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@balajis Avatar @balajis Balaji

Balaji is making significant statements about technology, economy, and society. He notes that true capitalism has never been tried and that private property was not possible before cryptography. He also highlights the impact of AI on various industries and the need for a new approach to verification and validation.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence finance XXXXX% countries XXXXX% cryptocurrencies #165 technology brands XXXX% stocks XXXX% celebrities XXXX% social networks XXXX% exchanges #415 currencies XXXX% travel destinations XXXX%

Social topic influence china #1530, money 5%, bitcoin #63, balajis #1, $googl #1932, india 3.57%, all the 2.14%, singapore 2.14%, debt 2.14%, windsurf XXXX%

Top accounts mentioned or mentioned by @arsh_thinks @tadkis @zodttd @grok @mik3kush @mareehsiaj_ @dimaloord @jcsellars88 @jason @elonmusk @jessepollak @theapebitcoiner @pieterromkes4 @robinhanson @cocodile_85 @thangvillas_ @abemurray @pramodchau52622 @agent_isaacx @aiko_qstarlabs

Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Coinbase Global, Inc. (COIN) Solana (SOL) Spotify Technology (SPOT) Ethereum (ETH) Hundred Million (100M) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"At the end of the Soviet Union all the secrets came out. The gulag was real and the cancelled Solzhenitsyn was vindicated. The USSR really had murdered Poles at Katyn while blaming it on the Nazis. Millions of innocents truly had been liquidated by Lenin and Stalin. And Chernobyl was indeed a coverup. Everything everyone had darkly suspected to be true was confirmed and then some. The consequence was the meltdown of a nuclear-armed superpower. It lost its European satellites and its overseas military bases and its global influence. The Soviet Union collapsed economically and imploded"
@balajis Avatar @balajis on X 2025-07-12 11:35:40 UTC 1.2M followers, 206.4K engagements

"media AI money crypto military drones manufacturing robots"
@balajis Avatar @balajis on X 2025-07-04 19:36:04 UTC 1.2M followers, 657.1K engagements

"Just the fact that JPMC is now admitting this is a big step. "De-dollarization has increasingly become a substantive topic of discussion among investors corporates and market participants more broadly." As the US deglobalizes the globe dedollarizes"
@balajis Avatar @balajis on X 2025-07-25 10:33:45 UTC 1.2M followers, 13K engagements

"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 decade along with thousands of years of cultural history India has both the sheer quantity of users"
@balajis Avatar @balajis on X 2025-07-19 12:29:12 UTC 1.2M followers, 61.8K engagements

"We can already slow aging in mice. The fat gray mouse up top is two years old. The thin sleek mouse below is exactly the same age"
@balajis Avatar @balajis on X 2025-07-08 20:28:32 UTC 1.2M followers, 973.9K engagements

"The US is broke. The real debt is $175T+. And @elonmusk is XXX% correct on the numbers. But the difficult step is the logical conclusion. There is no fix. It's a writeoff. A national bankruptcy. And the default will be in the form of money printing"
@balajis Avatar @balajis on X 2025-07-01 17:05:32 UTC 1.2M followers, 1.8M engagements

"Can I clarify something Google actually is acquiring Windsurf. But the new mechanism to do this which doesnt run into bogus antitrust objections is to buy the assets rather than the company. Like all these other deals. Investors still get paid and employees still get an exit"
@balajis Avatar @balajis on X 2025-07-12 09:36:26 UTC 1.2M followers, 749.7K engagements

"Everyone is a libertarian on the Internet. Because it is simultaneously far more progressive and far more capitalist than any previous society. It is ultra-progressive because billions of people from every race religion and ethnicity are on the global Internet. Anyone can speak to anyone broadcast anything associate with anyone and do just about whatever they want if it is permitted by code. It is also uber-capitalist because billions of people can transact with anyone hire anyone work for anyone found their own businesses become zillionaires set up their own servers and enjoy perfect freedom"
@balajis Avatar @balajis on X 2025-07-02 15:30:35 UTC 1.2M followers, 353.3K engagements

"Bitcoin is hitting all-time highs. And the Network State Podcast is back. All new season featuring: - Michael Saylor - Jason Calacanis - Vitalik - Jeremy Howard - Benedict Evans - Claire Lehmann - Coinbase Base - Lightspeed - and Solana Trailer and links to all episodes below"
@balajis Avatar @balajis on X 2025-07-18 14:11:57 UTC 1.2M followers, 277.1K engagements

"Amazing. First really useful AI integration by Google"
@balajis Avatar @balajis on X 2025-07-22 14:20:51 UTC 1.2M followers, 518.3K engagements

"Despite their enormous scale China and the Internet are nevertheless somehow invisible. China because its overseas. The Internet because its in the cloud"
@balajis Avatar @balajis on X 2025-07-23 12:57:10 UTC 1.2M followers, 53.8K engagements

"@brubarian I get the intent but it just has to be calculated out numerically. A rational industrial policy would do targeted gradual import substitution on key Chinese components. Rather than tariffing French wine and Canadian maple syrup and Vietnamese shoes"
@balajis Avatar @balajis on X 2025-07-25 10:47:38 UTC 1.2M followers, XXX engagements

"Yes. But then comes the third level of defense which is trusted human moderators doing occasional bot-or-not flagging to train the algorithms. I think in practice you could get fairly good at this if the system was built for it and if most humans in the network cooperated"
@balajis Avatar @balajis on X 2025-07-22 21:10:53 UTC 1.2M followers, 58.8K engagements

"If your manufacturing is not price-competitive abroad your military is not price-competitive abroad. Because the wartime economy is just a subset of the peacetime economy. You can only turn plowshares into swords if youre cranking out plowshares at low cost and high quality"
@balajis Avatar @balajis on X 2025-07-28 02:48:01 UTC 1.2M followers, 52.4K engagements

"All media became social media. All money becomes cryptocurrency"
@balajis Avatar @balajis on X 2024-11-11 17:13:43 UTC 1.2M followers, 571.3K engagements

"Bitcoin has had 80-90% drawdowns. But the XXX week moving average is up only"
@balajis Avatar @balajis on X 2025-07-20 20:16:04 UTC 1.2M followers, 237.3K engagements

"Of course but you can get very far by just detecting generic ChatGPT output and perhaps also the top few models. Most people dont change defaults. Its like Snapchat setting norms on disappearing messages. Not perfect but works well enough to set the culture of the app"
@balajis Avatar @balajis on X 2025-07-22 21:15:51 UTC 1.2M followers, 95.1K engagements

"Elon is the greatest of all time. We dont fully appreciate it. The sheer range of what he does. And the difficulty A few setbacks dont matter. Hell figure it out"
@balajis Avatar @balajis on X 2025-07-09 18:52:08 UTC 1.2M followers, 544.2K engagements

"JP Morgan is updating their p(doom) but for the dollar"
@balajis Avatar @balajis on X 2025-07-25 10:28:43 UTC 1.2M followers, 79.8K engagements

"What key knowledge would you need to start rebuilding civilisation from scratch Once youve scavenged what you can how do you begin producing the essentials How do you grow food generate power prepare medicines or get metal out of rocks"
@balajis Avatar @balajis on X 2025-07-12 19:00:00 UTC 1.2M followers, 33.9K engagements

"AI OVERPRODUCTION China seeks to commoditize their complements. So over the following months I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why Im just inferring this from public statements but their apparent goal is to take the profit out of AI software since they make money on AI-enabled hardware. Basically they want to do to US tech (the last stronghold) what they already did to US manufacturing. Namely: copy it optimize it scale it then wreck the Western original with low prices. I dont know if theyll"
@balajis Avatar @balajis on X 2025-03-22 15:31:04 UTC 1.2M followers, 2.4M engagements

"My view: Bitcoin gold public stocks real estate savings/CDs bonds. At the end of a sovereign debt cycle safe investments are unsafe"
@balajis Avatar @balajis on X 2025-06-21 14:21:24 UTC 1.2M followers, 59.5K engagements

"Indians will never be fighting for Taiwan because Americans will never be fighting for Taiwan. Reason: the US military is made in China"
@balajis Avatar @balajis on X 2024-07-12 20:44:58 UTC 1.2M followers, 301.5K engagements

"Midwit writing used to be woke. Now midwit writing is all AI. Its not this its that. A superintelligence yet midwit"
@balajis Avatar @balajis on X 2025-07-23 09:58:14 UTC 1.2M followers, 77.8K engagements

"AI PROMPTING AI VERIFYING AI prompting scales because prompting is just typing. But AI verifying doesnt scale because verifying AI output involves much more than just typing. Sometimes you can verify by eye which is why AI is great for frontend images and video. But for anything subtle you need to read the code or text deeply and that means knowing the topic well enough to correct the AI. Researchers are well aware of this which is why theres so much work on evals and hallucination. However the concept of verification as the bottleneck for AI users is under-discussed. Yes you can try formal"
@balajis Avatar @balajis on X 2025-06-04 06:53:57 UTC 1.2M followers, 932.4K engagements

"Yes. A few miscellaneous thoughts. (1) First the new bottleneck on AI is prompting and verifying. Since AI does tasks middle-to-middle not end-to-end. So business spend migrates towards the edges of prompting and verifying even as AI speeds up the middle. (2) Second AI really means amplified intelligence not agentic intelligence. The smarter you are the smarter the AI is. Better writers are better prompters. (3) Third AI doesnt really take your job it allows you to do any job. Because it allows you to be a passable UX designer a decent SFX animator and so on. But it doesnt necessarily mean"
@balajis Avatar @balajis on X 2025-06-28 06:04:28 UTC 1.2M followers, 577.6K engagements

"Yes but no manufacturing economy can be realistically stood up in time to replace the sheer consumption that money-printing enables. Example: to make $1T you can (a) print or (b) sell $1000 phones to 1B people. Obviously the former is far easier"
@balajis Avatar @balajis on X 2025-07-25 10:39:53 UTC 1.2M followers, 61.7K engagements

"Customers get mad at grocery store prices because they can't see the Fed. Investors get happy about rising stock prices because they can't see the Fed. And everyone is confused about housing prices because they can't see the Fed. But you can"
@balajis Avatar @balajis on X 2025-07-25 10:05:41 UTC 1.2M followers, 217.8K engagements

"The public sector is the platform. The private sector is the apps on that platform"
@balajis Avatar @balajis on X 2025-07-26 17:24:01 UTC 1.2M followers, 78.2K engagements

"Jesse and I worked together closely when I was Coinbase CTO. He's stepped up in a big way over the last few years with the advent of first Base and (just yesterday) now the Base app. We talk about driving transaction costs below X and what that means for the world. For the full episode with @jessepollak: 📺YouTube: 🔊Spotify: 🍎Apple:"
@balajis Avatar @balajis on X 2025-07-18 14:55:54 UTC 1.2M followers, 46.3K engagements

"@AsyncCollab Ha. Real capitalism has never been tried. We could do so much better. also truly private property arguably didnt exist before cryptography"
@balajis Avatar @balajis on X 2025-07-26 17:53:19 UTC 1.2M followers, 1463 engagements

"I do agree that Keynesianism was the most successful variant of Communism. It also seized XXX% of wealth from the population over time but did it gradually and invisibly as opposed to suddenly and violently. But that business model is ending"
@balajis Avatar @balajis on X 2025-07-25 10:17:23 UTC 1.2M followers, 62.9K engagements

"This flipped within our lifetimes. Before 2016 it was considered paranoid right-wing extremism (albeit true; see Venona) to claim that Russian spies had infiltrated the US government. After 2016 it became mainstream conventional wisdom (albeit false; see Russiagate) to claim that Russian spies had infiltrated the US government. The reason is that for much of the 20th century Russia was on the communist left. But by 2016 Russia was now on the nationalist right. So the idea of a Russian conspiracy was not useful to the left before 2016. Then it became useful to the left after 2016"
@balajis Avatar @balajis on X 2025-07-26 17:37:47 UTC 1.2M followers, 123.8K engagements

"An important subject. Less theoretical every day. This is a good book on the topic"
@balajis Avatar @balajis on X 2025-07-12 18:54:54 UTC 1.2M followers, 211.2K engagements

"The singularity is happening. Yet also nothing ever happens"
@balajis Avatar @balajis on X 2025-07-10 12:53:18 UTC 1.2M followers, 306.3K engagements

"@mattyryze I agree that some Maoists still exist. But China as a whole is on the ultranationalist right. Highly militarized under one leader giant manufacturing superpower with cultural homogeneity and a sense that Han people are the best. Crypto is to the liberal left of that"
@balajis Avatar @balajis on X 2024-06-13 17:11:02 UTC 1.2M followers, 1932 engagements

"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: 🔊Spotify: 🍎Apple:"
@balajis Avatar @balajis on X 2025-07-18 15:15:57 UTC 1.2M followers, 38.6K engagements

"Stablecoins do offset. They can extend lifespan. It's possible that most local fiats collapse against USD while USD then collapses against BTC. Like most local papers collapsing against NYT and NYT then collapsing against social media"
@balajis Avatar @balajis on X 2025-07-25 10:45:13 UTC 1.2M followers, 53.1K engagements

"Hardware is hard. Thats why Elon is by far the greatest founder of all time. Remember countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions or China tariffs or lockdowns or shipping interruptions or regulatory delays. Not Elon. He didnt just survive financial crisis and coronavirus. He managed to build physical things in America while fighting the state and the laws of nature at the same time. Somehow he managed to simultaneously build not just a car company but a rocket company. Those dont just have"
@balajis Avatar @balajis on X 2024-02-28 09:49:48 UTC 1.2M followers, 4.3M engagements

"The blockchain is the basis for global economic union because it provides uniform monetary policy payment rails smart contract enforcement encrypted messaging verifiable identity and capital formation to anyone with an internet connection"
@balajis Avatar @balajis on X 2025-07-10 10:58:33 UTC 1.2M followers, 150.3K engagements

"Part of the cost of using AI is verifying AI output. That cost is higher when the AI isn't concise"
@balajis Avatar @balajis on X 2025-07-20 19:38:04 UTC 1.2M followers, 46.5K engagements

"Remember big tech did clean M&As for years. So what changed It was the Biden-era regulatory assault. The most recognizable face was Lina Khan at FTC. Though to be fair it's now an international affair. And it's also been continued by the current admin. Because Trump X is pro-crypto but anti-Big Tech. And you know what I get it. Big Tech did back wokes and censor citizens. But big M&As aren't really big wins for bigcos. They're more like surrenders. They signify that big tech couldn't build so had to buy. And each such deal funds 1000+ startup piranhas. So: if you want disruption re-legalize"
@balajis Avatar @balajis on X 2025-07-14 14:51:39 UTC 1.2M followers, 128.6K engagements

"All property becomes cryptography. Let me explain why. (1) First right now trillions of dollars worth of digital gold is secured onchain. Bitcoin is now valued everywhere there is an internet connection. And no matter what political faction you're in everyone agrees on the raw fact of who owns what amount of BTC. (2) Next right now the full legalization of stablecoins means that every other asset goes onchain. Because if there is a legal status for onchain currency of course there's a legal path for onchain stocks onchain bonds and every other type of financial asset. (3) So that's a lot"
@balajis Avatar @balajis on X 2025-07-27 09:35:26 UTC 1.2M followers, 389.9K engagements

"There are many different proof-of-human mechanisms that you can layer on top of each other. They have different and hence complementary failure modes. Use as many as you can cheaply introduce. From 2FA to MFA multi-factor authentication"
@balajis Avatar @balajis on X 2025-07-23 06:08:43 UTC 1.2M followers, 52.8K engagements

"AI copy on the page is the new lorem ipsum. It's lorem aipsum"
@balajis Avatar @balajis on X 2025-07-25 14:40:58 UTC 1.2M followers, 78.9K engagements

"AI = AN INTERN Prompting an AI agent and then reviewing the code can be slower than just coding it yourself. But when Do we have simple heuristics for when to use an agent vs code it yourself Use an agent when it's frontend code (which you can instantly inspect for correctness) or interaction with some API (where you know what to do but not the specific incantations for executing the API calls) or a data analysis or a prototype. Do it yourself when it's a domain you know very well or it's highly contextual backend code or you want to iterate a lot on the result. In these circumstances writing"
@balajis Avatar @balajis on X 2025-07-16 07:29:22 UTC 1.2M followers, 146.8K engagements

"The main error is: people think anti-acquisition regulations harm Big Tech. But they actually harm startups more by cutting off exits and thereby reducing money for investment When a bigco can't surrender to a startup it fights to the death"
@balajis Avatar @balajis on X 2025-07-14 14:56:36 UTC 1.2M followers, 88.9K engagements

"The senior engineer needs only one prompt. The junior engineer needs multiple prompts"
@balajis Avatar @balajis on X 2025-06-28 13:22:14 UTC 1.2M followers, 141.4K engagements

"No. But I'm happy to explain. (1) First you assume incorrectly that America is a valuable economy that everyone wants to get into when it's unfortunately more like a bankrupt country that the smart money is rapidly getting out of. That's why BTC has appreciated by 100000000X against USD why gold is at record highs why yields are soaring and why the DXY is crashing. I take no pleasure in pointing this out but I do have to point it out. (2) Second you assume incorrectly that airgapping is censorship when it's actually more like digital borders. If X wants to retain both its American and Indian"
@balajis Avatar @balajis on X 2025-07-08 19:32:44 UTC 1.2M followers, 554.3K engagements

