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← Nothing has yet been completely automated: look down the supply chain…
17 connected korrents · 11 moments on record from 15 May 2025 to 7 Sept 2026.
Everything filed under China
China
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energy
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America
Everything filed under semiconductors
semiconductors
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data centers
Everything filed under market efficiency
market efficiency 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: Nothing has yet been completely automated: look down the supply chain behind any machine and labour is still adding a great deal of the value. Nothing has yet been completely automated: look down the supply chain behind any machine and labour is still adding a great deal of the value. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Some goods really will get a fully automated supply chain, and yet what that does to the overall capital share is genuinely ambiguous. — tap to centre the map on it Some goods really will get a fully automated supply chain, and yet what that does to the overall capital share is genuinely ambiguous. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Automating everything except the ballerina need not raise labour's share, because the marginal value of the automated stuff falls faster than its quantity rises. — tap to centre the map on it Automating everything except the ballerina need not raise labour's share, because the marginal value of the automated stuff falls faster than its quantity rises. Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: Forced labour in Chinese clean-energy supply chains is real, and it is not why the goods are cheap. — tap to centre the map on it Forced labour in Chinese clean-energy supply chains is real, and it is not why the goods are cheap. Last stated a year ago
15 May 2025
HR
Hannah Ritchie — holds since 2025-05-15 — tap for who they are
Same subject: What stays scarce when almost everything is automated is the relational sector: goods and services whose value depends on a human having been in the loop. — tap to centre the map on it What stays scarce when almost everything is automated is the relational sector: goods and services whose value depends on a human having been in the loop. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — 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 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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: Delivery will keep being slow until companies apply AI to the human, business-process half of it, not just to coding. — tap to centre the map on it Delivery will keep being slow until companies apply AI to the human, business-process half of it, not just to coding. Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — 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 3 weeks 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 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 few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. — tap to centre the map on it A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms. Last stated 3 weeks ago
18 Aug 2026
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. Last stated today
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. — tap to centre the map on it A large, sustained AI capability lead by either the US or China could shift the global balance of power between them. Last stated 2 days ago
5 Sept 2026
NS
Noah Smith — holds since 2026-09-05 — tap for who they are
At the centre
Nothing has yet been completely automated: look down the supply chain behind any machine and labour is still adding a great deal of the value.
Holds PT Phil TrammellRead this korrent →
Some goods really will get a fully automated supply chain, and yet what that does to the overall capital share is genuinely ambiguous.
Holds PT Phil Trammell
Automating everything except the ballerina need not raise labour's share, because the marginal value of the automated stuff falls faster than its quantity rises.
Holds PT Phil Trammell
Forced labour in Chinese clean-energy supply chains is real, and it is not why the goods are cheap.
Holds HR Hannah Ritchie
What stays scarce when almost everything is automated is the relational sector: goods and services whose value depends on a human having been in the loop.
Holds AI Alex Imas
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 DP Dylan Patel
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds DP Dylan Patel
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
Delivery will keep being slow until companies apply AI to the human, business-process half of it, not just to coding.
Holds NF Nicole Forsgren
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot fund its own industrial strategy and call the same policy cheating when China does it.
Holds HR Hannah Ritchie
A few square miles at the Moon's south pole are the only lunar real estate that matters, and whoever gets there first sets the terms.
Holds EB Eric Berger
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade.
Holds PK Paul Krugman
A large, sustained AI capability lead by either the US or China could shift the global balance of power between them.
Holds