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← The business is not building a great chip; it is accelerating an algorithm domain.
17 connected korrents · 15 moments on record from 3 Jan 2024 to 26 Aug 2026.
Everything filed under semiconductors
semiconductors
Everything filed under Japan
Japan
Everything filed under infrastructure
infrastructure
Everything filed under software performance
software performance 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 business is not building a great chip; it is accelerating an algorithm domain. The business is not building a great chip; it is accelerating an algorithm domain. Last stated a month ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: General-purpose computing has largely run its course; domain-specific acceleration is the way computing keeps scaling. — tap to centre the map on it General-purpose computing has largely run its course; domain-specific acceleration is the way computing keeps scaling. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: Software cannot reach its next level until somebody builds the next level of hardware underneath it. — tap to centre the map on it Software cannot reach its next level until somebody builds the next level of hardware underneath it. Last stated 3 months ago
7 Jun 2026
TF
Tony Fadell — holds since 2026-06-07 — tap for who they are
Same subject: What sets a company’s velocity is spending its time on the right things, not how much code it produces. — tap to centre the map on it What sets a company’s velocity is spending its time on the right things, not how much code it produces. Last stated 3 years ago
5 Jan 2024
CM
Charity Majors — holds since 2024-01-05 — tap for who they are
Same subject: Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. — tap to centre the map on it Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. — tap to centre the map on it The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them. Last stated 2 weeks ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: A model can make an existing algorithm a hundred times faster and still cannot invent a better one, however long you give it. — tap to centre the map on it A model can make an existing algorithm a hundred times faster and still cannot invent a better one, however long you give it. Last stated 2 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent. — tap to centre the map on it AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent. Last stated 2 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. — tap to centre the map on it A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. Last stated 12 months ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. — tap to centre the map on it Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. Last stated 2 years ago
5 Sept 2024
BP
Brian Potter — holds since 2024-09-05 — tap for who they are
Same subject: Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. — tap to centre the map on it Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. Last stated 9 months ago
11 Dec 2025
BP
Brian Potter — holds since 2025-12-11 — tap for who they are
At the centre
The business is not building a great chip; it is accelerating an algorithm domain.
Holds JH Jensen HuangRead this korrent →
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds LT Lip-Bu Tan
General-purpose computing has largely run its course; domain-specific acceleration is the way computing keeps scaling.
Holds JH Jensen Huang
Software cannot reach its next level until somebody builds the next level of hardware underneath it.
Holds TF Tony Fadell
What sets a company’s velocity is spending its time on the right things, not how much code it produces.
Holds CM Charity Majors
Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
Holds SN Satya Nadella
The software industry is massively underperforming its hardware, by factors of ten to a hundred, and people refuse to believe the numbers when you say them.
Holds CM Casey Muratori
A model can make an existing algorithm a hundred times faster and still cannot invent a better one, however long you give it.
Holds NB Noam Brown
AI has accelerated the pace of development but not the pace of business, and that mismatch will become more and more apparent.
Holds KB Kent Beck
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds JH Jensen Huang
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds BP Brian Potter
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds BP Brian Potter
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds AV Austin Vernon
Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country.
Holds BP Brian Potter
Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades.
Holds BP Brian Potter