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← Allocating scarce chips to the highest bidder is bad business — you…
17 connected korrents · 19 moments on record from 22 Nov 2021 to 7 Sept 2026.
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semiconductors
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design 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: Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: Chip export controls to China keep failing not because the case is weak but because there is too much money riding on the sale. — tap to centre the map on it Chip export controls to China keep failing not because the case is weak but because there is too much money riding on the sale. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. Last stated a year ago
4 Sept 2025
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
DO
Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are
Same subject: The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. — tap to centre the map on it The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. — tap to centre the map on it Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. Last stated 7 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. — tap to centre the map on it The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. — tap to centre the map on it The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. — tap to centre the map on it Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. Last stated 4 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. — tap to centre the map on it Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — 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 country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. Last stated yesterday
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: A nuclear war between the United States and Russia would kill five billion people. — tap to centre the map on it A nuclear war between the United States and Russia would kill five billion people. Last stated 2 years ago
22 Mar 2024
AJ
Annie Jacobsen — holds since 2024-03-22 — tap for who they are
Same subject: A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. — tap to centre the map on it A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. — tap to centre the map on it A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it. Last stated 12 months ago
10 Sept 2025
UL
Ursula von der Leyen — holds since 2025-09-10 — tap for who they are
Same subject: A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language. — tap to centre the map on it A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language. Last stated 4 months ago
8 May 2026
DR
David Reich — holds since 2026-05-08 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. — tap to centre the map on it Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. Last stated 9 months ago
11 Dec 2025
BP
Brian Potter — holds since 2025-12-11 — tap for who they are
Same subject: Japan's decades of stagnation were caused by its shrinking working-age population rather than by its monetary policy. — tap to centre the map on it Japan's decades of stagnation were caused by its shrinking working-age population rather than by its monetary policy. Last stated 2 years ago
1 Nov 2024
AE
Alice Evans — holds since 2024-11-01 — tap for who they are
At the centre
Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes.
Holds JH Jensen HuangRead this korrent →
Chip export controls to China keep failing not because the case is weak but because there is too much money riding on the sale.
Holds DA Dario Amodei
Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set.
No longer holds DO Doug O'Laughlin
The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real.
Holds DP Dylan Patel
Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough.
Holds JC Jason Cohen
The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal.
Holds LT Lip-Bu Tan
The chip industry split into fabless designers and a handful of foundries because fabs got too expensive to own, not because anyone chose that structure.
Holds BP Brian Potter
Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it.
Holds ES Evan Spiegel
Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price.
Holds
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 country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade.
Holds PK Paul Krugman
A nuclear war between the United States and Russia would kill five billion people.
Holds AJ Annie Jacobsen
A company doing something at the edge of the Overton window has to hold two cultures at once — the true believers and the serious professionals who think they are crazy — and integrating them is what makes it work.
Holds MH Max Hodak
A new world order based on raw power is being drawn right now, and Europe has to fight for its place in it.
Holds
A tiny fraction of ancestry can carry the most important thing about a population: Yamnaya is only a few percent of DNA in India and yet it brought the language.
Holds DR David Reich
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds AV Austin Vernon
Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades.
Holds BP Brian Potter
Japan's decades of stagnation were caused by its shrinking working-age population rather than by its monetary policy.
Holds AE Alice Evans