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← A dominant company's lead in market share compounds over time and…
17 connected korrents · 18 moments from 13 Jan 2022 to 27 Sept 2026.
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Read this korrent: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Last stated a week ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly. — tap to centre the map on it
The company that wins a market is almost always its first or second entrant, and a latecomer only takes the lead when the incumbent has failed horribly.
Last stated a year ago
30 Apr 2025
TS
Tim Sweeney — holds since 2025-04-30 — tap for who they are
Same subject: Dominant companies shape not just their users' choices but the imagination of people actively trying to resist them. — tap to centre the map on it
Dominant companies shape not just their users' choices but the imagination of people actively trying to resist them.
Last stated 5 months ago
25 Apr 2026
PH
Phil Hagelberg — holds since 2026-04-25 — tap for who they are
Same subject: Industries do not stay competitive markets; over time most settle into a monopoly or, more often, an oligopoly. — tap to centre the map on it
Industries do not stay competitive markets; over time most settle into a monopoly or, more often, an oligopoly.
Last stated 5 years ago
25 Jan 2022
MA
Marc Andreessen — holds since 2022-01-25 — tap for who they are
Same subject: Competition breaks down once someone accrues dominant market power — tap to centre the map on it
Competition breaks down once someone accrues dominant market power
Last stated 5 years ago
13 Jan 2022
DH
David Heinemeier Hansson — holds since 2022-01-13 — tap for who they are
Same subject: What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. — tap to centre the map on it
What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage.
Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: In most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models. — tap to centre the map on it
In most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models.
Last stated 6 months ago
26 Mar 2026
SK
Sriram Krishnan — holds since 2026-03-26 — tap for who they are
Same subject: Comparative advantage stops governing once the power imbalance is large enough: groups then switch into seeking to dominate instead of trading. — tap to centre the map on it
Comparative advantage stops governing once the power imbalance is large enough: groups then switch into seeking to dominate instead of trading.
Last stated 6 months ago
7 Apr 2026
MN
Michael Nielsen — holds since 2026-04-07 — tap for who they are
Same subject: There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. — tap to centre the map on it
There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company.
Last stated 4 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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: AI will force a correction in how companies pay for experience once AI-augmented junior employees match the output of far costlier mid-career employees. — tap to centre the map on it
AI will force a correction in how companies pay for experience once AI-augmented junior employees match the output of far costlier mid-career employees.
Last stated 2 months ago
15 Aug 2026
HR
Harper Reed — holds since 2026-08-15 — tap for who they are
Same subject: As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%. — tap to centre the map on it
As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
Last stated 2 weeks ago
17 Sept 2026
TT
Tomasz Tunguz — holds since 2026-09-17 — tap for who they are
Same subject: Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation. — tap to centre the map on it
Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation.
Last stated 8 months ago
12 Feb 2026
AT
Alex Tabarrok — holds since 2026-02-12 — tap for who they are
Same subject: Misallocation, not the aggregate quantity reduction, is the main welfare cost of price controls. — tap to centre the map on it
Misallocation, not the aggregate quantity reduction, is the main welfare cost of price controls.
Last stated 8 months ago
12 Feb 2026
AT
Alex Tabarrok — holds since 2026-02-12 — tap for who they are
Same subject: Draconian price controls are among the most ruinous economic policies a government can impose. — tap to centre the map on it
Draconian price controls are among the most ruinous economic policies a government can impose.
Last stated 2 weeks ago
18 Sept 2026
SS
Scott Sumner — holds since 2026-09-18 — tap for who they are
Same subject: Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. — tap to centre the map on it
Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world.
Last stated 3 years ago
30 May 2023
AG
Andrew Gelman — holds since 2023-05-27 — tap for who they are
AG
Andrew Gelman — no longer holds since 2023-05-30 — tap for who they are
Same subject: Stock prices are an unreliable indicator of the economy because they often reflect fads and fantasies. — tap to centre the map on it
Stock prices are an unreliable indicator of the economy because they often reflect fads and fantasies.
Last stated 5 days ago
27 Sept 2026
PK
Paul Krugman — holds since 2026-09-27 — tap for who they are
Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Last stated 4 years ago
25 Jul 2022
NS
Noah Smith — holds since 2022-07-25 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone who holds the claim — tap it for who they are faded, dashed ring: they no longer hold it — they changed their mind