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← The sell-side analysts making HyperScaler forecasts may lack detailed…
17 connected korrents · 17 moments from 9 Aug 2022 to 21 Sept 2026.
Everything filed under data centers
data centers
Everything filed under the cloud
the cloud
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investing
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Silicon Valley
Everything filed under LLMs
LLMs
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SaaS
Everything filed under semiconductors
semiconductors
Everything filed under startups
startups 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 sell-side analysts making HyperScaler forecasts may lack detailed understanding of the technology and its deployment. The sell-side analysts making HyperScaler forecasts may lack detailed understanding of the technology and its deployment. Last stated a month ago
21 Sept 2026
BD
Brad DeLong — holds since 2026-09-21 — tap for who they are
Same subject: Some of the other AI companies have not written down the spreadsheet — they are committing hundreds of billions without understanding the risk. — tap to centre the map on it Some of the other AI companies have not written down the spreadsheet — they are committing hundreds of billions without understanding the risk. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. — tap to centre the map on it A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance. Last stated 4 years ago
9 Aug 2022
GK
Gary Klein — holds since 2022-08-09 — tap for who they are
Same subject: There is an underserved market for tools that help people understand what is being built, rather than pump out more tokens, though it is hard to market. — tap to centre the map on it There is an underserved market for tools that help people understand what is being built, rather than pump out more tokens, though it is hard to market. Last stated 2 months ago
3 Sept 2026
BV
Ben Vinegar — holds since 2026-09-03 — tap for who they are
Same subject: There will be no single best model but a market of them, the way the database market split into analytics stores and transactional stores. — tap to centre the map on it There will be no single best model but a market of them, the way the database market split into analytics stores and transactional stores. Last stated a year ago
18 Aug 2025
BT
Bret Taylor — holds since 2025-08-18 — tap for who they are
Same subject: It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. — tap to centre the map on it It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. Last stated 10 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. — tap to centre the map on it The semiconductor supply chain will underbuild not because it cannot expand but because nobody in it believes the demand is real. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. — tap to centre the map on it A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. — tap to centre the map on it Telling your investors after a Series A that you are going to vibe-code your own purchasing system is contrarian enough that any reasonable board would question it. Last stated 3 months ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: Default cloud backup has quietly put a copy of nearly everyone’s private papers in a few data centres, and that is a surveillance weapon. — tap to centre the map on it Default cloud backup has quietly put a copy of nearly everyone’s private papers in a few data centres, and that is a surveillance weapon. Last stated 4 years ago
7 Dec 2022
MG
Matthew Green — holds since 2022-12-07 — tap for who they are
Same subject: Developers will care about hardware again as companies move away from cloud services — tap to centre the map on it Developers will care about hardware again as companies move away from cloud services Last stated 4 years ago
26 Jan 2023
DH
David Heinemeier Hansson — holds since 2023-01-26 — tap for who they are
Same subject: The current AI data-center buildout is the biggest and fastest-growing infrastructure project in living memory. — tap to centre the map on it The current AI data-center buildout is the biggest and fastest-growing infrastructure project in living memory. Last stated 2 months ago
11 Aug 2026
DT
Derek Thompson — holds since 2026-08-11 — tap for who they are
Same subject: The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. — tap to centre the map on it The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 4 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. Last stated 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. — tap to centre the map on it A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: AI data centers are resulting in lower electricity prices for consumers. — tap to centre the map on it AI data centers are resulting in lower electricity prices for consumers. Last stated a month ago
14 Sept 2026
EM
Elon Musk — holds since 2026-09-14 — tap for who they are