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← The business is not building a great chip; it is accelerating an algorithm domain.

17 connected korrents · 18 moments from 18 Jul 2023 to 16 Oct 2026.

Everything filed under semiconductors semiconductors Everything filed under China China Everything filed under data centers data centers Everything filed under Japan Japan Everything filed under LLMs LLMs Everything filed under product management product management Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame 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 3 months 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 notkept up with AI's growth, andclosing that gap needs capacitybuilt in unconventional ways. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: CPU performance keeps improving quickly rather than stagnating. — tap to centre the map on it CPU performance keeps improvingquickly rather than stagnating. Last stated a month ago 19 Sept 2026 DL Daniel Lemire — holds since 2026-09-19 — tap for who they are Same subject: The amount of compute being built is tiny compared to the amount that will be built. — tap to centre the map on it The amount of compute being built istiny compared to the amount thatwill be built. Last stated a week ago 16 Oct 2026 NS Noah Smith — holds since 2026-10-16 — 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 haslargely run its course;domain-specific acceleration is theway computing keeps scaling. Last stated 6 months ago 15 Apr 2026 JH Jensen Huang — holds since 2026-04-15 — tap for who they are Same subject: Semiconductor manufacturing is a more technologically challenging endeavor than rocket science. — tap to centre the map on it Semiconductor manufacturing is amore technologically challengingendeavor than rocket science. Last stated 3 years ago 18 Jul 2023 DW Dan Wang — holds since 2023-07-18 — 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 industrywould be a good thing, not a badone. Last stated a month ago 18 Sept 2026 RS Robin Sloan — holds since 2026-09-18 — 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 leveluntil somebody builds the next levelof hardware underneath it. Last stated 5 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 isspending its time on the rightthings, not how much code itproduces. Last stated 3 years ago 5 Jan 2024 CM Charity Majors — holds since 2024-01-05 — tap for who they are Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county farmore tax revenue per gallon of waterthan a golf course does. Last stated a year ago 11 Oct 2025 AM Andy Masley — holds since 2025-10-11 — tap for who they are Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar andbatteries alone needs an array sooversized that the design is notworth building. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split intoindependent power blocks feddirectly at 1500 volts DC, ratherthan run through one centraldistribution system. Last stated 3 years ago 18 Apr 2024 AV Austin Vernon — holds since 2024-04-18 — tap for who they are Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for itsnative people Last stated a year ago 15 Sept 2025 DH David Heinemeier Hansson — holds since 2025-09-15 — 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 unproductiverather than expensive: their workersare paid about what Korean andJapanese 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: Chinese pop culture will not experience an absolute flowering like 90s Japan because CCP censorship makes it boring — tap to centre the map on it Chinese pop culture will notexperience an absolute floweringlike 90s Japan because CCPcensorship makes it boring Last stated 3 weeks ago 5 Oct 2026 NS Noah Smith — holds since 2026-10-05 — tap for who they are Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moonbefore America returns would be adefeat for the free world. Last stated 2 months ago 18 Aug 2026 CH Casey Handmer — holds since 2025-10-31 — tap for who they are EB Eric Berger — holds since 2026-08-18 — tap for who they are Same subject: A continental army's first mission is to keep the regime in power, not to defend the border — which is what the People's Liberation Army is for. — tap to centre the map on it A continental army's first missionis to keep the regime in power, notto defend the border — which is whatthe People's Liberation Army is for. Last stated 4 months ago 9 Jun 2026 SP Sarah Paine — holds since 2026-06-09 — tap for who they are Same subject: A country cannot fund its own industrial strategy and call the same policy cheating when China does it. — tap to centre the map on it A country cannot fund its ownindustrial strategy and call thesame policy cheating when China doesit. Last stated a year ago 15 May 2025 HR Hannah Ritchie — holds since 2025-05-15 — tap for who they are
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At the centre The business is not building a great chip; it is accelerating an algorithm domain. Last stated 26 Jul 2026 · 3 months ago Holds Jensen Huang Read this korrent →