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← Even the most advanced AI cannot be followed blindly in investing,…

14 connected korrents · 13 moments on record from 25 Jul 2022 to 4 Sept 2026.

Everything filed under market efficiency market efficiency Everything filed under semiconductors semiconductors Everything filed under AI alignment AI alignment Everything filed under stock market stock market In tension — Ray Dalio is on record for bothSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Even the most advanced AI cannot befollowed blindly in investing, where valueadded is zero-sum and what is widely knownis therefore worth little. Last stated 3 months ago 10 Jun 2026 RD Ray Dalio — holds since 2026-06-10 — tap for who they are In tension: Systematising principled decision-making with AI is now the line between staying competitive and not; there is no position in between. — tap to centre the map on it Systematising principleddecision-making with AI is now theline between staying competitive andnot; there is no position inbetween. Last stated 3 months ago 10 Jun 2026 RD Ray Dalio — holds since 2026-06-10 — tap for who they are Same subject: If AI can build the new theory that crystallises how to think about a subject, it would be surprising if that capability did not spill into the rest of the economy. — tap to centre the map on it If AI can build the new theory thatcrystallises how to think about asubject, it would be surprising ifthat capability did not spill intothe rest of the economy. Last stated 2 months ago 30 Jun 2026 GS Grant Sanderson — holds since 2026-06-30 — tap for who they are Same subject: Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. — tap to centre the map on it Giving an AI long-run values risksthose values sinking in deeper thanthe specific prohibitions againsttakeover that sit alongside them. Last stated 4 weeks ago 11 Aug 2026 RG Ryan Greenblatt — holds since 2026-08-11 — tap for who they are Same subject: Leaning on AI trades knowledge for speed, and the price may be a generation of programmers in which juniors stay juniors forever. — tap to centre the map on it Leaning on AI trades knowledge forspeed, and the price may be ageneration of programmers in whichjuniors stay juniors forever. Last stated a year ago 22 Mar 2025 TH ThePrimeagen — holds since 2025-03-22 — tap for who they are Same subject: An end-to-end self-improving AI is probably possible, but it is not even desirable, because it is a hard-takeoff scenario. — tap to centre the map on it An end-to-end self-improving AI isprobably possible, but it is noteven desirable, because it is ahard-takeoff scenario. Last stated a year ago 23 Jul 2025 DH Demis Hassabis — holds since 2025-07-23 — tap for who they are Same subject: Some of the other AI companies have not written down the spreadsheet — they are committing hundreds of billions without understanding the risk. — tap to centre the map on it Some of the other AI companies havenot written down the spreadsheet —they are committing hundreds ofbillions without understanding therisk. Last stated 7 months ago 13 Feb 2026 DA Dario Amodei — holds since 2026-02-13 — tap for who they are Same subject: The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. — tap to centre the map on it The faster AI progresses, the betterNVIDIA does, so a shock likeDeepSeek should expand its marketrather than shrink it. Last stated 2 years ago 3 Feb 2025 NL Nathan Lambert — holds since 2025-02-03 — tap for who they are Same subject: Most of the value an AI expert brings to a company is telling it not to use AI. — tap to centre the map on it Most of the value an AI expertbrings to a company is telling itnot to use AI. Last stated 11 months ago 17 Oct 2025 AK Andrej Karpathy — holds since 2025-10-17 — tap for who they are Same subject: No one fully understands the consequences of how capable AI is becoming. — tap to centre the map on it No one fully understands theconsequences of how capable AI isbecoming. Last stated 6 days ago 1 Sept 2026 SA Sam Altman — holds since 2026-09-01 — tap for who they are Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistentonline attention can stay overpricedfor long periods, so overvaluationalone does not imply a near-termcorrection. Last stated 4 years ago 25 Jul 2022 NS Noah Smith — holds since 2022-07-25 — tap for who they are Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets lessefficient at long horizons ratherthan more efficient. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis isat best a very lossy heuristic Last stated 3 days ago 4 Sept 2026 NF Nat Friedman — holds since 2026-09-04 — tap for who they are Same subject: The stock market has become less informationally efficient over the past thirty-plus years, particularly in the relative pricing of common stocks over medium horizons. — tap to centre the map on it The stock market has become lessinformationally efficient over thepast thirty-plus years, particularlyin the relative pricing of commonstocks over medium horizons. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era'sexuberance turned out to bewarranted; we remember the failuresand forget the value that eracreated. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are RD A view that moved — Ray Dalio: this claim 10 Jun 2026, then the centre claim 10 Jun 2026
in tensionsame subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone on record holding the claim — tap it for who they area face on an edge: the same person is on record for both claims — the arrow runs from the earlier to the later, a view that moved

At the centre Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 10 Jun 2026 · 3 months ago Holds Ray Dalio Read this korrent →