Tap a claim on the ring to put it at the centre.
← The real test for the AI-bubble is how much money will start flowing in from the non-tech business world outside.
17 connected korrents · 16 moments from 1 Jun 2022 to 29 Oct 2026.
Everything filed under investing
investing
Everything filed under energy
energy
Everything filed under stock market
stock market
Everything filed under data centers
data centers
Everything filed under venture capital
venture capital
Everything filed under America
America
Everything filed under SaaS
SaaS 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 test for the AI-bubble is how much money will start flowing in from the non-tech business world outside. The real test for the AI-bubble is how much money will start flowing in from the non-tech business world outside. Last stated 5 days ago
25 Oct 2026
BD
Brad DeLong — holds since 2026-10-25 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble. — tap to centre the map on it Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble. Last stated a year ago
21 Oct 2025
DC
Diane Coyle — holds since 2025-10-21 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: With winning AI companies raising billions, venture checks of tens of millions are no longer the relevant scale. — tap to centre the map on it With winning AI companies raising billions, venture checks of tens of millions are no longer the relevant scale. Last stated 8 months ago
15 Mar 2026
MA
Marc Andreessen — holds since 2026-03-15 — tap for who they are
Same subject: The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP. — tap to centre the map on it The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP. Last stated yesterday
29 Oct 2026
PK
Paul Krugman — holds since 2026-10-29 — tap for who they are
Same subject: AI companies appear to be absorbing entire industries, including many where indie hackers operate, and the 'SaaSpocalypse' is at least partly real. — tap to centre the map on it AI companies appear to be absorbing entire industries, including many where indie hackers operate, and the 'SaaSpocalypse' is at least partly real. Last stated 2 months ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: AI may finally allow testing whether or where people make more money by being good. — tap to centre the map on it AI may finally allow testing whether or where people make more money by being good. Last stated 2 months ago
8 Sept 2026
PG
Paul Graham — holds since 2026-09-08 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 10 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — 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
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: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. Last stated 2 months ago
9 Sept 2026
EA
Emily Atkin — holds since 2026-09-09 — tap for who they are
Same subject: "Energy essence personality" is as close as anyone can get to saying who or what Seth is — tap to centre the map on it "Energy essence personality" is as close as anyone can get to saying who or what Seth is
JR
Jane Roberts — holds since c. 1963–1970 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
The real test for the AI-bubble is how much money will start flowing in from the non-tech business world outside.
Holds Read this korrent →
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
Without reliable data on AI's uses and benefits, it is impossible to determine if it is a genuine transformation or a speculative bubble.
Holds
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds
With winning AI companies raising billions, venture checks of tens of millions are no longer the relevant scale.
Holds
The AI investment splurge will not be the biggest investment boom in U.S. history as a percentage of GDP.
Holds
AI companies appear to be absorbing entire industries, including many where indie hackers operate, and the 'SaaSpocalypse' is at least partly real.
Holds
AI may finally allow testing whether or where people make more money by being good.
Holds
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
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
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
"Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production.
Holds
"Energy essence personality" is as close as anyone can get to saying who or what Seth is
Last stated c. 1963–1970
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds