Tap a claim on the ring to put it at the centre.
← It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet.
17 connected korrents · 16 moments from 25 Oct 2023 to 22 Sept 2026.
Everything filed under SaaS
SaaS
Everything filed under innovation
innovation
Everything filed under LLMs
LLMs
Everything filed under semiconductors
semiconductors
Everything filed under AI and jobs
AI and jobs 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 still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other. — tap to centre the map on it Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other. Last stated 4 weeks ago
22 Sept 2026
BR
Barry Ritholtz — holds since 2026-09-22 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: The bar an AI go-to-market agent has to clear is lower than people think, because it only has to beat the average rep. — tap to centre the map on it The bar an AI go-to-market agent has to clear is lower than people think, because it only has to beat the average rep. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough. — tap to centre the map on it AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. — tap to centre the map on it Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor. Last stated 7 months ago
3 Apr 2026
AK
Arvid Kahl — holds since 2026-04-03 — tap for who they are
Same subject: Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. — tap to centre the map on it Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago. Last stated 6 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. — tap to centre the map on it AI cannot get a product to the quality bar on its own, because it still works in the realm of averages. Last stated a year ago
16 Oct 2025
DF
Dylan Field — holds since 2025-10-16 — tap for who they are
Same subject: People have grown accustomed to AI being non-deterministic and occasionally wrong, so it carries little brand risk anymore. — tap to centre the map on it People have grown accustomed to AI being non-deterministic and occasionally wrong, so it carries little brand risk anymore. Last stated a month ago
18 Sept 2026
HD
Horace Dediu — holds since 2026-09-18 — tap for who they are
Same subject: Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new. — tap to centre the map on it Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. — tap to centre the map on it "Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible. Last stated 3 years ago
25 Oct 2023
AH
Anton Howes — holds since 2023-10-25 — 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 5 months ago
2 Jun 2026
JJ
Justin Jackson — holds since 2026-06-02 — 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
Same subject: A buyer willing to pay for a longer pilot is a strong signal. — tap to centre the map on it A buyer willing to pay for a longer pilot is a strong signal. Last stated 2 months ago
23 Aug 2026
JA
Jen Abel — holds since 2026-08-23 — tap for who they are
Same subject: A growth team that only explores turns scattershot, and one that only exploits saturates — the job is to keep oscillating between the two. — tap to centre the map on it A growth team that only explores turns scattershot, and one that only exploits saturates — the job is to keep oscillating between the two. Last stated a year ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: A product can be technically impressive yet fail because it launched before a real market for it existed. — tap to centre the map on it A product can be technically impressive yet fail because it launched before a real market for it existed. Last stated a month ago
11 Sept 2026
MS
M.G. Siegler — holds since 2026-09-11 — tap for who they are
At the centre
It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet.
Holds Read this korrent →
Open-source and closed frontier AI models will both find lasting places in the market rather than one displacing the other.
Holds
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds
The bar an AI go-to-market agent has to clear is lower than people think, because it only has to beat the average rep.
Holds
AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough.
Holds
Deep, relationship-based customer moats remain something AI coding tools cannot replicate for a competitor.
Holds
Software is not a moat, and the AI industry is only now discovering what Snap learned fifteen years ago.
Holds
AI cannot get a product to the quality bar on its own, because it still works in the realm of averages.
Holds
People have grown accustomed to AI being non-deterministic and occasionally wrong, so it carries little brand risk anymore.
Holds
Buyers default to buying from platforms until a new technology arrives, which swings them to best-of-breed because incumbents are bad at what is new.
Holds
"Lots of anonymous people worked it out by trial and error" is never the real story of an invention: on closer investigation, identifiable people always turn out to be responsible.
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
"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
A buyer willing to pay for a longer pilot is a strong signal.
Holds
A growth team that only explores turns scattershot, and one that only exploits saturates — the job is to keep oscillating between the two.
Holds
A product can be technically impressive yet fail because it launched before a real market for it existed.
Holds