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← In most technology-driven industries, capability advantages are held…
17 connected korrents · 18 moments on record from 24 Feb 2018 to 19 Sept 2026.
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AI alignment 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 most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models. In most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models. Last stated 6 months ago
26 Mar 2026
SK
Sriram Krishnan — holds since 2026-03-26 — tap for who they are
Same subject: Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. — tap to centre the map on it Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Having the very best AI model and harness does not result in better or faster execution and can slow teams down — tap to centre the map on it Having the very best AI model and harness does not result in better or faster execution and can slow teams down Last stated 2 days ago
19 Sept 2026
GO
Gergely Orosz — holds since 2026-09-19 — tap for who they are
Same subject: There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. — tap to centre the map on it There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. Last stated 4 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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: The one safe bet about AI is that models will improve, so what a company has to build is an organisation that gets better as models get better. — tap to centre the map on it The one safe bet about AI is that models will improve, so what a company has to build is an organisation that gets better as models get better. Last stated 11 months ago
16 Oct 2025
DF
Dylan Field — holds since 2025-10-16 — tap for who they are
Same subject: Only a handful of countries can do high technology at all, because industrial capability is path-dependent and the initial conditions are very hard to get right. — tap to centre the map on it Only a handful of countries can do high technology at all, because industrial capability is path-dependent and the initial conditions are very hard to get right. Last stated 7 years ago
1 Jan 2020
DW
Dan Wang — holds since 2020-01-01 — tap for who they are
Same subject: A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. — tap to centre the map on it A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves. Last stated 2 months ago
21 Jul 2026
RT
Ruxandra Teslo — holds since 2026-07-21 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — 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 market economy rewards putting land under campsites and horse liveries rather than under food, and that is the wrong thing to reward. — tap to centre the map on it A market economy rewards putting land under campsites and horse liveries rather than under food, and that is the wrong thing to reward. Last stated 3 years ago
9 Dec 2023
CS
Chris Smaje — holds since 2023-12-09 — 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
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 2 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 2 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A company with ten customers has no data, and a growth team cannot function without data. — tap to centre the map on it A company with ten customers has no data, and a growth team cannot function without data. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — 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 4 weeks 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
At the centre
In most technology-driven industries, capability advantages are held for longer and are harder to fast-follow than is the case with AI models.
Holds Read this korrent →
Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first.
Holds
Having the very best AI model and harness does not result in better or faster execution and can slow teams down
Holds
There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company.
Holds
Technologies are almost always preceded by slightly worse versions of themselves, and there is no reason for AI to be the exception.
Holds
The one safe bet about AI is that models will improve, so what a company has to build is an organisation that gets better as models get better.
Holds
Only a handful of countries can do high technology at all, because industrial capability is path-dependent and the initial conditions are very hard to get right.
Holds
A capability existing is not the same as a capability being absorbed: how fast a technology changes the world is not set by how fast the technology improves.
Holds
A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year.
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 market economy rewards putting land under campsites and horse liveries rather than under food, and that is the wrong thing to reward.
Holds
A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand.
Holds
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
Holds
A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero.
Holds
A company with ten customers has no data, and a growth team cannot function without data.
Holds
Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created.
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