Tap a claim on the ring to put it at the centre.
← For chipmakers, and probably frontier model companies, only incumbents with existing scale can now compete.
17 connected korrents · 16 moments from 9 Jan 2021 to 21 Oct 2026.
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Google
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coding agents
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OpenAI
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LLMs
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semiconductors
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innovation
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startups
Everything filed under Anthropic
Anthropic 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: For chipmakers, and probably frontier model companies, only incumbents with existing scale can now compete. For chipmakers, and probably frontier model companies, only incumbents with existing scale can now compete. Last stated 7 months ago
19 Mar 2026
DH
Dan Hockenmaier — holds since 2026-03-19 — tap for who they are
Same subject: Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly. — tap to centre the map on it Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly. Last stated 6 years ago
9 Jan 2021
JY
Jon Y — holds since 2021-01-09 — 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 12 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. — tap to centre the map on it Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model. — tap to centre the map on it 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 9 months ago
10 Feb 2026
JP
Joseph Politano — holds since 2026-02-10 — tap for who they are
Same subject: The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. — tap to centre the map on it The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The capital required to train frontier AI models locks the leading LLM makers into an oligopoly. — tap to centre the map on it The capital required to train frontier AI models locks the leading LLM makers into an oligopoly. Last stated 2 years ago
8 Apr 2025
EG
Elad Gil — holds since 2025-04-08 — tap for who they are
Same subject: There is a large and growing gap between open-weight AI models and frontier AI models. — tap to centre the map on it There is a large and growing gap between open-weight AI models and frontier AI models. Last stated 7 months ago
29 Mar 2026
CW
Chris Wellons — holds since 2026-03-29 — tap for who they are
Same subject: TSMC exists because Morris Chang concluded that competing with Intel on Intel's own business model was guaranteed to fail. — tap to centre the map on it TSMC exists because Morris Chang concluded that competing with Intel on Intel's own business model was guaranteed to fail. Last stated 6 years ago
9 Jan 2021
JY
Jon Y — holds since 2021-01-09 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated 2 weeks ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — 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 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — 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 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: 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 7 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
At the centre
For chipmakers, and probably frontier model companies, only incumbents with existing scale can now compete.
Holds Read this korrent →
Only TSMC, Intel and Samsung can still manufacture at the leading edge, and that is a duopoly rather than a monopoly.
Holds
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
Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow.
Holds
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
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Holds
The capital required to train frontier AI models locks the leading LLM makers into an oligopoly.
Holds
There is a large and growing gap between open-weight AI models and frontier AI models.
Holds
TSMC exists because Morris Chang concluded that competing with Intel on Intel's own business model was guaranteed to fail.
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
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 that is a genuine climate champion should not need to be forced into climate action.
Holds
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
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