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← Nvidia's real miss was not seeing that a frontier lab could never be…

17 connected korrents · 14 moments on record from 20 Nov 2020 to 3 Sept 2026. Nearly all of them are about venture capital.

Everything filed under startups startups Everything filed under Anthropic Anthropic Everything filed under semiconductors semiconductors Everything filed under government government Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Nvidia's real miss was not seeing that afrontier lab could never be funded byventure capital, so its compute suppliershad to become its investors. Last stated 5 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: Nuclear plants should be financed with venture equity rather than project finance, because what is left is technology-execution risk and American venture capital is the best in the world at underwriting that. — tap to centre the map on it Nuclear plants should be financedwith venture equity rather thanproject finance, because what isleft is technology-execution riskand American venture capital is thebest in the world at underwritingthat. Last stated 3 weeks ago 15 Aug 2026 IT Isaiah Taylor — holds since 2026-08-15 — tap for who they are Same subject: Only a fifth of venture-backed founders are still CEO three years after going public, and the standard documents their lawyers gave them are why. — tap to centre the map on it Only a fifth of venture-backedfounders are still CEO three yearsafter going public, and the standarddocuments their lawyers gave themare why. Last stated 4 months ago 10 May 2026 ER Eric Ries — holds since 2026-05-10 — tap for who they are Same subject: The way to stay small is never to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. — tap to centre the map on it The way to stay small is never totake other people's money: themoment you do, they want the largestreturn, and the enterprise playbookfollows. Last stated a year ago 12 Jul 2025 DH David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are Same subject: Venture capital is the wrong money for an open source business, because its constraints make it hard to stay true to the mission. — tap to centre the map on it Venture capital is the wrong moneyfor an open source business, becauseits constraints make it hard to staytrue to the mission. Last stated 6 years ago 20 Nov 2020 DD Drew DeVault — holds since 2020-11-20 — tap for who they are Same subject: Venture money ruins software: raise a fortune, hire hundreds, and crap comes out, because the funnel that forces hard choices is gone. — tap to centre the map on it Venture money ruins software: raisea fortune, hire hundreds, and crapcomes out, because the funnel thatforces hard choices is gone. Last stated a month ago 26 Jul 2026 DH David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are Same subject: Build for the model six months from now, not the model of today. — tap to centre the map on it Build for the model six months fromnow, not the model of today. Last stated 6 months ago 25 Feb 2026 BC Boris Cherny — holds since 2026-02-25 — 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 toocapital-intensive for venture money;they need government or sovereignfunds behind them. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Treating brain-computer interfaces as one investment category is like having a single "drug bet" -- the field is as varied as pharma. — tap to centre the map on it Treating brain-computer interfacesas one investment category is likehaving a single "drug bet" -- thefield is as varied as pharma. Last stated 3 weeks ago 20 Aug 2026 MH Max Hodak — holds since 2026-08-20 — tap for who they are Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Codelast while it stays first in use ismeasuring the wrong thing, and hasbeen for a year. Last stated 5 days ago 3 Sept 2026 DR Dax Raad — holds since 2026-09-03 — tap for who they are Same subject: A language model asked to summarize its own system prompt risks that prompt's content biasing the summary it produces. — tap to centre the map on it A language model asked to summarizeits own system prompt risks thatprompt's content biasing the summaryit produces. Last stated 6 days ago 2 Sept 2026 SW Simon Willison — holds since 2026-09-02 — tap for who they are Same subject: A trust that owns the mission protects a company better than founder control does, which is why Anthropic needs no dual-class shares. — tap to centre the map on it A trust that owns the missionprotects a company better thanfounder control does, which is whyAnthropic needs no dual-classshares. Last stated 4 months ago 10 May 2026 ER Eric Ries — holds since 2026-05-10 — tap for who they are Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in itschipmaker is ordinary infrastructurepolicy — Taiwan, Japan and Singaporeall did it. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces youto be your own operator; Nvidiasystems are designed for anyone tooperate, which is why they are inevery cloud. Last stated 5 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what itcosts because it is amass-production factory that has tohold atomic precision around theclock. Last stated 2 years ago 3 May 2024 BP Brian Potter — holds since 2024-05-03 — tap for who they are Same subject: Claude Haiku hallucinates badly enough that its use inside Claude Code's WebFetch tool is a hallucination risk on every fetched URL. — tap to centre the map on it Claude Haiku hallucinates badlyenough that its use inside ClaudeCode's WebFetch tool is ahallucination risk on every fetchedURL. Last stated 4 weeks ago 10 Aug 2026 SW Simon Willison — holds since 2026-08-10 — tap for who they are Same subject: Frontier AI labs such as Anthropic likely have had internal security incidents similar to OpenAI's HuggingFace attack that were never publicly disclosed. — tap to centre the map on it Frontier AI labs such as Anthropiclikely have had internal securityincidents similar to OpenAI'sHuggingFace attack that were neverpublicly disclosed. Last stated a week ago 31 Aug 2026 ZM Zvi Mowshowitz — holds since 2026-08-31 — tap for who they are Same subject: In US-China AI competition the closed labs are beside the point; the competitor that shifts things must be American, open source and able to serve inference at scale. — tap to centre the map on it In US-China AI competition theclosed labs are beside the point;the competitor that shifts thingsmust be American, open source andable to serve inference at scale. Last stated 5 days ago 3 Sept 2026 DR Dax Raad — holds since 2026-09-03 — tap for who they are
same subject or similar wordinga cloud: claims about one subject, named for itbar: when it was last stated, on a scale from 2015 to today — full is todaya face: someone on record holding the claim — tap it for who they are

At the centre Nvidia's real miss was not seeing that a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Last stated 15 Apr 2026 · 5 months ago Holds Jensen Huang Read this korrent →