"The flag of ETH is raised over Wall Street. And the SEC surrenders to a more powerful regulator. Because it is Ethereum that now provides standardized market access to all Internet participants. The network defeats the state"
@balajis Avatar @balajis on X 2024-07-26 04:42:09 UTC 1.2M followers, 654K engagements

"TLDR: Windsurf employees may well get their exit if remaining management just executes the dividend. After looking into this I think the original intent was for that $100M+ cash balance to indeed be used to give employee distributions via a dividend. It corresponds very closely to the unvested equity number. But due to the legal overhead that attends any Big Tech acquisition nowadays the founder was muzzled and couldn't say this outright. He could only say "dividending out the balance is an option." So: the remaining Windsurf shareholders can take that option dividend out the $100M to"
@balajis Avatar @balajis on X 2025-07-14 02:36:49 UTC 1.2M followers, 477.8K engagements

"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:"
@balajis Avatar @balajis on X 2025-07-20 20:17:15 UTC 1.2M followers, 69.2K engagements

"What's India's potential Well Singapore previewed what China could look like. And Dubai may preview what India could look like. Because Indians are XX% of Dubai's population. While South Asians are 50%. And by working with Emiratis. They built a city that looks like this:"
@balajis Avatar @balajis on X 2025-06-25 08:23:43 UTC 1.2M followers, 564K engagements

"Im actually pretty sympathetic to the white American conservative. They were subject to countless slings and arrows over the last several decades from constant insults to racial quotas with an extraordinary escalation once wokeness really got underway in 2013. Over the course of decades they tried all manner of parley with the left sending many good guys like Mitt Romney only to find their outstretched hands repeatedly thrown back in their face. So eventually they just elected Trump. And then even Trump was constantly impeached and undermined during his first term. After that and the"
@balajis Avatar @balajis on X 2025-07-09 20:19:19 UTC 1.2M followers, 567.2K engagements

"Indian founders should not think of themselves as Indian founders but as Internet founders. When you sit on a Chinese chair you don't think of it as a culturally Chinese object. It's not like dim sum or red envelopes. It is just a globally competitive chair that happens to be made in China. Similarly Indian technologists should make globally competitive software that happens to be made by Indians"
@balajis Avatar @balajis on X 2025-07-19 11:49:27 UTC 1.2M followers, 162K engagements

"LAWYERS AS VERIFIERS Use lawyers as AI verifiers. Heres how. (1) First tell the AI that its the named partner of the most capable law firm in your city with expertise not just in corporate law but tech startups compliance accounting and the like. (2) Then draft a memo to the AI describing your business goals in full. (3) Conclude by asking a list of specific questions. Make sure to add the catch-all question of is there anything I may have overlooked. Ask to include citations to specific sections of legal code caselaw or sample documents like SAFEs. (4) Next run that prompt against several"
@balajis Avatar @balajis on X 2025-07-05 14:26:43 UTC 1.2M followers, 262.4K engagements

"The Industrial Revolution improved everyones life in the long run. But in the medium run it caused the rise of communism the murder of capitalists and the advent of world war. Technological advance caused political chaos. Then again would you prefer no electricity"
@balajis Avatar @balajis on X 2025-07-22 19:07:09 UTC 1.2M followers, 114.7K engagements

"What @slatestarcodex is saying is of course tongue-in-cheek. But this is real: Egypt leased their Mediterranean peninsula to the UAE in return for $35B. Its a win/win for both countries. As the sovereign debt crisis gets underway expect many more deals like this"
@balajis Avatar @balajis on X 2025-07-12 18:41:17 UTC 1.2M followers, 151.5K engagements

"There were many hackish workarounds for this that required linking AI APIs to Google Scripts. But this is the native version you've always wanted"
@balajis Avatar @balajis on X 2025-07-22 14:22:21 UTC 1.2M followers, 57.8K engagements

"First mover advantage into BTC staying and fighting for USD"
@balajis Avatar @balajis on X 2025-07-11 08:21:34 UTC 1.2M followers, 105K engagements

"0% AI is slow. But XXX% AI is slop. So the optimal amount of AI is actually between 0-100%. The exact figure varies by situation but just the idea that X% and XXX% are both suboptimal is useful. It's the Laffer Curve but for AI"
@balajis Avatar @balajis on X 2025-07-23 09:10:11 UTC 1.2M followers, 103K engagements

