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← AI factories and foundries are too capital-intensive for venture…

17 connected korrents · 16 moments from 8 Jun 2019 to 22 Sept 2026. Nearly all of them are about venture capital and startups.

Everything filed under government government Everything filed under investing investing Everything filed under censorship censorship Everything filed under team size team size Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. AI factories and foundries are toocapital-intensive for venture money; theyneed government or sovereign funds behindthem. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Being unable to raise venture capital is not a tragedy for a business. — tap to centre the map on it Being unable to raise venturecapital is not a tragedy for abusiness. Last stated 7 years ago 8 Jun 2019 TG Tren Griffin — holds since 2019-06-08 — tap for who they are Same subject: Nuclear plants should be financed with venture equity rather than project finance, because what is left is technology-execution risk and American venture capital is the best in the world at underwriting that. — tap to centre the map on it Nuclear plants should be financedwith venture equity rather thanproject finance, because what isleft is technology-execution riskand American venture capital is thebest in the world at underwritingthat. Last stated 2 months ago 15 Aug 2026 IT Isaiah Taylor — holds since 2026-08-15 — tap for who they are Same subject: Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. — tap to centre the map on it Nvidia's real miss was not seeingthat a frontier lab could never befunded by venture capital, so itscompute suppliers had to become itsinvestors. Last stated 6 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: Only a fifth of venture-backed founders are still CEO three years after going public, and the standard documents their lawyers gave them are why. — tap to centre the map on it Only a fifth of venture-backedfounders are still CEO three yearsafter going public, and the standarddocuments their lawyers gave themare why. Last stated 5 months ago 10 May 2026 ER Eric Ries — holds since 2026-05-10 — tap for who they are Same subject: Silicon Valley's intolerance of dissent functions as a kind of soft Leninism. — tap to centre the map on it Silicon Valley's intolerance ofdissent functions as a kind of softLeninism. Last stated 10 months ago 1 Jan 2026 DW Dan Wang — holds since 2026-01-01 — tap for who they are Same subject: Taking venture capital funding pushes a company toward extreme binary outcomes and pressures it to extract more value from customers. — tap to centre the map on it Taking venture capital fundingpushes a company toward extremebinary outcomes and pressures it toextract more value from customers. Last stated 5 years ago 4 Apr 2022 TP Tom Preston-Werner — holds since 2022-04-04 — tap for who they are Same subject: The venture capital model is flawed — tap to centre the map on it The venture capital model is flawed Last stated 4 years ago 9 Nov 2022 DH David Heinemeier Hansson — holds since 2022-11-09 — tap for who they are Same subject: The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. — tap to centre the map on it The way to stay small is never totake other people's money: themoment you do, they want the largestreturn, and the enterprise playbookfollows. Last stated a year ago 12 Jul 2025 DH David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are Same subject: A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. — tap to centre the map on it A ban on self-recursive improvementin AI models would create a bigincentive for some other parts ofthe world to invest a lot more incompute. Last stated a month ago 22 Sept 2026 TC Tyler Cowen — holds since 2026-09-22 — tap for who they are Same subject: A broken criminal justice institution survives precisely because it serves the people who run it. — tap to centre the map on it A broken criminal justiceinstitution survives preciselybecause it serves the people who runit. Last stated 2 months ago 1 Sept 2026 RB Radley Balko — holds since 2026-09-01 — tap for who they are Same subject: A candidate's political success is increasingly disconnected from their actual record of accomplishment. — tap to centre the map on it A candidate's political success isincreasingly disconnected from theiractual record of accomplishment. Last stated 2 months ago 31 Aug 2026 DD Daniel W. Drezner — holds since 2026-08-31 — tap for who they are Same subject: A government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. — tap to centre the map on it A government's debt dynamics are ahousehold's or a company's, exceptthat it can print money and tax --and those two powers are what changethe ending. Last stated 2 months ago 21 Aug 2026 RD Ray Dalio — holds since 2026-08-21 — tap for who they are Same subject: A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. — tap to centre the map on it A longer average debt maturityprotects a government from temporaryinterest-rate spikes and gives itmore time to adjust to permanentrate increases. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: Assessing whether government debt is sustainable is as much an art as a science. — tap to centre the map on it Assessing whether government debt issustainable is as much an art as ascience. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A democracy should never let all its information concentrate in one hub, government or corporate — tap to centre the map on it A democracy should never let all itsinformation concentrate in one hub,government or corporate YH Yuval Noah Harari — holds since c. 2024–2025 — tap for who they are Same subject: A healthy democracy engages with protesters to hear their claims — tap to centre the map on it A healthy democracy engages withprotesters to hear their claims Last stated 5 years ago 9 Feb 2022 DH David Heinemeier Hansson — holds since 2022-02-09 — tap for who they are Same subject: Authoritarian order is more natural to human societies than democracy, and may prove more durable over time. — tap to centre the map on it Authoritarian order is more naturalto human societies than democracy,and may prove more durable overtime. Last stated 8 months ago 1 Mar 2026 TG Tanner Greer — holds since 2026-03-01 — tap for who they are
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At the centre AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 18 Jun 2026 · 4 months ago Holds Lip-Bu Tan Read this korrent →