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← No bottleneck in the AI supply chain lasts longer than two or three years.
17 connected korrents · 17 moments from 12 Jun 2017 to 5 Oct 2026.
Everything filed under semiconductors
semiconductors
Everything filed under China
China
Everything filed under Japan
Japan
Everything filed under permitting
permitting
Everything filed under data centers
data centers
Everything filed under AI and science
AI and science
Everything filed under coding agents
coding agents
Everything filed under recursive self-improvement
recursive self-improvement 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: No bottleneck in the AI supply chain lasts longer than two or three years. No bottleneck in the AI supply chain lasts longer than two or three years. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. — tap to centre the map on it The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists. — tap to centre the map on it The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists. Last stated 3 months ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — 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 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now. — tap to centre the map on it Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now. Last stated a year ago
2 Aug 2025
JT
Jacob Trefethen — holds since 2025-08-02 — tap for who they are
Same subject: AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak. — tap to centre the map on it AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak. Last stated 7 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — tap for who they are
Same subject: Once AI can do AI research, a single year should deliver four or five years worth of AI progress. — tap to centre the map on it Once AI can do AI research, a single year should deliver four or five years worth of AI progress. Last stated 2 months ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. — tap to centre the map on it By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for its native people Last stated a year ago
15 Sept 2025
DH
David Heinemeier Hansson — holds since 2025-09-15 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring — tap to centre the map on it Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring Last stated 3 weeks ago
5 Oct 2026
NS
Noah Smith — holds since 2026-10-05 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. — tap to centre the map on it A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. Last stated 4 months ago
9 Jun 2026
SP
Sarah Paine — holds since 2026-06-09 — tap for who they are
Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its own industrial strategy and call the same policy cheating when China does it. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change. — tap to centre the map on it A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change. Last stated a month ago
20 Sept 2026
AR
Armin Ronacher — holds since 2026-09-20 — tap for who they are
Same subject: A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing. — tap to centre the map on it A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing. Last stated 9 years ago
12 Jun 2017
CM
Charles Marohn — holds since 2017-06-12 — tap for who they are
Same subject: Certification, not engineering, is what gates revenue for a new aircraft company. — tap to centre the map on it Certification, not engineering, is what gates revenue for a new aircraft company. Last stated 4 years ago
30 Jan 2023
ED
Eli Dourado — holds since 2023-01-30 — tap for who they are
At the centre
No bottleneck in the AI supply chain lasts longer than two or three years.
Holds Read this korrent →
The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times.
Holds
The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists.
Holds
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds
Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now.
Holds
AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak.
Holds
Once AI can do AI research, a single year should deliver four or five years worth of AI progress.
Holds
By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it.
Holds
A country is primarily for its native people
Holds
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds
Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds
A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for.
Holds
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds
A healthy attitude may be to assume a rule had a reason but default to removing it, since situations might change.
Holds
A neighbourhood redevelops itself when rising land values meet permission to build more intensely, and it stagnates when either half is missing.
Holds
Certification, not engineering, is what gates revenue for a new aircraft company.
Holds