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← AI factories and foundries are too capital-intensive for venture…
17 connected korrents · 13 moments on record from 20 Nov 2020 to 1 Sept 2026. Nearly all of them are about venture capital .
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startups 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: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. 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: 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 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. Last stated 3 weeks 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 seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Last stated 5 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-backed founders are still CEO three years after going public, and the standard documents their lawyers gave them are why. Last stated 4 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — 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 to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: Treating brain-computer interfaces as one investment category is like having a single "drug bet" -- the field is as varied as pharma. — tap to centre the map on it Treating brain-computer interfaces as one investment category is like having a single "drug bet" -- the field is as varied as pharma. Last stated 3 weeks ago
20 Aug 2026
MH
Max Hodak — holds since 2026-08-20 — tap for who they are
Same subject: Venture capital is the wrong money for an open source business, because its constraints make it hard to stay true to the mission. — tap to centre the map on it Venture capital is the wrong money for an open source business, because its constraints make it hard to stay true to the mission. Last stated 6 years ago
20 Nov 2020
DD
Drew DeVault — holds since 2020-11-20 — tap for who they are
Same subject: Venture money ruins software: raise a fortune, hire hundreds, and crap comes out, because the funnel that forces hard choices is gone. — tap to centre the map on it Venture money ruins software: raise a fortune, hire hundreds, and crap comes out, because the funnel that forces hard choices is gone. Last stated a month ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — 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 justice institution survives precisely because it serves the people who run it. Last stated 6 days ago
1 Sept 2026
RB
Radley Balko — holds since 2026-09-01 — tap for who they are
Same subject: A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. — tap to centre the map on it A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real. Last stated a week ago
30 Aug 2026
TS
Timothy Snyder — holds since 2026-08-30 — tap for who they are
Same subject: A government is legitimate internally if the governed have consented to it, whatever form it takes. — tap to centre the map on it A government is legitimate internally if the governed have consented to it, whatever form it takes. Last stated 2 months ago
12 Jul 2026
BS
Balaji Srinivasan — holds since 2026-07-12 — 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 a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. Last stated 2 weeks 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 maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate 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 is sustainable is as much an art as a science. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. — tap to centre the map on it Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total. — tap to centre the map on it Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: The late stage of the Big Debt Cycle shows itself as long rates leading rates up, the currency falling against gold, and the treasury shortening maturities. — tap to centre the map on it The late stage of the Big Debt Cycle shows itself as long rates leading rates up, the currency falling against gold, and the treasury shortening maturities. Last stated 2 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
At the centre
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu TanRead this korrent →
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.
Holds IT Isaiah Taylor
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.
Holds JH Jensen Huang
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.
Holds ER Eric Ries
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.
Holds
Treating brain-computer interfaces as one investment category is like having a single "drug bet" -- the field is as varied as pharma.
Holds MH Max Hodak
Venture capital is the wrong money for an open source business, because its constraints make it hard to stay true to the mission.
Holds DD Drew DeVault
Venture money ruins software: raise a fortune, hire hundreds, and crap comes out, because the funnel that forces hard choices is gone.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
A broken criminal justice institution survives precisely because it serves the people who run it.
Holds RB Radley Balko
A country that builds a national health service becomes more aware of its own existence, because the experience of solidarity is what makes a nation real.
Holds TS Timothy Snyder
A government is legitimate internally if the governed have consented to it, whatever form it takes.
Holds
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.
Holds
A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases.
Holds
Assessing whether government debt is sustainable is as much an art as a science.
Holds
Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government.
Holds
Central bank purchases of government bonds are not bailouts and do not automatically cause inflation, since they only change the composition of the consolidated government's liabilities, not their total.
Holds
The late stage of the Big Debt Cycle shows itself as long rates leading rates up, the currency falling against gold, and the treasury shortening maturities.
Holds