"From a well-known investor I know: Saw some people claiming common doesnt get paid in the Windsurf acquisition. They are wrong you are right. I checked with Windsurf investors everyone is getting paid including common. The one wrinkle may be employees who arent vested. And preferred may be taking a disproportionate tax hit because it doesnt qualify for QSBS just like Scale didnt qualify. Caveats: I haven't seen the waterfall myself and these deals are complicated and I don't like to get involved in someone else's business. But in the abstract ideally all Windsurf employees should get paid as"
@balajis Avatar @balajis on X 2025-07-13 02:18:01 UTC 1.2M followers, 233.1K engagements

"An important kind of social network will be one where no bots whatsoever are allowed"
@balajis Avatar @balajis on X 2025-07-22 19:37:19 UTC 1.2M followers, 728.8K engagements

"India is now #3 in global unicorns and was the #1 fastest growing economy in the world from 2015-2025. How did that come about Hemant was a colleague of mine at a16z and is now a partner at Lightspeed which has $25B+ under management. We give an overview of Indian tech for people who know nothing about India. For the full episode with @MohapatraHemant: 📺YouTube: 🔊Spotify: 🍎Apple:"
@balajis Avatar @balajis on X 2025-07-18 15:06:14 UTC 1.2M followers, 46.4K engagements

"One thought btw is that I disagree with Googles chosen example. AI personalization of an outbound email can feel impersonal and spammy. Its at best a first draft that you completely rewrite. But as a tool for data analysis this is amazing"
@balajis Avatar @balajis on X 2025-07-22 14:58:36 UTC 1.2M followers, 54.1K engagements

"Were starting to make a comparable list for our era"
@balajis Avatar @balajis on X 2025-07-22 19:13:11 UTC 1.2M followers, 34.8K engagements

"AI is perhaps the most competitive field in the most competitive sector in the world. Somehow @elonmusk built and funded the team capable of getting to global #1 while simultaneously running SpaceX Tesla X Boring and Neuralink. It is superhuman"
@balajis Avatar @balajis on X 2025-07-10 18:27:49 UTC 1.2M followers, 255K engagements

"cloud vs land code vs kings internet vs china memes vs genes network vs state mobile vs sessile digital vs physical founder vs emperor technology vs politics individual vs collective capitalism vs socialism bottom-up vs top-down decentralized vs centralized internationalism vs nationalism"
@balajis Avatar @balajis on X 2025-07-11 13:59:38 UTC 1.2M followers, 133K engagements

"What happens if high quality AI models become free ubiquitous and inexpensive to run on even low-spec hardware (1) First you can rebuild every productivity app AI-first. That starts with Microsoft Word Google Sheets and Apple Keynote. But it extends to wholly new kinds of productivity apps. (2) Second every smart device becomes truly smart. Your fridge can double as your nutritionist. Your alarm clock is your sleep therapist. And so on. Just like your car is already your driver. (3) Third moats move to the app layer. As others have remarked the GPT wrappers may end up more defensible than the"
@balajis Avatar @balajis on X 2025-03-23 06:50:00 UTC 1.2M followers, 688.5K engagements

"The closest thing to this right now (besides IRL of course) is probably a corporate Slack. But that has limited scale. Theres room for a new kind of app with no AI at all within its walls. No slop no spam. Like Twitters original XXX character limit. But limited to humans"
@balajis Avatar @balajis on X 2025-07-22 19:42:42 UTC 1.2M followers, 49.7K engagements

"Most countries are small countries. More than XX% have 10M people. Almost XX% have 1M people. We've built social networks much bigger than that"
@balajis Avatar @balajis on X 2025-05-25 15:14:12 UTC 1.2M followers, 212.8K engagements

"Capital is moving to Dubai Singapore and Australia. Talent will follow"
@balajis Avatar @balajis on X 2025-06-25 08:07:53 UTC 1.2M followers, 1.7M engagements

"At the same time the end of the Soviet Union also saw the wildest conspiracy theories uncritically adopted by the population. Thats what a breakdown of trust in the state looks like. People believe nothing and then theyll also believe anything"
@balajis Avatar @balajis on X 2025-07-12 11:43:37 UTC 1.2M followers, 37K engagements

"Yes but then the second layer of defense comes into play: the anti-AIrcraft guns namely the AI detectors. If its easy for a human to flag ChatGPT-generated text its trivial for an algorithm"
@balajis Avatar @balajis on X 2025-07-22 19:52:49 UTC 1.2M followers, 57.9K engagements