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← If AI investment pulled back, the capital and resources involved would…
17 connected korrents · 15 moments from 1 Jun 2022 to 18 Oct 2026.
Everything filed under investing
investing
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stock market
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AI and jobs
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data centers
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government
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coding agents
Everything filed under AGI
AGI 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 investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle. If AI investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle. Last stated a month ago
10 Sept 2026
MY
Matthew Yglesias — holds since 2026-09-10 — 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 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: The AI boom will depress the demand for labor in the economy. — tap to centre the map on it The AI boom will depress the demand for labor in the economy. Last stated 2 days ago
18 Oct 2026
PK
Paul Krugman — holds since 2026-10-18 — 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 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: The current pace of AI development is worse for society than a coordinated slowdown would be for investors' portfolios. — tap to centre the map on it The current pace of AI development is worse for society than a coordinated slowdown would be for investors' portfolios. Last stated 2 months ago
1 Sept 2026
CN
Casey Newton — holds since 2026-09-01 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. — tap to centre the map on it When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. Last stated 4 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that. — tap to centre the map on it A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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 2 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
At the centre
If AI investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle.
Holds Read this korrent →
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.
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
The AI boom will depress the demand for labor in the economy.
Holds
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds
The current pace of AI development is worse for society than a coordinated slowdown would be for investors' portfolios.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Holds
A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
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.
Holds
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.
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
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.
Holds
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.
Holds
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.
Holds
If whatever is being done is done well enough, investors won't be needed at all.
Holds