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Balaji· 2025-11-15 09:53
Imagine someone solving the Riemann hypothesis on the bridge of a sinking Titanic.They're genuinely making progress — historical progress, even! — but they aren't solving their most important problem.This is how I think about doing high tech in highly unstable jurisdictions.@jason (@Jason):You should have two escape hatches if you’re super successful in Silicon Valley:1. Sovereign state outside of California2. Functional/safe country outside of USAThey Great Confiscation is coming ...
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Balaji· 2025-11-14 12:26
These kids may be individually “beta”, but when they grow up and work together they’re collectively alpha. https://t.co/NUzbHnBpH5 ...
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Balaji· 2025-11-14 12:21
Individually alpha is collectively beta.That’s actually the centrist argument against the sort of exaggerated ultra-masculinity that’s in vogue today. I understand how that ideology arose, but it actually makes you weak, because it inhibits scaled cooperation.Essentially: in almost every context in life you can’t and shouldn’t be the leader. Even Elon isn’t running the water supply or sewing his own clothes. In those contexts, he’s just an individual like any other, operating in a context where he isn’t the ...
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Balaji· 2025-11-13 07:52
Here's the new podcast with @0xMert_.2:12 - Dubai v Canada4:02 - East v West7:11 - Western decline (1492-2025)10:02 - An empire, not a republic12:41 - China is vertically integrated like Apple15:35 - China v the Internet18:45 - After Rome, Christianity24:11 - Communism after Mao, Christianity after Rome27:28 - Restore from cloud backup29:23 - The code-based order30:33 - Ideology over money32:31 - From Bitcoin to smart contracts36:37 - Closing thoughtsYouTube: https://t.co/QYltqW8AW2 ...
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Balaji· 2025-11-13 07:43
Crypto Eras - Proof of Work era: 2009-2017 [1] - Programmability era: 2017-2025 [1] - Privacy era: 2025-203X [1]
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Balaji· 2025-11-13 07:40
RT Sid Coelho-Prabhu | sidcoin.eth 🛡️ (@sid_coelho)Just spent the morning with my old boss and sparring partner @balajis at his new city state experiment right outside SingaporeHonestly in awe of what he's building here (pics in thread)It seems crazy to attempt to build a new society / state, but looks like its working - 300 builders from 100+ countries, vibe is great, everyone's building something and comparing notes, sharing ideas, forming teamsIf you're a builder or a small team, this feels like a great ...
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Balaji· 2025-11-12 07:21
Economic Growth and Emigration - India's economy has been the fastest-growing large economy globally over the past decade [1] - In the early stages of economic growth, countries tend to experience increased emigration as the emerging middle class gains the means to travel and seek opportunities abroad [1] - Historical examples include Britain, Japan after the Meiji Restoration, and Poland after the fall of communism, all of which experienced significant emigration during their periods of growth [2] Indian Diaspora - India is currently in the early stages of rapid economic growth, suggesting that its diaspora is likely to expand before it contracts [3] - The United Arab Emirates (UAE), with a population that is already close to 50% Indian, is likely to be a welcoming destination for Indian emigrants [3]
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Balaji· 2025-11-12 07:07
The Internet has completely transformed global markets. The UAE isn’t limited by its territory, and neither are countries like Singapore (or, nowadays, El Salvador).Shonik (@Shonik14):@balajis There are limitations in these countries w.r.t the number of high paying jobs available and the general high cost of living in these countries inhibits people from moving unless they have a high paying job.How do you think these factors will affect the talent migration? ...
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Balaji· 2025-11-12 06:59
[1]: Here’s the graph showing that the US was only 16% of China’s revenue as of 2022. That means China isn’t entirely dependent on the US as a market anymore:https://t.co/7rPjYd8Vzt[1b]: Amazingly, by 2025, according to this source at least, China has reportedly scaled their combined trade volumes with Africa and Latin America to more than North America. This could be in terms of natural resources as China has built quite a lot of mines and pipelines abroad:https://t.co/OqHUBkf1mZ[2]: Here’s the source for ...
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Balaji· 2025-11-12 06:51
Trade & Talent Rerouting - Trade war导致中国贸易转移,对美国市场的依赖降低至出口总额的 15% [1] - Talent war后,印度人才流向发生转变,对美国市场的依赖降低,仅有约 17% 的印度侨民在美国 [2] Talent Destination Shift - 阿联酋和中东地区可能成为印度人才的首选目的地 [3] - 新加坡可能成为印度人才的第二大目的地 [3] Potential Win-Win Scenario - 中国将商品出口到其他国家,美国发展本土制造业,可能形成双赢局面 [1] - 印度将人才输送到其他国家,美国发展本土人才,可能形成双赢局面 [2]