Get live statistics and analysis of Balaji's profile on X / Twitter

More like this.

This is a fall of the Berlin Wall moment. An end of the USSR moment. A far left leader admits he’s been lying. That it was all by design. That it was happening. And that it’s bad that it is.

The net result of FTX is that billions of dollars was stolen from crypto investors to give to Democrat-aligned politicians, nonprofits, and journalists. This is why there may be no prosecution.

Hardware is hard. That’s why Elon is by far the greatest founder of all time. Remember — countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions, or China tariffs, or lockdowns, or shipping interruptions, or regulatory delays. Not Elon. He didn’t just survive financial crisis and coronavirus. He managed to build physical things in America while fighting the state and the laws of nature at the same time. Somehow he managed to simultaneously build not just a car company but a rocket company. Those don’t just have “moving parts”, they are a moving whole. The difficulty level here is insane. Hardware is completely different from software. One recall, just one serious bug, can destroy your company. If you are charging $50 for something that costs $40, and you need to recall and replace a million units, you’re usually dead. So just one of these companies — just Tesla, or just SpaceX — would be an incredible accomplishment for anyone. Even a very intelligent and hardworking person would have to live an incredibly boring, disciplined, focused life to possibly maintain the extremely low error rate needed to profitably ship such complex products. Not Elon. He did SpaceX and Tesla while having N children by K women. While also cofounding OpenAI and Neuralink and Boring Company. While fighting and defeating countless journalists, politicians, haters, and short sellers. And of course while buying Twitter, posting all the time, and building a following larger than almost any politician. The better you are, the better you understand how much better Elon is. If you’re good at math you appreciate Ramanujan’s greatness. If you’re good at basketball you respect how amazing Michael Jordan was. Elon is like that, for tech. Everyone in tech understands the sport we’re playing, and he really is the greatest of all time.

The full scope of what is happening is completely unprecedented in our lifetimes. The Trump executive orders were clearly meticulously planned to strike every single source of blue power, simultaneously, both in the US and abroad. A fusillade of legal cruise missiles.

I cofounded a clinical genomics company that sold for $375M You work at Buzzfeed

This is the EV flippening. Electric vehicles now fill up roughly as fast as gas. The new BYD chargers add 400km of range in just five minutes.

Nothing can stop an idea whose time has come.

Grok is the best integrated ChatGPT is the fastest Claude is the smartest Perplexity is best for web search Gemini handles the largest files

A memecoin is a zero-sum* lottery. There is no wealth creation. Every buy order is simply matched by a sell order. And after an initial spike, the price eventually crashes and the last buyers lose everything. * It’s actually negative sum if the platform takes a cut.

Satya wins. Reflexes of a startup CEO. Resources of a trillion dollar company. Pulls this together in 48 hours from a cold start. Gets it signed and over the line before markets open.

How likely are you to be married by 30? Boomers: ~90% Zoomers: ~30% This is civilizational.

To be a Democrat one must believe Kamala is smart and Elon is dumb.

France has 67.4M people. India has 1.38B people. But France has a permanent seat on the UN Security Council, and India does not. So why do people claim the world order is "democratic"?

The BitSignal How do you ring the fire alarm on the internet? How do you show it’s not a false alarm? I am putting up the BitSignal. $1M in BTC to alert us to the stealth financial crisis. $1000 per tweet, for the best 1000. Reply with your charts, graphs, stats, memes! Bring

I was ethnically cleansed out of San Francisco. I got out after Democrats started posting signs saying “die techie scum” and smashing the windows of Google buses. I got out before Democrats graduated to letting Asians get randomly attacked in the streets. I couldn't in good conscience recruit engineers to a city where things like this happened regularly: I got out — because I got the message. When Democrats lit crosses on fire back in the day, they wanted black people out. And when Democrats light self-driving cars on fire today, they want tech people out. That car was burnt in effigy, not by a solitary individual, but by a giant crowd. These crimes are not punished because the Democrats who run the city want them to happen. The message is simple: today it’s your car, but tomorrow it’s you in the car. So: if you’re in tech, Democrats are telling you very clearly to get out of their city. They want to drive immigrant technologists out of San Francisco for the same reason they drove out Republicans out of California — so they can build a one-party state.

I will take that bet. You buy 1 BTC. I will send $1M USD. This is ~40:1 odds as 1 BTC is worth ~$26k. The term is 90 days. All we need is a mutually agreed custodian who will still be there to settle this in the event of digital dollar devaluation. If someone knows how to do this

The net result of FTX is that billions of dollars was stolen from crypto investors to give to Democrat-aligned politicians, nonprofits, and journalists. This is why there may be no prosecution.

Woke Capital incarnate.

If Republicans were smart, they would propose a bill to pay down student loans by seizing college endowments. The newly debt-free would be able to afford families, turning them Republican. And universities would pay for the debt they saddled students with, not taxpayers.

“I really don’t think the general populace appreciates how bad bank balance sheets are right now. I don’t think most of the banks understand what’s on their balance sheets.” — head of commercial real estate at a $76B AUM firm

Here’s the thing: Indians are rising. And that is actually why anti-Indian sentiment is rising. Not because Indians are so weak, but because Indians are once again becoming strong. CEOs of companies. Leaders of countries. Founders and investors. Doctors, writers, professors. Not just slumdogs. Millionaires. Now, I know what people will say. Not all Indians are doing well. More than a billion are still poor! And of course that’s true, and will be for a while. But Indians abroad have risen as individuals: And India is now rising as a country: Indeed, India is the fastest growing large economy in the world over the last decade: And I think Indians have a lot of headroom left. Where does it end up? We don’t know, but if even 5% of 1.4B Indian nationals are at the same level as the ~5M strong Indian American diaspora that currently produces ~6% of US tax revenue, that’s ~70M people capable of producing ~72% of current US tax revenue. So I think it’s at least possible that India returns to its historical level of relative prosperity: As a plausibility argument, recall that before America was even a twinkle in anyone’s eye, Marco Polo sought out China and Columbus risked his life to trade with India. So those civilizations were giant economic centers for thousands of years. And are becoming so again. This perspective demands a different approach. Not the victim mindset where Indians mimic Western wokes in whining piteously upon every slight. But a mature, tit-for-tat morality befitting a rising people where you cooperate with those that cooperate, ignore what is best ignored, and (proportionately) punish only when necessary. Because even from a purely realpolitik standpoint, constant cancellation doesn’t work. Recall that wokes tried that for the last decade, and all it got them was epic political defeat. They overused the penicillin called anti-racism, and now we have antibiotic-resistant actual racism. Indians will need different tactics. And that starts with moving from victim mentality to Vedic mentality, if you'll permit the poetic license. Because India isn't just a rising civilization, it's a returning civilization. And wokes are proven losers, but Indians can be winners.

If the logic is that women must be 50% of boards, why shouldn’t Republicans also be 50% of boards? They sure are an underrepresented minority in tech.

This is the EV flippening. Electric vehicles now fill up roughly as fast as gas. The new BYD chargers add 400km of range in just five minutes.

The state has far more money than anyone. But they are behind SpaceX, because tech isn’t capital-limited, it’s competence-limited. After all, who knows more about rocket science — politicians or Musk?

My mental model is that if you don’t win tech you don’t win. Because tech isn’t just electric cars and rocket ships, life extension and artificial intelligence. Tech is the money (crypto), the media (social), and especially the military (drones). China understands this.