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Balaji· 2026-01-23 22:49
Silicon Valley’s Ultimate Exit is here.San Francisco is the new Detroit.“I did not expect every man I spoke with to be considering an exit, and I was actually shocked to find this applied even to the men most historically outspoken about the unique importance of California.”Mike Solana (@micsolana):I spoke with 21 billionaires impacted by the state's new asset seizure ballot proposition — around 10% of billionaires in the state. they're planning to leave. but they're also fighting. exclusive details from pi ...
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Balaji· 2026-01-20 22:42
Traditional finance says rapid inflation is bad, but deflation is also bad, so slowly losing your wealth via inflation is good.Bitcoin rejects this.Traditional medicine says rapid death is bad, but life extension is also bad, so slowly losing your health via aging is good.Bryan rejects this.Bryan Johnson (@bryan_johnson):The first thing @balajis said to me when we met was that we both reject what society passively accepts: inflation and aging. The slow death of currency and life.Inflation is the slow death ...
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Balaji· 2026-01-20 22:40
RT Bryan Johnson (@bryan_johnson)The first thing @balajis said to me when we met was that we both reject what society passively accepts: inflation and aging. The slow death of currency and life.Inflation is the slow death of money through the loss of purchasing power. Aging is the slow death of biology through the loss of functional power.Current culture treats the body as a consumable. A depreciating asset to be used up. Don't Die treats the body as capital. An appreciating asset for compounding gains. ...
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Balaji· 2026-01-19 00:40
Oh, in case it was too subtle, “Who Lost Canada” is a reference to “Who Lost China” from the 1950s.Back then, the question was about what the US did wrong to let China fall into communist hands. A big part of the issue was the influence of far left pro-Mao China hands like Edgar Snow and Owen Latimore. Several of the China hands, like James Gareth Endicott, Herbert Norman, and Isabel Crook were in fact Canadian.This century, however, history is running in reverse. Rather than left-wing Canadians helping Com ...
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Balaji· 2026-01-18 22:44
(1) One way of thinking about the last ten years is that the American left busted the physical borders of the right, while the right smashed through the digital borders of the left.(2) Because the left relied on mind control, on controlling the discourse. And the busting of those digital borders by the Internet is what hurt them the most. They wanted stern penalties for crossing the line, for saying the wrong thing.So then the left tried to re-impose speech controls, but lost control. Will the right succeed ...
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Balaji· 2026-01-18 22:09
Btw, the tariffs were also a key precipitating factor. See 2025 thread below.Canada is one of the first to realign economically away from the US in the West as a consequence of the tariffs. But there will be more.Don’t tread on me became don’t trade with me.Balaji (@balajis):Unfortunately, it's obvious that China will reach out to Canada.https://t.co/5hoHKveKaB https://t.co/fTrCfFJ9Qg ...
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Balaji· 2026-01-18 17:56
WHO LOST CANADA?It was obvious that China/Canada would happen. Here's how it happened, and what may happen next.(1) First, in early 2025 it looked like Canadian conservative Pierre Poilievre was a straight shot to win Canada. Instead, all the MAGA posts about annexing Canada undercut Pierre, boosted left nationalism, and turned what looked like a sure thing into an epic defeat. The result was Mark Carney:(2) Carney is on the left but is far more intelligent than his predecessor, Justin Trudeau. He's also th ...