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← One should not bet against the smartphone.

17 connected korrents · 16 moments from 23 Sept 2018 to 27 Sept 2026.

Everything filed under privacy privacy Everything filed under investing investing Everything filed under stock market stock market Everything filed under Telegram Telegram Everything filed under humility humility Everything filed under behavioural science behavioural science Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: One should not bet against the smartphone. One should not bet against the smartphone. Last stated a year ago 6 Oct 2025 CL Casey Liss — holds since 2025-10-06 — tap for who they are Same subject: The wise bet heavily when the world offers them the odds, and not the rest of the time — tap to centre the map on it The wise bet heavily when the worldoffers them the odds, and not therest of the time CM Charlie Munger — holds since c. 1994 — tap for who they are Same subject: Anecdotal evidence is insufficient to prove that phones are listening. — tap to centre the map on it Anecdotal evidence is insufficientto prove that phones are listening. Last stated a month ago 27 Sept 2026 MB Matt Birchler — holds since 2026-09-27 — tap for who they are Same subject: The vast majority of investors are not recklessly speculating on technology bets that are extremely improbable to have a payoff. — tap to centre the map on it The vast majority of investors arenot recklessly speculating ontechnology bets that are extremelyimprobable to have a payoff. Last stated 6 months ago 18 Apr 2026 JB Josh Brown — holds since 2026-04-18 — tap for who they are Same subject: Do not assume how good a model will or will not be at the thing you want it to do. — tap to centre the map on it Do not assume how good a model willor will not be at the thing you wantit to do. Last stated 3 months ago 11 Aug 2026 KZ Kyle Zantos — holds since 2026-08-11 — tap for who they are Same subject: Most people believe their smartphone is indeed a real computer — tap to centre the map on it Most people believe their smartphoneis indeed a real computer Last stated 3 years ago 26 Jan 2024 DH David Heinemeier Hansson — holds since 2024-01-26 — tap for who they are Same subject: An investor whose only act has ever been allocating money is one to be skeptical of; the ones worth talking to have built something. — tap to centre the map on it An investor whose only act has everbeen allocating money is one to beskeptical of; the ones worth talkingto have built something. Last stated 3 months ago 26 Jul 2026 DH David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are Same subject: Giving something 60-40 odds and being wrong is not itself a mistake. — tap to centre the map on it Giving something 60-40 odds andbeing wrong is not itself a mistake. Last stated 4 years ago 1 Feb 2023 SA Scott Alexander — holds since 2023-02-01 — tap for who they are Same subject: High-risk bets are fine as long as they are ones that would be super valuable if they worked, and research looks this way. — tap to centre the map on it High-risk bets are fine as long asthey are ones that would be supervaluable if they worked, andresearch looks this way. Last stated 2 months ago 23 Aug 2026 SA Sam Altman — holds since 2026-08-23 — tap for who they are Same subject: A company building products should ask how each one affects individual privacy, and aim to be a leader on privacy. — tap to centre the map on it A company building products shouldask how each one affects individualprivacy, and aim to be a leader onprivacy. Last stated 8 years ago 23 Sept 2018 MZ Michelle Zatlyn — holds since 2018-09-23 — tap for who they are Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry onvalues like privacy and user respectwithout actually excelling at them Last stated 7 months ago 1 Apr 2026 MA Marco Arment — holds since 2026-04-01 — tap for who they are Same subject: A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. — tap to centre the map on it A company that leaks privateinformation faces far morereputational and legal danger thanone that gives wrong answers. Last stated a month ago 18 Sept 2026 HD Horace Dediu — holds since 2026-09-18 — 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 thatcan display quarter-on-quarter stockgrowth, not one that makes goodproducts 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 givesa stock's valuation a downside floorthat growth stocks without dividendslack. 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 fromits productivity, not from thefinancial system or stock market. Last stated a month ago 25 Sept 2026 MM Mr. Money Mustache — holds since 2026-09-25 — tap for who they are Same subject: Almost every one-to-one Telegram chat, and every group chat, is readable on Telegram’s own servers. — tap to centre the map on it Almost every one-to-one Telegramchat, and every group chat, isreadable on Telegram’s own servers. Last stated 2 years ago 25 Aug 2024 MG Matthew Green — holds since 2024-08-25 — tap for who they are Same subject: Arresting Pavel Durov was a historic wrong and a gigantic PR mistake that will keep founders from building in France. — tap to centre the map on it Arresting Pavel Durov was a historicwrong and a gigantic PR mistake thatwill keep founders from building inFrance. Last stated a year ago 30 Sept 2025 LF Lex Fridman — holds since 2025-09-30 — tap for who they are Same subject: He would rather lose everything than yield to government pressure to block channels, because submitting to something fundamentally wrong breaks a person inside. — tap to centre the map on it He would rather lose everything thanyield to government pressure toblock channels, because submittingto something fundamentally wrongbreaks a person inside. Last stated a year ago 30 Sept 2025 PD Pavel Durov — holds since 2025-09-30 — tap for who they are
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At the centre One should not bet against the smartphone. Last stated 6 Oct 2025 · a year ago Holds Casey Liss Read this korrent →