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← Successful hardware companies start premium with passionate…

17 connected korrents · 18 moments from 29 Sept 2018 to 16 Oct 2026.

Everything filed under market efficiency market efficiency Everything filed under simplicity simplicity Everything filed under taste taste Everything filed under design design Everything filed under measuring intelligence measuring intelligence Everything filed under product management product management Everything filed under investing investing Everything filed under innovation innovation Everything filed under AI alignment AI alignment Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Successful hardware companies start premium with passionate enthusiasts, keep high margins into the mass market, and reinvest those margins in R&D to widen their lead. Successful hardware companies startpremium with passionate enthusiasts, keephigh margins into the mass market, andreinvest those margins in R&D to widentheir lead. Last stated 6 months ago 12 Apr 2026 ES Evan Spiegel — holds since 2026-04-12 — tap for who they are Same subject: A dominant company's lead in market share compounds over time and becomes harder for competitors to close, especially in technology. — tap to centre the map on it A dominant company's lead in marketshare compounds over time andbecomes harder for competitors toclose, especially in technology. Last stated a month ago 22 Sept 2026 BR Barry Ritholtz — holds since 2026-09-22 — tap for who they are Same subject: A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. — tap to centre the map on it A hardware startup's first customershould be a hyperscaler, becauseonly that scale turns a design wininto a business. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: High performers possess an initial edge that leads to increasing returns to scale through harder work and skill acquisition. — tap to centre the map on it High performers possess an initialedge that leads to increasingreturns to scale through harder workand skill acquisition. Last stated a week ago 16 Oct 2026 ZM Zvi Mowshowitz — holds since 2026-10-16 — tap for who they are Same subject: A company that prioritizes building great products with great user experiences above all else will naturally see profit, market share, and broader impact follow — tap to centre the map on it A company that prioritizes buildinggreat products with great userexperiences above all else willnaturally see profit, market share,and broader impact follow Last stated 7 months ago 1 Apr 2026 MA Marco Arment — holds since 2026-04-01 — tap for who they are Same subject: Product/market fit ultimately matters more for a company's growth than its distribution strategy. — tap to centre the map on it Product/market fit ultimatelymatters more for a company's growththan its distribution strategy. Last stated 3 years ago 6 Feb 2024 AC Andrew Chen — holds since 2024-02-06 — tap for who they are Same subject: There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. — tap to centre the map on it There is no way to capture a newtechnology’s upside without beingexposed to the losses if theenthusiasm proves excessive. Last stated 11 months ago 9 Dec 2025 HM Howard Marks — holds since 2025-12-09 — tap for who they are Same subject: Incumbents are unseated by a fundamentally different product, never by better features or better marketing. — tap to centre the map on it Incumbents are unseated by afundamentally different product,never by better features or bettermarketing. Last stated 5 months ago 7 Jun 2026 TF Tony Fadell — holds since 2026-06-07 — tap for who they are Same subject: There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. — tap to centre the map on it There is far less trade-off thanpeople assume between a safer AIrace and widely shared gains: a biglead can be held by a widely ownedpublic company. Last stated 5 months ago 4 Jun 2026 PT Phil Trammell — holds since 2026-06-04 — tap for who they are Same subject: A company that deviates from open standards in its data exports without documenting the deviation creates an artificial vendor lock-in. — tap to centre the map on it A company that deviates from openstandards in its data exportswithout documenting the deviationcreates an artificial vendorlock-in. Last stated 2 years ago 3 Mar 2025 TS Tobias Sjösten — holds since 2025-03-03 — tap for who they are Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot becentrally planned, because planningremoves the price signal thatcarries information about demand. Last stated a year ago 2 Sept 2025 BE Benedict Evans — holds since 2025-09-02 — tap for who they are Same subject: AI will force a correction in how companies pay for experience once AI-augmented junior employees match the output of far costlier mid-career employees. — tap to centre the map on it AI will force a correction in howcompanies pay for experience onceAI-augmented junior employees matchthe output of far costliermid-career employees. Last stated 2 months ago 15 Aug 2026 HR Harper Reed — holds since 2026-08-15 — tap for who they are Same subject: A business is more likely to fail from taking on too much complexity than from lacking resources. — tap to centre the map on it A business is more likely to failfrom taking on too much complexitythan from lacking resources. Last stated 8 years ago 29 Sept 2018 TG Tren Griffin — holds since 2018-09-29 — tap for who they are Same subject: A business succeeds through a small number of highly effective distribution channels, not many mediocre ones. — tap to centre the map on it A business succeeds through a smallnumber of highly effectivedistribution channels, not manymediocre ones. Last stated 3 years ago 17 Feb 2024 AW Adam Wiggins — holds since 2024-02-17 — tap for who they are Same subject: A candidate negotiating an offer should make every ask fit one line of logic. — tap to centre the map on it A candidate negotiating an offershould make every ask fit one lineof logic. Last stated 3 months ago 9 Aug 2026 AW Adam Ward — holds since 2026-08-09 — tap for who they are Same subject: A big part of taste is delivering high levels of craft in an accessible way so that as many people as possible can experience it. — tap to centre the map on it A big part of taste is deliveringhigh levels of craft in anaccessible way so that as manypeople as possible can experienceit. Last stated 6 months ago 21 Apr 2026 BJ Brandon Jacoby — holds since 2026-04-21 — tap for who they are Same subject: A company name can have different appeal to corporate buyers versus their customers. — tap to centre the map on it A company name can have differentappeal to corporate buyers versustheir customers. Last stated 3 weeks ago 4 Oct 2026 PG Paul Graham — holds since 2026-10-04 — tap for who they are Same subject: A first draft should not be graded good or bad; it is only the material that taste then gets to act on. — tap to centre the map on it A first draft should not be gradedgood or bad; it is only the materialthat taste then gets to act on. Last stated 3 months ago 6 Aug 2026 GS George Saunders — holds since 2026-08-06 — tap for who they are
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At the centre Successful hardware companies start premium with passionate enthusiasts, keep high margins into the mass market, and reinvest those margins in R&D to widen their lead. Last stated 12 Apr 2026 · 6 months ago Holds Evan Spiegel Read this korrent →