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← Nothing has yet been completely automated: look down the supply chain…
17 connected korrents · 14 moments from 15 May 2025 to 15 Sept 2026.
Everything filed under AI and jobs
AI and jobs
Everything filed under AI agents
AI agents
Everything filed under AI and human skill
AI and human skill
Everything filed under coding agents
coding agents
Everything filed under energy
energy
Everything filed under humility
humility
Everything filed under semiconductors
semiconductors
Everything filed under data centers
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 5 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 5 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 5 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 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Probably nobody has yet figured out how to measure the outcomes of AI-assisted product work. — tap to centre the map on it Probably nobody has yet figured out how to measure the outcomes of AI-assisted product work. Last stated a month ago
10 Sept 2026
TY
Tamar Yehoshua — holds since 2026-09-10 — 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: 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 7 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 4 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. — tap to centre the map on it A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. Last stated 5 months ago
2 Jun 2026
LS
L. M. Sacasas — holds since 2026-06-02 — tap for who they are
Same subject: A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. — tap to centre the map on it A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. Last stated 11 months ago
18 Nov 2025
SY
Scott H. Young — holds since 2025-11-18 — tap for who they are
Same subject: A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. — tap to centre the map on it A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. — tap to centre the map on it A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. Last stated 7 months ago
25 Mar 2026
MZ
Mario Zechner — holds since 2026-03-25 — tap for who they are
Same subject: A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. — tap to centre the map on it A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. Last stated a year ago
18 Aug 2025
CB
Clay Bavor — holds since 2025-08-18 — tap for who they are
Same subject: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. Last stated 5 months ago
21 May 2026
RK
Rohit Krishnan — holds since 2026-05-21 — tap for who they are
Same subject: A company cannot be led by machines, because nobody would have recourse against them. — tap to centre the map on it A company cannot be led by machines, because nobody would have recourse against them. Last stated a month ago
15 Sept 2026
TL
Tobias Lütke — holds since 2026-09-15 — tap for who they are
Same subject: A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. — tap to centre the map on it A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. Last stated 2 months ago
10 Aug 2026
PS
Peter Steinberger — holds since 2026-08-10 — 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 Read 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
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
Forced labour in Chinese clean-energy supply chains is real, and it is not why the goods are cheap.
Holds
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
Probably nobody has yet figured out how to measure the outcomes of AI-assisted product work.
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
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds
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
A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it.
Holds
A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do.
Holds
A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job.
Holds
"I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out.
Holds
A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down.
Holds
A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair.
Holds
A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does.
Holds
A company cannot be led by machines, because nobody would have recourse against them.
Holds
A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor.
Holds