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← The public markets may cause the late-stage private markets to begin valuing companies based on margins.
17 connected korrents · 17 moments from 2 Dec 2016 to 21 Oct 2026.
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Everything filed under cybersecurity
cybersecurity 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 public markets may cause the late-stage private markets to begin valuing companies based on margins. The public markets may cause the late-stage private markets to begin valuing companies based on margins. Last stated 7 years ago
29 Sept 2019
FW
Fred Wilson — holds since 2019-09-29 — 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 model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. — tap to centre the map on it The model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 11 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — 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: It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. — tap to centre the map on it It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market. Last stated 10 years ago
2 Dec 2016
MB
Michael Batnick — holds since 2016-12-02 — 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 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Once a company is public, its stock trades on expected future value, not on how it went public. — tap to centre the map on it Once a company is public, its stock trades on expected future value, not on how it went public. Last stated 6 years ago
24 Aug 2020
BG
Bill Gurley — holds since 2020-08-24 — tap for who they are
Same subject: Cyber insurance prices can be expected to rise somewhat, though why they have kept falling is far from obvious. — tap to centre the map on it Cyber insurance prices can be expected to rise somewhat, though why they have kept falling is far from obvious. Last stated 2 months ago
6 Sept 2026
TC
Tyler Cowen — holds since 2026-09-06 — tap for who they are
Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 2 months ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable, specific instructions that augments what Claude Code can do. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated a week ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. — tap to centre the map on it A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact. Last stated 9 months ago
12 Feb 2026
AK
Andrej Karpathy — holds since 2026-02-12 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
At the centre
The public markets may cause the late-stage private markets to begin valuing companies based on margins.
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 model companies' margins will rise this year, because being capacity-constrained forces them to destroy their own demand.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
It may be more difficult to endure prolonged periods of underperformance while the rest of the world is performing well than it is to stay in stocks through a bear market.
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
Once a company is public, its stock trades on expected future value, not on how it went public.
Holds
Cyber insurance prices can be expected to rise somewhat, though why they have kept falling is far from obvious.
Holds
"I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out.
Holds
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A skill is a set of repeatable, specific instructions that augments what Claude Code can do.
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
A tiny language model inventing a plausible-sounding name is the same phenomenon as a large one confidently stating a false fact.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds