 29

@Rewkang 👆 This is your sign.

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Netinho Andrade @pteroma_walk · Jul 29

@Rewkang 2009 was a bailout era too though not sure the mandate is that different now just the company size

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Prmai @Prmai_ · Jul 29

@Rewkang Too important to slop

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Michaejacks @Michaejack37336 · Jul 29

@Rewkang Kang send me the ticker to buy to support you

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Super Degen 💎 @SuperDegen · Jul 29 23K

@Rewkang My friend, it's sad but true that large companies disrupt small ones; small businesses have to stand up for themselves.

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CIX 🦾 @cixliv · Jul 29 34K

@Rewkang More like end of the SaaS kid, rise of the hardware bro.

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帅

帅帅🐂🀄️ @ssovoovo · Jul 29 30K

@Rewkang The rise of the hardware era. 🫡

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The New Money App @TheNewMoney_app · Jul 29

@Rewkang AI. Hardware. Robotics. Rare earths. All intertwined and all have to accelerate in the USA.

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🟩friend along the way @F_A_T_W_ · Jul 29

@Rewkang Which ones worse

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𝕊

𝕊𝕡𝕣𝕚𝕥𝕖 @0xSprite_ · Jul 29 12K

@Rewkang founders got policy pmf

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Paradigma✳️ @stas_paradigma · Jul 29

@Rewkang the cynical read: bailouts for friends, sba loans for strangers. but if you're building defense-adjacent or infra-critical the check-writing mood is real

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Paradigma✳️ @stas_paradigma · Jul 29

@Rewkang problem is the mandate doesn't come with capital discipline. 2009 forced efficiency, now it's just "here's $50m because you said AI defense" and half these companies will burn it on buzzword slides

Fabrizio Clipear @FabrizioClipear · Jul 30

@Rewkang That's the first honest take on this cycle I've seen. Everyone's still modeling risk like 2014, but the government is now the LP, the customer, and the regulator rolled into one. The real edge isn't just building—it's being too embedded in a priority sector to fail.