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← The schleps of building a payments company were repaid, because no…
17 connected korrents · 16 moments from 14 Mar 2019 to 6 Sept 2026.
Everything filed under startups
startups
Everything filed under investing
investing
Everything filed under product management
product management
Everything filed under venture capital
venture capital
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SaaS
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LLMs
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design
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open source
Everything filed under ideas vs execution
ideas vs execution 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 schleps of building a payments company were repaid, because no Stripe customer has ever turned out to be boring. The schleps of building a payments company were repaid, because no Stripe customer has ever turned out to be boring. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. — tap to centre the map on it A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough. — tap to centre the map on it AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough. Last stated 7 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: Being the host for one model company, with one massive customer, is not a business. — tap to centre the map on it Being the host for one model company, with one massive customer, is not a business. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Working at a company turns you into a power user, which is why pattern matching fails and even an experienced growth leader is wrong all the time. — tap to centre the map on it Working at a company turns you into a power user, which is why pattern matching fails and even an experienced growth leader is wrong all the time. Last stated a year ago
5 Oct 2025
AC
Albert Cheng — holds since 2025-10-05 — tap for who they are
Same subject: Every question about stalled growth reduces to whether the customer is actually getting the value you promised. — tap to centre the map on it Every question about stalled growth reduces to whether the customer is actually getting the value you promised. Last stated 9 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities. — tap to centre the map on it New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities. Last stated 8 years ago
14 Mar 2019
NA
Nadia Asparouhova — holds since 2019-03-14 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Last stated 3 months ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: None of the classic business moats are based on how hard the software is to make. — tap to centre the map on it None of the classic business moats are based on how hard the software is to make. Last stated 2 months ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — 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 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — 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 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
Same subject: A company needs someone with a product vision to recover — tap to centre the map on it A company needs someone with a product vision to recover Last stated 4 years ago
5 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-05 — 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 10 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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
At the centre
The schleps of building a payments company were repaid, because no Stripe customer has ever turned out to be boring.
Holds Read this korrent →
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
AI's business results are lagging because organisations have a low tolerance for non-determinism, not because the models are not good enough.
Holds
Being the host for one model company, with one massive customer, is not a business.
Holds
Working at a company turns you into a power user, which is why pattern matching fails and even an experienced growth leader is wrong all the time.
Holds
Every question about stalled growth reduces to whether the customer is actually getting the value you promised.
Holds
New licences are the wrong lever for paying maintainers: copyleft’s history shows terms companies ignore, and relicensing attempts get beaten back by their own communities.
Holds
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Holds
None of the classic business moats are based on how hard the software is to make.
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
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Holds
A company captured by ideology will produce useless products
Holds
A company needs someone with a product vision to recover
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 government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds