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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.

Everything filed under market efficiency market efficiency Everything filed under capitalism capitalism Everything filed under innovation innovation Everything filed under startups startups Everything filed under AI alignment AI alignment Everything filed under government government Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject 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 sharecompounds over time and becomes harder forcompetitors to close, especially intechnology. 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 isalmost always its first or secondentrant, and a latecomer only takesthe lead when the incumbent hasfailed 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 justtheir users' choices but theimagination of people activelytrying 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 competitivemarkets; over time most settle intoa monopoly or, more often, anoligopoly. 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 someoneaccrues 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 isnot owning the leading sector butusing the leading technology tocreate its own comparativeadvantage. 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-drivenindustries, capability advantagesare held for longer and are harderto fast-follow than is the case withAI 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 stopsgoverning once the power imbalanceis large enough: groups then switchinto seeking to dominate instead oftrading. 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 thanpeople assume between a safer AIrace and widely shared gains: a biglead can be held by a widely ownedpublic 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 openstandards in its data exportswithout documenting the deviationcreates an artificial vendorlock-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 howcompanies pay for experience onceAI-augmented junior employees matchthe output of far costliermid-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, risingcustomer expectations will keepservice margins from convergingtoward 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 priceceilings are a distinct source ofcross-market misallocation, separatefrom Harberger quantity loss andwithin-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 aggregatequantity reduction, is the mainwelfare 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 amongthe most ruinous economic policies agovernment 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 forstock prices was mathematicalshowing-off dressed up as a claimabout 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 unreliableindicator of the economy becausethey often reflect fads andfantasies. 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 persistentonline attention can stay overpricedfor long periods, so overvaluationalone does not imply a near-termcorrection. Last stated 4 years ago 25 Jul 2022 NS Noah Smith — holds since 2022-07-25 — tap for who they are
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At the centre A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated 22 Sept 2026 · a week ago Holds Barry Ritholtz Read this korrent →