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← The market place of ideas isn't perfectly efficient or perfectly rational
17 connected korrents · 18 moments from 4 Feb 2020 to 27 Sept 2026.
Everything filed under AI and science
AI and science
Everything filed under ideas vs execution
ideas vs execution
Everything filed under LLMs
LLMs
Everything filed under market efficiency
market efficiency
Everything filed under investing
investing
Everything filed under innovation
innovation
Everything filed under product management
product management
Everything filed under ambition
ambition 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 market place of ideas isn't perfectly efficient or perfectly rational The market place of ideas isn't perfectly efficient or perfectly rational Last stated 2 years ago
8 Jun 2024
DH
David Heinemeier Hansson — holds since 2024-06-08 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 4 weeks ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: A good idea often fails to spread not for lack of merit but because no convenient way exists to implement it. — tap to centre the map on it A good idea often fails to spread not for lack of merit but because no convenient way exists to implement it. Last stated 4 months ago
7 Jun 2026
SR
Scott Rao — holds since 2026-06-07 — tap for who they are
Same subject: For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. — tap to centre the map on it For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious. Last stated 4 weeks ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — tap for who they are
Same subject: The claim that passive investing has made markets less efficient is overwrought. — tap to centre the map on it The claim that passive investing has made markets less efficient is overwrought. Last stated 3 months ago
18 Jun 2026
AD
Aswath Damodaran — holds since 2026-06-18 — tap for who they are
Same subject: The stock of useful scientific knowledge is bounded rather than endless. — tap to centre the map on it The stock of useful scientific knowledge is bounded rather than endless. Last stated 6 years ago
20 Jun 2020
JR
José Luis Ricón — holds since 2020-06-20 — tap for who they are
Same subject: Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. — tap to centre the map on it Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it. Last stated 5 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — tap for who they are
Same subject: Thinking harder about a decision has diminishing returns because reality is inherently unknowable. — tap to centre the map on it Thinking harder about a decision has diminishing returns because reality is inherently unknowable. Last stated 5 years ago
22 Feb 2022
NN
Neel Nanda — holds since 2022-02-22 — tap for who they are
Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. Last stated 9 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. Last stated 3 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. — tap to centre the map on it A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved. Last stated 2 months ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck. — tap to centre the map on it A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck. Last stated 2 years ago
17 Sept 2024
AT
Alex Telford — holds since 2024-09-17 — tap for who they are
Same subject: A film's script and direction must be of a sufficient quality to support its complex plot. — tap to centre the map on it A film's script and direction must be of a sufficient quality to support its complex plot. Last stated 5 days ago
27 Sept 2026
JS
John Scalzi — holds since 2026-09-27 — tap for who they are
Same subject: A loosely plotted, anarchic novel requires a correspondingly loose, unplanned writing process to produce it. — tap to centre the map on it A loosely plotted, anarchic novel requires a correspondingly loose, unplanned writing process to produce it. Last stated 4 weeks ago
7 Sept 2026
LM
Lincoln Michel — holds since 2026-09-07 — tap for who they are
Same subject: A compound's AI origin story is not by itself a reason to expect it to do better in the clinic. — tap to centre the map on it A compound's AI origin story is not by itself a reason to expect it to do better in the clinic. Last stated 2 years ago
13 May 2024
DL
Derek Lowe — holds since 2024-05-13 — tap for who they are
Same subject: A computational method can regularly predict protein structures with atomic accuracy even when no similar structure is known. — tap to centre the map on it A computational method can regularly predict protein structures with atomic accuracy even when no similar structure is known. Last stated 5 years ago
15 Jul 2021
DH
Demis Hassabis — holds since 2021-07-15 — tap for who they are
Same subject: A paper reporting an AI-generated molecule must publish the model's entire training set in detail, or the result cannot be judged. — tap to centre the map on it A paper reporting an AI-generated molecule must publish the model's entire training set in detail, or the result cannot be judged. Last stated 7 years ago
4 Feb 2020
DL
Derek Lowe — holds since 2020-02-04 — tap for who they are
At the centre
The market place of ideas isn't perfectly efficient or perfectly rational
Holds Read this korrent →
The efficient market hypothesis is at best a very lossy heuristic
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
A good idea often fails to spread not for lack of merit but because no convenient way exists to implement it.
Holds
For investors today, the idea not worth engaging with is the one that is too small, where it used to be the one that was too ambitious.
Holds
The claim that passive investing has made markets less efficient is overwrought.
Holds
The stock of useful scientific knowledge is bounded rather than endless.
Holds
Distribution, not product-market fit, is the hard part of consumer technology, and almost nobody spends enough time on it.
Holds
Thinking harder about a decision has diminishing returns because reality is inherently unknowable.
Holds
A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI.
Holds
A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to.
Holds
A child who has seen ten cats learns what a machine needs the whole internet of cat photos for, by a learning pathway nobody has solved.
Holds
A computational discovery platform does not make a biotech fast, because the thousand other steps of drug development are still the bottleneck.
Holds
A film's script and direction must be of a sufficient quality to support its complex plot.
Holds
A loosely plotted, anarchic novel requires a correspondingly loose, unplanned writing process to produce it.
Holds
A compound's AI origin story is not by itself a reason to expect it to do better in the clinic.
Holds
A computational method can regularly predict protein structures with atomic accuracy even when no similar structure is known.
Holds
A paper reporting an AI-generated molecule must publish the model's entire training set in detail, or the result cannot be judged.
Holds