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← Allocating scarce chips to the highest bidder is bad business — you…

17 connected korrents · 18 moments from 12 Jun 2017 to 5 Oct 2026.

Everything filed under semiconductors semiconductors Everything filed under data centers data centers Everything filed under Japan Japan Everything filed under permitting permitting Everything filed under China China Everything filed under SaaS SaaS Everything filed under behavioural science behavioural science Everything filed under LLMs LLMs Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame 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 highestbidder is bad business — you set yourprice and keep it, however high demandgoes. Last stated 6 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 keepfailing not because the case is weakbut because there is too much moneyriding on the sale. Last stated 8 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 nodeshave to get more expensive, becausea new fab cannot make money sellingat prices a fully depreciated fabset. 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 willunderbuild not because it cannotexpand but because nobody in itbelieves the demand is real. Last stated 7 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 seriousbuyer reads a low price as evidencethat the product cannot possibly begood enough. Last stated 9 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are Same subject: Charging different customers wildly different prices is a mistake, because the market talks. — tap to centre the map on it Charging different customers wildlydifferent prices is a mistake,because the market talks. Last stated 2 months ago 23 Aug 2026 JA Jen Abel — holds since 2026-08-23 — 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 semiconductorsis to find where the bottleneck is,and right now the bottleneck ispower and thermal. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Rationing AI tokens reflects a weird scarcity mindset when more tokens are easily affordable than one could ever use. — tap to centre the map on it Rationing AI tokens reflects a weirdscarcity mindset when more tokensare easily affordable than one couldever use. Last stated 4 weeks ago 26 Sept 2026 DH David Heinemeier Hansson — holds since 2026-09-26 — 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 fablessdesigners and a handful of foundriesbecause fabs got too expensive toown, not because anyone chose thatstructure. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county farmore tax revenue per gallon of waterthan a golf course does. Last stated a year ago 11 Oct 2025 AM Andy Masley — holds since 2025-10-11 — tap for who they are Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar andbatteries alone needs an array sooversized that the design is notworth building. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split intoindependent power blocks feddirectly at 1500 volts DC, ratherthan run through one centraldistribution system. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for itsnative people Last stated a year ago 15 Sept 2025 DH David Heinemeier Hansson — holds since 2025-09-15 — 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 unproductiverather than expensive: their workersare paid about what Korean andJapanese 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: Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring — tap to centre the map on it Chinese pop culture will notexperience an absolute floweringlike 90s Japan because CCPcensorship makes it boring Last stated 3 weeks ago 5 Oct 2026 NS Noah Smith — holds since 2026-10-05 — tap for who they are Same subject: A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change. — tap to centre the map on it A healthy attitude may be to assumea rule had a reason but default toremoving it, since situations mightchange. Last stated a month ago 20 Sept 2026 AR Armin Ronacher — holds since 2026-09-20 — tap for who they are Same subject: A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing. — tap to centre the map on it A neighbourhood redevelops itselfwhen rising land values meetpermission to build more intensely,and it stagnates when either half ismissing. Last stated 9 years ago 12 Jun 2017 CM Charles Marohn — holds since 2017-06-12 — tap for who they are Same subject: Certification, not engineering, is what gates revenue for a new aircraft company. — tap to centre the map on it Certification, not engineering, iswhat gates revenue for a newaircraft company. Last stated 4 years ago 30 Jan 2023 ED Eli Dourado — holds since 2023-01-30 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone who holds the claim — tap it for who they arefaded, dashed ring: they no longer hold it — they changed their mind

At the centre Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. Last stated 15 Apr 2026 · 6 months ago Holds Jensen Huang Read this korrent →