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← An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today.
17 connected korrents · 18 moments from 21 Jul 2016 to 25 Sept 2026.
Everything filed under Silicon Valley
Silicon Valley
Everything filed under stock market
stock market
Everything filed under venture capital
venture capital
Everything filed under investing
investing
Everything filed under innovation
innovation
Everything filed under market efficiency
market efficiency
Everything filed under data centers
data centers 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: An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today. An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today. Last stated 2 weeks ago
20 Sept 2026
PS
Peter Sellis — holds since 2026-09-20 — tap for who they are
Same subject: Investment returns can surpass business revenue. — tap to centre the map on it Investment returns can surpass business revenue. Last stated a week ago
23 Sept 2026
PL
Pieter Levels — holds since 2026-09-23 — tap for who they are
Same subject: Tech marketing assumes that whatever sells to the rich today sells to everyone tomorrow, but some things stop working when everybody buys them. — tap to centre the map on it Tech marketing assumes that whatever sells to the rich today sells to everyone tomorrow, but some things stop working when everybody buys them. Last stated 10 years ago
21 Jul 2016
JW
Jarrett Walker — holds since 2016-07-21 — tap for who they are
Same subject: Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it. — tap to centre the map on it Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it. Last stated 10 months ago
9 Dec 2025
RS
Rory Sutherland — holds since 2025-12-09 — tap for who they are
Same subject: When a company is no longer influenced much by the success of its new products, the people who end up running the show are the ads and data extraction people — tap to centre the map on it When a company is no longer influenced much by the success of its new products, the people who end up running the show are the ads and data extraction people Last stated 6 years ago
8 Mar 2021
DH
David Heinemeier Hansson — holds since 2021-03-08 — tap for who they are
Same subject: Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. — tap to centre the map on it Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic. Last stated 2 years ago
1 Oct 2024
TG
Tren Griffin — holds since 2024-10-01 — tap for who they are
Same subject: In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. — tap to centre the map on it In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: A business is fundamentally about solving a problem for someone while yielding a profit from the transaction. — tap to centre the map on it A business is fundamentally about solving a problem for someone while yielding a profit from the transaction. Last stated 2 years ago
9 Aug 2024
TS
Tobias Sjösten — holds since 2024-08-09 — tap for who they are
Same subject: Investors' expectations for market returns over the next decade are shaped mainly by the events of the last few days, not long-term fundamentals. — tap to centre the map on it Investors' expectations for market returns over the next decade are shaped mainly by the events of the last few days, not long-term fundamentals. Last stated 10 months ago
10 Dec 2025
JZ
Jason Zweig — holds since 2025-12-10 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated 2 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 6 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: An AI Agentic War has begun between Big Tech players. — tap to centre the map on it An AI Agentic War has begun between Big Tech players. Last stated 2 weeks ago
21 Sept 2026
MS
M.G. Siegler — holds since 2026-09-21 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 7 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated a week ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 2 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
At the centre
An ads business's revenue tomorrow is essentially caused by the return it delivers advertisers today.
Holds Read this korrent →
Investment returns can surpass business revenue.
Holds
Tech marketing assumes that whatever sells to the rich today sells to everyone tomorrow, but some things stop working when everybody buys them.
Holds
Marketing returns are fat-tailed, so paying for marketing by the hour misprices work whose value comes from a small fraction of it.
Holds
When a company is no longer influenced much by the success of its new products, the people who end up running the show are the ads and data extraction people
Holds
Selling an undifferentiated product while expecting returns above the cost of capital is unrealistic.
Holds
In this industry, profit means you underestimated demand and loss means you overestimated it, because the datacentres are bought years ahead.
Holds
A business is fundamentally about solving a problem for someone while yielding a profit from the transaction.
Holds
Investors' expectations for market returns over the next decade are shaped mainly by the events of the last few days, not long-term fundamentals.
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds
An AI Agentic War has begun between Big Tech players.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds