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20 September
19 September
18 September
17 September
16 September
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korrents.com
In the Title IX debate, conservatives are the side seeking to shrink funding and opportunities for girls' sports.Their words
And the broader Title IX fight is a classic left/right political battle, where conservatives just want to shrink opportunities and funding for girls' sports.
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Their words
If the useful life of an NVIDIA H100-vintage cluster turns out to really be three years rather than six, the capex cycle's economics invert, and the leverage that looked prudent looks reckless.
15 September
14 September
13 September
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Their words
Now recently the U.S. economy has experienced a huge positive shock to its Intelligence, with more to come. The core prediction is that this increases marginal returns, employment, and real wages in the Polanyi knowledge sector.
A simple model of AI-aided economic growthmarginalrevolution.com
11 September
10 September
9 September
8 September
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Their words
We are at a point metallurgically where video games were at the start of the last console generation-upgrades aren't necessarily noticeable based on specs alone. And noticeable improvements require a huge increase in resources.
7 September
6 September
4 September
3 September
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Their words
We are going to keep doing this ‘omg the new Chinese model is so good, America is cooked’ cycle for a while. Best get used to it.
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korrents.com
A coding-agent company should not train its own model: it has to stay neutral ground for models to compete on.Their words
people ask us if we'll train our own model and the answer currently is no 1. we are too dumb to 2. there's plenty of other well funded efforts 3. we need to remain a neutral ground for models to battle
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korrents.com
Saving dominates returns early in a career and returns dominate saving later, because compounding is back-loaded.Their words
How much you save has a far greater impact than your investments early on in your career. But as your portfolio grows, investment returns swamp your savings because of the wonders of compounding.
How to Invest When Your Portfolio Gets Biggerawealthofcommonsense.com
31 August
30 August
27 August
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Their words
What we do know from economics, is that trajectories of technological development are often associated with increasing returns.
25 August
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korrents.com
A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.Their words
Because if you can’t handle standard market cycles, then you don’t have a portfolio, you have a bet.
Why I Was Wrong to Be Bearish on U.S. Stocksofdollarsanddata.com
24 August
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korrents.com
Investing in relationships yields better returns than investing in speculative assets like crypto.Their words
Investing into relationships is a better deal than investing into crypto.
21 August
From one piece How Countries Go Broke: The Dynamic Behind What is Happening Now 2 beliefs · raydalio.substack.com
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Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
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Their words
Because one can measure these things, one can monitor this debt dynamic happening, so it’s easy to see problems approaching. I’ve used this diagnostic process in my investing and I’ve kept it to myself, but I’m now explaining it in detail in How Countries Go Broke: The Big Cycle because it is too important to keep to myself.
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Their words
The way to win at capitalism is to focus on what it actually does (make customers' lives better) rather than the socialist caricature of it (squeeze every penny out of them). The latter gets you 2x returns at best, whereas making new things for people can get you 10x.
18 August
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korrents.com
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.Their words
If China can land humans on the Moon before the United States returns, it will represent a huge geopolitical win.
17 August
7 August
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Their words
This is a little bit different than actually literally I vector centrality but it's very similar and so we call this technique IGEN reviews and I've become convinced that this is more or less the right way to do performance reviews.
3 August
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Their words
And that's why every hype cycle produces a wave of absolutely spectacular demos and very few real products. And the recurring mistake of every cycle is spending on the demo when you should be saving for the nines.
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Their words
Looking at the results and capabilities from the various labs over the past few weeks I would say we are firmly in this loop now.
30 July
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korrents.com
When agents do the building, the scarce skill is taste: choosing which problem is worth the time at all.Their words
Yeah, I mean I think it's really having incredibly good taste in what you ask your agents to work on, right? That is the the crux of you know from my background uh a research problem. You know, a researcher can have all the tools and all the techniques, but often most of the battle is what problem are you gonna spend your time on?
28 July
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Their words
I think startups tend to win when um the sort of like technology landscape is moving very quickly. uh when costs are coming down when cycle times are short and all of those things are happening right now.
18 July
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korrents.com
Pushing an LLM's reasoning budget higher eventually yields diminishing returns and becomes uneconomical.Their words
This saturation can be seen more clearly for the GPT 5.6 Sol model, which also shows that increasing reasoning budgets can become uneconomical at some point.
Controlling Reasoning Effort in LLMsmagazine.sebastianraschka.com
12 July
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Their words
new laws are like code that is pushed live to production without even being read (let alone tested), often in the face of tremendous opposition, affecting millions of citizens, with minimal monitoring to ensure they’re producing the desired results, an extremely slow customer feedback cycle, and few ways to truly opt out.
7 July
26 June
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korrents.com
Evaluating a model properly would mean delaying its release, and competitive pressure means no lab will.Their words
It's actually very difficult because, yeah, you would have to the only way to to really do the evaluations is then delay the model release cycle. Um and you know there's a lot of competitive pressure right now to not do that.
21 June
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korrents.com
Generative AI systems have no built-in drive toward truth and accuracy, unlike people or institutions.Their words
Generative AI has no internal, designed momentum towards truth and accuracy (beyond the absurdly diminishing returns of energy-hungry multi-layered LLMs), but a person or an institution can (and should).
18 June
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korrents.com
Active investing collectively drags down portfolio returns, and the evidence leaves almost no counter-argument.Their words
there is almost no counter to the argument that active investing collectively creates a drag on portfolio performance
9 June
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Their words
the investor community writ large has slowly become aware of and believes it strongly in increasing returns and power laws. And so over time, if they all believe that, they're going to be more willing to invest on the come and take risk.
8 June
4 June
From one piece The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell 2 beliefs, in the piece's order there
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Their words
things have to go really wrong for us to like just get over the threshold of uh you know, capital being productive enough to automate lots of work, but not be productive enough that that the interest rate is high and or the price of capital produced goods is falling a lot, okay? So, even without redistribution, a little bit of savings will save a lot of people.
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Their words
it's already not that hard to index. So it's not There's been a bit of an increase in the privatization of returns but it's still like you know well under 20% of the total market cap of um non-non-tiny companies in in the US is is a private.
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korrents.com
Building the hardest feature in a product yields disproportionately greater returns than easier ones.Their words
Choosing to tackle "the hardest feature" generally produces power-law-level returns, as opposed to tackling something less hard.
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Their words
But, if we get into a situation where people are satiated with capital, um then the returns to accumulating capital are going to be lower. And so, then these rich people are going to be consuming more.
25 May
13 May
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Their words
That was always the idea, and that that goes back even to the predecessor of Turbo Pascal, this idea that it's not just a compiler. It's an experience, right? I mean, you don't just compile your programs. You also edit them. You also run them. You also debug them. You also have a runtime library. It all has to like fit together.
17 April
7 April
From one piece Michael Nielsen – Why aliens will have a different tech stack than us 2 beliefs, in the piece's order there
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Their words
if somebody, you know, is standing behind the dessert table and is replenishing, restocking the desserts and keeps kind of you know, adding adding new ones in, it may turn out that you know, a little bit later a much better desserts appear.
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Their words
If you're not changing it, if there's some kind of stagnation there, if you're not changing those external sort of circumstances, yes, like you may start to get sort of diminishing returns again. But that doesn't mean there's anything intrinsic about the situation.
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Recommendstheir ownrcmnd.app
Principles for Dealing with the Changing World OrderTheir words
Many of the indicators I use to track unfolding events are explained in Principles for Dealing with the Changing World Order. I especially recommend Chapter 6, “The Big Cycle of External Order and Disorder,” and, if you are interested in the unimaginable-in-peacetime investment-related developments that typically happen during wars, I recommend Chapter 7, “Investing in Light of the Big Cycle.”
23 March
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Their words
And so this loop, this cycle, is gonna go on and on and on. It kinda comes down to basically intelligence is gonna scale by one thing, and that's compute.
16 March
4 March
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Their words
As more people build software and cycle time compresses, they'll start to absorb lessons that it took their colleagues decades to learn.
24 February
18 February
8 February
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korrents.com
Local AI models will eventually catch up to frontier models once frontier progress hits diminishing returns.Their words
At some point frontier models will face diminishing returns, local models will catch up, and we will be done being beholden to frontier models.
20 January
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korrents.com
Facts deployed as weapons in an argument can win the exchange without settling the disagreement.Their words
Facts can win a battle but not a war.
1 January
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Their words
Though written accessibly, Segerstrale’s narrative rewards repeat reading, because it is so dense with historical detail that remains relevant today.
27 December 2025
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Mixed onrcmnd.app
Alita: Battle AngelTheir words
None of this is brilliant filmmaking, even if it is efficient, and much of it isn’t even necessarily good, but damned if I can’t stop watching it.
22 December 2025
10 December 2025
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Their words
In short, investors' view of the decade to come is being shaped by the events of the last few days.
9 December 2025
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Their words
the reason it's a catastrophic way to be paid my argument is that marketing is actually fat tailed so is innovation R&D pharmaceutical research science okay in other words 5 to 10% of what you do delivers perhaps 110% of the value
26 November 2025
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Lovedrcmnd.app
One Battle After AnotherTheir words
One Battle After Another. Great. Especially Sean Penn. And it reminded me of a Wes Anderson movie for some reason? Like one that he would have made had he followed the Bottle Rocket path instead of the Rushmore Path. (A+)
25 November 2025
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Their words
I think I think there'll definitely be there'll be diminishing returns because you want you want people who think differently rather than the same. I think that if they were literal copies of me, I'm not sure how much more incremental value you'd get.
31 October 2025
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korrents.com
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.Their words
I am far from certain that NASA can regain anything like the vigor necessary to respond decisively to the Chinese threat, but I am determined that the free people of Earth not live under a Red Moon
NASA’s Orion Space Capsule Is Flaming Garbagecaseyhandmer.wordpress.com
19 October 2025
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Their words
Being right is less than half the battle. You also have to convince others that you're right, and more importantly, convince them to care enough to act on it.
30 September 2025
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korrents.com
Action comes before motivation: you do first and feel afterwards, not the other way round.Their words
If you’re stuck in a depressive cycle, even when you really, really, really, really don’t want to do anything, to do something. Try to make progress because the good feeling comes on the end of that. The whole point is to do first and then feel, not feel and then do.
25 September 2025
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Recommendsrcmnd.app
Being Right or Making MoneyTheir words
Here’s a list of great investing books that somehow have fewer than 50 reviews! Being Right or Making Money by Ned Davis The Art of the Market by Bob Tamarkin and Les Krantz Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton 2020 Vision: Investment wisdom for tomorrow by Harry Liem The Silver Bears by Paul Emil Erdman
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Recommendsrcmnd.app
The Silver BearsTheir words
Here’s a list of great investing books that somehow have fewer than 50 reviews! Being Right or Making Money by Ned Davis The Art of the Market by Bob Tamarkin and Les Krantz Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton 2020 Vision: Investment wisdom for tomorrow by Harry Liem The Silver Bears by Paul Emil Erdman
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Recommendsrcmnd.app
Triumph of the OptimistsTheir words
Here’s a list of great investing books that somehow have fewer than 50 reviews! Being Right or Making Money by Ned Davis The Art of the Market by Bob Tamarkin and Les Krantz Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton 2020 Vision: Investment wisdom for tomorrow by Harry Liem The Silver Bears by Paul Emil Erdman
+ 2 more
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Recommendsrcmnd.app
2020 Vision: Investment wisdom for tomorrowTheir words
Here’s a list of great investing books that somehow have fewer than 50 reviews! Being Right or Making Money by Ned Davis The Art of the Market by Bob Tamarkin and Les Krantz Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton 2020 Vision: Investment wisdom for tomorrow by Harry Liem The Silver Bears by Paul Emil Erdman
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Recommendsrcmnd.app
The Art of the MarketTheir words
Here’s a list of great investing books that somehow have fewer than 50 reviews! Being Right or Making Money by Ned Davis The Art of the Market by Bob Tamarkin and Les Krantz Triumph of the Optimists: 101 Years of Global Investment Returns by Elroy Dimson, Paul Marsh, and Mike Staunton 2020 Vision: Investment wisdom for tomorrow by Harry Liem The Silver Bears by Paul Emil Erdman
15 September 2025
4 September 2025
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Their words, before
There are obvious pricing problems in this scenario. With a new fab, a company can’t turn a profit selling a lagging-edge chip at the price that was previously dictated by a fully depreciated fab. Prices have to go up.
Their words now
The COVID super-cycle, plus a new China supply line that does not care about capacity economics, points to a forever glut.
1 September 2025
18 August 2025
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Their words
And it came back and half of them were great, a quarter of them were total garbage and a quarter needed some work. But like it was, you know, in a way him working the entire weekend with, you know, guidance from him.
