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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 Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject 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 thelabs that match the duration of theircustomers’ contracts to the duration oftheir 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 hasbeen faster than the progress seenfrom 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 dominatestock 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 automatedaround 2030 or 2031, and AI willbeat humans at essentially any jobby 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 willbe those that use it to do far more,not merely to operate moreefficiently. 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 staygeneralist 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 predictingthe future than the average personbecause they have access to superiorAI 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 notchips but the physical plant aroundthem — power, transformers, coolingand 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 samemeasurement problems as hours andcapacity: it still hinges on atheory 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 isevidence of a bad vendor, not of alimit 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 notgive you a smarter model; theintelligence of the model is whatdecides how much of that window itcan 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 aplausible-sounding name is the samephenomenon as a large oneconfidently 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 auniversity economics midterm, yearsearlier than informed forecastersexpected. 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 thefirst 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 isgood at ranking your options, lowestrisk 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 inAnthropic's threat disruptionreport, distillation is by far themost important and will have themost 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 toinfer what a user means rather thanexactly what they typed is both itsgreatest strength and the reason itis hard to trust. Last stated 9 months ago 22 Jan 2026 SK Steve Klabnik — holds since 2026-01-22 — tap for who they are
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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 →