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← The software sell-off may have been overdone in the short-term.

17 connected korrents · 17 moments from 25 Jul 2022 to 21 Oct 2026.

Everything filed under AI and jobs AI and jobs Everything filed under coding agents coding agents Everything filed under OpenAI OpenAI Everything filed under LLMs LLMs Everything filed under market efficiency market efficiency Everything filed under value investing value investing Everything filed under software performance software performance Everything filed under cybersecurity cybersecurity Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The software sell-off may have been overdone in the short-term. The software sell-off may have beenoverdone in the short-term. Last stated 7 months ago 30 Mar 2026 JB Josh Brown — holds since 2026-03-30 — tap for who they are Same subject: Demand for software will be extremely large precisely because software just got much cheaper to produce. — tap to centre the map on it Demand for software will beextremely large precisely becausesoftware just got much cheaper toproduce. Last stated 7 months ago 20 Mar 2026 AK Andrej Karpathy — holds since 2026-03-20 — tap for who they are Same subject: Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. — tap to centre the map on it Stocks sustained by persistentonline attention can stay overpricedfor long periods, so overvaluationalone does not imply a near-termcorrection. Last stated 4 years ago 25 Jul 2022 NS Noah Smith — holds since 2022-07-25 — tap for who they are Same subject: Software that is novel enough to be non-trivial to rebuild with an LLM, and priced within reason, will still be worth buying rather than building. — tap to centre the map on it Software that is novel enough to benon-trivial to rebuild with an LLM,and priced within reason, will stillbe worth buying rather thanbuilding. Last stated 5 months ago 31 May 2026 BL Brandur Leach — holds since 2026-05-31 — tap for who they are Same subject: A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires. — tap to centre the map on it A company priced in the trillions isnot thereby overpriced; the test iswhat revenues and margins that priceactually requires. Last stated 11 months ago 3 Dec 2025 AD Aswath Damodaran — holds since 2025-12-03 — tap for who they are Same subject: Concern about global energy demand from LLMs is overblown. — tap to centre the map on it Concern about global energy demandfrom LLMs is overblown. Last stated 8 months ago 17 Feb 2026 JB Jamie Brandon — holds since 2026-02-17 — tap for who they are Same subject: Speed was an available brand position because almost no software has ever been sold on the value proposition of being fast. — tap to centre the map on it Speed was an available brandposition because almost no softwarehas ever been sold on the valueproposition of being fast. Last stated 2 years ago 23 Mar 2025 RV Rahul Vohra — holds since 2025-03-23 — tap for who they are Same subject: Cyber insurance prices can be expected to rise somewhat, though why they have kept falling is far from obvious. — tap to centre the map on it Cyber insurance prices can beexpected to rise somewhat, thoughwhy they have kept falling is farfrom obvious. Last stated 2 months ago 6 Sept 2026 TC Tyler Cowen — holds since 2026-09-06 — tap for who they are Same subject: The industry is pretending today's coding agents are amazing when what they produce is slop, and some of that pretending is fundraising. — tap to centre the map on it The industry is pretending today'scoding agents are amazing when whatthey produce is slop, and some ofthat pretending is fundraising. Last stated a year ago 17 Oct 2025 AK Andrej Karpathy — holds since 2025-10-17 — tap for who they are Same subject: A company must cut half its engineers to pay for the other half's tokens, and that is what the layoffs are actually about. — tap to centre the map on it A company must cut half itsengineers to pay for the otherhalf's tokens, and that is what thelayoffs are actually about. Last stated 8 months ago 11 Mar 2026 SY Steve Yegge — holds since 2026-03-11 — tap for who they are Same subject: A home is an asset that is likely to perform poorly exactly when a person needs it most due to its correlation with local labor market shocks. — tap to centre the map on it A home is an asset that is likely toperform poorly exactly when a personneeds it most due to its correlationwith local labor market shocks. Last stated 3 months ago 30 Jul 2026 JD Jerusalem Demsas — holds since 2026-07-30 — tap for who they are Same subject: A labor market stuck in a low-hiring equilibrium will see employment decline outright unless hiring rates recover. — tap to centre the map on it A labor market stuck in a low-hiringequilibrium will see employmentdecline outright unless hiring ratesrecover. Last stated 10 months ago 11 Jan 2026 JP Joseph Politano — holds since 2026-01-11 — tap for who they are Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind ofsuperpower when you can work withClaude Code to figure things out. Last stated 7 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are Same subject: A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. — tap to centre the map on it A coding agent does not learn fromits mistakes the way a person does-- it repeats the same errorindefinitely unless a human noticesand writes it down. Last stated 7 months ago 25 Mar 2026 MZ Mario Zechner — holds since 2026-03-25 — tap for who they are Same subject: A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. — tap to centre the map on it A coding agent left to run over aweekend returns work that is halfgood, a quarter garbage and aquarter in need of repair. Last stated a year ago 18 Aug 2025 CB Clay Bavor — holds since 2025-08-18 — tap for who they are Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found withGPT-5.6 Sol will cause havoc thisweek. Last stated a week ago 21 Oct 2026 PS Peter Steinberger — holds since 2026-10-21 — tap for who they are Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are
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At the centre The software sell-off may have been overdone in the short-term. Last stated 30 Mar 2026 · 7 months ago Holds Josh Brown Read this korrent →