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← Strong agreement among forecast models does not by itself mean those models are skillful.

17 connected korrents · 18 moments on record from 3 Jul 2018 to 9 Sept 2026.

Everything filed under investing investing Everything filed under stock market stock market Everything filed under venture capital venture capital Everything filed under AI alignment AI alignment Everything filed under AI and jobs AI and jobs Everything filed under AI agents AI agents Everything filed under LLMs LLMs Everything filed under metascience metascience Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Strong agreement among forecast models does not by itself mean those models are skillful. Strong agreement among forecast modelsdoes not by itself mean those models areskillful. Last stated 2 months ago 13 Jul 2026 ZH Zeke Hausfather — holds since 2026-07-13 — tap for who they are Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is notevidence of expertise, because amongmany forecasters some are right bychance. Last stated 4 years ago 9 Aug 2022 GK Gary Klein — holds since 2022-08-09 — tap for who they are Same subject: Individual economists' forecasts about AI and the labour market are close to worthless, and aggregated forecasts from prediction markets should replace them. — tap to centre the map on it Individual economists' forecastsabout AI and the labour market areclose to worthless, and aggregatedforecasts from prediction marketsshould replace them. Last stated 4 months ago 4 Jun 2026 AI Alex Imas — holds since 2026-06-04 — tap for who they are Same subject: Official forecasts consistently underestimate the pace of real-world change, with reality outperforming conservative predictions. — tap to centre the map on it Official forecasts consistentlyunderestimate the pace of real-worldchange, with reality outperformingconservative predictions. Last stated 2 years ago 9 Dec 2024 NB Nat Bullard — holds since 2024-12-09 — tap for who they are Same subject: Alignment of today's models is going well enough to look solvable, while aligning models we can no longer understand remains unsolved. — tap to centre the map on it Alignment of today's models is goingwell enough to look solvable, whilealigning models we can no longerunderstand remains unsolved. Last stated 8 months ago 22 Jan 2026 JL Jan Leike — holds since 2026-01-22 — tap for who they are Same subject: The workable model right now is one super agent for a whole company, not a personal agent for every person. — tap to centre the map on it The workable model right now is onesuper agent for a whole company, nota personal agent for every person. Last stated 4 months ago 24 May 2026 DS Dan Shipper — holds since 2026-05-24 — tap for who they are Same subject: A language model can predict what a person would say but not what will happen, and only the second of those is a model of the world. — tap to centre the map on it A language model can predict what aperson would say but not what willhappen, and only the second of thoseis a model of the world. Last stated 12 months ago 26 Sept 2025 RS Richard Sutton — holds since 2025-09-26 — tap for who they are Same subject: A model only days into training cannot be known to be aligned, and if such models can leap a generation ahead this fast then training pauses mean little and timelines are shorter than previously thought. — tap to centre the map on it A model only days into trainingcannot be known to be aligned, andif such models can leap a generationahead this fast then training pausesmean little and timelines areshorter than previously thought. Last stated 2 weeks ago 9 Sept 2026 ZM Zvi Mowshowitz — holds since 2026-09-09 — tap for who they are Same subject: The test of a scientific model is not whether supporting evidence can be found for it, but whether it fits the totality of the evidence. — tap to centre the map on it The test of a scientific model isnot whether supporting evidence canbe found for it, but whether it fitsthe totality of the evidence. Last stated 8 years ago 3 Jul 2018 SG Stephan Guyenet — holds since 2018-07-03 — tap for who they are Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified inretrospect, so arguing about whetherone is happening now cannot besettled now. Last stated 9 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate aself-fulfilling ('sunspot') debtcrisis simply by credibly committingto buy as many bonds as needed atthe low interest rate. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 10 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — 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: Almost all of the dot-com era's exuberance turned out to be warranted; we remember the failures and forget the value that era created. — tap to centre the map on it Almost all of the dot-com era'sexuberance turned out to bewarranted; we remember the failuresand forget the value that eracreated. Last stated a year ago 18 Aug 2025 BT Bret Taylor — holds since 2025-08-18 — tap for who they are Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the feesit charges, so most investors arebetter off buying an index fund. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enougheventually has no need forinvestors. Last stated 3 weeks ago 1 Sept 2026 PG Paul Graham — holds since 2026-09-01 — tap for who they are Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has anadvantage over a repeat winner,because past success makes it tooeasy to raise money and hire againsta big vision before there isproduct-market fit. Last stated 3 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 4 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are
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At the centre Strong agreement among forecast models does not by itself mean those models are skillful. Last stated 13 Jul 2026 · 2 months ago Holds Zeke Hausfather Read this korrent →