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← Mainstream wisdom in 1999 was that Amazon would collapse and be wiped…

17 connected korrents · 16 moments from 1 Jun 2022 to 18 Oct 2026.

Everything filed under AI and jobs AI and jobs Everything filed under investing investing Everything filed under stock market stock market Everything filed under startups startups Everything filed under America America Everything filed under management management Everything filed under LLMs LLMs Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Mainstream wisdom in 1999 was that Amazon would collapse and be wiped out due to excessive upfront capital investment. Mainstream wisdom in 1999 was that Amazonwould collapse and be wiped out due toexcessive upfront capital investment. Last stated yesterday 18 Oct 2026 GO Gergely Orosz — holds since 2026-10-18 — tap for who they are Same subject: The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear. — tap to centre the map on it The AI build-out will end the waythe internet did: a couple ofAmazons, and a long list ofcompanies that go sideways ordisappear. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — 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'sexuberance turned out to bewarranted; we remember the failuresand forget the value that eracreated. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them. — tap to centre the map on it The engineers laid off in AI's namewill mostly not find jobs again,they are the first of many, andnobody has a plan for them. Last stated 7 months ago 11 Mar 2026 SY Steve Yegge — holds since 2026-03-11 — tap for who they are Same subject: Enterprises buy from startups now because the risk of keeping the status quo has come to look larger than the risk of the startup. — tap to centre the map on it Enterprises buy from startups nowbecause the risk of keeping thestatus quo has come to look largerthan the risk of the startup. Last stated 3 months ago 31 Jul 2026 PC Patrick Collison — holds since 2026-07-31 — tap for who they are Same subject: America holds half the world's market capitalisation because the world trusts it, and losing that trust would be a bad day for the United States. — tap to centre the map on it America holds half the world'smarket capitalisation because theworld trusts it, and losing thattrust would be a bad day for theUnited States. Last stated 11 months ago 12 Nov 2025 SN Satya Nadella — holds since 2025-11-12 — tap for who they are Same subject: Working with the entire ecosystem produces better long-term results than focusing solely on your own organization's immediate needs. — tap to centre the map on it Working with the entire ecosystemproduces better long-term resultsthan focusing solely on your ownorganization's immediate needs. Last stated a year ago 1 Sept 2025 CP Colin Percival — holds since 2025-09-01 — 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 inits revenue forecast, no hedge onEarth stops the compute it alreadybought 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: An applied AI company should not train its own foundation model, because a foundation model is the fastest deteriorating asset there is. — tap to centre the map on it An applied AI company should nottrain its own foundation model,because a foundation model is thefastest deteriorating asset thereis. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. — tap to centre the map on it A company must cut half itsengineers to pay for the otherhalf's tokens, and that is what thelayoffs are actually about. Last stated 7 months ago 11 Mar 2026 SY Steve Yegge — holds since 2026-03-11 — tap for who they are Same subject: A likely outcome is that many occupations are eventually mostly replaced by AI while humans still have plenty to do. — tap to centre the map on it A likely outcome is that manyoccupations are eventually mostlyreplaced by AI while humans stillhave plenty to do. Last stated a month ago 7 Sept 2026 NS Noah Smith — holds since 2026-09-07 — tap for who they are Same subject: A lot of jobs will probably be created because of AI. — tap to centre the map on it A lot of jobs will probably becreated because of AI. Last stated 3 weeks ago 27 Sept 2026 MG Molly Graham — holds since 2026-09-27 — 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 thatcan display quarter-on-quarter stockgrowth, not one that makes goodproducts 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 high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield givesa stock's valuation a downside floorthat growth stocks without dividendslack. Last stated 8 months ago 3 Mar 2026 SB Sanjay Bakshi — holds since 2026-03-03 — tap for who they are Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes fromits productivity, not from thefinancial system or stock market. Last stated 3 weeks ago 25 Sept 2026 MM Mr. Money Mustache — holds since 2026-09-25 — 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 inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 10 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 aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe 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 founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know theirown goal dies by a thousandcompromises and ends up running acompany they do not want to work at. Last stated 5 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are
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At the centre Mainstream wisdom in 1999 was that Amazon would collapse and be wiped out due to excessive upfront capital investment. Last stated 18 Oct 2026 · yesterday Holds Gergely Orosz Read this korrent →