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← Acquisition built on somebody else's algorithm can be taken away at…
17 connected korrents · 17 moments on record from 25 Jul 2022 to 4 Sept 2026.
Everything filed under AGI
AGI
Everything filed under market efficiency
market efficiency
Everything filed under OpenAI
OpenAI 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: Acquisition built on somebody else's algorithm can be taken away at any moment, which is why it must sit below earned channels on a growth roadmap. Acquisition built on somebody else's algorithm can be taken away at any moment, which is why it must sit below earned channels on a growth roadmap. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: As search turns into an AI interface, a company with no earned acquisition channel on its roadmap is in serious trouble within one to two years. — tap to centre the map on it As search turns into an AI interface, a company with no earned acquisition channel on its roadmap is in serious trouble within one to two years. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: Steady experimentation is what a growth team controls, but the step changes come from outside waves the company did not create and would be foolish to ignore. — tap to centre the map on it Steady experimentation is what a growth team controls, but the step changes come from outside waves the company did not create and would be foolish to ignore. Last stated 11 months ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: Models leak and algorithms get copied, but hundreds of millions of audited autonomous miles cannot be replicated — earned trust is the real moat. — tap to centre the map on it Models leak and algorithms get copied, but hundreds of millions of audited autonomous miles cannot be replicated — earned trust is the real moat. Last stated a month ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI takeover is not the thing to worry about: physical constraints bound recursive self-improvement, and humans reliably act once a risk becomes immediate. — tap to centre the map on it AI takeover is not the thing to worry about: physical constraints bound recursive self-improvement, and humans reliably act once a risk becomes immediate. Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear. — tap to centre the map on it The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. — tap to centre the map on it AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. Last stated 11 months ago
16 Oct 2025
DF
Dylan Field — holds since 2025-10-16 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. — tap to centre the map on it A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. Last stated 9 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — 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: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 4 days ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. — tap to centre the map on it A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. Last stated 5 days ago
3 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-03 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 7 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
At the centre
Acquisition built on somebody else's algorithm can be taken away at any moment, which is why it must sit below earned channels on a growth roadmap.
Holds EV Elena VernaRead this korrent →
As search turns into an AI interface, a company with no earned acquisition channel on its roadmap is in serious trouble within one to two years.
Holds EV Elena Verna
Steady experimentation is what a growth team controls, but the step changes come from outside waves the company did not create and would be foolish to ignore.
Holds AC Albert Cheng
Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little.
Holds
Models leak and algorithms get copied, but hundreds of millions of audited autonomous miles cannot be replicated — earned trust is the real moat.
Holds DD Dmitri Dolgov
AI takeover is not the thing to worry about: physical constraints bound recursive self-improvement, and humans reliably act once a risk becomes immediate.
Holds NL Nathan Lambert
The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear.
Holds LT Lip-Bu Tan
AI cannot get a product to the quality bar on its own, because it still works in the realm of averages.
Holds DF Dylan Field
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds MH Max Hodak
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean.
Holds IS Ilya Sutskever
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds GM Gary Marcus
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
The efficient market hypothesis is at best a very lossy heuristic
Holds NF Nat Friedman
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it.
Holds ZM Zvi Mowshowitz
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds