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Balaji· 2025-07-21 18:37
Come to Singapore on October 3.https://t.co/W0MbLJpKgp https://t.co/wfmbTY17OY ...
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Balaji· 2025-07-21 05:46
RT Garry Tan (@garrytan)Varun Mohan and the team at Windsurf built something great.What I heard is every founding engineer (over 40 of them) cleared 7 figures. The remaining org of 200 was only 15 engineers who had worked there less than a year, the rest were sales and ops, and even then they left more cash in the business that could have made everyone more than whole if the remaining team was willing to dividend it and shut down.Varun preserved $2.3B in value for the investors and vested cap table and did ...
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Balaji· 2025-07-20 20:17
This graph smooths out the four year cycle.It shows the gradual rise to global reserve.Thanks to @adam3us for posting it.And Bitcoin Magazine for generating it: https://t.co/IXkGi5maGWhttps://t.co/6l2gyiuZeqAdam Back (@adam3us):#bitcoin 200wma passes $50k https://t.co/dfARpOCeQH https://t.co/sZXRAxNbnD ...
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Balaji· 2025-07-20 20:16
Bitcoin has had 80-90% drawdowns.But the 200 week moving average is up only. https://t.co/87MrH26u0R ...
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Balaji· 2025-07-20 19:38
Part of the cost of using AI is verifying AI output.That cost is higher when the AI isn't concise. ...
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Balaji· 2025-07-20 19:10
AI is prolix. Smart is now concise. ...
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Balaji· 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· 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 ...
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Balaji· 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]
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Balaji· 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:📺YouTube: https://t.co/3YiECiRTyT🔊Spotify: https://t.co/NTXbD7mxw4🍎Apple: https://t.co/n1eSjwKr0d ...