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← The long trend of making it easier for ordinary people to index more…
17 connected korrents · 19 moments from 25 Jul 2022 to 5 Oct 2026.
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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 long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Last stated a year ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. — tap to centre the map on it The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. Last stated 3 months ago
29 Jul 2026
HW
Hillel Wayne — holds since 2026-07-29 — tap for who they are
Same subject: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. — tap to centre the map on it When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. Last stated 4 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. — tap to centre the map on it The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: AI is creating user surplus and capital deepening, even if it is not yet showing up in TFP data. — tap to centre the map on it AI is creating user surplus and capital deepening, even if it is not yet showing up in TFP data. Last stated 3 weeks ago
5 Oct 2026
BD
Brad DeLong — holds since 2026-10-05 — tap for who they are
Same subject: Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which. — tap to centre the map on it Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which. Last stated 7 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: If AI investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle. — tap to centre the map on it If AI investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle. Last stated a month ago
10 Sept 2026
MY
Matthew Yglesias — holds since 2026-09-10 — 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 long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public.
Holds Read this korrent →
We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it.
Holds
The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI.
Holds
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Holds
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Holds
The worry that AI's returns are locked away in private companies is overstated: well under a fifth of American market capitalisation is private.
Holds
AI is creating user surplus and capital deepening, even if it is not yet showing up in TFP data.
Holds
Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which.
Holds
If AI investment pulled back, the capital and resources involved would shift to other productive uses rather than sit idle.
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