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← In 2027, the winners in AI will be the labs that match the duration of…
17 connected korrents · 17 moments from 21 Mar 2023 to 3 Nov 2026.
Everything filed under LLMs
LLMs
Everything filed under AI and jobs
AI and jobs
Everything filed under innovation
innovation
Everything filed under stock market
stock market
Everything filed under AGI
AGI
Everything filed under data centers
data centers
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Read this korrent: In 2027, the winners in AI will be the labs that match the duration of their customers’ contracts to the duration of their compute.
In 2027, the winners in AI will be the labs that match the duration of their customers’ contracts to the duration of their compute.
Last stated today
3 Nov 2026
TT
Tomasz Tunguz — holds since 2026-11-03 — tap for who they are
Same subject: AI progress from 2024 to 2026 has been faster than the progress seen from 2022 to 2024. — tap to centre the map on it
AI progress from 2024 to 2026 has been faster than the progress seen from 2022 to 2024.
Last stated 6 months ago
28 Apr 2026
KP
Kelsey Piper — holds since 2026-04-28 — tap for who they are
Same subject: The winners of the AI boom dominate stock market returns in 2026. — tap to centre the map on it
The winners of the AI boom dominate stock market returns in 2026.
Last stated 4 weeks ago
8 Oct 2026
DT
Derek Thompson — holds since 2026-10-08 — tap for who they are
Same subject: AI research will be fully automated around 2030 or 2031, and AI will beat humans at essentially any job by about 2033. — tap to centre the map on it
AI research will be fully automated around 2030 or 2031, and AI will beat humans at essentially any job by about 2033.
Last stated 3 months ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: The companies that win with AI will be those that use it to do far more, not merely to operate more efficiently. — tap to centre the map on it
The companies that win with AI will be those that use it to do far more, not merely to operate more efficiently.
Last stated 3 months ago
15 Aug 2026
HR
Harper Reed — holds since 2026-08-15 — tap for who they are
Same subject: At the present pace of the AI race, AIs will take over within ten years, but this is not yet inevitable — tap to centre the map on it
At the present pace of the AI race, AIs will take over within ten years, but this is not yet inevitable
Last stated 2 months ago
26 Aug 2026
YH
Yuval Noah Harari — holds since 2026-08-26 — tap for who they are
Same subject: AI may let data teams stay generalist for longer than before. — tap to centre the map on it
AI may let data teams stay generalist for longer than before.
Last stated 2 months ago
9 Sept 2026
JL
Jessica Lachs — holds since 2026-09-09 — tap for who they are
Same subject: Big AI labs are better at predicting the future than the average person because they have access to superior AI forecasting models. — tap to centre the map on it
Big AI labs are better at predicting the future than the average person because they have access to superior AI forecasting models.
Last stated 4 weeks ago
4 Oct 2026
NS
Noah Smith — holds since 2026-10-04 — tap for who they are
Same subject: The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking. — tap to centre the map on it
The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking.
Last stated 2 months ago
29 Aug 2026
EM
Elon Musk — holds since 2026-08-29 — tap for who they are
Same subject: "Return on tokens" has the same measurement problems as hours and capacity: it still hinges on a theory of value. — tap to centre the map on it
"Return on tokens" has the same measurement problems as hours and capacity: it still hinges on a theory of value.
Last stated 3 months ago
17 Aug 2026
JC
John Cutler — holds since 2026-08-17 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 4 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — 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 9 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected. — tap to centre the map on it
An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected.
Last stated 4 years ago
21 Mar 2023
BC
Bryan Caplan — holds since 2023-03-21 — tap for who they are
Same subject: Bing's Sydney, not ChatGPT, was the first truly fantastic chatbot. — tap to centre the map on it
Bing's Sydney, not ChatGPT, was the first truly fantastic chatbot.
Last stated 2 months ago
15 Sept 2026
TL
Tobias Lütke — holds since 2026-09-15 — tap for who they are
Same subject: A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first. — tap to centre the map on it
A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first.
Last stated 5 months ago
16 Jun 2026
BW
Brett Williams — holds since 2026-06-16 — tap for who they are
Same subject: Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact. — tap to centre the map on it
Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact.
Last stated 2 months ago
15 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-15 — tap for who they are
Same subject: An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust. — tap to centre the map on it
An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust.
Last stated 9 months ago
22 Jan 2026
SK
Steve Klabnik — holds since 2026-01-22 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone who holds the claim — tap it for who they are
At the centre
In 2027, the winners in AI will be the labs that match the duration of their customers’ contracts to the duration of their compute.
Last stated 3 Nov 2026 · today
Holds Tomasz Tunguz
Read this korrent →
Similar wording
AI progress from 2024 to 2026 has been faster than the progress seen from 2022 to 2024.
Last stated 28 Apr 2026 · 6 months ago
Holds Kelsey Piper
Similar wording
The winners of the AI boom dominate stock market returns in 2026.
Last stated 8 Oct 2026 · 4 weeks ago
Holds Derek Thompson
Similar wording
AI research will be fully automated around 2030 or 2031, and AI will beat humans at essentially any job by about 2033.
Last stated 11 Aug 2026 · 3 months ago
Holds Ryan Greenblatt
Similar wording
The companies that win with AI will be those that use it to do far more, not merely to operate more efficiently.
Last stated 15 Aug 2026 · 3 months ago
Holds Harper Reed
Similar wording
At the present pace of the AI race, AIs will take over within ten years, but this is not yet inevitable
Last stated 26 Aug 2026 · 2 months ago
Holds Yuval Noah Harari
Similar wording
AI may let data teams stay generalist for longer than before.
Last stated 9 Sept 2026 · 2 months ago
Holds Jessica Lachs
Similar wording
Big AI labs are better at predicting the future than the average person because they have access to superior AI forecasting models.
Last stated 4 Oct 2026 · 4 weeks ago
Holds Noah Smith
Similar wording
The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking.
Last stated 29 Aug 2026 · 2 months ago
Holds Elon Musk
Same subject: LLMs
"Return on tokens" has the same measurement problems as hours and capacity: it still hinges on a theory of value.
Last stated 17 Aug 2026 · 3 months ago
Holds John Cutler
Same subject: LLMs
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Last stated 1 Jan 2026 · 10 months ago
Holds Jason Lemkin
Same subject: LLMs
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Last stated 15 Jul 2026 · 4 months ago
Holds Dex Horthy
Same subject: OpenAI
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Last stated 12 Feb 2026 · 9 months ago
Holds Andrej Karpathy
Same subject: OpenAI
An AI can already earn an A on a university economics midterm, years earlier than informed forecasters expected.
Last stated 21 Mar 2023 · 4 years ago
Holds Bryan Caplan
Same subject: OpenAI
Bing's Sydney, not ChatGPT, was the first truly fantastic chatbot.
Last stated 15 Sept 2026 · 2 months ago
Holds Tobias Lütke
Same subject: Anthropic
A strength of Claude is that it is good at ranking your options, lowest risk and least expensive first.
Last stated 16 Jun 2026 · 5 months ago
Holds Brett Williams
Same subject: Anthropic
Among the misuse threats in Anthropic's threat disruption report, distillation is by far the most important and will have the most impact.
Last stated 15 Sept 2026 · 2 months ago
Holds Zvi Mowshowitz
Same subject: Anthropic
An AI coding assistant's tendency to infer what a user means rather than exactly what they typed is both its greatest strength and the reason it is hard to trust.
Last stated 22 Jan 2026 · 9 months ago
Holds Steve Klabnik