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← The IPO process is unfair to companies because bankers pick both the…
17 connected korrents · 20 moments from 25 Jul 2022 to 27 Sept 2026.
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design 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 IPO process is unfair to companies because bankers pick both the price and the shareholders, where an anonymous auction would do the job. The IPO process is unfair to companies because bankers pick both the price and the shareholders, where an anonymous auction would do the job. Last stated 4 months ago
9 Jun 2026
BG
Bill Gurley — holds since 2026-06-09 — tap for who they are
Same subject: The taboo against copying is a moral one, which is exactly what makes copying an arbitrage available to founders with less ego invested. — tap to centre the map on it The taboo against copying is a moral one, which is exactly what makes copying an arbitrage available to founders with less ego invested. Last stated 4 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: Employees and customers do not want what founders want, and equity stakes become a demotivator in almost every organisation. — tap to centre the map on it Employees and customers do not want what founders want, and equity stakes become a demotivator in almost every organisation. Last stated 3 years ago
26 Mar 2024
SG
Seth Godin — holds since 2024-03-26 — tap for who they are
Same subject: Requiring everyone at a company to reach for AI first is a fairness measure, because otherwise the people who already do will take all the best careers. — tap to centre the map on it Requiring everyone at a company to reach for AI first is a fairness measure, because otherwise the people who already do will take all the best careers. Last stated a year ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want. — tap to centre the map on it Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want. Last stated 10 months ago
9 Dec 2025
RS
Rory Sutherland — holds since 2025-12-09 — tap for who they are
Same subject: Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. — tap to centre the map on it Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes. Last stated 6 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. — tap to centre the map on it Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: It is unfair to ask a Google Slides company to move entirely to a new product, so you kind of need to support both. — tap to centre the map on it It is unfair to ask a Google Slides company to move entirely to a new product, so you kind of need to support both. Last stated a month ago
15 Sept 2026
NF
Nev Flynn — holds since 2026-09-15 — tap for who they are
Same subject: If the people building a product would not use it with their own money, it is not good enough. — tap to centre the map on it If the people building a product would not use it with their own money, it is not good enough. Last stated 6 months ago
28 Apr 2026
PD
Polly D'Arcy — holds since 2026-04-28 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated 4 weeks ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — 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: Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. — tap to centre the map on it Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world. Last stated 3 years ago
30 May 2023
AG
Andrew Gelman — holds since 2023-05-27 — tap for who they are
AG
Andrew Gelman — no longer holds since 2023-05-30 — tap for who they are
Same subject: Stock prices are an unreliable indicator of the economy because they often reflect fads and fantasies. — tap to centre the map on it Stock prices are an unreliable indicator of the economy because they often reflect fads and fantasies. Last stated 4 weeks ago
27 Sept 2026
PK
Paul Krugman — holds since 2026-09-27 — tap for who they are
Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. Last stated 4 years ago
25 Jul 2022
NS
Noah Smith — holds since 2022-07-25 — tap for who they are
At the centre
The IPO process is unfair to companies because bankers pick both the price and the shareholders, where an anonymous auction would do the job.
Holds Read this korrent →
The taboo against copying is a moral one, which is exactly what makes copying an arbitrage available to founders with less ego invested.
Holds
Employees and customers do not want what founders want, and equity stakes become a demotivator in almost every organisation.
Holds
Requiring everyone at a company to reach for AI first is a fairness measure, because otherwise the people who already do will take all the best careers.
Holds
Competition that removes differentiation makes everyone worse off, because it assumes people already know what they want.
Holds
Allocating scarce chips to the highest bidder is bad business — you set your price and keep it, however high demand goes.
Holds
Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token.
Holds
It is unfair to ask a Google Slides company to move entirely to a new product, so you kind of need to support both.
Holds
If the people building a product would not use it with their own money, it is not good enough.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
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
Samuelson's random-walk analogy for stock prices was mathematical showing-off dressed up as a claim about the real world.
No longer holds
Stock prices are an unreliable indicator of the economy because they often reflect fads and fantasies.
Holds
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Holds