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← In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever.
17 connected korrents · 18 moments from 12 Apr 2016 to 15 Oct 2026.
Everything filed under patience
patience
Everything filed under startups
startups
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stock market
Everything filed under semiconductors
semiconductors
Everything filed under robotics
robotics
Everything filed under investing
investing
Everything filed under venture capital
venture capital 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: In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever. In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever. Last stated 2 weeks ago
15 Oct 2026
JC
John Cutler — holds since 2026-10-15 — tap for who they are
Same subject: An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. — tap to centre the map on it An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: You can bet your entire business on Nvidia shipping a better architecture every single year and your token cost falling by an order of magnitude — no ASIC team can promise that. — tap to centre the map on it You can bet your entire business on Nvidia shipping a better architecture every single year and your token cost falling by an order of magnitude — no ASIC team can promise that. Last stated 7 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. — tap to centre the map on it The half-life of a technology company is short, and the few that last decades are the exception rather than the rule. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Betting a robotics company on today's component prices is betting it on a number with a short shelf life. — tap to centre the map on it Betting a robotics company on today's component prices is betting it on a number with a short shelf life. Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. — tap to centre the map on it Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: High-risk bets are fine as long as they are ones that would be super valuable if they worked, and research looks this way. — tap to centre the map on it High-risk bets are fine as long as they are ones that would be super valuable if they worked, and research looks this way. Last stated 2 months ago
23 Aug 2026
SA
Sam Altman — holds since 2026-08-23 — tap for who they are
Same subject: A company should aim to survive the next century, not just the next quarter. — tap to centre the map on it A company should aim to survive the next century, not just the next quarter. Last stated 9 years ago
25 Jan 2018
BC
Brian Chesky — holds since 2018-01-25 — tap for who they are
Same subject: Risk can be reduced without reducing returns by structuring bets in a more diversified way. — tap to centre the map on it Risk can be reduced without reducing returns by structuring bets in a more diversified way. Last stated 4 years ago
27 Sept 2022
RD
Ray Dalio — holds since 2022-09-27 — tap for who they are
Same subject: A ban on AI would be short-sighted, giving up on the problem too early. — tap to centre the map on it A ban on AI would be short-sighted, giving up on the problem too early. Last stated 3 years ago
25 May 2023
NQ
Nabeel S. Qureshi — holds since 2023-05-25 — tap for who they are
Same subject: A basic rule for better decisions is to slow down, especially when there is an immediate conviction. — tap to centre the map on it A basic rule for better decisions is to slow down, especially when there is an immediate conviction. Last stated 7 years ago
12 Oct 2019
DK
Daniel Kahneman — holds since 2019-10-12 — tap for who they are
Same subject: A choice with no immediate payoff is not necessarily a poor one: many extraordinary things come from what is first-order negative and second-order positive. — tap to centre the map on it A choice with no immediate payoff is not necessarily a poor one: many extraordinary things come from what is first-order negative and second-order positive. Last stated 11 years ago
12 Apr 2016
SP
Shane Parrish — holds since 2016-04-12 — 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: A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. — tap to centre the map on it A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. Last stated 2 years ago
9 Dec 2024
SL
Sam Lessin — holds since 2024-12-09 — tap for who they are
At the centre
In a dynamic climate, multi-quarter bets with a real business case beat assuming every team will last forever.
Holds Read this korrent →
An investor with a 20-, 30- or 50-year game should not take cues from people playing a different game, such as trading for the next quarter, and that is where much of investing's danger comes from.
Holds
You can bet your entire business on Nvidia shipping a better architecture every single year and your token cost falling by an order of magnitude — no ASIC team can promise that.
Holds
The half-life of a technology company is short, and the few that last decades are the exception rather than the rule.
Holds
Betting a robotics company on today's component prices is betting it on a number with a short shelf life.
Holds
Even a long-horizon deep tech company should chase revenue sooner than it thinks, so that it is valued on its roadmap rather than on its probability of dying.
Holds
High-risk bets are fine as long as they are ones that would be super valuable if they worked, and research looks this way.
Holds
A company should aim to survive the next century, not just the next quarter.
Holds
Risk can be reduced without reducing returns by structuring bets in a more diversified way.
Holds
A ban on AI would be short-sighted, giving up on the problem too early.
Holds
A basic rule for better decisions is to slow down, especially when there is an immediate conviction.
Holds
A choice with no immediate payoff is not necessarily a poor one: many extraordinary things come from what is first-order negative and second-order positive.
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
A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model.
Holds