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← Token prices have stayed flat because labs deliberately kept models…
17 connected korrents · 15 moments on record from 15 Oct 2019 to 26 Aug 2026.
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semiconductors 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: Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles. Last stated 4 weeks ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. — tap to centre the map on it An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. — tap to centre the map on it Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token. Last stated 7 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts. — tap to centre the map on it Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts. Last stated 2 months ago
15 Jul 2026
DH
Dex Horthy — holds since 2026-07-15 — tap for who they are
Same subject: Nobody wants a slow model, which is why labs will not trade inference speed for cheaper memory even though they easily could. — tap to centre the map on it Nobody wants a slow model, which is why labs will not trade inference speed for cheaper memory even though they easily could. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The case for sweating every line of code was premised on humans doing the modifications, and it now survives only because tokens are scarce. — tap to centre the map on it The case for sweating every line of code was premised on humans doing the modifications, and it now survives only because tokens are scarce. Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family. — tap to centre the map on it Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. — tap to centre the map on it Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much. — tap to centre the map on it AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much. Last stated a month ago
26 Jul 2026
DH
David Heinemeier Hansson — holds since 2026-07-26 — tap for who they are
Same subject: AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck. — tap to centre the map on it AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck. Last stated 5 months ago
22 Apr 2026
MK
Martin Kleppmann — holds since 2026-04-22 — tap for who they are
Same subject: Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone. — tap to centre the map on it Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone. Last stated 7 years ago
15 Oct 2019
DS
Derek Sivers — holds since 2019-10-15 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — 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 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
Token prices have stayed flat because labs deliberately kept models smaller than expected in order to get more experimental cycles.
Holds RG Ryan GreenblattRead this korrent →
An AI as good as a top researcher will not be priced like one, because it competes against the other labs rather than against humans.
Holds CH Casey Handmer
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds DP Dylan Patel
Not every token is worth the same amount, so AI will be sold by results and by the hour as well as by the token.
Holds DA Dario Amodei
Maxing out your token usage is optimising one node of the factory for utilisation instead of the end-to-end goal of shipping value that is stable and lasts.
Holds DH Dex Horthy
Nobody wants a slow model, which is why labs will not trade inference speed for cheaper memory even though they easily could.
Holds DP Dylan Patel
The case for sweating every line of code was premised on humans doing the modifications, and it now survives only because tokens are scarce.
Holds
Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family.
Holds SN Satya Nadella
Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue.
Holds JH Jensen Huang
AI acceleration threatens 'less software': without the constraint of scarce hours, even 37signals will likely build too much.
Holds
AI-written code makes formal proof necessary, because human review of all that generated code becomes the bottleneck.
Holds MK Martin Kleppmann
Code and files generated by tools are pollution: hand-writing them is worth the effort because the bloat slows everything down for everyone.
Holds
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje