Related posts
Cliff Asness x.com
Leverage for concentration vs diversification is a huge point.
diversificationconcentrationleverage
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
20 September
16 September
-
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.
14 September
13 September
From one piece @fchollet on X 2 beliefs · x.com
-
Their words
The only way to avoid extreme power concentration is to ensure we have multiple independent providers of frontier AI models, including open-source options.
-
Their words
One of the most worrying risks linked to frontier AI is extreme power concentration.
11 September
10 September
8 September
6 September
From one piece It’s a Concentrated World 3 beliefs, in the piece's order there
-
korrents.com
Rising concentration in the stock market is a feature of bull markets rather than a warning sign.Their words
Stock market concentration is a bull market phenomenon.
-
Their words
The market cap weights make sense relative to the fundamentals.
-
korrents.com
Whatever AI does to the size of the pie, it will most likely increase concentration in the market and the economy.Their words
Even if AI makes the pie grow bigger, it feels like a better bet that it will only increase the level of concentration in the stock market and economy if the past is a good predictor of the future.
31 August
29 August
15 August
-
Their words
The USA has kept dribbling small amounts of military support for Ukraine because it gives the USA a great deal of leverage, the ability to both shape how Ukraine fights its war and even how European states prepare.
11 August
6 August
-
Their words
But this concentration weakens a team, because you end up with too much of certain qualities, and not enough of others.
3 August
-
Their words
So, the lesson here is to bet on a system that's maximally learned and minimally constrained and leverage structure intentionally to boost performance and scaling laws both in training and in evaluation.
2 August
-
Their words
you can have one very senior PM across more things and they can be more efficient than having, you know, three relatively entry-level PMs.
30 July
-
Their words
I mean I think like if you look at uh my colleagues work on say alpha fold that was a very specific model for uh protein folding and it was highly successful um and was able to really handle that domain quite well so that all of a sudden you now have this amazing tool and model that can give you answers to questions about proteins and their structure um really effectively um but it's not a general model it's a very specific one and there are other I domains where that kind of approach can work really well. Uh maybe in material science or chip design or things like that that uh will enable you to leverage the capabilities of a very accurate but but niche model uh to do things that are hard today.
29 July
-
Their words
And now I actually think with the power of agents um and AI broadly speaking, it's much closer to Goliath versus Goliath. Like I think but maybe the startup is like a Mecca Goliath that is like vastly enhanced by the power of agents and AI and you know, the the large companies are the sort of like more traditional Goliath, so to speak. But I think that startups now like if you properly embrace AI agents and um figure out the way to leverage their strengths in the most like ambitious ways, you can easily outcompete incumbents.
28 July
-
Their words
I think concentration of power has basically been bad in every moment of human history um to varying degrees of course but I have a real spirit and I think this is part of the startup spirit of thinking that the world, the economy, society is the best off when power is very widely distributed
15 July
From one piece An Alternative to Private Equity: Introducing ORANGE JUICE 2 beliefs, in the piece's order there
-
korrents.com
Businesses acquired by private equity funds fail more often than average because of the leverage loaded onto them.Their words
Businesses that emerge out of PE funds have higher failure rates than average, thanks to being saddled with a lot of leverage.
-
Their words
Privately held businesses in the United States are collectively worth trillions of dollars, and demographically speaking, they have an aging set of owners who are seeking liquidity or diversification as they explore how to pass on what they've built.
-
Their words
And the plan doc, what was bad about it is it didn't give you leverage. The plan was every single line of code that was going to change like in diff blocks and like all the new stuff to write. And so like people would review these plans. We recommended this. We told people to read the plans. We read all our plans. And then eventually I found myself like I just kind of skimmed the plans.
12 July
-
korrents.com
Chinese writers' preoccupation with China alone is what limits China's soft power abroad.Their words
To come to my key point: this self-concentration limits China’s ideological influence in the rest of the world and its soft power.
9 July
-
Their words
But I also am worried about kids not learning how to leverage AI and then being sort of at a disadvantage.
8 July
9 June
-
korrents.com
Atmospheric CO2 concentration is a lagging indicator of emissions trends, not a leading one.Their words
Either way, atmospheric CO2 is better seen as a lagging rather than leading indicator of changes in emissions, as it is harder to see the effects of emissions reductions on concentrations over shorter time periods.
4 June
-
Their words
The governed have something the governors need: labor, tax revenue, military service, consumer spending. This dependency is the source of democratic leverage.
10 May
-
Their words
Was it ever the right time? No, it is never the right time to do this. If you put this off, you will eventually find yourself in a situation where you can no longer do it. You will have lost the leverage. Success will not protect you because success is what makes you a target.
27 March
-
Their words
Meanwhile, others like Spotify and Netflix leverage their dominant positions in the market to coerce creators to abandon open podcasts entirely, in favor of proprietary formats that require listeners to be on those platforms — locking in both creators and their audiences so they are stuck as they begin the enshittification process.
14 March
-
korrents.com
Real leverage in a negotiation comes from being genuinely willing to walk away from it.Their words
The true leverage in any negotiation is your true willingness to walk away.
4 March
-
Their words
When rare skills become more attainable, people feel pressure to move "up the stack" to prove their value.
22 February
-
korrents.com
Third-party frontier AI auditing is urgently needed and would help prevent extreme concentration of power.Their words
I think frontier AI auditing (covering both safety and security) is both urgently needed and doable, and can help avoid extreme concentration of power, since it introduces external oversight into the decision-making of people with a "country of geniuses in a datacenter" at their disposal.
We're in Triage Mode for AI Policymilesbrundage.substack.com
29 January
-
Their words
you can make your life easier on the biology front by building better engineering tooling and the fact that that's possible is a huge deal. Like that is that is not true for most problems in biology and it gives you a lot of leverage on the problem.
9 December 2025
-
Their words
Debt is neither a good thing nor a bad thing per se. Likewise, the use of leverage in the AI industry shouldn’t be applauded or feared.
5 October 2025
-
Their words
The system matters just as much as any given experiment. Probably even more. Right. I think starting with a growth model so you have an understanding of how your company grows in the first place and which channels you're going to leverage is critical. You need to make sure that you are instrumenting your product in and out otherwise you're going to run experiments and have wonky results.
28 September 2025
24 September 2025
19 September 2025
-
Their words
So the Navy hired the shoe runners unit from the SS, paid them money, and then gave them drugs, different kinds of drug combinations, methamphetamine combined with cocaine and chewing gum and all kinds of things. So this is a big thing, you know. And there are documents to it.
11 September 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.