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← Even a long-horizon deep tech company should chase revenue sooner than…
17 connected korrents · 17 moments on record from 28 Jul 2023 to 3 Sept 2026.
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Google
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innovation
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OpenAI
Everything filed under robotics
robotics 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: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — 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: The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. — tap to centre the map on it The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Growing forever is not automatically the goal; a company that has hit its limit can choose to maximise profit instead of revenue. — tap to centre the map on it Growing forever is not automatically the goal; a company that has hit its limit can choose to maximise profit instead of revenue. Last stated 7 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes. — tap to centre the map on it The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes. Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: Repeated rewrites are the correct answer under fast growth, because a system specified to scale forever would take so long to build that the company would die before it shipped. — tap to centre the map on it Repeated rewrites are the correct answer under fast growth, because a system specified to scale forever would take so long to build that the company would die before it shipped. Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: Before you raise money, ask what happens if you succeed - whether you will still want this company in ten or thirty years. — tap to centre the map on it Before you raise money, ask what happens if you succeed - whether you will still want this company in ten or thirty years. Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The date that matters for robotics is not when the technology is finished but when the data flywheel starts turning. — tap to centre the map on it The date that matters for robotics is not when the technology is finished but when the data flywheel starts turning. Last stated 12 months ago
12 Sept 2025
SL
Sergey Levine — holds since 2025-09-12 — tap for who they are
Same subject: A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. — tap to centre the map on it A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. — tap to centre the map on it A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: A monopolist that can no longer grow by winning new users can only grow by making its product worse for the users it already has. — tap to centre the map on it A monopolist that can no longer grow by winning new users can only grow by making its product worse for the users it already has. Last stated 3 years ago
28 Jul 2023
CD
Cory Doctorow — holds since 2023-07-28 — 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: 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 startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. — tap to centre the map on it A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. Last stated 4 days ago
3 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-03 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 7 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
At the centre
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds MH Max HodakRead this korrent →
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
The half-life of a technology company is short, and the few that last decades are the exception rather than the rule.
Holds BT Bret Taylor
Growing forever is not automatically the goal; a company that has hit its limit can choose to maximise profit instead of revenue.
Holds JC Jason Cohen
The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes.
Holds SY Steve Yegge
Repeated rewrites are the correct answer under fast growth, because a system specified to scale forever would take so long to build that the company would die before it shipped.
Holds TP Thuan Pham
A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at.
Holds AS Aravind Srinivas
Before you raise money, ask what happens if you succeed - whether you will still want this company in ten or thirty years.
Holds
The date that matters for robotics is not when the technology is finished but when the data flywheel starts turning.
Holds SL Sergey Levine
A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost.
Holds TP Thuan Pham
A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system.
Holds JB Jeff Bezos
A monopolist that can no longer grow by winning new users can only grow by making its product worse for the users it already has.
Holds CD Cory Doctorow
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
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 startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it.
Holds ZM Zvi Mowshowitz
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds