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← Companies spending hundreds of billions on frontier technology are…
17 connected korrents · 17 moments from 1 Jun 2022 to 29 Oct 2026.
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AGI 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: Companies spending hundreds of billions on frontier technology are unlikely to generate enough profits to justify their outlays. Companies spending hundreds of billions on frontier technology are unlikely to generate enough profits to justify their outlays. Last stated today
29 Oct 2026
PK
Paul Krugman — holds since 2026-10-29 — tap for who they are
Same subject: Frontier models must be cheap enough for anyone to use, because a world in which they are rationed to the wealthiest developers is the wrong world. — tap to centre the map on it Frontier models must be cheap enough for anyone to use, because a world in which they are rationed to the wealthiest developers is the wrong world. Last stated 3 months ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: The costs of building true frontier models are now measured in billions per major model, meaning only huge companies can sustain them. — tap to centre the map on it The costs of building true frontier models are now measured in billions per major model, meaning only huge companies can sustain them. Last stated 2 weeks ago
17 Oct 2026
NL
Nathan Lambert — holds since 2026-10-17 — tap for who they are
Same subject: Every frontier model is profitable on its own; the company loses money only because it is already training one ten times more expensive. — tap to centre the map on it Every frontier model is profitable on its own; the company loses money only because it is already training one ten times more expensive. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. — tap to centre the map on it Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: The gap between local and cloud AI models is significant, and even high-end hardware cannot match frontier cloud capabilities. — tap to centre the map on it The gap between local and cloud AI models is significant, and even high-end hardware cannot match frontier cloud capabilities. Last stated 8 months ago
8 Mar 2026
RC
Rui Carmo — holds since 2026-03-08 — tap for who they are
Same subject: As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital. — tap to centre the map on it As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital. Last stated 3 years ago
21 Feb 2024
EG
Elad Gil — holds since 2024-02-21 — tap for who they are
Same subject: If the people building a product would not use it with their own money, it is not good enough. — tap to centre the map on it If the people building a product would not use it with their own money, it is not good enough. Last stated 6 months ago
28 Apr 2026
PD
Polly D'Arcy — holds since 2026-04-28 — tap for who they are
Same subject: Even a country of geniuses in a datacentre will not be an infinitely compelling product; it buys three to ten times growth a year, not instant adoption. — tap to centre the map on it Even a country of geniuses in a datacentre will not be an infinitely compelling product; it buys three to ten times growth a year, not instant adoption. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — 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 11 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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology will produce useless products Last stated 3 years ago
8 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
Same subject: A company needs someone with a product vision to recover — tap to centre the map on it A company needs someone with a product vision to recover Last stated 4 years ago
5 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-05 — 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 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. — tap to centre the map on it A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. Last stated 2 years ago
by 24 Mar 2025
AC
Amber Case — holds since 2025-03-24 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
At the centre
Companies spending hundreds of billions on frontier technology are unlikely to generate enough profits to justify their outlays.
Holds Read this korrent →
Frontier models must be cheap enough for anyone to use, because a world in which they are rationed to the wealthiest developers is the wrong world.
Holds
The costs of building true frontier models are now measured in billions per major model, meaning only huge companies can sustain them.
Holds
Every frontier model is profitable on its own; the company loses money only because it is already training one ten times more expensive.
Holds
Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors.
Holds
The gap between local and cloud AI models is significant, and even high-end hardware cannot match frontier cloud capabilities.
Holds
As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital.
Holds
If the people building a product would not use it with their own money, it is not good enough.
Holds
Even a country of geniuses in a datacentre will not be an infinitely compelling product; it buys three to ten times growth a year, not instant adoption.
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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Holds
A company captured by ideology will produce useless products
Holds
A company needs someone with a product vision to recover
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds
A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds