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← Under Pat Gelsinger, Intel is betting the farm on manufacturing and…
17 connected korrents · 18 moments from 1 Mar 1999 to 24 Sept 2026.
Everything filed under investing
investing
Everything filed under design
design
Everything filed under value investing
value investing 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: Under Pat Gelsinger, Intel is betting the farm on manufacturing and technology instead of taking the conservative route. Under Pat Gelsinger, Intel is betting the farm on manufacturing and technology instead of taking the conservative route. Last stated 4 years ago
29 Jul 2022
DP
Dylan Patel — holds since 2021-10-22 — tap for who they are
DP
Dylan Patel — no longer holds since 2022-07-29 — tap for who they are
Same subject: Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses. — tap to centre the map on it Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses. Last stated 4 weeks ago
24 Sept 2026
BC
Ben Carlson — holds since 2026-09-24 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — 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 is not thereby overpriced; the test is what revenues and margins that price actually requires. Last stated 11 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. — tap to centre the map on it A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. — tap to centre the map on it A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement. Last stated 2 months ago
21 Aug 2026
RD
Ray Dalio — holds since 2026-08-21 — tap for who they are
Same subject: A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. — tap to centre the map on it A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. — tap to centre the map on it A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — 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: A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face. — tap to centre the map on it A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face. Last stated 4 weeks ago
24 Sept 2026
MS
M.G. Siegler — holds since 2026-09-24 — tap for who they are
Same subject: A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart. — tap to centre the map on it A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart. Last stated a month ago
9 Sept 2026
EB
Ed Bayes — holds since 2026-09-09 — tap for who they are
Same subject: A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do. — tap to centre the map on it A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do. Last stated a year ago
12 May 2025
JZ
Julie Zhuo — holds since 2025-05-12 — tap for who they are
Same subject: A browser works better as a single window than as multiple separate windows. — tap to centre the map on it A browser works better as a single window than as multiple separate windows. Last stated a month ago
15 Sept 2026
CC
Chris Coyier — holds since 2026-09-15 — tap for who they are
Same subject: A design has to be kept simple for reliability and intellectual control, but nobody yet knows how to reach simplicity systematically. — tap to centre the map on it A design has to be kept simple for reliability and intellectual control, but nobody yet knows how to reach simplicity systematically. Last stated 28 years ago
1 Mar 1999
ED
Edsger W. Dijkstra — holds since 1999-03-01 — tap for who they are
Same subject: A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now. — tap to centre the map on it A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now. Last stated 3 months ago
29 Jul 2026
CD
Charlie Deets — holds since 2026-07-29 — tap for who they are
Same subject: A product's craft probably comes down to whether it works without pain and how it makes people feel. — tap to centre the map on it A product's craft probably comes down to whether it works without pain and how it makes people feel. Last stated a month ago
10 Sept 2026
RS
Robby Stein — holds since 2026-09-10 — tap for who they are
Same subject: A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow. — tap to centre the map on it A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow. Last stated 2 years ago
21 Feb 2025
TC
Thiago Costa — holds since 2025-02-21 — tap for who they are
Same subject: A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience. — tap to centre the map on it A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience. Last stated 11 months ago
18 Nov 2025
NE
Nat Eliason — holds since 2025-11-18 — tap for who they are
At the centre
Under Pat Gelsinger, Intel is betting the farm on manufacturing and technology instead of taking the conservative route.
No longer holds Read this korrent →
Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A company priced in the trillions is not thereby overpriced; the test is what revenues and margins that price actually requires.
Holds
A founder who does not know their own goal dies by a thousand compromises and ends up running a company they do not want to work at.
Holds
A government debt crisis is measurable and therefore visible well in advance; the diagnostic is mechanical rather than a matter of judgement.
Holds
A margin of safety means paying a discount deep enough that being wrong about what a company is worth still leaves you whole.
Holds
A margin only counts while you are still investing heavily, because cutting the investment raises this year's margin and lowers the long-term one.
Holds
A run of correct forecasts is not evidence of expertise, because among many forecasters some are right by chance.
Holds
A $1,299, 100-gram pair of slip-on glasses seems far more enticing than a $3,699, 700-gram headset strapped to the face.
Holds
A baby-step version of eval-driven design is to sketch out 10 to 20 hero flows and run the feature or interaction through them to see where it falls apart.
Holds
A blank chat box is lazy: it violates the first rule of a good user experience, that it is obvious what you can do.
Holds
A browser works better as a single window than as multiple separate windows.
Holds
A design has to be kept simple for reliability and intellectual control, but nobody yet knows how to reach simplicity systematically.
Holds
A designer's edge now is pulling things back, making them simpler and more understandable, because everyone can kind of execute right now.
Holds
A product's craft probably comes down to whether it works without pain and how it makes people feel.
Holds
A shadow in an interface implies a light source, so an elevated element needs a highlight where the light falls, not just a drop shadow.
Holds
A twist works best when it is discoverable on rewatch rather than achieved by directly misleading the audience.
Holds