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← A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
17 connected korrents · 17 moments from 1 Jun 2022 to 21 Aug 2026.
Everything filed under Silicon Valley
Silicon Valley
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startups
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investing
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product management
Everything filed under AI and jobs
AI and jobs
Everything filed under innovation
innovation 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 cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. Last stated 6 months ago
12 Apr 2026
ES
Evan Spiegel — holds since 2026-04-12 — tap for who they are
Same subject: Venture capital bends toward the young, because the work is a hustle and later-life obligations cap how many hours anyone can give it. — tap to centre the map on it Venture capital bends toward the young, because the work is a hustle and later-life obligations cap how many hours anyone can give it. Last stated 5 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: AI will not push software engineers off a cliff; it will flatten their growth curve, the way Meta's stories flattened Snapchat. — tap to centre the map on it AI will not push software engineers off a cliff; it will flatten their growth curve, the way Meta's stories flattened Snapchat. Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. — tap to centre the map on it Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. Last stated 6 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Startup opportunities are not fleeting; Silicon Valley has reliably had a surfeit of them for decades. — tap to centre the map on it Startup opportunities are not fleeting; Silicon Valley has reliably had a surfeit of them for decades. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: Snap's early mistake was spending 18 months perfecting a product before getting feedback, against the rule of building a prototype and learning quickly. — tap to centre the map on it Snap's early mistake was spending 18 months perfecting a product before getting feedback, against the rule of building a prototype and learning quickly. Last stated 6 months ago
12 Apr 2026
ES
Evan Spiegel — holds since 2026-04-12 — tap for who they are
Same subject: The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. — tap to centre the map on it The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes. — tap to centre the map on it The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. — tap to centre the map on it A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. Last stated 2 years ago
by 24 Mar 2025
AC
Amber Case — holds since 2025-03-24 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology will produce useless products Last stated 3 years ago
8 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
Same subject: A company needs someone with a product vision to recover — tap to centre the map on it A company needs someone with a product vision to recover Last stated 4 years ago
5 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-05 — tap for who they are
At the centre
A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
Holds Read this korrent →
Venture capital bends toward the young, because the work is a hustle and later-life obligations cap how many hours anyone can give it.
Holds
AI will not push software engineers off a cliff; it will flatten their growth curve, the way Meta's stories flattened Snapchat.
Holds
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds
Startup opportunities are not fleeting; Silicon Valley has reliably had a surfeit of them for decades.
Holds
Snap's early mistake was spending 18 months perfecting a product before getting feedback, against the rule of building a prototype and learning quickly.
Holds
The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows.
Holds
The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds
A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Holds
A company captured by ideology will produce useless products
Holds
A company needs someone with a product vision to recover
Holds