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← Compute may be built faster than the money borrowed to build it can be paid back.
17 connected korrents · 16 moments from 1 Jun 2022 to 16 Oct 2026.
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investing
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scaling laws
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stock market
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semiconductors
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software performance
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data centers 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: Compute may be built faster than the money borrowed to build it can be paid back. Compute may be built faster than the money borrowed to build it can be paid back. Last stated yesterday
16 Oct 2026
NS
Noah Smith — holds since 2026-10-16 — tap for who they are
Same subject: The amount of compute being built is tiny compared to the amount that will be built. — tap to centre the map on it The amount of compute being built is tiny compared to the amount that will be built. Last stated yesterday
16 Oct 2026
NS
Noah Smith — holds since 2026-10-16 — tap for who they are
Same subject: Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it. — tap to centre the map on it Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The business is not building a great chip; it is accelerating an algorithm domain. — tap to centre the map on it The business is not building a great chip; it is accelerating an algorithm domain. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: Computing is an onion, and the more layers of it you can peel back and understand, the better you can build for the constrained machines real people are using. — tap to centre the map on it Computing is an onion, and the more layers of it you can peel back and understand, the better you can build for the constrained machines real people are using. Last stated 2 months ago
19 Aug 2026
AO
Addy Osmani — holds since 2026-08-19 — tap for who they are
Same subject: Cheap building will not mean making the same amount of software faster; it will mean making way more software. — tap to centre the map on it Cheap building will not mean making the same amount of software faster; it will mean making way more software. Last stated 3 weeks ago
23 Sept 2026
GT
Geoff Teehan — holds since 2026-09-23 — tap for who they are
Same subject: You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair. — tap to centre the map on it You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair. Last stated 2 months ago
12 Aug 2026
CM
Charity Majors — holds since 2026-08-12 — tap for who they are
Same subject: World GDP growth is certain to accelerate, and the share of GDP spent on computation will be a hundred times what it was, because a computer is now a factory rather than a warehouse. — tap to centre the map on it World GDP growth is certain to accelerate, and the share of GDP spent on computation will be a hundred times what it was, because a computer is now a factory rather than a warehouse. Last stated 7 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — 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
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A model's capability is now a function of how much money you spend on it, so asking what a model can do means nothing until you name a budget. — tap to centre the map on it A model's capability is now a function of how much money you spend on it, so asking what a model can do means nothing until you name a budget. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — 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 7 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 3 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
At the centre
Compute may be built faster than the money borrowed to build it can be paid back.
Holds Read this korrent →
The amount of compute being built is tiny compared to the amount that will be built.
Holds
Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it.
Holds
A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from.
Holds
The business is not building a great chip; it is accelerating an algorithm domain.
Holds
Computing is an onion, and the more layers of it you can peel back and understand, the better you can build for the constrained machines real people are using.
Holds
Cheap building will not mean making the same amount of software faster; it will mean making way more software.
Holds
You can now generate ten thousand variants of a function faster than you could write it once, and that economics pushes software towards replacement rather than repair.
Holds
World GDP growth is certain to accelerate, and the share of GDP spent on computation will be a hundred times what it was, because a computer is now a factory rather than a warehouse.
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
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A model's capability is now a function of how much money you spend on it, so asking what a model can do means nothing until you name a budget.
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