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← A technology company's success is determined mainly by how fast it operates and learns.
17 connected korrents · 16 moments on record from 1 Jun 2022 to 1 Sept 2026.
Everything filed under investing
investing
Everything filed under product management
product management
Everything filed under startups
startups
Everything filed under venture capital
venture capital
Everything filed under infrastructure
infrastructure
Everything filed under economists
economists 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 technology company's success is determined mainly by how fast it operates and learns. A technology company's success is determined mainly by how fast it operates and learns. Last stated 3 years ago
2 Feb 2024
SK
Sriram Krishnan — holds since 2024-02-02 — tap for who they are
Same subject: A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself. — tap to centre the map on it A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. — tap to centre the map on it Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. Last stated 2 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it. — tap to centre the map on it Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — 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: Rate of iteration separates success from failure: a competitor learning one thing a month will never matter to a company learning one thing a week. — tap to centre the map on it Rate of iteration separates success from failure: a competitor learning one thing a month will never matter to a company learning one thing a week. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn. — tap to centre the map on it The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn. Last stated 2 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: A company that prioritizes building great products with great user experiences above all else will naturally see profit, market share, and broader impact follow — tap to centre the map on it A company that prioritizes building great products with great user experiences above all else will naturally see profit, market share, and broader impact follow Last stated 6 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs. — tap to centre the map on it Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs. Last stated 3 years ago
16 Oct 2023
MA
Marc Andreessen — holds since 2023-10-16 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 3 weeks ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company should hire a product manager only against a specific need, never by default. — tap to centre the map on it A company should hire a product manager only against a specific need, never by default. Last stated 2 months ago
2 Aug 2026
TV
Tom Verrilli — holds since 2026-08-02 — tap for who they are
Same subject: A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. — tap to centre the map on it A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 10 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
At the centre
A technology company's success is determined mainly by how fast it operates and learns.
Holds Read this korrent →
A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself.
Holds
Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now.
Holds
Deep tech companies rarely fail because the technology does not work; they fail because nobody built the systems to run the organisation around it.
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
Rate of iteration separates success from failure: a competitor learning one thing a month will never matter to a company learning one thing a week.
Holds
The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn.
Holds
A company that prioritizes building great products with great user experiences above all else will naturally see profit, market share, and broader impact follow
Holds
Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs.
Holds
A company that grows enough eventually has no need for investors.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Holds
A company should hire a product manager only against a specific need, never by default.
Holds
A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds