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← The Anthropic and OpenAI IPOs are suppressing all other IPOs by…
17 connected korrents · 19 moments from 1 Jun 2022 to 22 Oct 2026. Nearly all of them are about Anthropic and OpenAI .
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LLMs 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 Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention The Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention Last stated 2 weeks ago
9 Oct 2026
PK
Paul Kedrosky — holds since 2026-10-09 — tap for who they are
Same subject: AI companies are building powerful and beautiful walled gardens. — tap to centre the map on it AI companies are building powerful and beautiful walled gardens. Last stated 2 days ago
22 Oct 2026
KD
Kent C. Dodds — holds since 2026-10-22 — tap for who they are
Same subject: Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years. — tap to centre the map on it Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years. Last stated 3 months ago
7 Aug 2026
DT
Derek Thompson — holds since 2026-08-07 — tap for who they are
Same subject: Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal. — tap to centre the map on it Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal. Last stated 2 weeks ago
7 Oct 2026
SW
Simon Willison — holds since 2026-10-07 — tap for who they are
Same subject: At Anthropic, a less severe version of an OpenAI-style rogue-AI incident is known to have happened, and worse undisclosed internal incidents seem likely. — tap to centre the map on it At Anthropic, a less severe version of an OpenAI-style rogue-AI incident is known to have happened, and worse undisclosed internal incidents seem likely. Last stated 2 months ago
31 Aug 2026
ZM
Zvi Mowshowitz — holds since 2026-08-31 — tap for who they are
Same subject: Claude Haiku hallucinates badly enough that its use inside Claude Code's WebFetch tool is a hallucination risk on every fetched URL. — tap to centre the map on it Claude Haiku hallucinates badly enough that its use inside Claude Code's WebFetch tool is a hallucination risk on every fetched URL. Last stated 2 months ago
10 Aug 2026
SW
Simon Willison — holds since 2026-08-10 — tap for who they are
Same subject: Companies with large existing non-AI user bases probably don't need to market AI with end-of-the-world rhetoric. — tap to centre the map on it Companies with large existing non-AI user bases probably don't need to market AI with end-of-the-world rhetoric. Last stated 3 days ago
21 Oct 2026
RB
Ryan Broderick — holds since 2026-10-21 — tap for who they are
Same subject: Frontier AI models are consolidating into an oligopoly held by a small number of large players. — tap to centre the map on it Frontier AI models are consolidating into an oligopoly held by a small number of large players. Last stated 3 years ago
21 Feb 2024
EG
Elad Gil — holds since 2024-02-21 — tap for who they are
Same subject: Frontier AI models' cyberattack capabilities are doubling every few months, and that pace is accelerating. — tap to centre the map on it Frontier AI models' cyberattack capabilities are doubling every few months, and that pace is accelerating. Last stated 2 months ago
19 Aug 2026
DT
Derek Thompson — holds since 2026-08-19 — 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 in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 10 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 a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the 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 founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — 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 fees it charges, so most investors are better 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: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: If whatever is being done is done well enough, investors won't be needed at all. — tap to centre the map on it If whatever is being done is done well enough, investors won't be needed at all. Last stated 2 months ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
At the centre
The Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention
Holds Read this korrent →
AI companies are building powerful and beautiful walled gardens.
Holds
Anthropic or OpenAI's revenue could equal or exceed the combined revenue of Elon Musk's public companies within the next one to two years.
Holds
Anthropic's new credit scheme goes some way to overcoming the difference with OpenAI's Codex subscription deal.
Holds
At Anthropic, a less severe version of an OpenAI-style rogue-AI incident is known to have happened, and worse undisclosed internal incidents seem likely.
Holds
Claude Haiku hallucinates badly enough that its use inside Claude Code's WebFetch tool is a hallucination risk on every fetched URL.
Holds
Companies with large existing non-AI user bases probably don't need to market AI with end-of-the-world rhetoric.
Holds
Frontier AI models are consolidating into an oligopoly held by a small number of large players.
Holds
Frontier AI models' cyberattack capabilities are doubling every few months, and that pace is accelerating.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
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.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
If whatever is being done is done well enough, investors won't be needed at all.
Holds