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← Vertical farms were valued as technology companies when they are in…
17 connected korrents · 16 moments on record from 3 Nov 2008 to 2 Sept 2026.
Everything filed under energy
energy
Everything filed under venture capital
venture capital
Everything filed under value investing
value investing
Everything filed under startups
startups
Everything filed under nuclear power
nuclear power
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Read this korrent: Vertical farms were valued as technology companies when they are in fact farms, which is why those valuations collapsed.
Vertical farms were valued as technology companies when they are in fact farms, which is why those valuations collapsed.
Last stated 3 years ago
3 Jul 2023
MG
Michael Grunwald — holds since 2023-07-03 — tap for who they are
Same subject: Vertical farming swaps a land problem for an energy problem, and the energy cost is what stops it feeding the world. — tap to centre the map on it
Vertical farming swaps a land problem for an energy problem, and the energy cost is what stops it feeding the world.
Last stated 2 years ago
5 Dec 2024
HR
Hannah Ritchie — holds since 2024-12-05 — tap for who they are
MG
Michael Grunwald — holds since 2023-07-03 — tap for who they are
Same subject: Vertical farms are not automatically better for the climate than farming outdoors. — tap to centre the map on it
Vertical farms are not automatically better for the climate than farming outdoors.
Last stated 2 years ago
5 Dec 2024
HR
Hannah Ritchie — holds since 2024-12-05 — tap for who they are
Same subject: Venture capitalists are judged on the price they entered and exited at, not on the quality of the business they built. — tap to centre the map on it
Venture capitalists are judged on the price they entered and exited at, not on the quality of the business they built.
Last stated 5 days ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: The value-versus-growth distinction does not serve investors well in a fast-changing world. — tap to centre the map on it
The value-versus-growth distinction does not serve investors well in a fast-changing world.
Last stated 6 years ago
11 Jan 2021
HM
Howard Marks — holds since 2021-01-11 — tap for who they are
Same subject: The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn. — tap to centre the map on it
The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn.
Last stated a month ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage. — tap to centre the map on it
What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage.
Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. — tap to centre the map on it
Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them.
Last stated 4 weeks ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: Technology companies are the wrong place to look for durable businesses, because someone is always building a better version. — tap to centre the map on it
Technology companies are the wrong place to look for durable businesses, because someone is always building a better version.
Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — 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
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it
A company that grows enough eventually has no need for investors.
Last stated 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Last stated 2 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Last stated a year ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both. — tap to centre the map on it
Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both.
Last stated 18 years ago
3 Nov 2008
DM
David MacKay — holds since 2008-11-03 — tap for who they are
Same subject: Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset. — tap to centre the map on it
Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset.
Last stated 3 weeks ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2008 to today (stretched back to the oldest claim here) — full is today a face: someone on record holding the claim — tap it for who they are
At the centre
Vertical farms were valued as technology companies when they are in fact farms, which is why those valuations collapsed.
Last stated 3 Jul 2023 · 3 years ago
Holds MG Michael Grunwald
Read this korrent →
Similar wording
Vertical farming swaps a land problem for an energy problem, and the energy cost is what stops it feeding the world.
Last stated 5 Dec 2024 · 2 years ago
Holds HR Hannah RitchieMG Michael Grunwald
Similar wording
Vertical farms are not automatically better for the climate than farming outdoors.
Last stated 5 Dec 2024 · 2 years ago
Holds HR Hannah Ritchie
Similar wording
Venture capitalists are judged on the price they entered and exited at, not on the quality of the business they built.
Last stated 2 Sept 2026 · 5 days ago
Holds AD Aswath Damodaran
Similar wording
The value-versus-growth distinction does not serve investors well in a fast-changing world.
Last stated 11 Jan 2021 · 6 years ago
Holds HM Howard Marks
Similar wording
The technology a company is founded on can be exactly wrong and still not matter, so long as the founders confront reality and can learn.
Last stated 26 Jul 2026 · a month ago
Holds JH Jensen Huang
Similar wording
What decides a country's fortunes is not owning the leading sector but using the leading technology to create its own comparative advantage.
Last stated 12 Nov 2025 · 10 months ago
Holds SN Satya Nadella
Similar wording
Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them.
Last stated 11 Aug 2026 · 4 weeks ago
Holds RG Ryan Greenblatt
Similar wording
Technology companies are the wrong place to look for durable businesses, because someone is always building a better version.
Last stated 20 Feb 2024 · 3 years ago
Holds BA Bill Ackman
Same subject: energy
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Last stated 30 Jun 2026 · 2 months ago
Holds CS Chris Smaje
Same subject: energy
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 4 Jun 2026 · 3 months ago
Holds AI Alex Imas
Same subject: energy
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 30 Jun 2026 · 2 months ago
Holds CS Chris Smaje
Same subject: venture capital
A company that grows enough eventually has no need for investors.
Last stated 1 Sept 2026 · 6 days ago
Holds Paul Graham
Same subject: venture capital
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Last stated 18 Jul 2026 · 2 months ago
Holds Pieter Levels
Same subject: venture capital
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Last stated 18 Jun 2026 · 3 months ago
Holds LT Lip-Bu Tan
Same subject: nuclear power
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Last stated 6 Apr 2025 · a year ago
Holds MH Molson Hart
Same subject: nuclear power
Europe cannot meet its energy needs from renewables alone and will need nuclear power, solar power from deserts elsewhere, or both.
Last stated 3 Nov 2008 · 18 years ago
Holds DM David MacKay
Same subject: nuclear power
Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset.
Last stated 15 Aug 2026 · 3 weeks ago
Holds IT Isaiah Taylor