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← The real AI chokepoint being fought over is the developer stack, not the hardware.
17 connected korrents · 17 moments from 14 Dec 2023 to 14 Oct 2026. Nearly all of them are about semiconductors .
Everything filed under Google
Google
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government
Everything filed under code generation
code generation
Everything filed under data centers
data centers 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 real AI chokepoint being fought over is the developer stack, not the hardware. The real AI chokepoint being fought over is the developer stack, not the hardware. Last stated 3 weeks ago
14 Oct 2026
RR
Richard Rumelt — holds since 2026-10-14 — tap for who they are
Same subject: Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers. — tap to centre the map on it Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. — tap to centre the map on it A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. Last stated 8 months ago
5 Mar 2026
JP
Joseph Politano — holds since 2026-03-05 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 7 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: Agentic AI is becoming almost as big a CPU story as a GPU story. — tap to centre the map on it Agentic AI is becoming almost as big a CPU story as a GPU story. Last stated 6 months ago
24 Apr 2026
AJ
Andy Jassy — holds since 2026-04-24 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated a month ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: A company that is a genuine climate champion should not need to be forced into climate action. — tap to centre the map on it A company that is a genuine climate champion should not need to be forced into climate action. Last stated 2 months ago
19 Aug 2026
EA
Emily Atkin — holds since 2026-08-19 — tap for who they are
Same subject: A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. — tap to centre the map on it A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost. Last stated 7 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. — tap to centre the map on it A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: Agents are going to be incorporated into mainstream interfaces — tap to centre the map on it Agents are going to be incorporated into mainstream interfaces Last stated 7 months ago
25 Mar 2026
DH
David Heinemeier Hansson — holds since 2026-03-25 — tap for who they are
Same subject: As AI models' capabilities converge, the model itself is becoming less of a differentiator. — tap to centre the map on it As AI models' capabilities converge, the model itself is becoming less of a differentiator. Last stated 2 years ago
3 Apr 2025
NS
Nickey Skarstad — holds since 2025-04-03 — tap for who they are
Same subject: Chatbot interfaces are the wrong tool for meaningful coding work, because you are mostly hoping the model recalls the right answer and correcting it requires a human in the loop. — tap to centre the map on it Chatbot interfaces are the wrong tool for meaningful coding work, because you are mostly hoping the model recalls the right answer and correcting it requires a human in the loop. Last stated 9 months ago
5 Feb 2026
MH
Mitchell Hashimoto — holds since 2026-02-05 — tap for who they are
Same subject: Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it. — tap to centre the map on it Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model. — tap to centre the map on it Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model. Last stated 9 months ago
10 Feb 2026
JP
Joseph Politano — holds since 2026-02-10 — tap for who they are
Same subject: Frontier AI models are consolidating into an oligopoly held by a small number of large players. — tap to centre the map on it Frontier AI models are consolidating into an oligopoly held by a small number of large players. Last stated 3 years ago
21 Feb 2024
EG
Elad Gil — holds since 2024-02-21 — tap for who they are
At the centre
The real AI chokepoint being fought over is the developer stack, not the hardware.
Holds Read this korrent →
Google will never become NVIDIA's competitor, because it has never had the DNA to sell a product and its TPU, cloud, DeepMind and search teams serve different customers.
Holds
A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
Agentic AI is becoming almost as big a CPU story as a GPU story.
Holds
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
A company that is a genuine climate champion should not need to be forced into climate action.
Holds
A company's staff-engineer bar should be set against the best companies in the industry rather than against its own history, which is what makes title inflation a real cost.
Holds
A crewed rocket cannot be made safe by making the booster reliable, so the only real way to improve safety is to carry an escape system.
Holds
Agents are going to be incorporated into mainstream interfaces
Holds
As AI models' capabilities converge, the model itself is becoming less of a differentiator.
Holds
Chatbot interfaces are the wrong tool for meaningful coding work, because you are mostly hoping the model recalls the right answer and correcting it requires a human in the loop.
Holds
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.
Holds
Even if AI succeeds overall, a company could still be financially harmed if its customers switch en masse to a competitor's superior model.
Holds
Frontier AI models are consolidating into an oligopoly held by a small number of large players.
Holds