Balaji

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Balaji路 2025-07-19 23:02
Global Manufacturing Trends - China/US manufacturing ratio of 4 by 2030 is considered reasonable, potentially understated based on current trends [1] - Indian manufacturing is projected to be comparable to the US's by 2030 [1] - The current estimate of 11%/3% for Indian manufacturing significantly underestimates its actual scale, even today [1] Data-Driven Analysis - Analysis of physical data across 10 industries, weighted by international prices, provides insights into manufacturing shares for 2023 [1]
X @Balaji
Balaji路 2025-07-19 12:29
When you use Google Docs, GitHub, Cursor, Perplexity, Angellist, or Photoshop, you aren't thinking of those as "Indian" products even if the CEO or founder happens to be of Indian origin.Similarly, all the content, code, and smart contracts coming out of both India and the diaspora should be conceptualized as Internet First, not India first.To be clear, India the country is improving every day. It's now becoming a launchpad for the world. And with 800M+ internet users, most of whom got online in the past de ...
X @Balaji
Balaji路 2025-07-19 11:49
Global Mindset - Indian tech founders should adopt a global perspective, focusing on creating globally competitive software rather than limiting themselves to an "Indian" identity [1] - The analogy of a Chinese-made chair illustrates that products should be judged on global competitiveness, not cultural origin [1] Technology & Innovation - Knowledge of art history terms can be applied as "library calls" in AI art generation, highlighting the interdisciplinary nature of technology [1] Source - Notes are derived from The Network State podcast featuring @MohapatraHemant and @balajis [1]
X @Balaji
Balaji路 2025-07-18 15:15
Solana is by several measures the fastest growing dev ecosystem in crypto, and they're now moving from the cloud to the land. This podcast with Akshay and Lily covers everything from micropayments to internet capital markets to Solana Economic Zones.For the full ep with @akshaybd @calilyliu:馃摵YouTube: https://t.co/3YiECiRTyT馃攰Spotify: https://t.co/NTXbD7mxw4馃崕Apple: https://t.co/n1eSjwKr0d ...
X @Balaji
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 ...
X @Balaji
Balaji路 2025-07-18 14:55
Key Personnel & Project Updates - Jesse Pollak has significantly contributed to Coinbase, particularly with Base and the Base app [1] - The discussion revolves around reducing transaction costs to below $1, impacting the global landscape [1] Resources - The full episode featuring Jesse Pollak is available on YouTube [1] - The full episode featuring Jesse Pollak is available on Spotify [1] - The full episode featuring Jesse Pollak is available on Apple [1]
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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 ...
X @Balaji
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 ...