Tap a claim on the ring to put it at the centre.
← High long-term rates are a natural market response to the rush to…
17 connected korrents · 15 moments on record from 5 Sept 2010 to 10 Sept 2026.
Everything filed under interest rates
interest rates
Everything filed under public debt
public debt
Everything filed under inflation
inflation
Everything filed under stock market
stock market
Everything filed under AI alignment
AI alignment
Everything filed under Silicon Valley
Silicon Valley
Everything filed under data centers
data centers 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: High long-term rates are a natural market response to the rush to invest in AI, not the fault of the current administration. High long-term rates are a natural market response to the rush to invest in AI, not the fault of the current administration. Last stated yesterday
10 Sept 2026
PK
Paul Krugman — holds since 2026-09-10 — tap for who they are
Same subject: The simplest explanation for rising long-term interest rates is a surge in demand for funds from the AI boom. — tap to centre the map on it The simplest explanation for rising long-term interest rates is a surge in demand for funds from the AI boom. Last stated yesterday
10 Sept 2026
PK
Paul Krugman — holds since 2026-09-10 — tap for who they are
Same subject: The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. — tap to centre the map on it The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. Last stated a month ago
29 Jul 2026
HW
Hillel Wayne — holds since 2026-07-29 — tap for who they are
Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Last stated 11 months ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time. — tap to centre the map on it Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time. Last stated 10 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — 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 risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. Last stated a month ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 3 weeks ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: Assessing whether government debt is sustainable is as much an art as a science. — tap to centre the map on it Assessing whether government debt is sustainable is as much an art as a science. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: During post-2008 fiscal consolidation, the costs of high public debt were overestimated and fiscal multipliers were underestimated, understating the output costs of austerity. — tap to centre the map on it During post-2008 fiscal consolidation, the costs of high public debt were overestimated and fiscal multipliers were underestimated, understating the output costs of austerity. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — 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: Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them. — tap to centre the map on it Aggressive quantitative easing should raise long-term interest rates, because effective monetary stimulus raises them. Last stated 16 years ago
6 Sept 2010
SS
Scott Sumner — holds since 2010-09-05 — tap for who they are
SS
Scott Sumner — no longer holds since 2010-09-06 — tap for who they are
Same subject: Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. — tap to centre the map on it Canceling government bonds held by a central bank creates no fiscal space, because the reduction in government interest payments is exactly offset by an equal reduction in the profits the central bank remits to the government. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — 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 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: Cash welfare benefits contributed at least somewhat to the inflation of 2021-2022. — tap to centre the map on it Cash welfare benefits contributed at least somewhat to the inflation of 2021-2022. Last stated 4 years ago
25 Jul 2022
NS
Noah Smith — holds since 2022-07-25 — tap for who they are
Same subject: Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did. — tap to centre the map on it Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did. Last stated 11 months ago
10 Oct 2025
AM
Andy Masley — holds since 2025-10-10 — tap for who they are