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← Building a new product on top of whatever is growing fastest is a…
17 connected korrents · 16 moments on record from 11 Jan 2021 to 3 Sept 2026.
Everything filed under value investing
value investing
Everything filed under Silicon Valley
Silicon Valley
Everything filed under venture capital
venture capital
Everything filed under startups
startups
Everything filed under infrastructure
infrastructure
Everything filed under social media
social media 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: Building a new product on top of whatever is growing fastest is a mistake: momentum is not the same thing as a strong foundation. Building a new product on top of whatever is growing fastest is a mistake: momentum is not the same thing as a strong foundation. Last stated 2 months ago
9 Jul 2026
AM
Adam Mosseri — holds since 2026-07-09 — tap for who they are
Same subject: The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. — tap to centre the map on it The fastest-growing companies are not using data well, because they reached enormous scale before they had time to build any of the instrumentation. Last stated 12 months ago
21 Sept 2025
JZ
Julie Zhuo — holds since 2025-09-21 — tap for who they are
Same subject: The value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it The value-versus-growth distinction does not serve investors well in a fast-changing world. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: Building the same startup as everybody else buys you hype and easy money, and those are rarely the companies that turn out big. — tap to centre the map on it Building the same startup as everybody else buys you hype and easy money, and those are rarely the companies that turn out big. Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A company that grows on virality rather than retention is a sinking speedboat, trying to drive faster than it takes on water. — tap to centre the map on it A company that grows on virality rather than retention is a sinking speedboat, trying to drive faster than it takes on water. Last stated 3 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: Some domains cannot be launched into early: where security, partners and money movement are preconditions, you have to build first. — tap to centre the map on it Some domains cannot be launched into early: where security, partners and money movement are preconditions, you have to build first. Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. — tap to centre the map on it Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Brand marketing and growth experimentation are not rivals — a product personality carried into social media becomes fuel for the measured growth work. — tap to centre the map on it Brand marketing and growth experimentation are not rivals — a product personality carried into social media becomes fuel for the measured growth work. Last stated 11 months ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: Neither running everything through the founder nor pushing decisions down is the better way to run a company; each only works if it fits that company’s own resources and values. — tap to centre the map on it Neither running everything through the founder nor pushing decisions down is the better way to run a company; each only works if it fits that company’s own resources and values. Last stated 2 years ago
17 Dec 2024
CM
Charity Majors — holds since 2024-12-17 — tap for who they are
Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. — tap to centre the map on it Readily measurable indicators of cheapness are no longer sufficient on their own to produce a sustainable investing edge. Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. — tap to centre the map on it The S&P 500’s price-to-sales ratio no longer signals what it once did, because today’s companies earn higher margins. Last stated 2 weeks ago
25 Aug 2026
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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 a month ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. — tap to centre the map on it Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. Last stated 3 weeks ago
20 Aug 2026
MH
Max Hodak — holds since 2026-08-20 — tap for who they are