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← Vertical farms were valued as technology companies when they are in…
17 connected korrents · 17 moments from 11 Jan 2021 to 2 Sept 2026.
Everything filed under startups
startups
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investing
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product management
Everything filed under Silicon Valley
Silicon Valley
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energy
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climate change
Everything filed under infrastructure
infrastructure
Everything filed under venture capital
venture capital
Everything filed under value investing
value investing
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innovation
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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: AI infrastructure companies that sell tools rather than drugs can become massive, highly valuable businesses in biotech. — tap to centre the map on it
AI infrastructure companies that sell tools rather than drugs can become massive, highly valuable businesses in biotech.
Last stated 11 months ago
23 Nov 2025
EH
Elliot Hershberg — holds since 2025-11-23 — 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 2 months ago
2 Sept 2026
AD
Aswath Damodaran — holds since 2026-09-02 — tap for who they are
Same subject: Venture capital decision-making runs more on subjective feelings than on objective substance. — tap to centre the map on it
Venture capital decision-making runs more on subjective feelings than on objective substance.
Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — 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 3 months 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 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: "Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work. — tap to centre the map on it
"Simplify onboarding" is an action, not a problem, and a roadmap line written that way will not work.
Last stated 2 years ago
19 Jan 2025
EV
Elena Verna — holds since 2025-01-19 — tap for who they are
Same subject: A company captured by ideology will produce useless products — tap to centre the map on it
A company captured by ideology will produce useless products
Last stated 3 years ago
8 Mar 2024
DH
David Heinemeier Hansson — holds since 2024-03-08 — tap for who they are
Same subject: A company needs someone with a product vision to recover — tap to centre the map on it
A company needs someone with a product vision to recover
Last stated 4 years ago
5 Nov 2022
DH
David Heinemeier Hansson — holds since 2022-11-05 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Last stated 10 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — 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 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: "Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely. — tap to centre the map on it
"Move fast and break things" is the wrong mantra when you are dealing with atoms; the job is to move fast and ship safely.
Last stated 3 months ago
3 Aug 2026
DD
Dmitri Dolgov — holds since 2026-08-03 — tap for who they are
Same subject: AI companies promote themselves around 'taste' because their products are unappealing outside tech circles. — tap to centre the map on it
AI companies promote themselves around 'taste' because their products are unappealing outside tech circles.
Last stated 7 months ago
26 Mar 2026
KC
Kyle Chayka — holds since 2026-03-26 — tap for who they are
Same subject: Algorithmic optimization can optimize people to be resentful and angry online — tap to centre the map on it
Algorithmic optimization can optimize people to be resentful and angry online
Last stated 5 years ago
15 Feb 2022
DH
David Heinemeier Hansson — holds since 2022-02-15 — 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 2015 to today — full is today a face: someone who holds the claim — tap it for who they are