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← If AI enthusiasm does not produce a bubble on the historical pattern,…
17 connected korrents · 15 moments from 24 Feb 2018 to 25 Sept 2026.
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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: 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 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble. — tap to centre the map on it Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble. Last stated a year ago
21 Oct 2025
DC
Diane Coyle — holds since 2025-10-21 — 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: There is a lack of convincing evidence that AI is transforming the global economy or boosting productivity and growth. — tap to centre the map on it There is a lack of convincing evidence that AI is transforming the global economy or boosting productivity and growth. Last stated a year ago
21 Oct 2025
DC
Diane Coyle — holds since 2025-10-21 — 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: Designers working on AI products should maybe not be precious about a design until the technology underneath it has settled. — tap to centre the map on it Designers working on AI products should maybe not be precious about a design until the technology underneath it has settled. Last stated 2 months ago
16 Aug 2026
IS
Ian Silber — holds since 2026-08-16 — 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 11 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: A minor bust in the AI industry would be a good thing, not a bad one. — tap to centre the map on it A minor bust in the AI industry would be a good thing, not a bad one. Last stated a month ago
18 Sept 2026
RS
Robin Sloan — holds since 2026-09-18 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 5 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. Last stated 2 years ago
3 Mar 2025
TS
Tobias Sjösten — holds since 2025-03-03 — tap for who they are
Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. Last stated a month ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — 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 Read this korrent →
Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble.
Holds
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
There is a lack of convincing evidence that AI is transforming the global economy or boosting productivity and growth.
Holds
Technologies are almost always preceded by slightly worse versions of themselves, and there is no reason for AI to be the exception.
Holds
Designers working on AI products should maybe not be precious about a design until the technology underneath it has settled.
Holds
There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
A minor bust in the AI industry would be a good thing, not a bad one.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in.
Holds
A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds