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← Increased borrowing by hyperscalers creates a financial danger where…
17 connected korrents · 15 moments from 11 Jan 2024 to 15 Oct 2026.
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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: Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. Last stated today
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. — tap to centre the map on it A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. — tap to centre the map on it If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now. — tap to centre the map on it Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now. Last stated today
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: Founder-controlled AI infrastructure companies pose a strategic-default risk to lenders that standard credit ratings fail to capture. — tap to centre the map on it Founder-controlled AI infrastructure companies pose a strategic-default risk to lenders that standard credit ratings fail to capture. Last stated 4 weeks ago
16 Sept 2026
BD
Brad DeLong — holds since 2026-09-16 — tap for who they are
Same subject: The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. — tap to centre the map on it The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Egress fees are an impediment for companies to leave the cloud — tap to centre the map on it Egress fees are an impediment for companies to leave the cloud Last stated 3 years ago
11 Jan 2024
DH
David Heinemeier Hansson — holds since 2024-01-11 — tap for who they are
Same subject: A group of individually solvent banks can still collectively fail if the banking system as a whole becomes too leveraged relative to potential withdrawal demand. — tap to centre the map on it A group of individually solvent banks can still collectively fail if the banking system as a whole becomes too leveraged relative to potential withdrawal demand. Last stated 7 months ago
11 Mar 2026
LA
Lyn Alden — holds since 2026-03-11 — tap for who they are
Same subject: The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. — tap to centre the map on it The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — 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 3 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 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. — tap to centre the map on it A business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use. Last stated 4 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — 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 4 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 4 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget. — tap to centre the map on it A $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget. Last stated 2 months ago
23 Aug 2026
JA
Jen Abel — holds since 2026-08-23 — tap for who they are
Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
At the centre
Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive.
Holds Read this korrent →
A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.
Holds
If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.
Holds
Any slowdown in the pace of AI revenue growth could cause a blowup because companies are borrowing a lot more money now.
Holds
Founder-controlled AI infrastructure companies pose a strategic-default risk to lenders that standard credit ratings fail to capture.
Holds
The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Holds
Egress fees are an impediment for companies to leave the cloud
Holds
A group of individually solvent banks can still collectively fail if the banking system as a whole becomes too leveraged relative to potential withdrawal demand.
Holds
The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.
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 business can have market fit, real advantages, and sustained effort behind a hard product and still fail if it doesn't give customers a strong enough reason to switch from what they already use.
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
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
"Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought.
Holds
A $100,000 enterprise deal needs an executive sponsor to sign off and allocate the budget.
Holds
A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain.
Holds