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← A minor bust in the AI industry would be a good thing, not a bad one.

17 connected korrents · 17 moments from 14 Mar 2024 to 1 Oct 2026.

Everything filed under innovation innovation Everything filed under AI and jobs AI and jobs Everything filed under investing investing Everything filed under OpenAI OpenAI Everything filed under AGI AGI Everything filed under politics politics Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A minor bust in the AI industry would be a good thing, not a bad one. A minor bust in the AI industry would be agood thing, not a bad one. Last stated 2 weeks ago 18 Sept 2026 RS Robin Sloan — holds since 2026-09-18 — tap for who they are Same subject: The games industry already ran the experiment everyone expects from AI, when engines became licensable, and the results were not good news. — tap to centre the map on it The games industry already ran theexperiment everyone expects from AI,when engines became licensable, andthe results were not good news. Last stated a month ago 26 Aug 2026 CM Casey Muratori — holds since 2026-08-26 — tap for who they are Same subject: Nobody can yet know whether the current enthusiasm for AI is excessive, so anyone claiming conviction about how it resolves is overreaching. — tap to centre the map on it Nobody can yet know whether thecurrent enthusiasm for AI isexcessive, so anyone claimingconviction about how it resolves isoverreaching. Last stated a month ago 20 Aug 2026 AD Aswath Damodaran — holds since 2026-08-20 — tap for who they are HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other. — tap to centre the map on it Open-source and closed frontier AImodels will both find lasting placesin the market rather than onedisplacing the other. Last stated a week ago 22 Sept 2026 BR Barry Ritholtz — holds since 2026-09-22 — tap for who they are Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet abubble, because it lacks theself-reinforcing feedback loop thatdrove the railway and telecommanias. Last stated 2 years ago 13 Jan 2025 DO Doug O'Laughlin — holds since 2025-01-13 — tap for who they are Same subject: AI will enable one-person companies to reach very high valuations. — tap to centre the map on it AI will enable one-person companiesto reach very high valuations. Last stated 3 years ago 14 Mar 2024 CH Chip Huyen — holds since 2024-03-14 — tap for who they are Same subject: As of now there is not much data showing that AI is genuinely taking jobs away. — tap to centre the map on it As of now there is not much datashowing that AI is genuinely takingjobs away. Last stated 5 days ago 27 Sept 2026 MG Molly Graham — holds since 2026-09-27 — tap for who they are Same subject: Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time. — tap to centre the map on it Broad deployment of AI that canlearn on the job will very likelyproduce rapid economic growth forsome period of time. Last stated 10 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: The AI industry's near-term trajectory is driven more by finance and politics than by the underlying technology. — tap to centre the map on it The AI industry's near-termtrajectory is driven more by financeand politics than by the underlyingtechnology. Last stated 2 weeks ago 18 Sept 2026 RS Robin Sloan — holds since 2026-09-18 — tap for who they are Same subject: AI capability progress in a given skill tends to arrive as a sudden phase change rather than as steady improvement. — tap to centre the map on it AI capability progress in a givenskill tends to arrive as a suddenphase change rather than as steadyimprovement. Last stated a month ago 24 Aug 2026 JC Jack Clark — holds since 2026-08-24 — tap for who they are Same subject: AI is not fundamentally different from other software products. — tap to centre the map on it AI is not fundamentally differentfrom other software products. Last stated a week ago 25 Sept 2026 ZM Zvi Mowshowitz — holds since 2026-09-25 — tap for who they are Same subject: AI should be released iteratively rather than built in secret, because AI and surprise do not go together and the world needs time to adapt before it is under the gun. — tap to centre the map on it AI should be released iterativelyrather than built in secret, becauseAI and surprise do not go togetherand the world needs time to adaptbefore it is under the gun. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: AI-driven storytelling is currently in an early, experimental phase comparable to the first "animated photographs" of early cinema. — tap to centre the map on it AI-driven storytelling is currentlyin an early, experimental phasecomparable to the first "animatedphotographs" of early cinema. Last stated a month ago 30 Aug 2026 EP Eliot Peper — holds since 2026-08-30 — tap for who they are Same subject: An application-layer AI company's real breakthroughs come from going a click or two down the stack rather than from using the models as they are. — tap to centre the map on it An application-layer AI company'sreal breakthroughs come from going aclick or two down the stack ratherthan from using the models as theyare. Last stated a year ago 18 Aug 2025 CB Clay Bavor — holds since 2025-08-18 — tap for who they are Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it DeepSeek's paper was the single mostimportant thing Silicon Valleyresearchers read in years. Last stated 9 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: Digital biology is about to have its ChatGPT moment, on the back of multimodality, long context and synthetic data generation. — tap to centre the map on it Digital biology is about to have itsChatGPT moment, on the back ofmultimodality, long context andsynthetic data generation. Last stated 9 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: GPT-5 was an ordinary incremental advance, and the gap between what was promised for it and what shipped is the story of the field. — tap to centre the map on it GPT-5 was an ordinary incrementaladvance, and the gap between whatwas promised for it and what shippedis the story of the field. Last stated a year ago 9 Aug 2025 GM Gary Marcus — holds since 2025-08-09 — tap for who they are Same subject: The gap between GPT-5 and GPT-4 will be as large as the gap between GPT-4 and GPT-3, and the job is to live a few years ahead and remember that today's tools will look terrible from there. — tap to centre the map on it The gap between GPT-5 and GPT-4 willbe as large as the gap between GPT-4and GPT-3, and the job is to live afew years ahead and remember thattoday's tools will look terriblefrom there. Last stated yesterday 1 Oct 2026 SA Sam Altman — holds since 2024-03-18 — tap for who they are ZM Zvi Mowshowitz — holds since 2026-10-01 — tap for who they are
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At the centre A minor bust in the AI industry would be a good thing, not a bad one. Last stated 18 Sept 2026 · 2 weeks ago Holds Robin Sloan Read this korrent →