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← A company's edge comes from discovering valuable unknown truths,…
17 connected korrents · 16 moments from 1 Dec 2013 to 3 Sept 2026.
Everything filed under investing
investing
Everything filed under innovation
innovation
Everything filed under startups
startups
Everything filed under venture capital
venture capital
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mental models
Everything filed under curiosity
curiosity
Everything filed under ambition
ambition 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 company's edge comes from discovering valuable unknown truths, because knowing what others do not is what lets you do what others cannot. A company's edge comes from discovering valuable unknown truths, because knowing what others do not is what lets you do what others cannot. Last stated 2 months ago
14 Aug 2026
TK
Travis Kalanick — holds since 2026-08-14 — tap for who they are
Same subject: It is good to know about multiple things, because some of the biggest discoveries come from noticing connections between different fields. — tap to centre the map on it It is good to know about multiple things, because some of the biggest discoveries come from noticing connections between different fields. Last stated 3 years ago
1 Jul 2023
PG
Paul Graham — holds since 2023-07-01 — tap for who they are
Same subject: The single most valuable thing a founder can find is a belief they can hold with reason that the conventional wisdom says is wrong. — tap to centre the map on it The single most valuable thing a founder can find is a belief they can hold with reason that the conventional wisdom says is wrong. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: Resisting the discomfort of not knowing leads people to jump to conclusions or decide before they have enough information. — tap to centre the map on it Resisting the discomfort of not knowing leads people to jump to conclusions or decide before they have enough information. Last stated 2 years ago
2 Apr 2025
KN
Ken Norton — holds since 2025-04-02 — tap for who they are
Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: To improve the odds of success, a person should understand the perimeter of their circle of competence, operate well inside it, and be willing to say "I don't know". — tap to centre the map on it To improve the odds of success, a person should understand the perimeter of their circle of competence, operate well inside it, and be willing to say "I don't know". Last stated 13 years ago
1 Dec 2013
SP
Shane Parrish — holds since 2013-12-01 — tap for who they are
Same subject: Playing games where others have the aptitudes and one does not is close to certain to lose, so one has to find where one has an edge and stay inside one’s circle of competence — tap to centre the map on it Playing games where others have the aptitudes and one does not is close to certain to lose, so one has to find where one has an edge and stay inside one’s circle of competence
CM
Charlie Munger — holds since c. 1994 — tap for who they are
Same subject: The only way to build something that matters is to develop conviction in a set of beliefs nobody else agrees with yet, long before they become consensus. — tap to centre the map on it The only way to build something that matters is to develop conviction in a set of beliefs nobody else agrees with yet, long before they become consensus. Last stated 3 months ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: Thinking harder about a decision has diminishing returns because reality is inherently unknowable. — tap to centre the map on it Thinking harder about a decision has diminishing returns because reality is inherently unknowable. Last stated 5 years ago
22 Feb 2022
NN
Neel Nanda — holds since 2022-02-22 — 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: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. — tap to centre the map on it "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. Last stated 3 years ago
25 Oct 2023
AH
Anton Howes — holds since 2023-10-25 — tap for who they are
Same subject: A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. — tap to centre the map on it A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. Last stated 3 months ago
21 Jul 2026
RT
Ruxandra Teslo — holds since 2026-07-21 — tap for who they are
Same subject: A codec does not really exist until everyone can decode it. — tap to centre the map on it A codec does not really exist until everyone can decode it. Last stated 5 months ago
31 May 2026
JK
Jean-Baptiste Kempf — holds since 2026-05-31 — 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 10 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
At the centre
A company's edge comes from discovering valuable unknown truths, because knowing what others do not is what lets you do what others cannot.
Holds Read this korrent →
It is good to know about multiple things, because some of the biggest discoveries come from noticing connections between different fields.
Holds
The single most valuable thing a founder can find is a belief they can hold with reason that the conventional wisdom says is wrong.
Holds
Resisting the discomfort of not knowing leads people to jump to conclusions or decide before they have enough information.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds
To improve the odds of success, a person should understand the perimeter of their circle of competence, operate well inside it, and be willing to say "I don't know".
Holds
Playing games where others have the aptitudes and one does not is close to certain to lose, so one has to find where one has an edge and stay inside one’s circle of competence
Last stated c. 1994
Holds
The only way to build something that matters is to develop conviction in a set of beliefs nobody else agrees with yet, long before they become consensus.
Holds
Thinking harder about a decision has diminishing returns because reality is inherently unknowable.
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
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
"Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible.
Holds
A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves.
Holds
A codec does not really exist until everyone can decode it.
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