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Balaji· 2026-03-18 22:54
Btw, I do give @PeterZeihan credit for talking about axes that few were considering 10+ years ago. Those constants like shipping lanes did become variables. I mainly disagree with the sign of his conclusions, in terms of what he expects to rise and fall.https://t.co/FuCssBNKkTBalaji (@balajis):@nic_carter Conversely, I do give Zeihan credit for identifying interesting axes, things that people took for granted as constants that he rightly recognized to be variables. Like US willingness to guard shipping lane ...
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Balaji· 2026-03-18 22:44
I'm going to make some obvious points.(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely t ...
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Balaji· 2026-03-18 21:40
https://t.co/PBAMb0QYWE ...
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Balaji· 2026-03-18 15:44
You’re talking about the late Soviets. By the Brezhnev era, I agree, they weren’t as psycho.But the early Soviets, namely Lenin and Trotsky and Stalin, did a whole lot of evil that could fill dozens of movies.Lenin’s Hanging OrderWhite Sea Labor CanalThe Russian Civil WarThe Red TerrorKatyn ForestBerlin AirliftJust off the top of my head. All very dramatic stories that could become films.state secession (@state_secession):@balajis @RamboVanHalen Nazis are far better villains, because commies are sad, low IQ ...
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Balaji· 2026-03-18 14:47
Yeah, but streaming is a transitional form. It will likely be replaced by AI-generated video over time.Streaming already competes with everything else on the Internet. You don’t commit to a two hour stream. Users click away quickly.Moreover, AI video will reduce the cost of hiring new actors (who are often hard to manage) and increase the lifespan of old ones indefinitely.So you’ll see Stallone and Schwarzenegger, in their prime, forever. They’ll be like Mickey Mouse.In a real sense, American culture is now ...
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Balaji· 2026-03-18 14:38
I am sympathetic to @RamboVanHalen and his critique of KPI-driven clickbait. Obviously, there's truth to it.On the other hand, for generations, Hollywood's blind spots were obvious. Thanks to the decentralization of media, new stories will get told. Eventually, some will become art.https://t.co/33f21QciD8Rambo Van Halen (@RamboVanHalen):I put in 25 years. It would be 26 but I haven't worked yet this year and I'm not sure I'll ever work in entertainment again.The writing has been on the wall for quite some t ...
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Balaji· 2026-03-18 14:30
Hollywood is over.It's all Internet now. https://t.co/NFESPUnk0FFarhan Tariq Mahmood (@FARlikewhoa):Production days in LA are down nearly half and the entertainment industry is feeling it. A friend, who has been working as an editor for over 25 years, compared it to a coal mine shutting down. https://t.co/ISLLVqNXHv ...
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Balaji· 2026-03-17 16:21
Btw: it’s true that there are both imperialist nationalists and autarkic nationalists.The imperialists want to conquer other countries, while the autarkics want nothing to do with them. Both actually have a logic and an illogic.The logic of empire is: like any business, if you're not growing you're dying. But there's also an illogic, the illogic of imperial overstretch.Similarly, the logic of autarky is: it's good to be able to build it yourself. The illogic is when that's taken so far that there's a reject ...
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Balaji· 2026-03-17 15:40
If you can't put yourself in another man's shoes, you can't sign a deal, whether in diplomacy or capitalism.Empathy is politically and economically important.https://t.co/XE0l5thYwqBalaji (@balajis):Wokes abused the idea of “empathy” for years.But empathy is an important concept even for a calm, cold-blooded capitalist.Because one must understand the position of (say) a businessman in Europe. Everyone is questioning how much US exposure they want after the tariffs. ...
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Balaji· 2026-03-17 15:38
You know how socialists don't get capitalism?Well, nationalists don't get diplomacy.The socialist thinks their state is all-powerful domestically, and the nationalist thinks their state is all-powerful globally, so it can seize whatever it wants by force, because it's so strong, and nothing will ever happen, and no one can resist.Both worldviews are wrong, for similar reasons.The socialist hates capitalists so much, and the nationalist hates foreigners so much, that they often just become blinded by hatred. ...