13 August 2025
From one piece Keyu Jin: China's Economy, Tariffs, Trade, Trump, Communism & Capitalism | Lex Fridman Podcast #477 2 beliefs, in the piece's order there
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Their words
Maybe on the good side, it’s actually a golden age for Chinese women because the Chinese girls never had as much education investment apportioned to them as they’ve had after being the only child in the family. And you raised a daughter like a son. And if we look at all the skill gaps and the education gaps and the returns to education, actually girls fared better.
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Their words
I’ve rarely seen a more capitalist society than China, from the pure economic side. I’ve rarely seen companies that are as competitive as Chinese companies. People as ambitious and obsessed with making money as Chinese people. Kind of ruthless actually. And look, consumers shop, firms invest. If you invest well financially, you’ll get great returns. What is not capitalistic about the Chinese economy? At the same time, the social fabric is highly socialist.
17 July 2025
16 July 2025
From one piece The Jamie Dimon Interview: How JP Morgan Became an $800 Billion Bank 2 beliefs, in the piece's order there
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korrents.com
In financial services it is very often the new products that blow up, because they have not yet been through a cycle.Their words
So, if you look at the financial services, very often it's the new products that blow up. It takes a while. They haven't been through a cycle.
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Their words
if you look at the history of banks from up until 2007, a lot of banks were earning 30% equity. Most of them went bankrupt. We never did that much. Okay, but in '08 and '09, we were fine, and they weren't.
6 July 2025
24 May 2025
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Their words
And by that time, aircraft production in Britain is massively outpacing the Germans and the best ratio that the Germans achieve in 1940s, July 1940, when the British produced 496 new Hurricanes and Spitfires, single-engine fighters, and the Germans only produced 240 single-engine fighters.
30 April 2025
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Their words
We'd constantly be improving the tools and just the iterative process and the speed at which that improves products is the critical element to success in games. The slower the iteration cycle, if you make a build every week and you prove, you go through one iteration every week, you're going to be way way way worse by the end of your project than a game company that makes new stuff every day.
5 December 2024
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Their words
A number of studies, conducting full life-cycle analyses, have found that vertical farms currently have a higher carbon footprint than conventional outdoor farming.
14 October 2024
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Their words
Many software investors eschew hard tech startups because of their capital intensity, but it’s hard to deny that huge returns are possible in hard tech: just consider SpaceX.
13 October 2024
30 September 2024
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Their words
I mean, if that’s right, that means the Maya and the people of Mesoamerica will all share it together, when they thought about, “We need a count of time for us,” they didn’t look up into the heavens, they looked into their bodies. “What’s the first cycle that we actually go through as humans?” and they picked this nine-month thing. It really is our cycle, and no other culture on the planet looked inside themselves to create their calendar like that.
31 August 2024
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Their words
The selling point of generative A.I. is that these programs generate vastly more than you put into them, and that is precisely what prevents them from being effective tools for artists.
12 July 2024
14 June 2024
3 April 2024
20 February 2024
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Their words
Price matters a lot. You can buy the best business in the world and if you overpay, you're not going to earn particularly attractive returns.
18 February 2024
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Their words
The more addicts rely on these stimuli, the less pleasure they receive. At a certain point, this cycle creates anhedonia—the complete absence of enjoyment in an experience supposedly pursued for pleasure.
19 December 2023
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Their words
recent LLMs are reaching the limits of text data online and repeating data eventually leads to diminishing returns
17 November 2023
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korrents.com
In a world of mutual assured destruction, nuclear weapons are used to manipulate risk rather than to win a battle.Their words
The way you use nuclear weapons in that world is you use them for manipulation of risk purposes, demonstration effect. You put both sides out on the slippery slope.
1 October 2023
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korrents.com
Returns for performance are superlinear rather than proportional across most domains that matter.Their words
One of the most important things I didn't understand about the world when I was a child is the degree to which the returns for performance are superlinear.
6 June 2023
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Their words
My view is that the idea that AI will decide to literally kill humanity is a profound category error. AI is not a living being that has been primed by billions of years of evolution to participate in the battle for the survival of the fittest, as animals are, and as we are. It is math – code – computers, built by people, owned by people, used by people, controlled by people.
17 February 2023
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Their words
There were a bunch of bad trends: Tribalism was flaring up everywhere, mass shaming campaigns were roaring back into fashion, politicians were increasingly clown-like, public discourse had become a battle of one-dimensional narratives.
