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← Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage.
17 connected korrents · 20 moments on record from 18 Mar 2024 to 9 Sept 2026.
Everything filed under LLMs
LLMs
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energy
Everything filed under AI and jobs
AI and jobs
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semiconductors
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scaling laws
Everything filed under AI and human skill
AI and human skill In tension 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: Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage. Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage. Last stated 3 weeks ago
23 Aug 2026
GR
Guillermo Rauch — holds since 2026-08-23 — tap for who they are
In tension: Peak programmer has passed: the economic value of writing code by hand has peaked, and Jevons' paradox will not bail every programmer out. — tap to centre the map on it Peak programmer has passed: the economic value of writing code by hand has peaked, and Jevons' paradox will not bail every programmer out. Last stated 5 months ago
8 Apr 2026
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
DH
David Heinemeier Hansson — holds since 2026-04-08 — tap for who they are
Same subject: Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. — tap to centre the map on it Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. Last stated 4 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: There is infinite demand for intelligence. — tap to centre the map on it There is infinite demand for intelligence. Last stated 2 days ago
9 Sept 2026
GR
Guillermo Rauch — holds since 2026-09-09 — tap for who they are
Same subject: Demand for cheap, high-quality intelligence is effectively uncapped, which makes it unlike every other commodity — including electricity. — tap to centre the map on it Demand for cheap, high-quality intelligence is effectively uncapped, which makes it unlike every other commodity — including electricity. Last stated a month ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading. — tap to centre the map on it Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading. Last stated 6 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — tap for who they are
Same subject: Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price. — tap to centre the map on it Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Real reasoning will have arrived when spending more compute at inference time reliably buys a dramatically better answer. — tap to centre the map on it Real reasoning will have arrived when spending more compute at inference time reliably buys a dramatically better answer. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Last stated 11 months ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: Intelligence is becoming a choice rather than a byproduct of daily work: there will still be smart people, but only those who choose to be. — tap to centre the map on it Intelligence is becoming a choice rather than a byproduct of daily work: there will still be smart people, but only those who choose to be. Last stated 10 months ago
18 Nov 2025
PG
Paul Graham — holds since 2024-10-01 — tap for who they are
SY
Scott H. Young — holds since 2025-11-18 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. Last stated 2 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. — tap to centre the map on it A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. Last stated a month ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: A frontier model is measurably more intelligent with no system prompt at all; the prompts that remain are there for the product, not the model. — tap to centre the map on it A frontier model is measurably more intelligent with no system prompt at all; the prompts that remain are there for the product, not the model. Last stated 2 months ago
27 Jul 2026
BC
Boris Cherny — holds since 2026-07-27 — tap for who they are
Same subject: Language models are already a form of AGI; what the labs are chasing is a further step, not the arrival of general intelligence. — tap to centre the map on it Language models are already a form of AGI; what the labs are chasing is a further step, not the arrival of general intelligence. Last stated 2 years ago
3 Feb 2025
NL
Nathan Lambert — holds since 2025-02-03 — tap for who they are
Same subject: The LLM line of research will reach a capability plateau. — tap to centre the map on it The LLM line of research will reach a capability plateau. Last stated a month ago
7 Aug 2026
FC
François Chollet — no longer holds since 2026-08-07 — tap for who they are
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
Same subject: The memorize-fetch-apply paradigm behind LLMs can reach arbitrary skill given training data, but it cannot adapt to novelty or acquire new skills on the fly. — tap to centre the map on it The memorize-fetch-apply paradigm behind LLMs can reach arbitrary skill given training data, but it cannot adapt to novelty or acquire new skills on the fly. Last stated 2 years ago
20 Dec 2024
FC
François Chollet — holds since 2024-12-20 — tap for who they are
FC
François Chollet — no longer holds since 2024-12-20 — tap for who they are
Same subject: LLMs can write a large fraction of the tedious code a developer will ever need to write, and most code on most projects is tedious. — tap to centre the map on it LLMs can write a large fraction of the tedious code a developer will ever need to write, and most code on most projects is tedious. Last stated a year ago
2 Jun 2025
TP
Thomas Ptacek — holds since 2025-06-02 — tap for who they are
Same subject: Once a language model reads the results, search can trade precision for recall, because the model does not care that the right link came ninth. — tap to centre the map on it Once a language model reads the results, search can trade precision for recall, because the model does not care that the right link came ninth. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
At the centre
Demand for intelligence is highly elastic — every fall in inference cost is met with rapidly growing usage.
Holds Read this korrent →
Peak programmer has passed: the economic value of writing code by hand has peaked, and Jevons' paradox will not bail every programmer out.
Holds
Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.
Holds
There is infinite demand for intelligence.
Holds
Demand for cheap, high-quality intelligence is effectively uncapped, which makes it unlike every other commodity — including electricity.
Holds
Inference was never going to be the easy, cheap half of AI, because inference is thinking, and thinking is far harder than reading.
Holds JH Jensen Huang
Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price.
Holds
Real reasoning will have arrived when spending more compute at inference time reliably buys a dramatically better answer.
Holds AS Aravind Srinivas
We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it.
Holds
Intelligence is becoming a choice rather than a byproduct of daily work: there will still be smart people, but only those who choose to be.
Holds SY Scott H. Young
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Holds DH Dex Horthy
A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved.
Holds FL Fei-Fei Li
A frontier model is measurably more intelligent with no system prompt at all; the prompts that remain are there for the product, not the model.
Holds
Language models are already a form of AGI; what the labs are chasing is a further step, not the arrival of general intelligence.
Holds NL Nathan Lambert
The LLM line of research will reach a capability plateau.
Holds GM Gary MarcusNo longer holds
The memorize-fetch-apply paradigm behind LLMs can reach arbitrary skill given training data, but it cannot adapt to novelty or acquire new skills on the fly.
No longer holds
LLMs can write a large fraction of the tedious code a developer will ever need to write, and most code on most projects is tedious.
Holds
Once a language model reads the results, search can trade precision for recall, because the model does not care that the right link came ninth.
Holds AS Aravind Srinivas