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← A bubble can only be identified in retrospect, so arguing about…

17 connected korrents · 17 moments on record from 17 Mar 2022 to 7 Sept 2026.

Everything filed under America America Everything filed under startups startups Everything filed under China China Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. A bubble can only be identified inretrospect, so arguing about whether oneis happening now cannot be settled now. Last stated 9 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A two-state solution is no longer possible; that boat has sailed. — tap to centre the map on it A two-state solution is no longerpossible; that boat has sailed. Last stated 3 years ago 17 Nov 2023 JM John Mearsheimer — holds since 2023-11-17 — tap for who they are Same subject: How science works can be reasoned about in advance, because the activity has invariants that do not change over time. — tap to centre the map on it How science works can be reasonedabout in advance, because theactivity has invariants that do notchange over time. Last stated 4 years ago 17 Mar 2022 JR José Luis Ricón — holds since 2022-03-17 — tap for who they are Same subject: A retraction can itself be wrong, and be worth retracting. — tap to centre the map on it A retraction can itself be wrong,and be worth retracting. Last stated 3 years ago 22 Jun 2023 SA Scott Alexander — holds since 2023-06-22 — tap for who they are Same subject: If people who have disagreed in the past agree about something, it is probably true, which is why Community Notes works. — tap to centre the map on it If people who have disagreed in thepast agree about something, it isprobably true, which is whyCommunity Notes works. Last stated 3 years ago 9 Nov 2023 EM Elon Musk — holds since 2023-11-09 — tap for who they are Same subject: We should act on the assumption that we have almost no idea what the best futures would look like, so committing today to any particular vision would be a great mistake. — tap to centre the map on it We should act on the assumption thatwe have almost no idea what the bestfutures would look like, socommitting today to any particularvision would be a great mistake. Last stated a year ago 3 Aug 2025 WM William MacAskill — holds since 2025-08-03 — tap for who they are Same subject: Wondering whether your product will ever be a thing is a dangerous thought, because there is no point at which you would stop second-guessing yourself. — tap to centre the map on it Wondering whether your product willever be a thing is a dangerousthought, because there is no pointat which you would stopsecond-guessing yourself. Last stated a year ago 23 Mar 2025 RV Rahul Vohra — holds since 2025-03-23 — tap for who they are Same subject: Washington cannot make good technology policy in a vacuum: without startups and industry saying what they believe, the decisions come out worse. — tap to centre the map on it Washington cannot make goodtechnology policy in a vacuum:without startups and industry sayingwhat they believe, the decisionscome out worse. Last stated 3 weeks ago 18 Aug 2026 MK Michael Kratsios — holds since 2026-08-18 — tap for who they are Same subject: Nobody is convinced in real time on Twitter: a good argument is a seed lobbed over the barricades that grows months later, so plant it and wait. — tap to centre the map on it Nobody is convinced in real time onTwitter: a good argument is a seedlobbed over the barricades thatgrows months later, so plant it andwait. Last stated 2 years ago 18 Sept 2024 DH David Heinemeier Hansson — holds since 2024-09-18 — tap for who they are Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moonbefore America returns would be adefeat for the free world. Last stated 3 weeks ago 18 Aug 2026 CH Casey Handmer — holds since 2025-10-31 — tap for who they are EB Eric Berger — holds since 2026-08-18 — tap for who they are Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radicaltechnological breakthroughs and alsorefuse to tolerate uncomfortablyrich people, because the financialsystem it resents is what funds theinnovation. Last stated a year ago 13 Aug 2025 KJ Keyu Jin — holds since 2025-08-13 — tap for who they are Same subject: A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit inmanufactured goods reduces itsmanufacturing employment below whatit would be with balanced trade. Last stated yesterday 7 Sept 2026 PK Paul Krugman — holds since 2026-09-07 — tap for who they are Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is awarning, and a belief everybodyshares is also a warning; the rightnumber of people who agree with youis small but not zero. Last stated a month ago 28 Jul 2026 SA Sam Altman — holds since 2026-07-28 — tap for who they are Same subject: A founder cannot delegate judgment: the chief executive has to make the decision that makes sense to them, however much momentum the alternative has. — tap to centre the map on it A founder cannot delegate judgment:the chief executive has to make thedecision that makes sense to them,however much momentum thealternative has. Last stated a month ago 7 Aug 2026 MH Max Hodak — holds since 2026-08-07 — tap for who they are Same subject: A founder needs ambition rather than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. — tap to centre the map on it A founder needs ambition rather thana sense of duty, because a startupis grueling enough that dutifulnesswill not carry anyone through it. Last stated 5 days ago 3 Sept 2026 PG Paul Graham — holds since 2026-09-03 — tap for who they are Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its ownindustrial strategy and call thesame policy cheating when China doesit. Last stated a year ago 15 May 2025 HR Hannah Ritchie — holds since 2025-05-15 — tap for who they are Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon'ssouth pole are the only lunar realestate that matters, and whoevergets there first sets the terms. Last stated 3 weeks ago 18 Aug 2026 EB Eric Berger — holds since 2026-08-18 — tap for who they are Same subject: A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. — tap to centre the map on it A large, sustained AI capabilitylead by either the US or China couldshift the global balance of powerbetween them. Last stated 3 days ago 5 Sept 2026 NS Noah Smith — holds since 2026-09-05 — tap for who they are
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At the centre A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 9 Dec 2025 · 9 months ago Holds Howard Marks Read this korrent →