Tap a claim on the ring to put it at the centre.
← The AI bubble is going to pop soon and loudly.
17 connected korrents · 14 moments from 18 Mar 2024 to 29 Oct 2026.
Everything filed under Anthropic
Anthropic
Everything filed under OpenAI
OpenAI
Everything filed under scaling laws
scaling laws
Everything filed under data centers
data centers
Everything filed under LLMs
LLMs
Everything filed under America
America
Everything filed under investing
investing 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: The AI bubble is going to pop soon and loudly. The AI bubble is going to pop soon and loudly. Last stated 3 weeks ago
13 Oct 2026
TB
Tim Bray — holds since 2026-10-13 — tap for who they are
Same subject: The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage. — tap to centre the map on it The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage. Last stated a week ago
21 Oct 2026
NK
Naomi Klein — holds since 2026-10-21 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: The SpaceX IPO meets all the criteria for being a market bubble. — tap to centre the map on it The SpaceX IPO meets all the criteria for being a market bubble. Last stated 5 months ago
5 Jun 2026
JB
Josh Brown — holds since 2026-06-05 — tap for who they are
Same subject: The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP. — tap to centre the map on it The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP. Last stated 2 days ago
29 Oct 2026
PK
Paul Krugman — holds since 2026-10-29 — tap for who they are
Same subject: A minor bust in the AI industry would be a good thing, not a bad one. — tap to centre the map on it A minor bust in the AI industry would be a good thing, not a bad one. Last stated a month ago
18 Sept 2026
RS
Robin Sloan — holds since 2026-09-18 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: There will be no sudden fast takeoff in AI, even though model progress is happening faster than ever. — tap to centre the map on it There will be no sudden fast takeoff in AI, even though model progress is happening faster than ever. Last stated 2 months ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 10 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated a week ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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
At the centre
The AI bubble is going to pop soon and loudly.
Holds Read this korrent →
The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
The SpaceX IPO meets all the criteria for being a market bubble.
Holds
The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP.
Holds
A minor bust in the AI industry would be a good thing, not a bad one.
Holds
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds
There will be no sudden fast takeoff in AI, even though model progress is happening faster than ever.
Holds
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from.
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