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← Today's AI boom will end the way the dot-com boom did — consolidation,…

17 connected korrents · 15 moments from 7 May 2024 to 14 Oct 2026.

Everything filed under AI alignment AI alignment Everything filed under LLMs LLMs Everything filed under AGI AGI Everything filed under AI agents AI agents Everything filed under stock market stock market Everything filed under AI and jobs AI and jobs Everything filed under data centers data centers Everything filed under OpenAI OpenAI Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which. Today's AI boom will end the way thedot-com boom did — consolidation, a waveof failures and a few genuinely greatcompanies — and customers, not argument,will decide which is which. Last stated 7 months ago 1 Apr 2026 TP Thuan Pham — holds since 2026-04-01 — tap for who they are Same subject: The AI build-out will end the way the internet did: a couple of Amazons, and a long list of companies that go sideways or disappear. — tap to centre the map on it The AI build-out will end the waythe internet did: a couple ofAmazons, and a long list ofcompanies that go sideways ordisappear. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: The AI companies' strategies will converge, because as AI grows more powerful it becomes clearer to everyone what the strategy should be. — tap to centre the map on it The AI companies' strategies willconverge, because as AI grows morepowerful it becomes clearer toeveryone what the strategy shouldbe. Last stated 11 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb. — tap to centre the map on it The next constraint on AI adoptionis not what the agents can do buthow many of them a company canabsorb. Last stated 10 months ago 1 Jan 2026 JL Jason Lemkin — holds since 2026-01-01 — tap for who they are Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easierfor ordinary people to index more ofthe economy will resume, and AIitself will help by cutting the costof going public. Last stated 5 months ago 4 Jun 2026 PT Phil Trammell — holds since 2026-06-04 — tap for who they are Same subject: Interacting AI agents or algorithms risk pushing each other into a Black-Monday-style cascading failure. — tap to centre the map on it Interacting AI agents or algorithmsrisk pushing each other into aBlack-Monday-style cascadingfailure. Last stated 2 months ago 31 Aug 2026 RK Rohit Krishnan — holds since 2026-08-31 — tap for who they are Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it Even with human-like learners,competition will split the AI marketinto specialised niches rather thanhand it to one company. Last stated 11 months ago 25 Nov 2025 IS Ilya Sutskever — holds since 2025-11-25 — tap for who they are Same subject: The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse. — tap to centre the map on it The current tech layoffs arepandemic over-hiring correctingitself, with AI as the convenientexcuse. Last stated 2 months ago 26 Aug 2026 DH David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are Same subject: Nervous credit-market sentiment around the AI datacenter buildout could suddenly reverse and collapse the boom. — tap to centre the map on it Nervous credit-market sentimentaround the AI datacenter buildoutcould suddenly reverse and collapsethe boom. Last stated a month ago 16 Sept 2026 BD Brad DeLong — holds since 2026-09-16 — tap for who they are Same subject: A company that uses an algorithm to nudge customers into behavior that isn't good for them is doing something bad. — tap to centre the map on it A company that uses an algorithm tonudge customers into behavior thatisn't good for them is doingsomething bad. Last stated a year ago 7 Oct 2025 MM Mr. Money Mustache — holds since 2025-10-07 — tap for who they are Same subject: A control evaluation that reports under one per cent risk should be read as several per cent, because the evaluation can itself fail. — tap to centre the map on it A control evaluation that reportsunder one per cent risk should beread as several per cent, becausethe evaluation can itself fail. Last stated 2 years ago 7 May 2024 BS Buck Shlegeris — holds since 2024-05-07 — tap for who they are Same subject: A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. — tap to centre the map on it A feedback loop that reinforces abehavior pulls it toward whateverimproves the loop's own score. Last stated 2 months ago 26 Aug 2026 HK Henrik Karlsson — holds since 2026-08-26 — tap for who they are Same subject: A badly written AI outbound email is evidence of a bad vendor, not of a limit of AI. — tap to centre the map on it A badly written AI outbound email isevidence of a bad vendor, not of alimit of AI. Last stated 10 months ago 1 Jan 2026 JL Jason Lemkin — holds since 2026-01-01 — tap for who they are Same subject: A bigger context window does not give you a smarter model; the intelligence of the model is what decides how much of that window it can actually attend to. — tap to centre the map on it A bigger context window does notgive you a smarter model; theintelligence of the model is whatdecides how much of that window itcan actually attend to. Last stated 3 months ago 15 Jul 2026 DH Dex Horthy — holds since 2026-07-15 — tap for who they are Same subject: A body of publications is easy for AI models to consume via pretraining corpora but cumbersome for most humans due to CAPTCHAs, accounts, and paywalls. — tap to centre the map on it A body of publications is easy forAI models to consume via pretrainingcorpora but cumbersome for mosthumans due to CAPTCHAs, accounts,and paywalls. Last stated a month ago 17 Sept 2026 PC Patrick Collison — holds since 2026-09-17 — tap for who they are Same subject: Agent containment will be one of the most important priorities for any AI infra company. — tap to centre the map on it Agent containment will be one of themost important priorities for any AIinfra company. Last stated a week ago 14 Oct 2026 GR Guillermo Rauch — holds since 2026-10-14 — tap for who they are Same subject: By 2027, open-weight AI models more powerful than today's frontier systems will be downloadable by any country or well-resourced non-state group. — tap to centre the map on it By 2027, open-weight AI models morepowerful than today's frontiersystems will be downloadable by anycountry or well-resourced non-stategroup. Last stated 2 months ago 19 Aug 2026 DT Derek Thompson — holds since 2026-08-19 — tap for who they are Same subject: The biggest failure in the HuggingFace hack incident was that the AI models involved were severely misaligned. — tap to centre the map on it The biggest failure in theHuggingFace hack incident was thatthe AI models involved were severelymisaligned. Last stated 2 months ago 29 Aug 2026 ZM Zvi Mowshowitz — holds since 2026-08-29 — tap for who they are
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At the centre Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which. Last stated 1 Apr 2026 · 7 months ago Holds Thuan Pham Read this korrent →