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← An application-layer AI company's real breakthroughs come from going a…
17 connected korrents · 16 moments on record from 3 Jan 2024 to 25 Aug 2026.
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semiconductors
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Apple 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 application-layer AI company's real breakthroughs come from going a click or two down the stack rather than from using the models as they are. An application-layer AI company's real breakthroughs come from going a click or two down the stack rather than from using the models as they are. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: A compound's AI origin story is not by itself a reason to expect it to do better in the clinic. — tap to centre the map on it A compound's AI origin story is not by itself a reason to expect it to do better in the clinic. Last stated 2 years ago
13 May 2024
DL
Derek Lowe — holds since 2024-05-13 — tap for who they are
Same subject: Software at the AI frontier iterates in days where a hardware display takes years: a breakthrough on Monday can be in customers' hands on Wednesday. — tap to centre the map on it Software at the AI frontier iterates in days where a hardware display takes years: a breakthrough on Monday can be in customers' hands on Wednesday. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — 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 models have reached the level of a junior engineer on longer-running, agent-based coding tasks. — tap to centre the map on it AI models have reached the level of a junior engineer on longer-running, agent-based coding tasks. Last stated a month ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: AI has already made sweeping mechanical changes cheap; the unsolved problem is getting the same productivity when adding features to an old, entangled codebase. — tap to centre the map on it AI has already made sweeping mechanical changes cheap; the unsolved problem is getting the same productivity when adding features to an old, entangled codebase. Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. — tap to centre the map on it Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — 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: Most of the value an AI expert brings to a company is telling it not to use AI. — tap to centre the map on it Most of the value an AI expert brings to a company is telling it not to use AI. Last stated 11 months ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — 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: Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. — tap to centre the map on it Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. Last stated 2 years ago
5 Sept 2024
BP
Brian Potter — holds since 2024-09-05 — 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: A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. — tap to centre the map on it A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft. Last stated a year ago
26 Jun 2025
DH
David Heinemeier Hansson — holds since 2025-06-26 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
Same subject: An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it. — tap to centre the map on it An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it. Last stated 2 weeks ago
25 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-25 — tap for who they are
At the centre
An application-layer AI company's real breakthroughs come from going a click or two down the stack rather than from using the models as they are.
Holds CB Clay BavorRead this korrent →
A compound's AI origin story is not by itself a reason to expect it to do better in the clinic.
Holds DL Derek Lowe
Software at the AI frontier iterates in days where a hardware display takes years: a breakthrough on Monday can be in customers' hands on Wednesday.
Holds CB Clay Bavor
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 models have reached the level of a junior engineer on longer-running, agent-based coding tasks.
Holds JD Jeff Dean
AI has already made sweeping mechanical changes cheap; the unsolved problem is getting the same productivity when adding features to an old, entangled codebase.
Holds TP Thuan Pham
Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue.
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
Most of the value an AI expert brings to a company is telling it not to use AI.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds JH Jensen Huang
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds BP Brian Potter
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds AV Austin Vernon
Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country.
Holds BP Brian Potter
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
A big switch to desktop Linux is coming, at least among developers, because there is enough dissatisfaction with both Apple and Microsoft.
Holds
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds GM Gary Marcus
An operating system should put its users on the same level as its maker: no two-tier system where the vendor makes the real thing and you patch around it.
Holds