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← Even with human-like learners, competition will split the AI market…
17 connected korrents · 16 moments from 7 Jun 2025 to 12 Oct 2026.
Everything filed under startups
startups
Everything filed under AGI
AGI
Everything filed under coding agents
coding agents
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education
Everything filed under energy
energy
Everything filed under the cloud
the cloud 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 with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: Real-world businesses will be forced to adopt AI to remain competitive. — tap to centre the map on it Real-world businesses will be forced to adopt AI to remain competitive. Last stated a week ago
12 Oct 2026
PL
Pieter Levels — holds since 2026-10-12 — tap for who they are
Same subject: It would be dangerous for a few people from industry to set the rules for AI, because market forces are not societal norms. — tap to centre the map on it It would be dangerous for a few people from industry to set the rules for AI, because market forces are not societal norms. Last stated 2 months ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. — tap to centre the map on it Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there. Last stated 5 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: AI labs will bifurcate into specialities rather than each trying to be good at everything, the way people choose a speciality. — tap to centre the map on it AI labs will bifurcate into specialities rather than each trying to be good at everything, the way people choose a speciality. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. — tap to centre the map on it When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. Last stated 4 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other. — tap to centre the map on it Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other. Last stated 4 weeks ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. — tap to centre the map on it A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — 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
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 5 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — tap for who they are
At the centre
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company.
Holds Read this korrent →
Real-world businesses will be forced to adopt AI to remain competitive.
Holds
It would be dangerous for a few people from industry to set the rules for AI, because market forces are not societal norms.
Holds
Nobody in the coding-agent market is using AI so much better than everyone else that their competitors cannot keep up — the gap you would expect to see simply is not there.
Holds
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Holds
AI labs will bifurcate into specialities rather than each trying to be good at everything, the way people choose a speciality.
Holds
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Holds
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Holds
Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other.
Holds
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds
A human being is not an AGI: we lack a huge amount of knowledge and rely on continual learning instead, so continual learning is what superintelligence should mean.
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
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
Holds
A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero.
Holds
A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Holds