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← Even a long-horizon deep tech company should chase revenue sooner than…
17 connected korrents · 18 moments from 25 Jan 2018 to 3 Sept 2026.
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startups
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software quality 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 3 months 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 8 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 9 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 7 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 7 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: A company should aim to survive the next century, not just the next quarter. — tap to centre the map on it A company should aim to survive the next century, not just the next quarter. Last stated 9 years ago
25 Jan 2018
BC
Brian Chesky — holds since 2018-01-25 — 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 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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: 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 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
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 Read 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
The half-life of a technology company is short, and the few that last decades are the exception rather than the rule.
Holds
Growing forever is not automatically the goal; a company that has hit its limit can choose to maximise profit instead of revenue.
Holds
The big companies are already dead and simply do not know it yet; every innovation from here comes from the fringes.
Holds
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
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
A company should aim to survive the next century, not just the next quarter.
Holds
Before you raise money, ask what happens if you succeed - whether you will still want this company in ten or thirty years.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
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
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