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X @Balaji
Balaji· 2026-02-08 12:19
Yes.One thesis is that Xi Jack Ma’d Jack Ma so that Jack Ma couldn’t Elon Xi.Meaning: Xi seized Jack Ma’s assets and drove similar Chinese tech founders into subservience or exile, so that Jack Ma (or someone like him) couldn’t use his fortune to challenge the ruling Party, like Elon did in America.So: in China, the State won over the Network. But in America, the Network won over the State.Elon freed speech with X, and tech freed media with AI and freed money with crypto. Technologists did not bend the knee ...
X @vitalik.eth
vitalik.eth· 2026-01-27 01:51
The scaling hierarchy in blockchains:Computation > data > stateComputation is easier to scale than data. You can parallelize it, require the block builder to provide all kinds of "hints" for it, or just replace arbitrary amounts of it with a proof of it.Data is in the middle. If an availability guarantee on data is required, then that guarantee is required, no way around it. But you _can_ split it up and erasure code it, a la PeerDAS. You can do graceful degradation for it: if a node only has 1/10 the data ...
X @Balaji
Balaji· 2025-08-17 08:13
Societal Trends - The analysis suggests a parallel between the failure of communism and the perceived failure of "wokeness," both seen as attempts to replace faith in God with faith in the State [1] - The document posits that the failure of the State leads to two major responses: a return to religion and a turn to technology [3] - The conservative response to a failed state involves a return to religious faith, where God becomes the organizing principle [3] Ideological Analysis - "Wokeness" is characterized as a decentralized left ideology that, like communism, elevates the State over God [1] - Examples of "wokeness" include mocking "thoughts and prayers," using the state to target religious beliefs, and replacing traditional moral codes with a focus on being a "good person" [2] - The rise in belief in Orthodox Christianity in Russia after the failure of communism is presented as an example of the return to religion [3]
Balaji on How Tech Truly Wins Media
a16z· 2025-08-01 12:30
Media & Tech Industry Dynamics - The internet disrupted blue America, leading to a collapse in newspaper revenue from approximately $70 billion in 2000 [1] - Tech companies are challenging the state's traditional roles, leading to conflict as their share of the global pie expands [2] - The media industry's hostility towards tech stems from the shrinking of their share of the American pie as the network's influence grows [2] - The shift from state to network is exemplified by individuals moving from traditional media outlets like the NYT to platforms like Substack [2] Journalism & Media Criticism - Legacy media is defined as the non-consensual invasion of privacy for profit, with multi-billion dollar media corporations acting as dotcoms [4][5] - Journalists are often portrayed as con men who flatter individuals to gain information and then twist it to create negative stories [5] - The traditional media model is being challenged by individual creators who are building their own distribution channels to avoid distortion [11][12] - Blue journalism is a network of blues, and the blue journalists deny that Substack is journalism [97] Tech Industry Strategy & Future - Tech companies should focus on building their own distribution to avoid distortion by traditional media [11][12] - The industry needs to build internet-first media based on decentralized cryptographic truth to replace the paper record [34][39] - The future involves a ledger of record with cryptographically verifiable feeds and AI-generated articles, offering a stronger form of truth [37][39][44]