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← If AI enthusiasm does not produce a bubble on the historical pattern,…
17 connected korrents · 14 moments on record from 24 Feb 2018 to 6 Sept 2026.
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data centers
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stock market
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energy 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 AI enthusiasm does not produce a bubble on the historical pattern, it will be the first transformative technology that did not. If AI enthusiasm does not produce a bubble on the historical pattern, it will be the first transformative technology that did not. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: Technologies are almost always preceded by slightly worse versions of themselves, and there is no reason for AI to be the exception. — tap to centre the map on it Technologies are almost always preceded by slightly worse versions of themselves, and there is no reason for AI to be the exception. Last stated 9 years ago
24 Feb 2018
PC
Paul Christiano — holds since 2018-02-24 — tap for who they are
Same subject: There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. — tap to centre the map on it There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: The confusion about who does what is a storming phase every transformative technology causes, and AI is in the middle of it. — tap to centre the map on it The confusion about who does what is a storming phase every transformative technology causes, and AI is in the middle of it. Last stated 2 months ago
19 Jul 2026
ES
Elizabeth Stone — holds since 2026-07-19 — tap for who they are
Same subject: What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. — tap to centre the map on it What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. — tap to centre the map on it Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. — tap to centre the map on it Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. Last stated yesterday
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — 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 weeks 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: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — 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 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
If AI enthusiasm does not produce a bubble on the historical pattern, it will be the first transformative technology that did not.
Holds HM Howard MarksRead this korrent →
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds DO Doug O'Laughlin
Technologies are almost always preceded by slightly worse versions of themselves, and there is no reason for AI to be the exception.
Holds PC Paul Christiano
There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive.
Holds HM Howard Marks
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds DO Doug O'Laughlin
The confusion about who does what is a storming phase every transformative technology causes, and AI is in the middle of it.
Holds ES Elizabeth Stone
What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage.
Holds SN Satya Nadella
Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first.
Holds SN Satya Nadella
Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.
Holds BC Ben Carlson
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
Holds BT Bret Taylor
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds BA Bill Ackman
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds NM Nick Maggiulli
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
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 AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje