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← A bubble can only be identified in retrospect, so arguing about…
17 connected korrents · 18 moments from 3 Oct 2012 to 25 Sept 2026.
Everything filed under investing
investing
Everything filed under market efficiency
market efficiency
Everything filed under stock market
stock market
Everything filed under venture capital
venture capital
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politics
Everything filed under AGI
AGI
Everything filed under metascience
metascience
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social media Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same 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 in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 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 longer possible; 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: Plausibly a single idea stands between us and AGI. — tap to centre the map on it Plausibly a single idea stands between us and AGI. Last stated 14 years ago
3 Oct 2012
DD
David Deutsch — holds since 2012-10-03 — tap for who they are
Same subject: Most financial debates are not real disagreements but people with different personalities talking over each other, and there may be no single right answer. — tap to centre the map on it Most financial debates are not real disagreements but people with different personalities talking over each other, and there may be no single right answer. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — 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 reasoned about in advance, because the activity has invariants that do not change over time. Last stated 5 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 the past agree about something, it is probably true, which is why Community 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: An investor whose only act has ever been allocating money is one to be skeptical of; the ones worth talking to have built something. — tap to centre the map on it An investor whose only act has ever been allocating money is one to be skeptical of; the ones worth talking to have built something. Last stated 3 months ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: Market bubbles and crashes are inevitable but impossible to predict in advance. — tap to centre the map on it Market bubbles and crashes are inevitable but impossible to predict in advance. Last stated 3 months ago
30 Jul 2026
JC
JL Collins — holds since 2026-07-30 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. Last stated 2 years ago
3 Mar 2025
TS
Tobias Sjösten — holds since 2025-03-03 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a month ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
At the centre
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds Read this korrent →
A two-state solution is no longer possible; that boat has sailed.
Holds
Plausibly a single idea stands between us and AGI.
Holds
Most financial debates are not real disagreements but people with different personalities talking over each other, and there may be no single right answer.
Holds
How science works can be reasoned about in advance, because the activity has invariants that do not change over time.
Holds
A retraction can itself be wrong, and be worth retracting.
Holds
If people who have disagreed in the past agree about something, it is probably true, which is why Community Notes works.
Holds
An investor whose only act has ever been allocating money is one to be skeptical of; the ones worth talking to have built something.
Holds
Market bubbles and crashes are inevitable but impossible to predict in advance.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Holds
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds