Balaji
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Balaji· 2025-09-24 15:43
Partnership & Expansion - Solana Foundation signed an MOU with Kazakhstan's MDAI [1] - The partnership aims to advance tokenized capital markets in the region [1] - The collaboration will focus on crypto developer education [1] - Resources will be provided for Solana startups based in Central Asia [1] Regional Development - The first Solana Economic Zone has been launched in Central Asia [1]
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Balaji· 2025-09-24 03:22
I disagree with this view for a few reasons.(1) First, fast topline growth businesses are rare. Often they have a thesis on how margins can improve. And sometimes that thesis plays out. AI costs are highly dynamic, for example.(2) Second, yes, from today’s vantage point we can see that ride-sharing worked out but scooters made less money. However, even Uber lost money for many years. And the micromobility companies did create enormous consumer value, and Lime is apparently going public.(3) Third, just about ...
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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. ...