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← Any slowdown in the pace of AI revenue growth could cause a blowup…
17 connected korrents · 16 moments from 13 Jan 2025 to 15 Oct 2026.
Everything filed under AI and jobs
AI and jobs
Everything filed under AI and human skill
AI and human skill
Everything filed under energy
energy
Everything filed under data centers
data centers
Everything filed under Silicon Valley
Silicon Valley
Everything filed under AI agents
AI agents
Everything filed under stock market
stock market
Everything filed under interest rates
interest rates 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: Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now. Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now. Last stated today
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. — tap to centre the map on it Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. Last stated today
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. — tap to centre the map on it An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. Last stated 4 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — 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 9 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. — tap to centre the map on it Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. Last stated a month ago
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — tap for who they are
Same subject: The AI boom is the main cause of soaring long-term interest rates. — tap to centre the map on it The AI boom is the main cause of soaring long-term interest rates. Last stated a week ago
6 Oct 2026
PK
Paul Krugman — holds since 2026-10-06 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. — tap to centre the map on it A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: A likely outcome is that many occupations are eventually mostly replaced by AI while humans still have plenty to do. — tap to centre the map on it A likely outcome is that many occupations are eventually mostly replaced by AI while humans still have plenty to do. Last stated a month ago
7 Sept 2026
NS
Noah Smith — holds since 2026-09-07 — tap for who they are
Same subject: A lot of jobs will probably be created because of AI. — tap to centre the map on it A lot of jobs will probably be created because of AI. Last stated 3 weeks ago
27 Sept 2026
MG
Molly Graham — holds since 2026-09-27 — tap for who they are
Same subject: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. Last stated a month ago
9 Sept 2026
EA
Emily Atkin — holds since 2026-09-09 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 4 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. — tap to centre the map on it A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. Last stated 4 months ago
2 Jun 2026
LS
L. M. Sacasas — holds since 2026-06-02 — tap for who they are
Same subject: A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. — tap to centre the map on it A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. Last stated 11 months ago
18 Nov 2025
SY
Scott H. Young — holds since 2025-11-18 — tap for who they are
Same subject: A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. — tap to centre the map on it A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are