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← The San Francisco Bay Area holds an effective monopoly on top AI…
17 connected korrents · 17 moments from 1 Jun 2022 to 4 Nov 2026.
Everything filed under Silicon Valley
Silicon Valley
Everything filed under investing
investing
Everything filed under product management
product management
Everything filed under venture capital
venture capital
Everything filed under crypto
crypto
Everything filed under stock market
stock market
Everything filed under AI alignment
AI alignment
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 San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap. The San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap. Last stated 7 months ago
16 Apr 2026
EG
Elad Gil — holds since 2026-04-16 — tap for who they are
Same subject: Unicorn hubs tend to consolidate around specific industries. — tap to centre the map on it Unicorn hubs tend to consolidate around specific industries. Last stated 7 months ago
16 Apr 2026
EG
Elad Gil — holds since 2026-04-16 — tap for who they are
Same subject: It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area. — tap to centre the map on it It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area. Last stated yesterday
4 Nov 2026
GO
Gergely Orosz — holds since 2026-11-04 — tap for who they are
Same subject: The Bay Area's strength as a startup hub comes more from its culture than from its access to capital or expertise. — tap to centre the map on it The Bay Area's strength as a startup hub comes more from its culture than from its access to capital or expertise. Last stated 3 years ago
12 Feb 2024
AC
Andrew Chen — holds since 2024-02-12 — tap for who they are
Same subject: The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. — tap to centre the map on it The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Silicon Valley has too much cross-pollination, so its companies drift toward an equilibrium and end up recognizably similar. — tap to centre the map on it Silicon Valley has too much cross-pollination, so its companies drift toward an equilibrium and end up recognizably similar. Last stated 10 months ago
18 Jan 2026
TL
Tobias Lütke — holds since 2026-01-18 — tap for who they are
Same subject: Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. — tap to centre the map on it Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy. Last stated 2 months ago
6 Sept 2026
BC
Ben Carlson — holds since 2026-09-06 — tap for who they are
Same subject: There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. — tap to centre the map on it There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company. Last stated 5 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — 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: 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 founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 5 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — 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 contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. Last stated 2 weeks ago
21 Oct 2026
BD
Brad DeLong — holds since 2026-10-21 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company can run a product and a project operating model at the same time. — tap to centre the map on it A company can run a product and a project operating model at the same time. Last stated a year ago
27 Oct 2025
PW
Petra Wille — holds since 2025-10-27 — tap for who they are
Same subject: A company captured by ideology will produce useless products — tap to centre the map on it A company captured by ideology will produce useless products Last stated 3 years ago
8 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
At the centre
The San Francisco Bay Area holds an effective monopoly on top AI companies and talent, which will drive continued growth in its share of global unicorn market cap.
Holds Read this korrent →
Unicorn hubs tend to consolidate around specific industries.
Holds
It is possible that over 95% of developers globally spending more than $10,000 per month on AI are based in the Bay Area.
Holds
The Bay Area's strength as a startup hub comes more from its culture than from its access to capital or expertise.
Holds
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds
Silicon Valley has too much cross-pollination, so its companies drift toward an equilibrium and end up recognizably similar.
Holds
Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.
Holds
There is far less trade-off than people assume between a safer AI race and widely shared gains: a big lead can be held by a widely owned public company.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
A cash-flowing core business can fund long-term speculative R&D in a way no venture capitalist would ever support.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
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 contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar.
Holds
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Holds
A company can run a product and a project operating model at the same time.
Holds
A company captured by ideology will produce useless products
Holds