Balaji

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Balaji路 2025-07-18 15:06
India is now #3 in global unicorns, and was the #1 fastest growing economy in the world from 2015-2025. How did that come about?Hemant was a colleague of mine at a16z and is now a partner at Lightspeed, which has $25B+ under management. We give an overview of Indian tech for people who know nothing about India.For the full episode with @MohapatraHemant:馃摵YouTube: https://t.co/YKCiHJ8Wbt馃攰Spotify: https://t.co/00vJAuXQVK馃崕Apple: https://t.co/m9ZtEQ3yV8 ...
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Balaji路 2025-07-18 14:47
@Jason @saylor @VitalikButerin @jeremyphoward Benedict Evans and I were colleagues at a16z years ago. We caught up to sync up on just about everything in tech.For the full ep with @benedictevans:馃摵YouTube: https://t.co/gV0XDcbYlH馃攰Spotify: https://t.co/PeuykFdaaW馃崕Apple: https://t.co/XDzQFt4tsl https://t.co/UqX2upBydL ...
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Balaji路 2025-07-18 14:33
@Jason @saylor Vitalik visited Network School a few weeks ago. We spoke about startup societies, prediction markets, and the future of Ethereum.For the full episode with @VitalikButerin:馃摵YouTube: https://t.co/MUElE4xeI9馃攰Spotify: https://t.co/FcrGZaOxez馃崕Apple: https://t.co/TsHFBrliKN https://t.co/RaVp6iaNJD ...
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Balaji路 2025-07-18 14:11
Bitcoin is hitting all-time highs.And the Network State Podcast is back.All new season featuring:- Michael Saylor- Jason Calacanis- Vitalik- Jeremy Howard- Benedict Evans- Claire Lehmann- Coinbase Base- Lightspeed- and SolanaTrailer and links to all episodes below. https://t.co/vQJ2FMJsOc ...
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Balaji路 2025-07-16 07:29
AI = AN INTERNPrompting an AI agent and then reviewing the code can be slower than just coding it yourself.But when? Do we have simple heuristics for when to use an agent vs code it yourself?Use an agent when it's frontend code (which you can instantly inspect for correctness), or interaction with some API (where you know what to do but not the specific incantations for executing the API calls), or a data analysis, or a prototype.Do it yourself when it's a domain you know very well, or it's highly contextua ...
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Balaji路 2025-07-14 15:15
Regulations are often marketed as increasing competition, but usually reduce it.Because they boost cost of doing business, which favors bigcos, which then get cozy with big government agencies, causing regulatory capture, and blocking out startups.https://t.co/JOBVSb45rnHowie Gold (@GoldenPlutonium):@balajis Wouldn鈥檛 it be great if the FTC, before promulgating regulations, ran models that wargamed the real-world effects of those proposed regulations? ...
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Balaji路 2025-07-14 14:56
The main error is: people think anti-acquisition regulations harm Big Tech.But they actually harm startups more, by cutting off exits and thereby reducing money for investment!When a bigco can't surrender to a startup, it fights to the death.https://t.co/hYJdolgIEzBalaji (@balajis):Remember, big tech did clean M&As for years.So what changed?It was the Biden-era regulatory assault.The most recognizable face was Lina Khan at FTC.Though to be fair, it's now an international affair.And it's also been continued ...
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Balaji路 2025-07-14 14:51
Remember, big tech did clean M&As for years.So what changed?It was the Biden-era regulatory assault.The most recognizable face was Lina Khan at FTC.Though to be fair, it's now an international affair.And it's also been continued by the current admin.Because Trump 2 is pro-crypto, but anti-Big Tech.And you know what? I get it.Big Tech did back wokes and censor citizens.But big M&As aren't really big wins for bigcos.They're more like surrenders.They signify that big tech couldn't build, so had to buy.And each ...
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Balaji路 2025-07-14 02:36
TLDR: Windsurf employees may well get their exit, if remaining management just executes the dividend.After looking into this, I think the original intent was for that $100M+ cash balance to indeed be used to give employee distributions via a dividend. It corresponds very closely to the unvested equity number.But due to the legal overhead that attends any Big Tech acquisition nowadays, the founder was muzzled and couldn't say this outright. He could only say "dividending out the balance is an option."So: the ...