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← AI and LLM infrastructure investment is economically unproven.
17 connected korrents · 20 moments from 3 Mar 2017 to 9 Oct 2026. Nearly all of them are about infrastructure .
Everything filed under LLMs
LLMs
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design
Everything filed under energy
energy
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government
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Read this korrent: AI and LLM infrastructure investment is economically unproven.
AI and LLM infrastructure investment is economically unproven.
Last stated 4 weeks ago
25 Sept 2026
JM
Josh Marshall — holds since 2026-09-25 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching. — tap to centre the map on it
A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching.
Last stated 10 years ago
3 Mar 2017
ER
Eugen Rochko — holds since 2017-03-03 — tap for who they are
Same subject: A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. — tap to centre the map on it
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Last stated a year ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A new infrastructure primitive delivers value only when it changes the shape of what is being built. — tap to centre the map on it
A new infrastructure primitive delivers value only when it changes the shape of what is being built.
Last stated 7 months ago
11 Mar 2026
KD
Kent C. Dodds — holds since 2026-03-11 — tap for who they are
Same subject: A new kind of economy is being born where agents purchase infrastructure products and services. — tap to centre the map on it
A new kind of economy is being born where agents purchase infrastructure products and services.
Last stated 2 weeks ago
9 Oct 2026
GR
Guillermo Rauch — holds since 2026-10-09 — tap for who they are
Same subject: A new performance engineering team can typically halve a company's infrastructure spend within its first couple of years. — tap to centre the map on it
A new performance engineering team can typically halve a company's infrastructure spend within its first couple of years.
Last stated a year ago
3 Aug 2025
BG
Brendan Gregg — holds since 2025-08-03 — tap for who they are
Same subject: A person who controls their own infrastructure and signing keys can meaningfully own their digital identity. — tap to centre the map on it
A person who controls their own infrastructure and signing keys can meaningfully own their digital identity.
Last stated 3 months ago
14 Jul 2026
SK
Steve Klabnik — holds since 2026-07-14 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 3 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. — tap to centre the map on it
A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls.
Last stated a month ago
17 Sept 2026
PC
Patrick Collison — holds since 2026-09-17 — 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 8 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — 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 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.
Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected. — tap to centre the map on it
An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected.
Last stated 4 years ago
21 Mar 2023
BC
Bryan Caplan — holds since 2023-03-21 — tap for who they are
Same subject: AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard. — tap to centre the map on it
AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard.
Last stated 2 years ago
2 Feb 2025
AC
Ajeya Cotra — holds since 2023-08-29 — tap for who they are
SA
Scott Alexander — holds since 2022-09-12 — tap for who they are
MB
Miles Brundage — holds since 2025-02-02 — tap for who they are
Same subject: As models keep growing, AI is running out of enough high-quality unique training tokens to keep up. — tap to centre the map on it
As models keep growing, AI is running out of enough high-quality unique training tokens to keep up.
Last stated 4 months ago
24 Jun 2026
LW
Lilian Weng — holds since 2026-06-24 — tap for who they are
Same subject: Current techniques restrict pre-trained representation power because standard language models are unidirectional. — tap to centre the map on it
Current techniques restrict pre-trained representation power because standard language models are unidirectional.
Last stated 8 years ago
11 Oct 2018
KT
Kristina Toutanova — holds since 2018-10-11 — tap for who they are
MC
Ming-Wei Chang — holds since 2018-10-11 — tap for who they are
KL
Kenton Lee — holds since 2018-10-11 — tap for who they are
JD
Jacob Devlin — holds since 2018-10-11 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone who holds the claim — tap it for who they are
At the centre
AI and LLM infrastructure investment is economically unproven.
Last stated 25 Sept 2026 · 4 weeks ago
Holds Josh Marshall
Read this korrent →
Same subject: infrastructure
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Last stated 30 Jun 2026 · 4 months ago
Holds Chris Smaje
Same subject: infrastructure
A future where Facebook is the global social infrastructure is a future with no refuge from advertising and number crunching.
Last stated 3 Mar 2017 · 10 years ago
Holds Eugen Rochko
Same subject: infrastructure
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Last stated 18 Sept 2025 · a year ago
Holds Tobias Lütke
Same subject: infrastructure
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Last stated 18 Jun 2026 · 4 months ago
Holds Lip-Bu Tan
Same subject: infrastructure
A new infrastructure primitive delivers value only when it changes the shape of what is being built.
Last stated 11 Mar 2026 · 7 months ago
Holds Kent C. Dodds
Same subject: infrastructure
A new kind of economy is being born where agents purchase infrastructure products and services.
Last stated 9 Oct 2026 · 2 weeks ago
Holds Guillermo Rauch
Same subject: infrastructure
A new performance engineering team can typically halve a company's infrastructure spend within its first couple of years.
Last stated 3 Aug 2025 · a year ago
Holds Brendan Gregg
Same subject: infrastructure
A person who controls their own infrastructure and signing keys can meaningfully own their digital identity.
Last stated 14 Jul 2026 · 3 months ago
Holds Steve Klabnik
Same subject: LLMs
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 1 Jan 2026 · 10 months ago
Holds Jason Lemkin
Same subject: LLMs
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 15 Jul 2026 · 3 months ago
Holds Dex Horthy
Same subject: LLMs
A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls.
Last stated 17 Sept 2026 · a month ago
Holds Patrick Collison
Same subject: OpenAI
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Last stated 12 Feb 2026 · 8 months ago
Holds Andrej Karpathy
Same subject: OpenAI
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.
Last stated 18 Mar 2024 · 3 years ago
Holds Sam Altman
Same subject: OpenAI
An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected.
Last stated 21 Mar 2023 · 4 years ago
Holds Bryan Caplan
Same subject: scaling laws
AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard.
Last stated 2 Feb 2025 · 2 years ago
Holds Ajeya Cotra Scott Alexander Miles Brundage
Same subject: scaling laws
As models keep growing, AI is running out of enough high-quality unique training tokens to keep up.
Last stated 24 Jun 2026 · 4 months ago
Holds Lilian Weng
Same subject: scaling laws
Current techniques restrict pre-trained representation power because standard language models are unidirectional.
Last stated 11 Oct 2018 · 8 years ago
Holds Kristina Toutanova Ming-Wei Chang Kenton Lee Jacob Devlin