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← What destroys great companies is not competition but their own…
17 connected korrents · 18 moments on record from 7 Sept 2022 to 3 Sept 2026.
Everything filed under ambition
ambition
Everything filed under innovation
innovation
Everything filed under venture capital
venture capital
Everything filed under startups
startups
Everything filed under management
management 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: What destroys great companies is not competition but their own success, because the more golden the goose the greater the temptation to butcher it. What destroys great companies is not competition but their own success, because the more golden the goose the greater the temptation to butcher it. Last stated 4 months ago
10 May 2026
ER
Eric Ries — holds since 2026-05-10 — tap for who they are
Same subject: A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. — tap to centre the map on it A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised. Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: Commercial pressure and creative ambition point in the same direction, because the way to make an expensive game's money back is to make something great. — tap to centre the map on it Commercial pressure and creative ambition point in the same direction, because the way to make an expensive game's money back is to make something great. Last stated 10 months ago
31 Oct 2025
DH
Dan Houser — holds since 2025-10-31 — tap for who they are
Same subject: Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. — tap to centre the map on it Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium. Last stated 2 years ago
6 Mar 2025
AV
Austin Vernon — holds since 2025-03-06 — tap for who they are
Same subject: Companies do not have sufficient incentives to mitigate the major risks of AI, and competition between them is driving corner-cutting. — tap to centre the map on it Companies do not have sufficient incentives to mitigate the major risks of AI, and competition between them is driving corner-cutting. Last stated 2 years ago
15 Feb 2025
MB
Miles Brundage — holds since 2025-02-15 — 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: A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. — tap to centre the map on it A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at. Last stated 2 years ago
19 Jun 2024
AS
Aravind Srinivas — holds since 2024-06-19 — tap for who they are
Same subject: A company where nobody is willing to upset anybody ends up fighting for the mediocre, politically expedient idea instead of the best one. — tap to centre the map on it A company where nobody is willing to upset anybody ends up fighting for the mediocre, politically expedient idea instead of the best one. Last stated 4 weeks ago
14 Aug 2026
TK
Travis Kalanick — holds since 2026-08-14 — tap for who they are
Same subject: A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company. — tap to centre the map on it A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company. Last stated 5 months ago
1 Apr 2026
TP
Thuan Pham — holds since 2026-04-01 — tap for who they are
Same subject: A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. — tap to centre the map on it A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A society cannot morally be based on the way evolution works, even though competition is what drives innovation. — tap to centre the map on it A society cannot morally be based on the way evolution works, even though competition is what drives innovation. Last stated 4 years ago
7 Sept 2022
NL
Nick Lane — holds since 2022-09-07 — 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 a week ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — 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: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 5 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: AI is not a limited-time sale: the people furthest along are working harder than ever, and they need to stop harvesting dopamine as if it ends in two weeks. — tap to centre the map on it AI is not a limited-time sale: the people furthest along are working harder than ever, and they need to stop harvesting dopamine as if it ends in two weeks. Last stated 5 months ago
8 Apr 2026
DH
David Heinemeier Hansson — holds since 2026-04-08 — tap for who they are
Same subject: Aim for moonshots: they attract the best people, leave you the path to yourself, and even sixty to eighty percent of one is a terrific success. — tap to centre the map on it Aim for moonshots: they attract the best people, leave you the path to yourself, and even sixty to eighty percent of one is a terrific success. Last stated a year ago
5 Jun 2025
SP
Sundar Pichai — holds since 2025-06-05 — tap for who they are
Same subject: Always be learning, because work that is not teaching you is probably not on a path that leads to superlinear returns. — tap to centre the map on it Always be learning, because work that is not teaching you is probably not on a path that leads to superlinear returns. Last stated 3 years ago
1 Oct 2023
PG
Paul Graham — holds since 2023-10-01 — tap for who they are
At the centre
What destroys great companies is not competition but their own success, because the more golden the goose the greater the temptation to butcher it.
Holds ER Eric RiesRead this korrent →
A model company may face a winner's curse: it does all the hard innovation and is then one copy away from being commoditised.
Holds SN Satya Nadella
Commercial pressure and creative ambition point in the same direction, because the way to make an expensive game's money back is to make something great.
Holds DH Dan Houser
Making a commodity cheaply is a harder startup problem than making something valuable, because the product cannot carry a premium.
Holds AV Austin Vernon
Companies do not have sufficient incentives to mitigate the major risks of AI, and competition between them is driving corner-cutting.
Holds MB Miles Brundage
Technology companies are the wrong place to look for durable businesses, because someone is always building a better version.
Holds BA Bill Ackman
A startup does not have to set out to build the greatest business in history; a merely good business is a legitimate thing to aim at.
Holds AS Aravind Srinivas
A company where nobody is willing to upset anybody ends up fighting for the mediocre, politically expedient idea instead of the best one.
Holds TK Travis Kalanick
A company should manufacture fresh internal challenges for its best people, because the alternative is that they go and find those challenges at another company.
Holds TP Thuan Pham
A competitor six months or a year behind the frontier can stay close, because the cost of AI falls more than tenfold every year.
Holds JH Jensen Huang
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A society cannot morally be based on the way evolution works, even though competition is what drives innovation.
Holds NL Nick Lane
A company that grows enough eventually has no need for investors.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu Tan
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
AI is not a limited-time sale: the people furthest along are working harder than ever, and they need to stop harvesting dopamine as if it ends in two weeks.
Holds
Aim for moonshots: they attract the best people, leave you the path to yourself, and even sixty to eighty percent of one is a terrific success.
Holds
Always be learning, because work that is not teaching you is probably not on a path that leads to superlinear returns.
Holds