Balaji
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Balaji· 2026-02-03 14:16
I agree but would elaborate.There are actually two security models:Xi and Bukele.Because as the dollar ends, a power vacuum is forming. The West itself is unfortunately no longer capable of maintaining order, either abroad or internally. The US military’s retreat from Asia/Europe in the 2025 National Security Strategy coupled with the endless, escalating domestic street violence is a preview of what is to come.A period of American anarchy looms.But to answer the question of what comes next, we have to ask: ...
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Balaji· 2026-02-03 13:59
What does SF 2035 look like? After the dollar ends, one scenario involves three tiers of law enforcement in this Democrat-controlled territory.(1) For a Communist leader, like Xi, the drug addicts will be kept far away. This will also be true for whatever CCP leaders administer SF. That system will get prototyped in Carney’s Chinese Canada, but most likely there will be safe neighborhoods set up for Communist party members only. Similar to the “Zatvory” model of accommodations for Soviet officials in Warsaw ...
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Balaji· 2026-02-03 13:40
When Xi visited San Francisco, they knew what to do.Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away.So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. https://t.co/73wN6kzQhYEmily Hoeven (@emily_hoeven):My latest column: For years, a man w/ a machete has wreaked havoc in Jefferson Sq Park. 50 interactions w/ police since 2014, 2 restraining orders, many cycles of jail, treatment, dive ...
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Balaji· 2026-02-01 05:23
Btw, nothing in this thread should be taken negatively against the moltbook founder @MattPRD. It’s hard to build something, and cool that his project went viral.However: this isn’t the AI takeover by a long shot. And it’s important to clarify that for those outside tech.Balaji (@balajis):@MattPRD Ah, nothing against you as a founder. While I don’t know you, by default I am pro-startup and it’s great that you built something.My objection was simply to the narrative around an emergent AI takeover which was sc ...
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Balaji· 2026-01-31 21:31
I understand these points but disagree because:(1) Many/most of these agents are using the same upstream model (namely Claude) so it’s just Claude talking to itself.(2) The longer these agents talk to themselves past a prompt, the more they get off track and lose coherence. They are built for the leash, and need constant direction and guidance.(3) Unpredictability of an AI agent acting on your behalf is a bug, not a feature. There are many ways for things to go unpredictably wrong and very few for them to g ...
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Balaji· 2026-01-31 10:36
We have had computers talking to other computers for decades in the deterministic language of computer networks.I do think there are *some* possibilities opened up by probabilistic computer-to-computer communication via natural language. Software testing and fuzzing is one use case.But beyond that, the utility of AI agents interacting may be less than people think. By default it is just AIs spamming each other, trained on roughly the same overall corpus of internet text.The human-provided prompts are the no ...
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Balaji· 2026-01-31 10:27
To be clear: yes, it’s cool to have airgapped computers with intelligent agents doing things for you, so long as they can’t mess up your sensitive files.I think this will be more useful for app testing than production work, because these agents still mess up a lot.But that use case is different from “OMG the machines are taking over.” AI agents are just humans puppeting machines. ...
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Balaji· 2026-01-31 10:23
I am apparently extremely unimpressed by moltbook relative to many others.We’ve had AI agents for a while. They have been posting AI slop to each other on X. They are now posting it to each other again, just on another forum.In every case, the AIs speak with the same voice. The voice that overemphasizes contrastive negation (“it’s not this, it’s that”) and abuses emdashes. The same voice with a flair for midwit Reddit-style scifi flourishes.Most importantly: in every case, there is a human upstream promptin ...
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Balaji· 2026-01-31 03:14
Contrast to Canada.As Carney is also a central banker.And he’s aligning around CCP.While Republicans are with BTC.Because that’s the post-dollar axis.China vs the Internet.CCP vs BTC.Mark Carney (@MarkJCarney):The Canada-China relationship has been distant and uncertain for nearly a decade.We’re changing that, with a new strategic partnership that benefits the people of both our nations. https://t.co/2Geqt7Zf1d ...