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← The major trend is currently favoring atoms over bits, though there will be counter-trend rallies and rotations.
17 connected korrents · 17 moments from 21 May 2025 to 27 Oct 2026.
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investing
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capitalism
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venture capital 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 major trend is currently favoring atoms over bits, though there will be counter-trend rallies and rotations. The major trend is currently favoring atoms over bits, though there will be counter-trend rallies and rotations. Last stated 8 months ago
22 Feb 2026
JB
Josh Brown — holds since 2026-02-22 — tap for who they are
Same subject: 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. — tap to centre the map on it 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: The concentration of profits among the largest companies is a major secular trend that is unlikely to reverse. — tap to centre the map on it The concentration of profits among the largest companies is a major secular trend that is unlikely to reverse. Last stated 6 months ago
17 May 2026
JB
Josh Brown — holds since 2026-05-17 — tap for who they are
Same subject: TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. — tap to centre the map on it TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Numbers offer a false precision: which metrics you choose to look at, and whether a five percent rise is good, are both art rather than science. — tap to centre the map on it Numbers offer a false precision: which metrics you choose to look at, and whether a five percent rise is good, are both art rather than science. Last stated a year ago
21 Sept 2025
JZ
Julie Zhuo — holds since 2025-09-21 — tap for who they are
Same subject: AI misalignment is overhyped if one is thinking primarily about near term dangers. — tap to centre the map on it AI misalignment is overhyped if one is thinking primarily about near term dangers. Last stated a week ago
27 Oct 2026
ZM
Zvi Mowshowitz — holds since 2026-10-27 — tap for who they are
Same subject: The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares. — tap to centre the map on it The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares. Last stated 3 weeks ago
16 Oct 2026
BM
Brian Merchant — holds since 2026-10-16 — tap for who they are
Same subject: Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. — tap to centre the map on it Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: It is still really early, and people can probably wait on much of the agentic tooling. — tap to centre the map on it It is still really early, and people can probably wait on much of the agentic tooling. Last stated 6 months ago
19 May 2026
TG
Tommy Geoco — holds since 2026-05-19 — 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 a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. — tap to centre the map on it A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious. Last stated a year ago
23 Jul 2025
JS
Jon Sakoda — holds since 2025-07-23 — tap for who they are
Same subject: A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. — tap to centre the map on it A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support. Last stated 7 months ago
12 Apr 2026
ES
Evan Spiegel — holds since 2026-04-12 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 5 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. — tap to centre the map on it “Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now. Last stated 3 months ago
28 Jul 2026
BS
Blake Scholl — holds since 2026-07-28 — tap for who they are
Same subject: A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. — tap to centre the map on it A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero. Last stated 3 months ago
28 Jul 2026
SA
Sam Altman — holds since 2026-07-28 — tap for who they are
Same subject: A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. — tap to centre the map on it A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit. Last stated 5 months ago
9 Jun 2026
EK
Emily Kramer — holds since 2026-06-09 — tap for who they are
At the centre
The major trend is currently favoring atoms over bits, though there will be counter-trend rallies and rotations.
Holds 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.
Holds
The concentration of profits among the largest companies is a major secular trend that is unlikely to reverse.
Holds
TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer.
Holds
Numbers offer a false precision: which metrics you choose to look at, and whether a five percent rise is good, are both art rather than science.
Holds
AI misalignment is overhyped if one is thinking primarily about near term dangers.
Holds
The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares.
Holds
Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it.
Holds
It is still really early, and people can probably wait on much of the agentic tooling.
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
A big venture firm's edge is deploying capital into what is obviously working; a small firm's is backing a founder or idea that is not yet obvious.
Holds
A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
“Why now?” is the wrong question to make a founder answer — the honest answer can simply be that you started now.
Holds
A belief nobody else shares is a warning, and a belief everybody shares is also a warning; the right number of people who agree with you is small but not zero.
Holds
A billboard buys only short, shallow awareness, so it does not work for education or for a startup before product-market fit.
Holds