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← As AI models become smarter, they will better monetize the same amount of compute.
17 connected korrents · 18 moments from 1 Jun 2022 to 23 Oct 2026.
Everything filed under semiconductors
semiconductors
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AI agents
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creativity 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: As AI models become smarter, they will better monetize the same amount of compute. As AI models become smarter, they will better monetize the same amount of compute. Last stated 3 months ago
29 Jul 2026
DP
Dwarkesh Patel — holds since 2026-07-29 — tap for who they are
Same subject: AI is likely to help people be smarter. — tap to centre the map on it AI is likely to help people be smarter. Last stated 3 years ago
14 May 2023
JG
John Graham-Cumming — holds since 2023-05-14 — 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 2 months ago
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — tap for who they are
Same subject: Demand for AI computing power is growing faster than supply. — tap to centre the map on it Demand for AI computing power is growing faster than supply. Last stated yesterday
23 Oct 2026
DT
Derek Thompson — holds since 2026-10-23 — tap for who they are
Same subject: As AI makes code cheaper to produce, understanding and architectural design become more valuable. — tap to centre the map on it As AI makes code cheaper to produce, understanding and architectural design become more valuable. Last stated 2 years ago
27 Jan 2025
NE
Nelson Elhage — holds since 2025-01-27 — tap for who they are
Same subject: Higher-priced AI subscription tiers mainly buy more hours of agent usage rather than a smarter underlying model — tap to centre the map on it Higher-priced AI subscription tiers mainly buy more hours of agent usage rather than a smarter underlying model Last stated 3 months ago
23 Jul 2026
EM
Ethan Mollick — holds since 2026-07-23 — tap for who they are
Same subject: Research by the author and colleagues found that AI models generate more commercially viable ideas than groups of humans, but those ideas are very similar. — tap to centre the map on it Research by the author and colleagues found that AI models generate more commercially viable ideas than groups of humans, but those ideas are very similar. Last stated 2 months ago
31 Aug 2026
EM
Ethan Mollick — holds since 2026-08-31 — tap for who they are
Same subject: Whenever AI can do something as well as or better than humans, that thing arguably stops being valuable or special. — tap to centre the map on it Whenever AI can do something as well as or better than humans, that thing arguably stops being valuable or special. Last stated 4 weeks ago
28 Sept 2026
PL
Pieter Levels — holds since 2026-09-28 — tap for who they are
Same subject: Unlike horses, which never figured out money, AI already understands money better than most people — tap to centre the map on it Unlike horses, which never figured out money, AI already understands money better than most people Last stated 2 years ago
28 Oct 2024
YH
Yuval Noah Harari — holds since 2024-10-28 — tap for who they are
Same subject: A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. — tap to centre the map on it A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. Last stated a month ago
22 Sept 2026
TC
Tyler Cowen — holds since 2026-09-22 — tap for who they are
Same subject: A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. — tap to centre the map on it A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. Last stated 3 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — 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 8 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 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
At the centre
As AI models become smarter, they will better monetize the same amount of compute.
Holds Read this korrent →
AI is likely to help people be smarter.
Holds
Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.
Holds
Demand for AI computing power is growing faster than supply.
Holds
As AI makes code cheaper to produce, understanding and architectural design become more valuable.
Holds
Higher-priced AI subscription tiers mainly buy more hours of agent usage rather than a smarter underlying model
Holds
Research by the author and colleagues found that AI models generate more commercially viable ideas than groups of humans, but those ideas are very similar.
Holds
Whenever AI can do something as well as or better than humans, that thing arguably stops being valuable or special.
Holds
Unlike horses, which never figured out money, AI already understands money better than most people
Holds
A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute.
Holds
A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome.
Holds
A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade.
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 bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds