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← A new feature's near-term value is improved retention; its longer-term value is the ability to raise prices.
17 connected korrents · 16 moments from 10 Mar 2022 to 26 Sept 2026.
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LLMs 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 new feature's near-term value is improved retention; its longer-term value is the ability to raise prices. A new feature's near-term value is improved retention; its longer-term value is the ability to raise prices. Last stated 5 years ago
10 Mar 2022
GB
Gibson Biddle — holds since 2022-03-10 — tap for who they are
Same subject: In the near term, more capable models should mean safer models. — tap to centre the map on it In the near term, more capable models should mean safer models. Last stated 3 weeks ago
13 Sept 2026
FC
François Chollet — holds since 2026-09-13 — tap for who they are
Same subject: Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price. — tap to centre the map on it Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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 margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — 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: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 7 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — 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: Selling a saving caps what you can charge; selling more of what the buyer already values raises that cap by an order of magnitude. — tap to centre the map on it Selling a saving caps what you can charge; selling more of what the buyer already values raises that cap by an order of magnitude. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A freemium product's free tier should sample everything the paid product can do, because a limited free experience teaches users the product is limited. — tap to centre the map on it A freemium product's free tier should sample everything the paid product can do, because a limited free experience teaches users the product is limited. Last stated 12 months ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: Features that copy existing workflows are likely to fail. — tap to centre the map on it Features that copy existing workflows are likely to fail. Last stated 6 days ago
26 Sept 2026
GO
Gergely Orosz — holds since 2026-09-26 — tap for who they are
Same subject: When customers feel heard, they churn less and become advocates who help improve the product. — tap to centre the map on it When customers feel heard, they churn less and become advocates who help improve the product. Last stated a year ago
29 Aug 2025
JE
Jason Evanish — holds since 2025-08-29 — tap for who they are
Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. — tap to centre the map on it A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A large company should help its existing product managers become AI-native rather than only hiring people who already are. — tap to centre the map on it A large company should help its existing product managers become AI-native rather than only hiring people who already are. Last stated 3 weeks ago
10 Sept 2026
TY
Tamar Yehoshua — holds since 2026-09-10 — tap for who they are
Same subject: A product can be technically impressive yet fail because it launched before a real market for it existed. — tap to centre the map on it A product can be technically impressive yet fail because it launched before a real market for it existed. Last stated 3 weeks ago
11 Sept 2026
MS
M.G. Siegler — holds since 2026-09-11 — tap for who they are
At the centre
A new feature's near-term value is improved retention; its longer-term value is the ability to raise prices.
Holds Read this korrent →
In the near term, more capable models should mean safer models.
Holds
Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price.
Holds
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Holds
A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one.
Holds
In most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Holds
Selling a saving caps what you can charge; selling more of what the buyer already values raises that cap by an order of magnitude.
Holds
A freemium product's free tier should sample everything the paid product can do, because a limited free experience teaches users the product is limited.
Holds
Features that copy existing workflows are likely to fail.
Holds
When customers feel heard, they churn less and become advocates who help improve the product.
Holds
"Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought.
Holds
A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain.
Holds
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A large company should help its existing product managers become AI-native rather than only hiring people who already are.
Holds
A product can be technically impressive yet fail because it launched before a real market for it existed.
Holds