Tap a claim on the ring to put it at the centre.
← Nobody is to blame for the valuation bubble; it was just a market.
17 connected korrents · 17 moments from 21 Oct 1999 to 22 Sept 2026.
Everything filed under venture capital
venture capital
Everything filed under startups
startups
Everything filed under semiconductors
semiconductors
Everything filed under network science
network science
Everything filed under government
government
Everything filed under investing
investing 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: Nobody is to blame for the valuation bubble; it was just a market. Nobody is to blame for the valuation bubble; it was just a market. Last stated 4 years ago
12 Dec 2022
MS
Mark Suster — holds since 2022-12-12 — tap for who they are
Same subject: A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. — tap to centre the map on it A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model. Last stated 2 years ago
9 Dec 2024
SL
Sam Lessin — holds since 2024-12-09 — 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 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital. — tap to centre the map on it As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital. Last stated 3 years ago
21 Feb 2024
EG
Elad Gil — holds since 2024-02-21 — tap for who they are
Same subject: Because AI is generalizable intelligence, founders pitching VCs now need to lean into what makes their story unique. — tap to centre the map on it Because AI is generalizable intelligence, founders pitching VCs now need to lean into what makes their story unique. Last stated 4 months ago
24 Jun 2026
JS
Jon Sakoda — holds since 2026-06-24 — tap for who they are
Same subject: Being unable to raise venture capital is not a tragedy for a business. — tap to centre the map on it Being unable to raise venture capital is not a tragedy for a business. Last stated 7 years ago
8 Jun 2019
TG
Tren Griffin — holds since 2019-06-08 — tap for who they are
Same subject: Blockchain's original sin was the belief that it had to replace the entire internet rather than fix money and finance — tap to centre the map on it Blockchain's original sin was the belief that it had to replace the entire internet rather than fix money and finance Last stated 4 months ago
16 Jul 2026
NN
Neha Narula — holds since 2026-07-16 — tap for who they are
Same subject: Competing over deals in early-stage venture capital is stupid: it leads to overpaying and shows a lack of creativity. — tap to centre the map on it Competing over deals in early-stage venture capital is stupid: it leads to overpaying and shows a lack of creativity. Last stated 3 months ago
29 Jul 2026
SL
Sam Lessin — holds since 2026-07-29 — tap for who they are
Same subject: In venture capital today a firm must choose between super size and super focus. — tap to centre the map on it In venture capital today a firm must choose between super size and super focus. Last stated 4 years ago
15 Sept 2022
MS
Mark Suster — holds since 2022-09-15 — 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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A system built from ordinary, mundane components can still give rise to genuine higher-level collective organization, as with ant colonies and pheromone chemistry. — tap to centre the map on it A system built from ordinary, mundane components can still give rise to genuine higher-level collective organization, as with ant colonies and pheromone chemistry. Last stated 2 months ago
31 Aug 2026
VR
Venkatesh Rao — holds since 2026-08-31 — tap for who they are
Same subject: Because two generic mechanisms reproduce the observed distributions, large networks are governed by self-organizing rules that do not depend on what the network is made of. — tap to centre the map on it Because two generic mechanisms reproduce the observed distributions, large networks are governed by self-organizing rules that do not depend on what the network is made of. Last stated 27 years ago
21 Oct 1999
RA
Réka Albert — holds since 1999-10-21 — tap for who they are
AB
Albert-László Barabási — holds since 1999-10-21 — tap for who they are
Same subject: Large real-world networks share one property: the number of connections per node follows a scale-free power law. — tap to centre the map on it Large real-world networks share one property: the number of connections per node follows a scale-free power law. Last stated 27 years ago
21 Oct 1999
RA
Réka Albert — holds since 1999-10-21 — tap for who they are
AB
Albert-László Barabási — holds since 1999-10-21 — tap for who they are
Same subject: A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. — tap to centre the map on it A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute. Last stated a month ago
22 Sept 2026
TC
Tyler Cowen — holds since 2026-09-22 — tap for who they are
Same subject: A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. — tap to centre the map on it A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome. Last stated 3 months ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. — tap to centre the map on it A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
At the centre
Nobody is to blame for the valuation bubble; it was just a market.
Holds Read this korrent →
A venture capital "regatta", where most of the race happens before the Series A, is replacing the VC factory model.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds
As frontier AI model training costs balloon, funding is increasingly concentrated among big tech companies and nation-states rather than venture capital.
Holds
Because AI is generalizable intelligence, founders pitching VCs now need to lean into what makes their story unique.
Holds
Being unable to raise venture capital is not a tragedy for a business.
Holds
Blockchain's original sin was the belief that it had to replace the entire internet rather than fix money and finance
Holds
Competing over deals in early-stage venture capital is stupid: it leads to overpaying and shows a lack of creativity.
Holds
In venture capital today a firm must choose between super size and super focus.
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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
A system built from ordinary, mundane components can still give rise to genuine higher-level collective organization, as with ant colonies and pheromone chemistry.
Holds
Because two generic mechanisms reproduce the observed distributions, large networks are governed by self-organizing rules that do not depend on what the network is made of.
Holds
Large real-world networks share one property: the number of connections per node follows a scale-free power law.
Holds
A ban on self-recursive improvement in AI models would create a big incentive for some other parts of the world to invest a lot more in compute.
Holds
A chip that can do nothing but low-precision dense linear algebra is enough for machine learning, even though it cannot run Chrome.
Holds
A computer company has to live five to ten years in the future, because a system takes three years to build, two to ramp, and is then used for a decade.
Holds