Balaji
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Balaji· 2026-02-14 11:09
NOT YOUR KEYS, NOT YOUR BOTSThe fundamental question is whether AI stays on the leash.Namely: will AI prompt itself?Obviously, in some sense it already does. Since Deepseek, consumer interfaces have been showing the internal monologues after you ask an AI to do something. And you can ask any AI to take a half-baked prompt and clean it up, etc.However, the human is still ultimately upstream. The human gives direction and the AI runs at lightning speed in that direction. And then the human verifies the final ...
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Balaji· 2026-02-14 07:54
RT a16z (@a16z)"You can't just think your way into an advantage."Balaji Srinivasan on why AGI may be embodied:"Every drone, every self-driving car, every humanoid pulls in all that [sensory] data. They actually can have a world model.""The very Abrahamic western concept of a single AGI that will tell us what to do might have been plausible three years ago—I don't think it's really that plausible now.""AGI is gated by the physical world."@balajis on Network State Podcast ...
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Balaji· 2026-02-14 00:07
From AI to ZK.Artificial intelligence is the attack.Zero knowledge is the defense.AI takes advantage of the slightest slip.ZK does not let anything slip.AI decodes all the data.ZK encrypts all the data.AI is the surveillance state.ZK is the sovereign individual. ...
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Balaji· 2026-02-13 23:32
RT a16z (@a16z)Balaji Srinivasan on "The Great Firewall":"Digital borders and physical borders are the same thing.""The Great Firewall will be seen in some ways as a very farsighted thing because it is digital hard borders.""People won't be able to script drones on Chinese soil. They won’t be able to script humanoids on Chinese soil."@balajis and @danwwang on Network State Podcast ...
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Balaji· 2026-02-13 17:19
The next question is who the buyers are.The politicians proposing unrealized capital gains taxes will essentially force Western shareholders to sell their assets to the deepest pockets on the planet.And those aren’t necessarily Western governments anymore, which are (after all) imposing these kinds of taxes partly because they are in the throes of sovereign debt crisis.Instead, with gold mooning, there’s a scenario where non-Western sovereign wealth funds will likely be able to buy up Western assets with ha ...