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← AI executives back claims that their machines are so powerful they…

17 connected korrents · 19 moments from 20 Feb 2024 to 19 Oct 2026.

Everything filed under AI and jobs AI and jobs Everything filed under stock market stock market Everything filed under AI and human skill AI and human skill Everything filed under LLMs LLMs Everything filed under economists economists Everything filed under investing investing Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: AI executives back claims that their machines are so powerful they will replace every job in order to supercharge their price-to-earning ratios. AI executives back claims that theirmachines are so powerful they will replaceevery job in order to supercharge theirprice-to-earning ratios. Last stated 2 months ago 13 Sept 2026 RP Rick Perlstein — holds since 2026-09-13 — tap for who they are Same subject: The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. — tap to centre the map on it The best-performing AI model in acategory earns outsized pricingpower over models that are merelyclose to it. Last stated 2 months ago 14 Sept 2026 BH Byrne Hobart — holds since 2026-09-14 — tap for who they are Same subject: After all the investment and hype, AI assistants still have to be begged not to be lazy. — tap to centre the map on it After all the investment and hype,AI assistants still have to bebegged not to be lazy. Last stated a year ago 1 Oct 2025 KL Ken Liu — holds since 2025-10-01 — tap for who they are Same subject: Lost professional jobs reflect companies' uncertainty about AI more than AI replacing people. — tap to centre the map on it Lost professional jobs reflectcompanies' uncertainty about AI morethan AI replacing people. Last stated 2 months ago 9 Sept 2026 PT Phyl Terry — holds since 2026-09-09 — tap for who they are Same subject: AI will not give every salesperson superpowers; it will give the best ones superpowers and make the mediocre ones more mediocre. — tap to centre the map on it AI will not give every salespersonsuperpowers; it will give the bestones superpowers and make themediocre ones more mediocre. Last stated 10 months ago 1 Jan 2026 JL Jason Lemkin — holds since 2026-01-01 — tap for who they are Same subject: The narrative that AI destroys jobs is exactly backwards: AI automates tasks, and automation is creating jobs everywhere. — tap to centre the map on it The narrative that AI destroys jobsis exactly backwards: AI automatestasks, and automation is creatingjobs everywhere. Last stated 3 months ago 26 Jul 2026 JH Jensen Huang — holds since 2026-07-26 — tap for who they are Same subject: If companies replace large numbers of workers with machine learning, money and power will become more concentrated in the hands of capital. — tap to centre the map on it If companies replace large numbersof workers with machine learning,money and power will become moreconcentrated in the hands ofcapital. Last stated 7 months ago 14 Apr 2026 KK Kyle Kingsbury — holds since 2026-04-14 — tap for who they are Same subject: AI marketed as a pure augmenting 'tool' will end up automating jobs anyway, since firms control how it's used. — tap to centre the map on it AI marketed as a pure augmenting'tool' will end up automating jobsanyway, since firms control how it'sused. Last stated 6 months ago 13 May 2026 JS Jasmine Sun — holds since 2026-05-13 — tap for who they are Same subject: AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. — tap to centre the map on it AI pricing is a big market delusion:each company’s implied revenues lookplausible alone, but added togetherthey exceed any market that couldexist. Last stated 11 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — 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 givesa stock's valuation a downside floorthat growth stocks without dividendslack. Last stated 8 months ago 3 Mar 2026 SB Sanjay Bakshi — holds since 2026-03-03 — tap for who they are Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes fromits productivity, not from thefinancial system or stock market. Last stated a month ago 25 Sept 2026 MM Mr. Money Mustache — holds since 2026-09-25 — tap for who they are Same subject: AI stocks are behaving as if they are insensitive to interest rate changes. — tap to centre the map on it AI stocks are behaving as if theyare insensitive to interest ratechanges. Last stated 4 weeks ago 8 Oct 2026 BD Brad DeLong — holds since 2026-10-08 — tap for who they are Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the feesit charges, so most investors arebetter off buying an index fund. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point shouldbe the portfolio that is best tohold independent of any tacticalmarket view Last stated 2 months ago 25 Aug 2026 RD Ray Dalio — holds since 2026-02-19 — tap for who they are NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio oftwenty-three there is little upsideand a long way to fall, where atfifteen there would be much lessrisk. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: A developer cannot be productive and competitive today without using AI — tap to centre the map on it A developer cannot be productive andcompetitive today without using AI Last stated 2 weeks ago 19 Oct 2026 TH Troy Hunt — holds since 2026-10-19 — tap for who they are Same subject: A long, well-written document no longer signals that its author knows the subject. — tap to centre the map on it A long, well-written document nolonger signals that its author knowsthe subject. Last stated 3 months ago 16 Aug 2026 AO Ayo Omojola — holds since 2026-08-16 — tap for who they are Same subject: A machine being better at a game does not remove the joy of playing it yourself — tap to centre the map on it A machine being better at a gamedoes not remove the joy of playingit yourself Last stated 4 weeks ago 7 Oct 2026 JZ Julie Zhuo — holds since 2026-10-07 — tap for who they are
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At the centre AI executives back claims that their machines are so powerful they will replace every job in order to supercharge their price-to-earning ratios. Last stated 13 Sept 2026 · 2 months ago Holds Rick Perlstein Read this korrent →