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← Committing to compute years in advance is the durable margin advantage…
17 connected korrents · 17 moments on record from 7 Sept 2022 to 18 Aug 2026.
Everything filed under America
America
Everything filed under innovation
innovation
Everything filed under China
China
Everything filed under semiconductors
semiconductors
Everything filed under OpenAI
OpenAI
Everything filed under startups
startups
Everything filed under Japan
Japan 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: Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price. Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. — tap to centre the map on it There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. — tap to centre the map on it If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. — tap to centre the map on it Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. — tap to centre the map on it Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: A startup's durable advantage over a general model is having visibility into data the general model will never see. — tap to centre the map on it A startup's durable advantage over a general model is having visibility into data the general model will never see. Last stated a month ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: No bottleneck in the AI supply chain lasts longer than two or three years. — tap to centre the map on it No bottleneck in the AI supply chain lasts longer than two or three years. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. — tap to centre the map on it TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. — tap to centre the map on it A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: A society cannot morally be based on the way evolution works, even though competition is what drives innovation. — tap to centre the map on it A society cannot morally be based on the way evolution works, even though competition is what drives innovation. Last stated 4 years ago
7 Sept 2022
NL
Nick Lane — holds since 2022-09-07 — 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 Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 3 weeks ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. Last stated 3 weeks ago
18 Aug 2026
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
At the centre
Committing to compute years in advance is the durable margin advantage in AI, because every increment of new capacity transacts at the new price.
Holds DP Dylan PatelRead this korrent →
A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year.
Holds JH Jensen Huang
There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company.
Holds PT Phil Trammell
If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.
Holds DA Dario Amodei
Most of the price gap between o1 and R1 is margin rather than efficiency: OpenAI's inference gross margins are north of 75% because nobody else could serve the capability.
Holds DP Dylan Patel
Inference is a high-margin business even for a middleman: renting GPUs at scale, some models carry an eighty per cent margin over their sticker price.
Holds
A startup's durable advantage over a general model is having visibility into data the general model will never see.
Holds JD Jeff Dean
No bottleneck in the AI supply chain lasts longer than two or three years.
Holds JH Jensen Huang
TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.
Holds DP Dylan Patel
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised.
Holds SN Satya Nadella
A society cannot morally be based on the way evolution works, even though competition is what drives innovation.
Holds NL Nick Lane
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 Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds HR Hannah Ritchie
A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms.
Holds EB Eric Berger