Related posts
M.G. Siegler Newsletter
The the words it uses that this site has seen least often elsewhere. Posts are matched on those words alone — nothing here is a summary of this one.
Top people
Showing Profile →
Hiding
Hiding
19 September
16 September
-
Their words
Jensen is a maximally cynical commercial and political actor whose one and only goal is to sell Nvidia chips to whoever he can, especially China.
Trump Goes Full Hoax on AI Existential Riskthezvi.substack.com
15 September
14 September
8 September
4 September
-
korrents.com
The biggest problem in robotics today is data, not chips; chips become the bottleneck later.Their words
We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.
31 August
29 August
-
Their words
Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking.
25 August
14 August
-
korrents.com
Superintelligence bottoms out in mining, because both the chips and the energy it runs on come out of the ground.Their words
Chips come from the ground. Where's the energy come from? And a lot of people are like, "Oh, it comes from the sun." Yeah, it comes from the sun. But how are you capturing it from the sun? From stuff made from the ground, right?
1 July
24 June
15 April
From one piece Jensen Huang – Will Nvidia’s moat persist? 2 beliefs, in the piece's order there
-
Their words
Because it's it's a bad business practice. You you set your price. You set your price and then and then people decide to buy it or not. And and um uh there there I I understand that that others in the chip industry um uh change their prices when demand is higher. Uh but we just don't we just don't that's just never been a practice of ours.
-
Their words
And so you just have to first realize that chips exist in China. They manufacture 60% of the world's mainstream chips, maybe more. It's a very large industry for them. They have some of the world's greatest computer scientists.
13 March
From one piece Dylan Patel — The single biggest bottleneck to scaling AI compute 5 beliefs, in the piece's order there
-
Their words
Um DRAM gets released goes to AI chips who are willing to do longer term contracts, willing to pay higher margins, etc., etc. because at the end of the day, the margin that they extract is much larger from the end user or whatever. Um, and so this this this probably leads to like people hating AI even more, right?
-
korrents.com
Anthropic saw the coming shortage of chips before Google did, and bought Google's own TPUs out from under it.Their words
Because Enthropic saw it before Google. And then Google had Nano Banano and Gemini 3 which caused their user metrics to skyrocket and leadership at Google was like oh and then they started making the statement of we have to double compute every is it 6 months or I don't remember the exact number that they said.
-
Their words
So, space data centers effectively are not li limited by, you know, hey, we have this energy advantage. It's actually just limited by the same contended resource. We can only make 200 gawatts of chips a year by the end of the decade.
+ 2 more
-
Their words
So when you look at inference at let's say 100 tokens a second for deepseek and kimk 2.5 hopper versus blackwell the performance difference is on the order of 20x
-
Their words
Uh, Micron bought a fab from a company in Taiwan that makes lagging edge chips, right? Um, Heinix and Samsung are doing, you know, some pretty crazy things to try and expand capacity at their existing fabs, uh, that also have like very large knock-on effects in the economy. And so, hey, why can't we build more capacity is like there's nowhere to put the tools, right?
13 February
-
Their words
The counterarguments against it are I'll politely call them fishy. Um, uh and yet it doesn't happen and we sell the chips because there's there's so much money. There's so much money riding on it.
12 February
-
korrents.com
The real cost of the CHIPS Act is the technical talent it ties up, not its fifty-billion-dollar price tag.Their words
The CHIPS Act might still be a positive, but the cost is almost certainly many times the $50 billion price tag.
23 December 2025
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.