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Balaji· 2025-09-23 19:11
I was a bit confused by the quote tweeted chart. Were there really that many AI companies making $100M in 3.5 years, that it was only a top quartile thing, given that ChatGPT is only three years old?I spoke to @jmelaskyriazi and he said his quartile graph is not an empirical cohort chart. That is, it’s not taking the revenue trajectories of 1000 AI companies and then showing that the top 250 hit $100M ARR in 3.5 years. It is instead an extrapolation of growth rates based on three buckets (he has a post on h ...
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Balaji· 2025-09-22 17:15
Geographic Expansion & Market Development - Solana Economic Zone 已在哈萨克斯坦宣布成立 [1] - 东南亚地区已建立 Network School [1] - 哈萨克斯坦、印度尼西亚和卢旺达可能成为潜在的扩张候选国 [2] Strategic Initiatives - 行业关注为中产阶级西方人提供良好治理的区域或社区,以吸引大规模移民 [2] - 行业预测该策略可能迅速吸引数百万移民 [2] Upcoming Events - 10 月 3 日将在线发布概述 [1]
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Balaji· 2025-09-22 17:12
This is actually already happening, as there are 250,000+ Brits in the UAE alone. It is also why we will see startup societies and network states. https://t.co/BAObgJ8zD3Marko Jukic (@mmjukic):As bad as things get, we know we are nowhere close to the bottom so long as there isn't mass emigration of Western citizens to safe foreign countries. This will likely happen, so we have a ways to go. Imagine Western immigrant communities in Dubai, China, Albania, El Salvador... ...
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Balaji· 2025-09-21 17:45
I should clarify that I am not necessarily a believer in any individual tech stock. And of course the physical economy still exists too (albeit mostly in Asia).I am however a believer in the Internet writ large.David Bondo Bonderman (@DigBabby):I think Balaji is right w.r.t. alot of things; but this feels like the type of post you'd see in March 2000. ...
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Balaji· 2025-09-21 03:46
Since the 2008 financial crisis, every transaction and every communication has moved online. But we are still at the foot of the mountain. The next step is internet economies, communities, cities, presidencies.The world is becoming Internet First. ...
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Balaji· 2025-09-21 03:42
My explanation is that the legacy economy is being sunset in favor of the Internet economy. https://t.co/DTVsMwInvWPatrick Collison (@patrickc):These companies are ostensibly in totally different businesses and yet seem to exhibit the same growth dynamics. What's the explanation? (Pictured: ~$200B -> ~$3T.) https://t.co/KyafjeOvq2 ...
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Balaji· 2025-09-19 12:20
I think so.A good analogy is to ant colonies. Individual ants make up a colony, much like cells make up a human body. And yet the colony has an intelligence that’s beyond that of any individual ant.Similarly, one can usefully model human ideologies as meta-organisms that script human beings, much like ant colonies script ants.Sometimes the ideologies are symbiotic and result in the reproduction of both the ideology and the underlying host…like ant colonies help ants reproduce. At other times, human ideologi ...
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Balaji· 2025-09-19 03:52
Geopolitical & Economic Analysis - Discussion of China and the trade war implications [1] - Analysis of tariffs and their impact on economic strategy [1] - Examination of global economic shifts and their potential consequences [1] - Consideration of whether solutions lie outside of America [1] Societal Trends - Exploration of the rise of a global anti-woke coalition [1] - Speculation on unholy alliances that might form [1] - Focus on class warfare as a potential replacement for race warfare [1] Future Concepts - Introduction to the concept of the Network School [1] - Introduction to the concept of the Network State [1]
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Balaji· 2025-09-18 04:44
RT Anthony Pompliano 🌪 (@APompliano)I sat down with @balajis to discuss geopolitics, what is going on with China, the US decline, why India is so important, bitcoin, gold, land, guns, and what is going on with the Network School.Enjoy!YouTube: https://t.co/zLB3Sja0kjSpotify: https://t.co/j16g5ErS5YApple: https://t.co/97X4kX7NAlTIMESTAMPS:0:00 - Intro1:06 - US decline and China strength?6:15 - What US environment and regulation should look like15:40 - The rise of India and improved infrastructure23:11 - Geop ...
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Balaji· 2025-09-17 10:46
India’s state capacity has been growing.They landed on the dark side of the moon, counted half a billion votes in one day, and ended the reign of the far left.Harsh Gupta Madhusudan (@harshmadhusudan):The Indian state keeps getting better at winning.Note: Ignore the boundary distortions in Wiki’s India maps, and focus on the wipeout of Naxal terror - a project now almost fully complete. https://t.co/1Rhi1c5x7i ...