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← Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did.

17 connected korrents · 18 moments from 18 Mar 2024 to 21 Oct 2026.

Everything filed under LLMs LLMs Everything filed under the cloud the cloud Everything filed under Anthropic Anthropic Everything filed under OpenAI OpenAI Everything filed under scaling laws scaling laws Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did. Models are far more differentiated fromone another than clouds are, so AI willnot commoditise the way cloud did. Last stated 8 months ago 13 Feb 2026 DA Dario Amodei — holds since 2026-02-13 — 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 thecloud did: expand the marketmassively rather than crush themargins of the incumbent. Last stated 11 months ago 12 Nov 2025 SN Satya Nadella — holds since 2025-11-12 — tap for who they are Same subject: AI models are not commodities, and people who think they are fungible have not actually used them. — tap to centre the map on it AI models are not commodities, andpeople who think they are fungiblehave not actually used them. Last stated 2 months ago 6 Sept 2026 AA Anish Acharya — holds since 2026-09-06 — tap for who they are Same subject: The future is multi-model. — tap to centre the map on it The future is multi-model. Last stated a month ago 15 Sept 2026 GR Guillermo Rauch — holds since 2026-09-15 — tap for who they are SK Sriram Krishnan — holds since 2026-07-15 — tap for who they are BS Balaji Srinivasan — holds since 2025-08-03 — tap for who they are Same subject: Cloud AI models are still better than local models for tasks that need high accuracy, large context handling, or production-grade reliability. — tap to centre the map on it Cloud AI models are still betterthan local models for tasks thatneed high accuracy, large contexthandling, or production-gradereliability. Last stated 6 months ago 9 Apr 2026 EB Emanuele Bartolesi — holds since 2026-04-09 — tap for who they are Same subject: The current capabilities of existing AI models are barely being used and are often not even well understood. — tap to centre the map on it The current capabilities of existingAI models are barely being used andare often not even well understood. Last stated a month ago 18 Sept 2026 EM Ethan Mollick — holds since 2026-09-18 — tap for who they are Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run onservers and from the cloud first,not on your laptop. Last stated 4 months ago 28 Jun 2026 PL Pieter Levels — holds since 2026-06-28 — tap for who they are Same subject: The best-performing AI model in a category earns outsized pricing power over models that are merely close to it. — tap to centre the map on it The best-performing AI model in acategory earns outsized pricingpower over models that are merelyclose to it. Last stated a month ago 14 Sept 2026 BH Byrne Hobart — holds since 2026-09-14 — tap for who they are Same subject: Trying to anticipate what AI will look like two model releases from now is a waste of time and a route to AI psychosis. — tap to centre the map on it Trying to anticipate what AI willlook like two model releases fromnow is a waste of time and a routeto AI psychosis. Last stated 2 months ago 26 Aug 2026 DH David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found withGPT-5.6 Sol will cause havoc thisweek. Last stated yesterday 21 Oct 2026 PS Peter Steinberger — holds since 2026-10-21 — 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 anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — 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 phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because itwas one word: naming a researchdirection is what tells a wholefield what to do next. Last stated 11 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should bereported under a stated budget, oras a curve against test-time compute— never as a single number. Last stated 4 months ago 26 Jun 2026 NB Noam Brown — holds since 2026-06-26 — tap for who they are Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of itscompute on research rather than onbuilding the next model, becauseresearch is where the tenfold yearlyefficiency gains come from. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind ofsuperpower when you can work withClaude Code to figure things out. Last stated 7 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Codelast while it stays first in use ismeasuring the wrong thing, and hasbeen for a year. Last stated 2 months ago 3 Sept 2026 DR Dax Raad — holds since 2026-09-03 — tap for who they are Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable,specific instructions that augmentswhat Claude Code can do. Last stated 7 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are
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At the centre Models are far more differentiated from one another than clouds are, so AI will not commoditise the way cloud did. Last stated 13 Feb 2026 · 8 months ago Holds Dario Amodei Read this korrent →