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← Leverage in the AI build-out is neither to be applauded nor feared;…
17 connected korrents · 14 moments on record from 25 Jul 2022 to 4 Sept 2026.
Everything filed under market efficiency
market efficiency
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AGI
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OpenAI
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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: Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it. Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. — tap to centre the map on it Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. Last stated 4 weeks ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. — tap to centre the map on it There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. Last stated 9 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: Every hyped business attracts negative sentiment nobody has an incentive to correct — and inference makes sense as a business long-term, whatever the training costs are. — tap to centre the map on it Every hyped business attracts negative sentiment nobody has an incentive to correct — and inference makes sense as a business long-term, whatever the training costs are. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — tap for who they are
Same subject: Fearmongering about AI destroys the possibility of building something good with it, so the line to walk is serious concern without fear. — tap to centre the map on it Fearmongering about AI destroys the possibility of building something good with it, so the line to walk is serious concern without fear. Last stated 7 months ago
12 Feb 2026
LF
Lex Fridman — holds since 2026-02-12 — tap for who they are
Same subject: Keeping children away from AI puts them at a disadvantage, so the risk of them never learning to use it counts as much as the risk of them using it. — tap to centre the map on it Keeping children away from AI puts them at a disadvantage, so the risk of them never learning to use it counts as much as the risk of them using it. Last stated 2 months ago
9 Jul 2026
AM
Adam Mosseri — holds since 2026-07-09 — tap for who they are
Same subject: Building AI that can actually be trusted is the goal; containing an AI known to be misaligned is not a substitute for it. — tap to centre the map on it Building AI that can actually be trusted is the goal; containing an AI known to be misaligned is not a substitute for it. Last stated 2 years ago
24 Jan 2025
JL
Jan Leike — holds since 2025-01-24 — tap for who they are
Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. Last stated 4 years ago
25 Jul 2022
NS
Noah Smith — holds since 2022-07-25 — tap for who they are
Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 4 days ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 7 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. — tap to centre the map on it A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted. Last stated a year ago
7 Jun 2025
GM
Gary Marcus — holds since 2025-06-07 — tap for who they are
Same subject: A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that. — tap to centre the map on it A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
At the centre
Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it.
Holds HM Howard MarksRead this korrent →
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds LT Lip-Bu Tan
Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them.
Holds RG Ryan Greenblatt
There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive.
Holds HM Howard Marks
Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little.
Holds
Every hyped business attracts negative sentiment nobody has an incentive to correct — and inference makes sense as a business long-term, whatever the training costs are.
Holds
Fearmongering about AI destroys the possibility of building something good with it, so the line to walk is serious concern without fear.
Holds LF Lex Fridman
Keeping children away from AI puts them at a disadvantage, so the risk of them never learning to use it counts as much as the risk of them using it.
Holds AM Adam Mosseri
Building AI that can actually be trusted is the goal; containing an AI known to be misaligned is not a substitute for it.
Holds JL Jan Leike
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
The efficient market hypothesis is at best a very lossy heuristic
Holds NF Nat Friedman
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A language model is no substitute for a well-specified conventional algorithm, so it cannot simply be dropped into a complex problem and trusted.
Holds GM Gary Marcus
A poor country should prioritise owning a piece of AI over retraining its workers, but it should not bet everything on that.
Holds PT Phil Trammell