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← Niching down is irrelevant if the segment is not in a situation where they would be weird not to buy.
17 connected korrents · 17 moments from 1 Jun 2022 to 21 Oct 2026.
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Silicon Valley
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simplicity 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: Niching down is irrelevant if the segment is not in a situation where they would be weird not to buy. Niching down is irrelevant if the segment is not in a situation where they would be weird not to buy. Last stated 6 months ago
25 Apr 2026
RS
Rob Snyder — holds since 2026-04-25 — tap for who they are
Same subject: Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. — tap to centre the map on it Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A business should not have customers it cannot afford to lose; if you could lose a hundred at random and be fine, you have a good business. — tap to centre the map on it A business should not have customers it cannot afford to lose; if you could lose a hundred at random and be fine, you have a good business. Last stated 9 months ago
15 Feb 2026
JF
Jason Fried — holds since 2026-02-15 — tap for who they are
Same subject: A startup that cannot get an executive excited by its value proposition probably should not be selling top-down into the enterprise. — tap to centre the map on it A startup that cannot get an executive excited by its value proposition probably should not be selling top-down into the enterprise. Last stated 2 months ago
23 Aug 2026
JA
Jen Abel — holds since 2026-08-23 — tap for who they are
Same subject: Neither running everything through the founder nor pushing decisions down is the better way to run a company; each only works if it fits that company’s own resources and values. — tap to centre the map on it Neither running everything through the founder nor pushing decisions down is the better way to run a company; each only works if it fits that company’s own resources and values. Last stated 2 years ago
17 Dec 2024
CM
Charity Majors — holds since 2024-12-17 — tap for who they are
Same subject: A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. — tap to centre the map on it A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: A group of businesses only works when every one of them feeds the others, and everything that does not fit the strategy should be sold. — tap to centre the map on it A group of businesses only works when every one of them feeds the others, and everything that does not fit the strategy should be sold. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: When buying is optional for your best customers, slow sales are a product-market fit problem, not a sales problem. — tap to centre the map on it When buying is optional for your best customers, slow sales are a product-market fit problem, not a sales problem. Last stated a month ago
2 Oct 2026
RS
Rob Snyder — holds since 2026-10-02 — tap for who they are
Same subject: A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. Last stated 7 months ago
12 Apr 2026
ES
Evan Spiegel — holds since 2026-04-12 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 5 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — 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 in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 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 a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the 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 contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. Last stated 2 weeks ago
21 Oct 2026
BD
Brad DeLong — holds since 2026-10-21 — 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 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. — tap to centre the map on it A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery. Last stated 2 years ago
by 24 Mar 2025
AC
Amber Case — holds since 2025-03-24 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
At the centre
Niching down is irrelevant if the segment is not in a situation where they would be weird not to buy.
Holds Read this korrent →
Price selects the market: a serious buyer reads a low price as evidence that the product cannot possibly be good enough.
Holds
A business should not have customers it cannot afford to lose; if you could lose a hundred at random and be fine, you have a good business.
Holds
A startup that cannot get an executive excited by its value proposition probably should not be selling top-down into the enterprise.
Holds
Neither running everything through the founder nor pushing decisions down is the better way to run a company; each only works if it fits that company’s own resources and values.
Holds
A company that looks to its users as though it has stopped shipping is usually widening its market, and grinding through that is worth it.
Holds
A group of businesses only works when every one of them feeds the others, and everything that does not fit the strategy should be sold.
Holds
When buying is optional for your best customers, slow sales are a product-market fit problem, not a sales problem.
Holds
A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one.
Holds
A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
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.
Holds
A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar.
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
A new approach to forecasting the future should sit between techno-utopianism and dystopian imagery.
Holds
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Holds