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← A contractor's upside on a job is a single-digit margin and the…
11 connected korrents · 11 moments on record from 30 Jun 2021 to 3 Sept 2026.
Everything filed under innovation
innovation
Everything filed under ambition
ambition
Everything filed under China
China 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 contractor's upside on a job is a single-digit margin and the downside is the whole company, and that asymmetry is why construction is conservative. A contractor's upside on a job is a single-digit margin and the downside is the whole company, and that asymmetry is why construction is conservative. Last stated 5 years ago
30 Jun 2021
BP
Brian Potter — holds since 2021-06-30 — tap for who they are
Same subject: The person who specifies a new building system carries all its risk and none of its reward, a reverse moral hazard that keeps construction innovation out. — tap to centre the map on it The person who specifies a new building system carries all its risk and none of its reward, a reverse moral hazard that keeps construction innovation out. Last stated 5 years ago
30 Jun 2021
BP
Brian Potter — holds since 2021-06-30 — tap for who they are
Same subject: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — 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 radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. — tap to centre the map on it A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — 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 Moon before America returns would be a defeat 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 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 own industrial strategy and call the same policy cheating when China does it. 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's south pole are the only lunar real estate that matters, and whoever gets 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 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 than a sense of duty, because a startup is grueling enough that dutifulness will not carry anyone through it. Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: AI is not a limited-time sale: the people furthest along are working harder than ever, and they need to stop harvesting dopamine as if it ends in two weeks. — tap to centre the map on it AI is not a limited-time sale: the people furthest along are working harder than ever, and they need to stop harvesting dopamine as if it ends in two weeks. Last stated 5 months ago
8 Apr 2026
DH
David Heinemeier Hansson — holds since 2026-04-08 — tap for who they are
Same subject: Aim for moonshots: they attract the best people, leave you the path to yourself, and even sixty to eighty percent of one is a terrific success. — tap to centre the map on it Aim for moonshots: they attract the best people, leave you the path to yourself, and even sixty to eighty percent of one is a terrific success. Last stated a year ago
5 Jun 2025
SP
Sundar Pichai — holds since 2025-06-05 — tap for who they are