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← The thing worth finding is the exponential with the steepest curve…
17 connected korrents · 19 moments on record from 25 Jul 2022 to 4 Sept 2026.
Everything filed under Japan
Japan
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market efficiency
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semiconductors
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Silicon Valley
Everything filed under mathematics
mathematics 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 thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress. The thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress. Last stated a month ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. Last stated 11 months ago
17 Oct 2025
AK
Andrej Karpathy — holds since 2025-10-17 — tap for who they are
Same subject: An exponential feels like it cannot possibly keep going, which is exactly why people keep expecting AI progress to stop. — tap to centre the map on it An exponential feels like it cannot possibly keep going, which is exactly why people keep expecting AI progress to stop. Last stated 3 months ago
10 Jun 2026
MZ
Mark Zuckerberg — holds since 2026-06-10 — tap for who they are
Same subject: Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. — tap to centre the map on it Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. Last stated 3 months ago
10 Jun 2026
RD
Ray Dalio — holds since 2026-06-10 — tap for who they are
Same subject: The scaling curve really is S-shaped, but there are at least two cycles left in it, which means models sixteen times smarter and all knowledge work subsumed. — tap to centre the map on it The scaling curve really is S-shaped, but there are at least two cycles left in it, which means models sixteen times smarter and all knowledge work subsumed. Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. — tap to centre the map on it Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross. Last stated 3 months ago
27 May 2026
DR
Dax Raad — holds since 2026-05-27 — 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 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: It would be disappointing and surprising if the next five years of AI progress in mathematics produced no economically valuable improvements traceable to it. — tap to centre the map on it It would be disappointing and surprising if the next five years of AI progress in mathematics produced no economically valuable improvements traceable to it. Last stated 2 months ago
30 Jun 2026
GS
Grant Sanderson — holds since 2026-06-30 — tap for who they are
Same subject: AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard. — tap to centre the map on it AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard. Last stated 2 years ago
2 Feb 2025
AC
Ajeya Cotra — holds since 2023-08-29 — tap for who they are
SA
Scott Alexander — holds since 2022-09-12 — tap for who they are
MB
Miles Brundage — holds since 2025-02-02 — 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 persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction. Last stated 4 years ago
25 Jul 2022
NS
Noah Smith — holds since 2022-07-25 — tap for who they are
Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets less efficient at long horizons rather than more efficient. Last stated 2 years ago
3 Sept 2024
CA
Cliff Asness — holds since 2024-09-03 — tap for who they are
Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis is at best a very lossy heuristic Last stated 3 days ago
4 Sept 2026
NF
Nat Friedman — holds since 2026-09-04 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. — tap to centre the map on it Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country. Last stated 2 years ago
5 Sept 2024
BP
Brian Potter — holds since 2024-09-05 — tap for who they are
Same subject: Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. — tap to centre the map on it Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades. Last stated 9 months ago
11 Dec 2025
BP
Brian Potter — holds since 2025-12-11 — tap for who they are
At the centre
The thing worth finding is the exponential with the steepest curve that will run the longest — decades ago that was Moore’s law, and today it is AI progress.
Holds AW Alexandr WangRead this korrent →
We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it.
Holds
An exponential feels like it cannot possibly keep going, which is exactly why people keep expecting AI progress to stop.
Holds MZ Mark Zuckerberg
Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little.
Holds
The scaling curve really is S-shaped, but there are at least two cycles left in it, which means models sixteen times smarter and all knowledge work subsumed.
Holds SY Steve Yegge
Demand for inference may be growing exponentially while GPU production can only grow linearly, and the tightening happens where those two lines cross.
Holds
The real danger in AI-driven growth is geographic: 50% growth in and around Silicon Valley and business as usual everywhere else.
Holds DA Dario Amodei
It would be disappointing and surprising if the next five years of AI progress in mathematics produced no economically valuable improvements traceable to it.
Holds GS Grant Sanderson
AI progress is faster than people expect, and ordinary scaling can be enough to solve problems that looked very hard.
Holds AC Ajeya CotraSA Scott AlexanderMB Miles Brundage
Stocks sustained by persistent online attention can stay overpriced for long periods, so overvaluation alone does not imply a near-term correction.
Holds
Technology has made markets less efficient at long horizons rather than more efficient.
Holds
The efficient market hypothesis is at best a very lossy heuristic
Holds NF Nat Friedman
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Holds JH Jensen Huang
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds BP Brian Potter
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds AV Austin Vernon
Commercial shipbuilding keeps moving to whichever country has the cheapest labour, and America has never been that country.
Holds BP Brian Potter
Factory-built construction has not raised productivity: the countries that prefabricate most, Sweden and Japan, have had flat construction productivity for decades.
Holds BP Brian Potter