Balaji

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Balaji· 2025-08-12 19:55
Here's the podcast that @BritishHodl and many Bitcoiners liked.0:00: Introduction1:32: West vs East6:33: The ascending world10:30: Denying while declining14:00: Millionaire migration map18:20: Several exponentials20:10: Four factions (Blue, Red, China, Internet)25:00: Red America v China33:05: Blue America v Internet39:35: Geographical splits43:52: Dollar inflation is global taxation49:30: Left and right ending their empire1:07:20: Superbitcoinization Is already here1:26:00: The Internet frontier1:32:00: So ...
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Balaji· 2025-08-11 19:04
RT a16z (@a16z)Most M&A doesn’t move the needle. The rare ones reshape industries.@balajis lays out the rulebook:1. Power law returns or bust2. 100x scale gap or it breaks your cap table3. Distribution leverage or it dies in integration"That’s why M doesn’t work, but A works." https://t.co/WQWBMPQn0v ...
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Balaji· 2025-08-11 13:50
All this may change as tech evolves. Perhaps everyone gets their own highly personalized writer, such that the AI copy they emit isn't cliche-ridden and overwritten.But at least for now...there's an instant turnoff when you see someone use AI text verbatim in an application form, or a Substack post, or a tweet. It just signals that they can't write well, or that they're lazy, or something.To be clear, AI is useful for coding, for data analysis, for snippets of legal work, for situations where there's a righ ...
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Balaji· 2025-08-11 13:40
In general, AI text should not be used verbatim.In writing or in speech.Think of it as lorem ipsum.Or more precisely, lorem aipsum.It's placeholder text.Esther Crawford ✨ (@esthercrawford):Last week I interviewed a candidate who was clearly reading answers given by an AI tool on his screen. He restated every question and instantly had a perfectly formatted STAR response to everything. So boring!It was odd & exhausting - a very uncanny valley type of experience. ...
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Balaji· 2025-08-11 13:34
From @ryanmcmaken in 2022:"It took some time for the official numbers to catch up with reality. The regime’s official numbers had long understated even the moderate levels of price inflation in earlier periods, but after the mid-80s, the gap between official inflation and estimated real inflation grew considerably.Efremov summarizes the divergence, noting that in 1988 official inflation was 0.6 percent but 6 percent in the real marketplace. By 1989, official inflation was 2 percent, but it was really 8 perc ...
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Balaji· 2025-08-11 13:20
The swarm intelligence algorithms have amazing names. They're all named after bees, fireflies, wolves, whales, dragonflies, cuckoos, and the like.It does feel there's something here in terms of getting crypto crowds to cooperate, and getting AI agents on the same page.CITATIONS(1) Particle Swarm Optimization (PSO)Kennedy, J., & Eberhart, R. (1995). Particle swarm optimization. Proceedings of IEEE International Conference on Neural Networks, 4, 1942–1948. IEEE. https://t.co/fTQ5ZZ1ESo(2) Ant Colony Optimizat ...