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← AI will settle the way cloud did — three or four players, kept few by…
17 connected korrents · 15 moments on record from 29 Jun 2023 to 18 Aug 2026.
Everything filed under innovation
innovation
Everything filed under the cloud
the cloud
Everything filed under China
China 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 will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects. AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did. — tap to centre the map on it Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb. — tap to centre the map on it The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb. Last stated 8 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. Last stated 9 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: Every big innovation — cloud computing, higher-level languages — should have reduced the number of programmers, and none of them ever has. — tap to centre the map on it Every big innovation — cloud computing, higher-level languages — should have reduced the number of programmers, and none of them ever has. Last stated 2 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. — tap to centre the map on it Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. — tap to centre the map on it A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 2 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours. — tap to centre the map on it An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 3 weeks ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. Last stated 3 weeks ago
18 Aug 2026
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
At the centre
AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects.
Holds DA Dario AmodeiRead this korrent →
Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did.
Holds DA Dario Amodei
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds JH Jensen Huang
The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb.
Holds JL Jason Lemkin
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Holds
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Holds IS Ilya Sutskever
Every big innovation — cloud computing, higher-level languages — should have reduced the number of programmers, and none of them ever has.
Holds NE NeetCode
Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there.
Holds
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Holds SN Satya Nadella
A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year.
Holds JH Jensen Huang
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised.
Holds SN Satya Nadella
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
An AI you rent from a big company in the cloud is fundamentally aligned to that company and not to you, which is why the hardware has to be yours.
Holds GH George Hotz
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds HR Hannah Ritchie
A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms.
Holds EB Eric Berger