21 January 2023
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Their words
Here is how platforms die: first, they are good to their users; then they abuse their users to make things better for their business customers; finally, they abuse those business customers to claw back all the value for themselves.
24 October 2022
26 August 2022
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Their words
New land can be brought under cultivation (or cultivated more intensively) of course, but marginal gains decrease rapidly (because the best land is cultivated first and because adding more labor to already cultivated land, while it can increase harvests, is less efficient than cultivating new land) and there is a fairly hard ceiling on total production of this sort that was, for the most part, fairly low.
15 July 2022
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Their words
In order to move this army or sustain it in place it is thus necessary to ensure a massive and relatively continuous supply of food to the army. Failure to do that will result in the army falling apart long before it comes anywhere close to the enemy.
30 June 2022
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korrents.com
A permanently painful on-call rotation is a five-alarm emergency, not a normal cost of owning code in production.Their words
Being on call should not be a constant cycle of things breaking down and firefighting, or alerts going off at all hours. This is not ‘normal.’ These are telltale signs of a fragile system and lack of alert discipline.
1 June 2022
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Their words
Thus, as desirable as public investment is, the proposition that it can be automatically financed by debt is wrong.
22 February 2022
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korrents.com
Thinking harder about a decision has diminishing returns because reality is inherently unknowable.Their words
Reality is not fully knowable. And thinking harder has costs.
17 January 2022
16 August 2021
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Their words
The trouble is that human beings can't really function, let alone thrive, when their primary psychological identification is with things like "the news cycle" or "history" or "the course of world events."
14 August 2021
1 August 2021
28 October 2020
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Likedaffiliate linkrcmnd.app
Positioning: The Battle for Your MindTheir words
This is a true marketing classic. Written originally in the '70s, this book has aged very well by explaining the most important part of your marketing plan: How you position your company and products. This book is filled with great examples that are easy to follow and understand. It all boils down to one thing: Be #1 at something.
5 June 2020
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Likedrcmnd.app
suckless toolsTheir words
Suckless offers an alternative to this continuous cycle of bloat and meaningless redesign. Suckless tools aim to keep things simple, minimal, usable and hackable by default.
1 June 2019
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Likedrcmnd.app
The Face of BattleTheir words
The very first historian to inspire me was John Keegan, who I studied under at Sandhurst, because he wrote The Face of Battle, which was one of the key moments in the turning points of military history.
5 July 2018
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Their words
To the extent that you enjoy working hard, do. Subject to that constraint, it's not clear that the returns to effort ever diminish substantially.
30 June 2018
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Recommendsrcmnd.app
Thirsty Dragon: China's Lust for Bordeaux and the Threat to the World's Best WinesTheir words
This a journalistic book, a very sound bit of journalism by Suzanne Mustacich. She is based in Bordeaux, but she clearly travelled to China an awful lot and unravelled a most amusing commercial battle that went on in the early years of this decade between the Bordeaux chateau owners and merchants on the one side and Chinese business people on the other.
30 January 2016
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Lovedrcmnd.app
The Dark Knight ReturnsTheir words
V for Vendetta, The Boys, Transmetropolitan, Sandman, Fables, The Watchmen, The Dark Knight Returns, The Unwritten.
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Lovedrcmnd.app
FablesTheir words
V for Vendetta, The Boys, Transmetropolitan, Sandman, Fables, The Watchmen, The Dark Knight Returns, The Unwritten.
6 January 2012
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Likedrcmnd.app
Marcy Recumbent Mag CycleTheir words
I can't afford time off work to exercise, so I attached a Table Mate II couch desk to a Marcy Recumbent Mag Cycle, and moved it next to the desk in my home office. Honestly, I'm more productive on the bike than off.
11 October 2011
Nothing matches.
What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
Under a name here, the quoted block is what they actually said. The korrent beneath it is the claim those words support, in korrents' wording — tap it to see the record, its source, and who else holds it.
Nobody here wrote their own korrents. They are compiled from public statements, and a person can change their mind, which is recorded too.
About the English under a post
Some people here publish in a language other than English. Where they do, this site shows a machine translation beneath the post, in this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the serif above is exactly what the person published, and it is what to quote them on. A translation can be wrong in ways that matter, especially about tone.
Only the post's own words are translated. A quoted post, a linked article and a belief on korrents.com are left in their original language.