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← Most real economic growth comes from scientific and technological…
17 connected korrents · 17 moments on record from 25 Jul 2022 to 6 Sept 2026.
Everything filed under stock market
stock market
Everything filed under Silicon Valley
Silicon Valley
Everything filed under market efficiency
market efficiency
Everything filed under economists
economists 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: Most real economic growth comes from scientific and technological progress, so the AI that matters is the one that significantly increases the rate of scientific discovery. Most real economic growth comes from scientific and technological progress, so the AI that matters is the one that significantly increases the rate of scientific discovery. Last stated 2 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. — tap to centre the map on it Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: In an AI world growth and economic value come easily; distribution, wealth and political freedom are the hard parts, and that is where policy belongs. — tap to centre the map on it In an AI world growth and economic value come easily; distribution, wealth and political freedom are the hard parts, and that is where policy belongs. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. — tap to centre the map on it What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. — tap to centre the map on it Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. Last stated 2 days ago
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — 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 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: If AI can build the new theory that crystallises how to think about a subject, it would be surprising if that capability did not spill into the rest of the economy. — tap to centre the map on it If AI can build the new theory that crystallises how to think about a subject, it would be surprising if that capability did not spill into the rest of the economy. Last stated 2 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
Same subject: AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent. — tap to centre the map on it AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent. Last stated 2 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs. — tap to centre the map on it Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs. Last stated 3 years ago
16 Oct 2023
MA
Marc Andreessen — holds since 2023-10-16 — tap for who they are
Same subject: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. Last stated a month ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. — tap to centre the map on it DeepSeek's paper was the single most important thing Silicon Valley researchers read in years. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. — tap to centre the map on it Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon. Last stated 3 weeks ago
20 Aug 2026
MH
Max Hodak — holds since 2026-08-20 — 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's exuberance turned out to be warranted; we remember the failures and forget the value that era created. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 weeks ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — 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: 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
At the centre
Most real economic growth comes from scientific and technological progress, so the AI that matters is the one that significantly increases the rate of scientific discovery.
Holds Read this korrent →
Economic growth from AI waits on change management, not on model capability: the work artifact and the workflow have to change first.
Holds SN Satya Nadella
In an AI world growth and economic value come easily; distribution, wealth and political freedom are the hard parts, and that is where policy belongs.
Holds DA Dario Amodei
What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage.
Holds SN Satya Nadella
Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.
Holds BC Ben Carlson
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds DA Dario Amodei
If AI can build the new theory that crystallises how to think about a subject, it would be surprising if that capability did not spill into the rest of the economy.
Holds GS Grant Sanderson
AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent.
Holds KB Kent Beck
Technology is a lever on the world -- the way to make more with less -- and productivity growth is the main driver of wages, industries and jobs.
Holds
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Holds DD Dmitri Dolgov
DeepSeek's paper was the single most important thing Silicon Valley researchers read in years.
Holds JH Jensen Huang
Moonshots succeed more often than Silicon Valley's use of the word admits -- we actually got to the moon.
Holds MH Max Hodak
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.
Holds BT Bret Taylor
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds BA Bill Ackman
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds NM Nick Maggiulli
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
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