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← It is possible that over 95% of developers globally spending more than…
17 connected korrents · 14 moments from 1 Jun 2022 to 4 Nov 2026.
Everything filed under Silicon Valley
Silicon Valley
Everything filed under startups
startups
Everything filed under consciousness
consciousness
Everything filed under investing
investing
Everything filed under AI and jobs
AI and jobs
Everything filed under AI agents
AI agents
Everything filed under the cloud
the cloud
Everything filed under ambition
ambition
Everything filed under data centers
data centers 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: It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area. It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area. Last stated today
4 Nov 2026
GO
Gergely Orosz — holds since 2026-11-04 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Most builders are still wildly underestimating the opportunity in AI agents. — tap to centre the map on it Most builders are still wildly underestimating the opportunity in AI agents. Last stated 6 months ago
29 Apr 2026
HL
Howie Liu — holds since 2026-04-29 — tap for who they are
Same subject: The rest of the workforce will not pay enough for AI to turn a profit on the multi-trillion-dollar investment surge. — tap to centre the map on it The rest of the workforce will not pay enough for AI to turn a profit on the multi-trillion-dollar investment surge. Last stated 2 months ago
18 Sept 2026
TB
Tim Bray — holds since 2026-09-18 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. Last stated 12 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Ambitious engineers are building AI systems in months that would have been considered madness previously. — tap to centre the map on it Ambitious engineers are building AI systems in months that would have been considered madness previously. Last stated 3 weeks ago
13 Oct 2026
GO
Gergely Orosz — holds since 2026-10-13 — tap for who they are
Same subject: Labour is a huge constraint on the AI build-out, and the way round it is to build data centres as modules in Asian factories rather than on site. — tap to centre the map on it Labour is a huge constraint on the AI build-out, and the way round it is to build data centres as modules in Asian factories rather than on site. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap. — tap to centre the map on it The San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap. Last stated 7 months ago
16 Apr 2026
EG
Elad Gil — holds since 2026-04-16 — tap for who they are
Same subject: Predicting that AI would write 90% of the code was never a prediction that we would need 90% fewer software engineers. — tap to centre the map on it Predicting that AI would write 90% of the code was never a prediction that we would need 90% fewer software engineers. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — 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 big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. — tap to centre the map on it A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. Last stated a year ago
23 Jul 2025
JS
Jon Sakoda — holds since 2025-07-23 — tap for who they are
Same subject: A mystical state defies expression, so its quality must be experienced directly and cannot be passed on to others — tap to centre the map on it A mystical state defies expression, so its quality must be experienced directly and cannot be passed on to others
WJ
William James — holds since c. 1902 — tap for who they are
Same subject: A pain is essentially defined by how it feels, so knowing how it feels is knowing what it is. — tap to centre the map on it A pain is essentially defined by how it feels, so knowing how it feels is knowing what it is. Last stated 4 months ago
15 Jul 2026
PG
Philip Goff — holds since 2026-07-15 — tap for who they are
Same subject: A person is best understood as a loose jumble of barely intelligent, looping processes producing only the illusion of coherent subjectivity. — tap to centre the map on it A person is best understood as a loose jumble of barely intelligent, looping processes producing only the illusion of coherent subjectivity. Last stated 2 months ago
18 Sept 2026
MW
Matt Webb — holds since 2026-09-18 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. Last stated 2 weeks ago
21 Oct 2026
BD
Brad DeLong — holds since 2026-10-21 — tap for who they are
At the centre
It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area.
Holds Read this korrent →
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds
Most builders are still wildly underestimating the opportunity in AI agents.
Holds
The rest of the workforce will not pay enough for AI to turn a profit on the multi-trillion-dollar investment surge.
Holds
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent.
Holds
Ambitious engineers are building AI systems in months that would have been considered madness previously.
Holds
Labour is a huge constraint on the AI build-out, and the way round it is to build data centres as modules in Asian factories rather than on site.
Holds
The San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap.
Holds
Predicting that AI would write 90% of the code was never a prediction that we would need 90% fewer software engineers.
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 big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious.
Holds
A mystical state defies expression, so its quality must be experienced directly and cannot be passed on to others
Last stated c. 1902
Holds
A pain is essentially defined by how it feels, so knowing how it feels is knowing what it is.
Holds
A person is best understood as a loose jumble of barely intelligent, looping processes producing only the illusion of coherent subjectivity.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar.
Holds