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← If a lab is off by a single year in its revenue forecast, no hedge on…
17 connected korrents · 14 moments on record from 20 Feb 2024 to 3 Sept 2026.
Everything filed under Anthropic
Anthropic
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coding agents
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semiconductors 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: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. — tap to centre the map on it Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price. — tap to centre the map on it Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 9 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it. — tap to centre the map on it Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. — tap to centre the map on it An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: NVIDIA can be a three-trillion-dollar-revenue company in the near future, because nothing physical stands in the way. — tap to centre the map on it NVIDIA can be a three-trillion-dollar-revenue company in the near future, because nothing physical stands in the way. Last stated 6 months ago
23 Mar 2026
JH
Jensen Huang — holds since 2026-03-23 — tap for who they are
Same subject: An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. — tap to centre the map on it An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 4 days ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces. — tap to centre the map on it A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces. Last stated 5 days ago
2 Sept 2026
SW
Simon Willison — holds since 2026-09-02 — tap for who they are
Same subject: A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares. — tap to centre the map on it A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares. Last stated 4 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — 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 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. — tap to centre the map on it A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it. Last stated 4 days ago
3 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-03 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 7 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — 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 5 months ago
25 Mar 2026
MZ
Mario Zechner — holds since 2026-03-25 — 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 4 days ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A machine can complete the task and completely miss the job -- coding makes this easy to see precisely because its tasks are so legible and verifiable. — tap to centre the map on it A machine can complete the task and completely miss the job -- coding makes this easy to see precisely because its tasks are so legible and verifiable. Last stated 3 weeks ago
14 Aug 2026
SP
Sunil Pai — holds since 2026-08-14 — tap for who they are
At the centre
If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.
Holds DA Dario AmodeiRead this korrent →
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds MH Max Hodak
Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors.
Holds JH Jensen Huang
Compute is not a market like phones, where demand is capped by how many buyers there are; intelligence is priced like energy, so the only real question is how much the world uses at a given price.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds AD Aswath Damodaran
Compute will be the currency of the future and the most precious commodity in the world, so we should be investing heavily to make far more of it.
Holds
An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination.
Holds AI Alex Imas
NVIDIA can be a three-trillion-dollar-revenue company in the near future, because nothing physical stands in the way.
Holds JH Jensen Huang
An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell.
Holds BA Bill Ackman
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces.
Holds
A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares.
Holds ER Eric Ries
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A technique that lets an AI model's reasoning shift outside its visible Chain of Thought is dangerous, both because it works and because a leading lab is willing to deploy it.
Holds ZM Zvi Mowshowitz
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
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 company should not train its own model: it has to stay neutral ground for models to compete on.
Holds
A machine can complete the task and completely miss the job -- coding makes this easy to see precisely because its tasks are so legible and verifiable.
Holds