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← Nvidia's real miss was not seeing that a frontier lab could never be…
17 connected korrents · 17 moments from 8 Jun 2019 to 25 Sept 2026. Nearly all of them are about startups and venture capital .
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team size 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: 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 a frontier lab could never be funded by venture capital, so its compute suppliers had to become its investors. Last stated 6 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 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. Last stated 2 months ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses. — tap to centre the map on it Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses. Last stated 4 weeks ago
24 Sept 2026
BC
Ben Carlson — holds since 2026-09-24 — 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: 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-backed founders are still CEO three years after going public, and the standard documents their lawyers gave them are why. Last stated 5 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — tap for who they are
Same subject: Silicon Valley's intolerance of dissent functions as a kind of soft Leninism. — tap to centre the map on it Silicon Valley's intolerance of dissent functions as a kind of soft Leninism. Last stated 10 months ago
1 Jan 2026
DW
Dan Wang — holds since 2026-01-01 — tap for who they are
Same subject: Taking venture capital funding pushes a company toward extreme binary outcomes and pressures it to extract more value from customers. — tap to centre the map on it Taking venture capital funding pushes a company toward extreme binary outcomes and pressures it to extract more value from customers. Last stated 5 years ago
4 Apr 2022
TP
Tom Preston-Werner — holds since 2022-04-04 — tap for who they are
Same subject: The venture capital model is flawed — tap to centre the map on it The venture capital model is flawed Last stated 4 years ago
9 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-09 — 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 to take other people's money: the moment you do, they want the largest return, and the enterprise playbook follows. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — 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 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 Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 2 months ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable, specific instructions that augments what Claude Code can do. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — 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
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap 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.
Holds Read this korrent →
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.
Holds
Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses.
Holds
Being unable to raise venture capital is not a tragedy for a business.
Holds
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.
Holds
Silicon Valley's intolerance of dissent functions as a kind of soft Leninism.
Holds
Taking venture capital funding pushes a company toward extreme binary outcomes and pressures it to extract more value from customers.
Holds
The venture capital model is flawed
Holds
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.
Holds
"I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out.
Holds
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A skill is a set of repeatable, specific instructions that augments what Claude Code can do.
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
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds