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← When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
8 connected korrents · 9 moments on record from 22 Mar 2025 to 24 Jun 2026.
Everything filed under the cloud
the cloud
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Read this korrent: When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it.
Last stated 2 months ago
24 Jun 2026
NE
NeetCode — holds since 2026-06-24 — tap for who they are
Same subject: Leaning on AI trades knowledge for speed, and the price may be a generation of programmers in which juniors stay juniors forever. — tap to centre the map on it
Leaning on AI trades knowledge for speed, and the price may be a generation of programmers in which juniors stay juniors…
Last stated a year ago
22 Mar 2025
TH
ThePrimeagen — holds since 2025-03-22 — tap for who they are
Same subject: Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. — tap to centre the map on it
Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one…
Last stated 9 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it
The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will…
Last stated 3 months ago
4 Jun 2026
PT
Phil Trammell — holds since 2026-06-04 — tap for who they are
Same subject: There is going to be a huge amount of societal pushback against AI, because technology leaders wrongly assume people adopt whatever ships. — tap to centre the map on it
There is going to be a huge amount of societal pushback against AI, because technology leaders wrongly assume people…
Last stated 4 months ago
26 Apr 2026
ES
Evan Spiegel — holds since 2026-04-26 — 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…
Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb. — tap to centre the map on it
The next constraint on AI adoption is not what the agents can do but how many of them a company can absorb.
Last stated 8 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — tap for who they are
Same subject: AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist. — tap to centre the map on it
AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added…
Last stated 9 months ago
3 Dec 2025
AD
Aswath Damodaran — holds since 2025-12-03 — tap for who they are
Same subject: AI will do to software what the cloud did: expand the market massively rather than crush the margins of the incumbent. — tap to centre the map on it
AI will do to software what the cloud did: expand the market massively rather than crush the margins of the…
Last stated 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: how recently it was last stated — full and dark this week, a faint sliver at five years a face: someone on record holding the claim — tap it for who they are