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← Getting at the truth requires investing in costly self-correcting…
17 connected korrents · 17 moments from 11 Jan 2017 to 3 Sept 2026. Nearly all of them are about Silicon Valley .
Everything filed under investing
investing
Everything filed under taste
taste
Everything filed under LLMs
LLMs
Everything filed under the cloud
the cloud
Everything filed under America
America
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: Getting at the truth requires investing in costly self-correcting mechanisms, which Silicon Valley thought it was exempt from
Getting at the truth requires investing in costly self-correcting mechanisms, which Silicon Valley thought it was exempt from
YH
Yuval Noah Harari — holds since c. 2024–2025 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it
DeepSeek's paper was the single most important thing Silicon Valley researchers read in years.
Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. — tap to centre the map on it
Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon.
Last stated 2 months ago
20 Aug 2026
MH
Max Hodak — holds since 2026-08-20 — tap for who they are
Same subject: Most developers who dream of moving abroad for work never actually do it. — tap to centre the map on it
Most developers who dream of moving abroad for work never actually do it.
Last stated 10 years ago
11 Jan 2017
MP
Maxence Poutord — holds since 2017-01-11 — tap for who they are
Same subject: Most of the world's free time has been converted into revenue for technology companies, and that conversion is where their fortunes come from. — tap to centre the map on it
Most of the world's free time has been converted into revenue for technology companies, and that conversion is where their fortunes come from.
Last stated 2 months ago
25 Aug 2026
TG
Ted Gioia — holds since 2026-08-25 — tap for who they are
Same subject: Nobody chose cloud backup: a handful of Silicon Valley executives made the choice for everyone in pursuit of adoption metrics. — tap to centre the map on it
Nobody chose cloud backup: a handful of Silicon Valley executives made the choice for everyone in pursuit of adoption metrics.
Last stated 4 years ago
7 Dec 2022
MG
Matthew Green — holds since 2022-12-07 — tap for who they are
Same subject: People are probably not that busy in general; most people do not need a personal assistant to manage their life, unlike people in tech. — tap to centre the map on it
People are probably not that busy in general; most people do not need a personal assistant to manage their life, unlike people in tech.
Last stated 3 months ago
15 Jul 2026
JY
Jason Yuan — holds since 2026-07-15 — 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 founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — 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
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: If whatever is being done is done well enough, investors won't be needed at all. — tap to centre the map on it
If whatever is being done is done well enough, investors won't be needed at all.
Last stated 2 months ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone who holds the claim — tap it for who they are