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← Even if AI succeeds overall, a company could still be financially…
17 connected korrents · 18 moments from 21 Feb 2024 to 1 Oct 2026. Nearly all of them are about Google .
Everything filed under Anthropic
Anthropic
Everything filed under LLMs
LLMs
Everything filed under Microsoft
Microsoft
Everything filed under coding agents
coding agents
Everything filed under Apple
Apple 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 if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model. Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model. Last stated 8 months ago
10 Feb 2026
JP
Joseph Politano — holds since 2026-02-10 — tap for who they are
Same subject: A company that is a genuine climate champion should not need to be forced into climate action. — tap to centre the map on it A company that is a genuine climate champion should not need to be forced into climate action. Last stated 2 months ago
19 Aug 2026
EA
Emily Atkin — holds since 2026-08-19 — tap for who they are
Same subject: Incumbents have looked unbeatable at the start of every previous platform shift and have still lost. — tap to centre the map on it Incumbents have looked unbeatable at the start of every previous platform shift and have still lost. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: None of the startups or serious tech companies the author knows use Microsoft Teams; they use Slack, apart from Cloudflare on Google Chat. — tap to centre the map on it None of the startups or serious tech companies the author knows use Microsoft Teams; they use Slack, apart from Cloudflare on Google Chat. Last stated a month ago
15 Sept 2026
GO
Gergely Orosz — holds since 2026-09-15 — tap for who they are
Same subject: Being certain a technology matters tells you almost nothing about where its value will end up being captured. — tap to centre the map on it Being certain a technology matters tells you almost nothing about where its value will end up being captured. Last stated 3 weeks ago
1 Oct 2026
ZM
Zvi Mowshowitz — holds since 2026-10-01 — tap for who they are
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it. — tap to centre the map on it Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Frontier AI models are consolidating into an oligopoly held by a small number of large players. — tap to centre the map on it Frontier AI models are consolidating into an oligopoly held by a small number of large players. Last stated 3 years ago
21 Feb 2024
EG
Elad Gil — holds since 2024-02-21 — tap for who they are
Same subject: Google is behind in the personal AI assistant space. — tap to centre the map on it Google is behind in the personal AI assistant space. Last stated a month ago
21 Sept 2026
MS
M.G. Siegler — holds since 2026-09-21 — tap for who they are
Same subject: Many employees at major AI labs earnestly believe humans may go extinct by the end of the decade. — tap to centre the map on it Many employees at major AI labs earnestly believe humans may go extinct by the end of the decade. Last stated a month ago
11 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-11 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — 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 3 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. — tap to centre the map on it A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. Last stated a month ago
17 Sept 2026
PC
Patrick Collison — holds since 2026-09-17 — tap for who they are
Same subject: A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. — tap to centre the map on it A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. Last stated 7 months ago
25 Mar 2026
MZ
Mario Zechner — holds since 2026-03-25 — tap for who they are
Same subject: A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. — tap to centre the map on it A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: A coding-agent company should not train its own model: it has to stay neutral ground for models to compete on. — tap to centre the map on it A coding-agent company should not train its own model: it has to stay neutral ground for models to compete on. Last stated 2 months ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry on values like privacy and user respect without actually excelling at them Last stated 7 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: A cyclist who uses a dedicated cycling computer for rides but only a general smartwatch for daily wear is missing important off-bike training data. — tap to centre the map on it A cyclist who uses a dedicated cycling computer for rides but only a general smartwatch for daily wear is missing important off-bike training data. Last stated 7 months ago
19 Mar 2026
ES
Elio Struyf — holds since 2026-03-19 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
At the centre
Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model.
Holds Read this korrent →
A company that is a genuine climate champion should not need to be forced into climate action.
Holds
Incumbents have looked unbeatable at the start of every previous platform shift and have still lost.
Holds
None of the startups or serious tech companies the author knows use Microsoft Teams; they use Slack, apart from Cloudflare on Google Chat.
Holds
Being certain a technology matters tells you almost nothing about where its value will end up being captured.
Holds
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.
Holds
Frontier AI models are consolidating into an oligopoly held by a small number of large players.
Holds
Google is behind in the personal AI assistant space.
Holds
Many employees at major AI labs earnestly believe humans may go extinct by the end of the decade.
Holds
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Holds
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
A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls.
Holds
A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down.
Holds
A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair.
Holds
A coding-agent company should not train its own model: it has to stay neutral ground for models to compete on.
Holds
A company can lead its industry on values like privacy and user respect without actually excelling at them
Holds
A cyclist who uses a dedicated cycling computer for rides but only a general smartwatch for daily wear is missing important off-bike training data.
Holds
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds