[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @balajis Balaji Balaji Srinivasan, a prominent figure in the cryptocurrency and tech space, has been discussing various topics on social media, including the concept of "cryptoidentity" and the intersection of technology and governance. He has also been highlighting the shift towards a new world order, with cities like Miami, Dubai, and Singapore emerging as new hubs for innovation and capital. Additionally, Srinivasan has been emphasizing the importance of understanding the changing nature of identity, community, and security in the digital age. ### Engagements: XXXXXXX [#](/creator/twitter::2178012643/interactions)  - X Week XXXXXXXXX +182% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::2178012643/posts_active)  - X Week XX -XXXX% - X Month XXX +2.10% - X Months XXX +1.40% - X Year XXXXX +13% ### Followers: XXXXXXXXX [#](/creator/twitter::2178012643/followers)  - X Week XXXXXXXXX +0.25% - X Month XXXXXXXXX +1.40% - X Months XXXXXXXXX +5.50% - X Year XXXXXXXXX +13% ### CreatorRank: XXXXXX [#](/creator/twitter::2178012643/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) #1445 [finance](/list/finance) #317 [cryptocurrencies](/list/cryptocurrencies) #1100 [travel destinations](/list/travel-destinations) XXX% [stocks](/list/stocks) XXX% [technology brands](/list/technology-brands) XXX% [social networks](/list/social-networks) XXX% [automotive brands](/list/automotive-brands) XXX% [exchanges](/list/exchanges) #3766 [celebrities](/list/celebrities) XXX% **Social topic influence** [ai](/topic/ai) #4042, [if you](/topic/if-you) #3960, [money](/topic/money) 7.79%, [debt](/topic/debt) #4, [china](/topic/china) 5.19%, [india](/topic/india) #316, [singapore](/topic/singapore) #1299, [dubai](/topic/dubai) 2.6%, [all the](/topic/all-the) 2.6%, [switzerland](/topic/switzerland) #731 **Top accounts mentioned or mentioned by** [@vjlveekhout](/creator/undefined) [@fillyaole](/creator/undefined) [@bvdani_el](/creator/undefined) [@denesvarga61342](/creator/undefined) [@grok](/creator/undefined) [@satoshifon](/creator/undefined) [@shanemac](/creator/undefined) [@truecryptopower](/creator/undefined) [@richardheartwin](/creator/undefined) [@imarungopal](/creator/undefined) [@mi35156](/creator/undefined) [@georgiek420](/creator/undefined) [@bestape](/creator/undefined) [@war4thewest](/creator/undefined) [@shitcoinmj](/creator/undefined) [@ipecity](/creator/undefined) [@brian_armstrong](/creator/undefined) [@spidercrypto0x](/creator/undefined) [@oceanexchange](/creator/undefined) [@0xteo](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Credit Suisse Group (CS)](/topic/credit-suisse) [Tesla, Inc. (TSLA)](/topic/tesla) [Zcash (ZEC)](/topic/zcash) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last XX hours "Very reasonable ask. So here's what Shanghai looks like at ground level. While I prefer the freedom of Seoul or Tokyo I have to admit the Chinese have built great cities. We should build greater ones" [X Link](https://x.com/balajis/status/1731852158235033729) 2023-12-05T01:45Z 1.2M followers, 776.3K engagements "This year's Network State Conference is on Friday October X in Singapore. Our speakers include Vitalik Buterin Bryan Johnson Ben Horowitz Brian Armstrong Amjad Masad Ranveer Allahbadia Arthur Hayes Nas Daily Noah Smith Andrew Huberman and the governments of Singapore Dubai Abu Dhabi and El Salvador. That means many of the most successful founders creators investors and policymakers in the world are now interested in the idea of bringing online communities into the physical world. Our conference also features writers community organizers and intellectuals from around the world (and across the" [X Link](https://x.com/balajis/status/1972287549952663648) 2025-09-28T13:09Z 1.2M followers, 3.7M engagements "Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come" [X Link](https://x.com/balajis/status/1977458980776784357) 2025-10-12T19:38Z 1.2M followers, 377.5K engagements "NO PUBLIC UNDISCLOSED AI That's my new heuristic after the last few years of seeing AI in practice. As context there's a Laffer curvea for AI. The optimal amount of AI in most things is not XXX% nor 0%. Because if you use X% AI it's slow but if you rely on XXX% AI it's slop. The exact number is situational. But just knowing it's not XXX% or X% is actually a useful heuristic. That said a few hard-and-fast rules are useful. So here they are: (1) Rule 1: don't use AI-generated text in public. Don't use AI-generated text in outbound emails in DMs or on websites. Because AI text is the new lorem" [X Link](https://x.com/balajis/status/1991434620978753952) 2025-11-20T09:13Z 1.2M followers, 90.4K engagements "The man who wants to be CEO because he gets to be important should not be CEO. The man who does not want to be CEO because he gets the importance should be CEO" [X Link](https://x.com/balajis/status/1996934164537659418) 2025-12-05T13:26Z 1.2M followers, 267.3K engagements "The conventional wisdom is: substance over optics. And that is generally good advice. But sometimes optics is the substance" [X Link](https://x.com/balajis/status/1997759211493888161) 2025-12-07T20:04Z 1.2M followers, 63.6K engagements "Example: your code works but its unusable until a good UX is built. Example: your policy works but its unpopular unless its explained properly. Example: your medicine works but you need to give it a catchy name to get it prescribed. These are really all the same problem. Making it work is the backend making it pretty is the frontend. Do both or fail. That said: its easier to add frontend optics than to invent backend substance which is why the advice to focus on substance first actually is good advice" [X Link](https://x.com/balajis/status/1997764101649670256) 2025-12-07T20:24Z 1.2M followers, 36.1K engagements "The Overton Window has been smashed. If everything is now legal1 many startups will try raising funds by issuing tokens as explicit cryptoequity. As context the SEC distorted the market for the last decade by forcing founders to obscure the obvious analogy between tokens and equity. But there is nothing *morally* wrong with moving equity from spreadsheets and NASDAQs to blockchains. Indeed from a *technical* perspective its far better to represent equities onchain. You can hold them in a wallet price them with an API call and track them on an explorer. You can also easily issue dividends" [X Link](https://x.com/balajis/status/1881239201657876895) 2025-01-20T07:15Z 1.2M followers, 765.7K engagements "From the regulatory state to the acceleratory state" [X Link](https://x.com/balajis/status/1981343012010799545) 2025-10-23T12:52Z 1.2M followers, 149.9K engagements "You can now make money from NYT's lies. Short the fake news on Polymarket" [X Link](https://x.com/balajis/status/1815137615542374675) 2024-07-21T21:31Z 1.2M followers, 41.7K engagements "I like Switzerland and agree that it was arguably an exception to the rule. But it isnt anymore and hasnt been for some time. It capitulated to Obama in 2009 on financial privacy and so Swiss bank accounts dont really exist. The Swiss (perhaps understandably) sanctioned Russia after 2022 and nuked the Credit Suisse bondholders in violation of financial neutrality. That neutrality is now found only onchain. The country is also de facto a member of NATO and the EU even if not de jure. And is moving towards de jure. Its a member of the Schengen zone and signatory to 100+ bilateral treaties which" [X Link](https://x.com/balajis/status/1996444825848025300) 2025-12-04T05:01Z 1.2M followers, 31.6K engagements "ALL IT TAKES IS ALL YOU GOT Wow I love this so much. First the debt didn't matter. Now it still doesn't matter. Because the state can take all your assets to pay it Here's the graph Brent cites: Below is that same graph with titles and labels1. See how it says balance sheet of households and nonprofit organizations So that $177T number isn't really about government assets. It's just everything every American household (and nonprofit hedge fund PE fund and personal trust) owns2. And now we're getting down to brass tacks. See Keynesianism is like Communism in that it sees no real difference" [X Link](https://x.com/balajis/status/1773438433714933941) 2024-03-28T19:54Z 1.2M followers, 1.6M engagements "On many graphs of the physical world China is in first place by a wide margin. But if you look more closely India is a distant but real runner up" [X Link](https://x.com/balajis/status/1957523920762122313) 2025-08-18T19:24Z 1.2M followers, 435.5K engagements "DECOUPLING FROM DOLLARS The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India like it does Vietnam and everyone else including its own citizens.not vice versa. To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars: That difference of $45B was effectively made up by money printing which the Fed does at will: The current administration incorrectly thinks this is a bad deal for America because they havent fully thought through the fact that the" [X Link](https://x.com/balajis/status/1962618982692966850) 2025-09-01T20:50Z 1.2M followers, 1.2M engagements "TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In 1956 Charles Tiebout proved that if you had: (a) low-cost mobility (b) frictionless discovery (c) no inter-jurisdictional spillover effects and (d) many possible jurisdictions .then individuals could vote with their feet by sorting themselves into communities that efficiently matched their preferences for public goods. Those assumptions were theoretical in 1956 but practical by 2026. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and" [X Link](https://x.com/balajis/status/1965360194118189126) 2025-09-09T10:22Z 1.2M followers, 190.1K engagements "Popups are the new startups" [X Link](https://x.com/balajis/status/1981407287081390133) 2025-10-23T17:08Z 1.2M followers, 179.8K engagements "The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X" [X Link](https://x.com/balajis/status/1988875262700781792) 2025-11-13T07:43Z 1.2M followers, 788.6K engagements "Different people are wired differently but I basically agree. Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns. So: money is a metric but not the only one and the capitalism part of technocapitalism has been stressed a bit too much in recent times. Because the drive to make great art to advance science to win in a just cause will always produce more peak energy than the merely pecuniary. But then on a daily basis you have to eat too. I think of it" [X Link](https://x.com/balajis/status/1991530179639013472) 2025-11-20T15:32Z 1.2M followers, 1M engagements "I dont think the goal is remaining pure forever particularly if thats defined as never becoming useful enough to make money. Instead if an organization truly starts losing sight of its original purpose it is eventually replaced. If however it is correctly *balancing* that purpose with practicality its not easily replaced" [X Link](https://x.com/balajis/status/1991535820021592190) 2025-11-20T15:55Z 1.2M followers, 73.1K engagements "Animal evolution: survival of the fittest Digital evolution: survival in the market" [X Link](https://x.com/balajis/status/1991937506456289565) 2025-11-21T18:31Z 1.2M followers, 86.8K engagements "For years the conventional wisdom was to put XXX% of your energy into building and to ignore politics. The problem was that those who put XXX% of their energy into fighting particularly politicians would then take everything youd built. Like the video game Civilization. If you put everything into science and commerce while the next door tribe puts it all into swordsmen and slogans theyll waltz over and walk over you. The temptation is then to respond in kind by putting XXX% of your resources into fighting. This does work to ward off the initial assault. But without building you become just" [X Link](https://x.com/balajis/status/1992149489327722994) 2025-11-22T08:33Z 1.2M followers, 632.7K engagements "In the 90s the worry was that only the rich would have digital products. That was called the digital divide. And it turned out to be completely wrong. Because digital is cheap. Physical is the premium product" [X Link](https://x.com/balajis/status/1994860161878688014) 2025-11-29T20:04Z 1.2M followers, 107.2K engagements "2020: blue and tech against red 2024: red and tech against blue 2028: blue and red against tech" [X Link](https://x.com/balajis/status/1995184984366428526) 2025-11-30T17:35Z 1.2M followers, 413.5K engagements "If frontier AI models plateau then on-device inference and open source models could catch all the way up. Great for consumers and developers. Amazing for getting intelligence too cheap to meter for AI-enabled hardware and for the garden of intelligent things. But bad for business models premised on continuing exponential AI capex spendincluding the US economy itself" [X Link](https://x.com/balajis/status/1996631378608500916) 2025-12-04T17:23Z 1.2M followers, 181.8K engagements "Just to calibrate tech unicorn founders are much rarer than pro athletes" [X Link](https://x.com/balajis/status/1996662239978557775) 2025-12-04T19:25Z 1.2M followers, 229.5K engagements "Id argue the will to power is often misunderstood. It means power over oneself self-discipline not really power over others. Also: Nietzscheanism is useful as a defense against Bolshevism. But thats aimed outside the tribe. Within the tribe you should be cooperative not Nietzschean" [X Link](https://x.com/balajis/status/1996937609822740852) 2025-12-05T13:40Z 1.2M followers, 46.3K engagements "Towards the Solana network state" [X Link](https://x.com/balajis/status/1997320973008429077) 2025-12-06T15:03Z 1.2M followers, 234.8K engagements "Popups are the new startups. And IRL is the new URL" [X Link](https://x.com/balajis/status/1998643892284199065) 2025-12-10T06:40Z 1.2M followers, 213.2K engagements "AI quantifies the cognitive cost of context switching" [X Link](https://x.com/balajis/status/1998700835937657121) 2025-12-10T10:26Z 1.2M followers, 64.2K engagements "INDIA INTERNET INTERNATIONAL If you're Indian don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover as the sovereign debt crisis worsens. It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there are three options: India Internet and International. X. India India itself is the world's fastest growing economy with the #1 growth rate in the world over the last XX years. Every major company is investing in India. So you can do well in the Indian economy: X. Internet The" [X Link](https://x.com/balajis/status/1998967507554832594) 2025-12-11T04:06Z 1.2M followers, 558.5K engagements "THE WAR FOR TALENT Are there countries that want capital and talent Of course there are. The UAE is all in on this. And they already attract more millionaires per year than the US with 1/30 the population: They're also recruiting heavily for talent. They have visa programs where you can just self sponsor yourself and get approval quickly rather than waiting years through the byzantine American process. The green visa is an example: As a consequence more than 240000 Brits have already moved to Dubai along with literally millions of people of Indian origin. The country has only 1M native" [X Link](https://x.com/balajis/status/1873312723997753810) 2024-12-29T10:18Z 1.2M followers, 770.3K 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" [X Link](https://x.com/balajis/status/1903469483739730132) 2025-03-22T15:31Z 1.2M followers, 3.3M engagements "Capital is moving to Dubai Singapore and Australia. Talent will follow" [X Link](https://x.com/balajis/status/1937784801282674835) 2025-06-25T08:07Z 1.2M followers, 1.7M engagements "When Bitcoin wins. 0:00 It ends the Fed 02:10 Payments become packets 3:30 Keynesianism falls like Communism 4:20 Real estate falls in real terms 5:40 Fiat billionaires get flipped 6:20 Money printer runs out of toner 7:50 The battle begins. 10:00 .and it's time to build" [X Link](https://x.com/balajis/status/1961529239993536687) 2025-08-29T20:39Z 1.2M followers, 389.3K engagements "China is remonetizing gold" [X Link](https://x.com/balajis/status/1980237918506811501) 2025-10-20T11:41Z 1.2M followers, 509.8K engagements "A few years ago someone asked me whats low status today that you think will become high status in 5-8 years My answer was bro science. Because it gets formalized into self-experimentation which in turn accelerates longevity. We are on track" [X Link](https://x.com/balajis/status/1980246504880386253) 2025-10-20T12:15Z 1.2M followers, 851.9K engagements "CZ deserves his pardon. His show trial of a prosecution was a combination of regulatory railroading and ethnic persecution for being Chinese-Canadian. Imagine if Macron was held personally responsible for every crime committed by the 67M citizens of France and you'll get the absurdity of holding CZ personally responsible for the actions of a few of the 250M+ Binance users. Indeed if the bureaucrats who went after CZ were similarly held accountable for every violent crime committed in their home states they'd be in prison for eternity But there was an insane double standard. In the physical" [X Link](https://x.com/balajis/status/1981423831572238856) 2025-10-23T18:13Z 1.2M followers, 695.2K engagements "This is Iran now" [X Link](https://x.com/balajis/status/1982098124488536336) 2025-10-25T14:53Z 1.2M followers, 1M engagements "Its happened. The AI flippening is here" [X Link](https://x.com/balajis/status/1984421276082192663) 2025-11-01T00:44Z 1.2M followers, 843K engagements "No one is explaining the joke so I will. Its multi-layered. First there was a fun Oct 2017 Twitter exchange about the right way to render a burger emoji. Obviously this was trivial but Sundar said well drop everything else we are doing and address on Monday as a joke. The new post uses that old reference to show off Gemini 3s image rendering capabilities. Normally AI models struggle with spatial orientation particularly with respect to the relative position of objects. They also struggle with text (though less so these days) and with precision in general. But this image (if rendered by Gemini" [X Link](https://x.com/balajis/status/1991763069832425843) 2025-11-21T06:58Z 1.2M followers, 1.2M engagements "The lesson of deals is that if you have two you have one. And if you have one you have zero. In other words: the second bidder sets the price and ensures the deal goes through. If you only have one bidder the price floor is zero. And the deal may not get done at all" [X Link](https://x.com/balajis/status/1991882178276540784) 2025-11-21T14:51Z 1.2M followers, 78.7K engagements "Also holds for supply chains. If you have at least two independent vendors you have one reliable supply chain. But if you have only one vendor you may end up with zero margin. So: if you have two you have one and if you have one you have zero" [X Link](https://x.com/balajis/status/1991882772991066618) 2025-11-21T14:53Z 1.2M followers, 40.9K engagements "The cost-of-living crisis is really a sovereign debt crisis. You can only print and borrow for so long. It causes problems in the long run. And the long run is here" [X Link](https://x.com/balajis/status/1993555279838093324) 2025-11-26T05:39Z 1.2M followers, 203.1K engagements "Its quite possible that robotics eventually hyperdeflates the cost of physical products too. Then the physical premium will disappear like the digital divide did" [X Link](https://x.com/balajis/status/1994861108780568625) 2025-11-29T20:08Z 1.2M followers, 29.6K engagements "If a country stay smalls to remain true to its roots it eventually gets absorbed by an empire. Conversely if a country plays for empire and truly achieves world domination it absorbs so many that its subjects eventually outnumber the imperial core. And thus the empire too loses touch with its roots. Stay small and get conquered. Get big and get diluted" [X Link](https://x.com/balajis/status/1996310081298948453) 2025-12-03T20:06Z 1.2M followers, 283.9K engagements "Its still formally neutral but its neutral in name only. The economic and military benefits of being part of a scaled empire were too great. See post above. Unfortunately for Switzerland its losing its neutrality at a bad moment in history by being sucked into the gravitational black hole of the Western sovereign debt crisis. Its getting pulled into a declining empire instead of benefiting from a rising one. Maybe it suffers less damage than its neighbors due to legacy neutrality but it wont be unscathed. That said if you had to live in Western Europe youd likely live in Switzerland as it may" [X Link](https://x.com/balajis/status/1996447475314348530) 2025-12-04T05:12Z 1.2M followers, 43.3K engagements "Too many are interested in tech (by which they mean money) but they arent interested in tech (by which I mean math)" [X Link](https://x.com/balajis/status/1996673089057533978) 2025-12-04T20:08Z 1.2M followers, 328.2K engagements "Its only a metaphor and our biological brains may work differently but much of the work with AI is loading in the context first and only *then* expecting it to reason. And AIs like humans get confused if you are switching context constantly mid-stream" [X Link](https://x.com/balajis/status/1998701782864896347) 2025-12-10T10:30Z 1.2M followers, 69.6K engagements "Kaczynski is the Marx of the 21st century. Because anti-technology will be the new anti-capitalism" [X Link](https://x.com/balajis/status/1999154683676652028) 2025-12-11T16:29Z 1.2M followers, 37K engagements "When printed out into the real world Marxs philosophy led to the organized murder of the gulag. It was centralized authoritarian. When printed out into the real world Kaczynskis philosophy led to the disorganized murder of the Unabomber. It was decentralized anarchic. And just like Marxs anti-capitalism made the lives of ordinary workers far worse in the name of targeting top-hatted capitalists Kaczynskis anti-technology will make the lives of ordinary users far worse in the name of targeting hoodie-wearing technologists" [X Link](https://x.com/balajis/status/1999156259841593586) 2025-12-11T16:36Z 1.2M followers, 22.3K engagements "Antitechnology has mutated just enough that its not exactly the same as anticapitalism. And just like there was an adaptation of anticapitalism that appealed to rightists (namely national socialism) there is a version of antitechnology that appeals to rightists (in terms of associating tech with foreigners and globalists and the pre-technological past with better times)" [X Link](https://x.com/balajis/status/1999157751323447602) 2025-12-11T16:42Z 1.2M followers, 1386 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@balajis BalajiBalaji Srinivasan, a prominent figure in the cryptocurrency and tech space, has been discussing various topics on social media, including the concept of "cryptoidentity" and the intersection of technology and governance. He has also been highlighting the shift towards a new world order, with cities like Miami, Dubai, and Singapore emerging as new hubs for innovation and capital. Additionally, Srinivasan has been emphasizing the importance of understanding the changing nature of identity, community, and security in the digital age.
Social category influence countries #1445 finance #317 cryptocurrencies #1100 travel destinations XXX% stocks XXX% technology brands XXX% social networks XXX% automotive brands XXX% exchanges #3766 celebrities XXX%
Social topic influence ai #4042, if you #3960, money 7.79%, debt #4, china 5.19%, india #316, singapore #1299, dubai 2.6%, all the 2.6%, switzerland #731
Top accounts mentioned or mentioned by @vjlveekhout @fillyaole @bvdani_el @denesvarga61342 @grok @satoshifon @shanemac @truecryptopower @richardheartwin @imarungopal @mi35156 @georgiek420 @bestape @war4thewest @shitcoinmj @ipecity @brian_armstrong @spidercrypto0x @oceanexchange @0xteo
Top assets mentioned Bitcoin (BTC) Credit Suisse Group (CS) Tesla, Inc. (TSLA) Zcash (ZEC) Solana (SOL)
Top posts by engagements in the last XX hours
"Very reasonable ask. So here's what Shanghai looks like at ground level. While I prefer the freedom of Seoul or Tokyo I have to admit the Chinese have built great cities. We should build greater ones"
X Link 2023-12-05T01:45Z 1.2M followers, 776.3K engagements
"This year's Network State Conference is on Friday October X in Singapore. Our speakers include Vitalik Buterin Bryan Johnson Ben Horowitz Brian Armstrong Amjad Masad Ranveer Allahbadia Arthur Hayes Nas Daily Noah Smith Andrew Huberman and the governments of Singapore Dubai Abu Dhabi and El Salvador. That means many of the most successful founders creators investors and policymakers in the world are now interested in the idea of bringing online communities into the physical world. Our conference also features writers community organizers and intellectuals from around the world (and across the"
X Link 2025-09-28T13:09Z 1.2M followers, 3.7M engagements
"Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come"
X Link 2025-10-12T19:38Z 1.2M followers, 377.5K engagements
"NO PUBLIC UNDISCLOSED AI That's my new heuristic after the last few years of seeing AI in practice. As context there's a Laffer curvea for AI. The optimal amount of AI in most things is not XXX% nor 0%. Because if you use X% AI it's slow but if you rely on XXX% AI it's slop. The exact number is situational. But just knowing it's not XXX% or X% is actually a useful heuristic. That said a few hard-and-fast rules are useful. So here they are: (1) Rule 1: don't use AI-generated text in public. Don't use AI-generated text in outbound emails in DMs or on websites. Because AI text is the new lorem"
X Link 2025-11-20T09:13Z 1.2M followers, 90.4K engagements
"The man who wants to be CEO because he gets to be important should not be CEO. The man who does not want to be CEO because he gets the importance should be CEO"
X Link 2025-12-05T13:26Z 1.2M followers, 267.3K engagements
"The conventional wisdom is: substance over optics. And that is generally good advice. But sometimes optics is the substance"
X Link 2025-12-07T20:04Z 1.2M followers, 63.6K engagements
"Example: your code works but its unusable until a good UX is built. Example: your policy works but its unpopular unless its explained properly. Example: your medicine works but you need to give it a catchy name to get it prescribed. These are really all the same problem. Making it work is the backend making it pretty is the frontend. Do both or fail. That said: its easier to add frontend optics than to invent backend substance which is why the advice to focus on substance first actually is good advice"
X Link 2025-12-07T20:24Z 1.2M followers, 36.1K engagements
"The Overton Window has been smashed. If everything is now legal1 many startups will try raising funds by issuing tokens as explicit cryptoequity. As context the SEC distorted the market for the last decade by forcing founders to obscure the obvious analogy between tokens and equity. But there is nothing morally wrong with moving equity from spreadsheets and NASDAQs to blockchains. Indeed from a technical perspective its far better to represent equities onchain. You can hold them in a wallet price them with an API call and track them on an explorer. You can also easily issue dividends"
X Link 2025-01-20T07:15Z 1.2M followers, 765.7K engagements
"From the regulatory state to the acceleratory state"
X Link 2025-10-23T12:52Z 1.2M followers, 149.9K engagements
"You can now make money from NYT's lies. Short the fake news on Polymarket"
X Link 2024-07-21T21:31Z 1.2M followers, 41.7K engagements
"I like Switzerland and agree that it was arguably an exception to the rule. But it isnt anymore and hasnt been for some time. It capitulated to Obama in 2009 on financial privacy and so Swiss bank accounts dont really exist. The Swiss (perhaps understandably) sanctioned Russia after 2022 and nuked the Credit Suisse bondholders in violation of financial neutrality. That neutrality is now found only onchain. The country is also de facto a member of NATO and the EU even if not de jure. And is moving towards de jure. Its a member of the Schengen zone and signatory to 100+ bilateral treaties which"
X Link 2025-12-04T05:01Z 1.2M followers, 31.6K engagements
"ALL IT TAKES IS ALL YOU GOT Wow I love this so much. First the debt didn't matter. Now it still doesn't matter. Because the state can take all your assets to pay it Here's the graph Brent cites: Below is that same graph with titles and labels1. See how it says balance sheet of households and nonprofit organizations So that $177T number isn't really about government assets. It's just everything every American household (and nonprofit hedge fund PE fund and personal trust) owns2. And now we're getting down to brass tacks. See Keynesianism is like Communism in that it sees no real difference"
X Link 2024-03-28T19:54Z 1.2M followers, 1.6M engagements
"On many graphs of the physical world China is in first place by a wide margin. But if you look more closely India is a distant but real runner up"
X Link 2025-08-18T19:24Z 1.2M followers, 435.5K engagements
"DECOUPLING FROM DOLLARS The US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India like it does Vietnam and everyone else including its own citizens.not vice versa. To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars: That difference of $45B was effectively made up by money printing which the Fed does at will: The current administration incorrectly thinks this is a bad deal for America because they havent fully thought through the fact that the"
X Link 2025-09-01T20:50Z 1.2M followers, 1.2M engagements
"TIEBOUT SORTING NETWORK STATE The mathematical basis for the network state is Tiebout sorting. In 1956 Charles Tiebout proved that if you had: (a) low-cost mobility (b) frictionless discovery (c) no inter-jurisdictional spillover effects and (d) many possible jurisdictions .then individuals could vote with their feet by sorting themselves into communities that efficiently matched their preferences for public goods. Those assumptions were theoretical in 1956 but practical by 2026. Thanks to the Internet mobility is low-cost (due to remote work) discovery of new jurisdictions is inexpensive and"
X Link 2025-09-09T10:22Z 1.2M followers, 190.1K engagements
"Popups are the new startups"
X Link 2025-10-23T17:08Z 1.2M followers, 179.8K engagements
"The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X"
X Link 2025-11-13T07:43Z 1.2M followers, 788.6K engagements
"Different people are wired differently but I basically agree. Salesforce and Oracle were indeed built by money-motivated men. But Apple and Twitter were art projects. SpaceX and Tesla were engineering feats. And Bitcoin and Zcash are ideological campaigns. So: money is a metric but not the only one and the capitalism part of technocapitalism has been stressed a bit too much in recent times. Because the drive to make great art to advance science to win in a just cause will always produce more peak energy than the merely pecuniary. But then on a daily basis you have to eat too. I think of it"
X Link 2025-11-20T15:32Z 1.2M followers, 1M engagements
"I dont think the goal is remaining pure forever particularly if thats defined as never becoming useful enough to make money. Instead if an organization truly starts losing sight of its original purpose it is eventually replaced. If however it is correctly balancing that purpose with practicality its not easily replaced"
X Link 2025-11-20T15:55Z 1.2M followers, 73.1K engagements
"Animal evolution: survival of the fittest Digital evolution: survival in the market"
X Link 2025-11-21T18:31Z 1.2M followers, 86.8K engagements
"For years the conventional wisdom was to put XXX% of your energy into building and to ignore politics. The problem was that those who put XXX% of their energy into fighting particularly politicians would then take everything youd built. Like the video game Civilization. If you put everything into science and commerce while the next door tribe puts it all into swordsmen and slogans theyll waltz over and walk over you. The temptation is then to respond in kind by putting XXX% of your resources into fighting. This does work to ward off the initial assault. But without building you become just"
X Link 2025-11-22T08:33Z 1.2M followers, 632.7K engagements
"In the 90s the worry was that only the rich would have digital products. That was called the digital divide. And it turned out to be completely wrong. Because digital is cheap. Physical is the premium product"
X Link 2025-11-29T20:04Z 1.2M followers, 107.2K engagements
"2020: blue and tech against red 2024: red and tech against blue 2028: blue and red against tech"
X Link 2025-11-30T17:35Z 1.2M followers, 413.5K engagements
"If frontier AI models plateau then on-device inference and open source models could catch all the way up. Great for consumers and developers. Amazing for getting intelligence too cheap to meter for AI-enabled hardware and for the garden of intelligent things. But bad for business models premised on continuing exponential AI capex spendincluding the US economy itself"
X Link 2025-12-04T17:23Z 1.2M followers, 181.8K engagements
"Just to calibrate tech unicorn founders are much rarer than pro athletes"
X Link 2025-12-04T19:25Z 1.2M followers, 229.5K engagements
"Id argue the will to power is often misunderstood. It means power over oneself self-discipline not really power over others. Also: Nietzscheanism is useful as a defense against Bolshevism. But thats aimed outside the tribe. Within the tribe you should be cooperative not Nietzschean"
X Link 2025-12-05T13:40Z 1.2M followers, 46.3K engagements
"Towards the Solana network state"
X Link 2025-12-06T15:03Z 1.2M followers, 234.8K engagements
"Popups are the new startups. And IRL is the new URL"
X Link 2025-12-10T06:40Z 1.2M followers, 213.2K engagements
"AI quantifies the cognitive cost of context switching"
X Link 2025-12-10T10:26Z 1.2M followers, 64.2K engagements
"INDIA INTERNET INTERNATIONAL If you're Indian don't move to America. Because the US left hates technocapitalists. And the US right wants no more immigrants. Moreover as the sovereign debt crisis worsens. It only gets worse. Possibly murderously worse. So: Indian immigrant technocapitalists need alternatives. And there are three options: India Internet and International. X. India India itself is the world's fastest growing economy with the #1 growth rate in the world over the last XX years. Every major company is investing in India. So you can do well in the Indian economy: X. Internet The"
X Link 2025-12-11T04:06Z 1.2M followers, 558.5K engagements
"THE WAR FOR TALENT Are there countries that want capital and talent Of course there are. The UAE is all in on this. And they already attract more millionaires per year than the US with 1/30 the population: They're also recruiting heavily for talent. They have visa programs where you can just self sponsor yourself and get approval quickly rather than waiting years through the byzantine American process. The green visa is an example: As a consequence more than 240000 Brits have already moved to Dubai along with literally millions of people of Indian origin. The country has only 1M native"
X Link 2024-12-29T10:18Z 1.2M followers, 770.3K 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"
X Link 2025-03-22T15:31Z 1.2M followers, 3.3M engagements
"Capital is moving to Dubai Singapore and Australia. Talent will follow"
X Link 2025-06-25T08:07Z 1.2M followers, 1.7M engagements
"When Bitcoin wins. 0:00 It ends the Fed 02:10 Payments become packets 3:30 Keynesianism falls like Communism 4:20 Real estate falls in real terms 5:40 Fiat billionaires get flipped 6:20 Money printer runs out of toner 7:50 The battle begins. 10:00 .and it's time to build"
X Link 2025-08-29T20:39Z 1.2M followers, 389.3K engagements
"China is remonetizing gold"
X Link 2025-10-20T11:41Z 1.2M followers, 509.8K engagements
"A few years ago someone asked me whats low status today that you think will become high status in 5-8 years My answer was bro science. Because it gets formalized into self-experimentation which in turn accelerates longevity. We are on track"
X Link 2025-10-20T12:15Z 1.2M followers, 851.9K engagements
"CZ deserves his pardon. His show trial of a prosecution was a combination of regulatory railroading and ethnic persecution for being Chinese-Canadian. Imagine if Macron was held personally responsible for every crime committed by the 67M citizens of France and you'll get the absurdity of holding CZ personally responsible for the actions of a few of the 250M+ Binance users. Indeed if the bureaucrats who went after CZ were similarly held accountable for every violent crime committed in their home states they'd be in prison for eternity But there was an insane double standard. In the physical"
X Link 2025-10-23T18:13Z 1.2M followers, 695.2K engagements
"This is Iran now"
X Link 2025-10-25T14:53Z 1.2M followers, 1M engagements
"Its happened. The AI flippening is here"
X Link 2025-11-01T00:44Z 1.2M followers, 843K engagements
"No one is explaining the joke so I will. Its multi-layered. First there was a fun Oct 2017 Twitter exchange about the right way to render a burger emoji. Obviously this was trivial but Sundar said well drop everything else we are doing and address on Monday as a joke. The new post uses that old reference to show off Gemini 3s image rendering capabilities. Normally AI models struggle with spatial orientation particularly with respect to the relative position of objects. They also struggle with text (though less so these days) and with precision in general. But this image (if rendered by Gemini"
X Link 2025-11-21T06:58Z 1.2M followers, 1.2M engagements
"The lesson of deals is that if you have two you have one. And if you have one you have zero. In other words: the second bidder sets the price and ensures the deal goes through. If you only have one bidder the price floor is zero. And the deal may not get done at all"
X Link 2025-11-21T14:51Z 1.2M followers, 78.7K engagements
"Also holds for supply chains. If you have at least two independent vendors you have one reliable supply chain. But if you have only one vendor you may end up with zero margin. So: if you have two you have one and if you have one you have zero"
X Link 2025-11-21T14:53Z 1.2M followers, 40.9K engagements
"The cost-of-living crisis is really a sovereign debt crisis. You can only print and borrow for so long. It causes problems in the long run. And the long run is here"
X Link 2025-11-26T05:39Z 1.2M followers, 203.1K engagements
"Its quite possible that robotics eventually hyperdeflates the cost of physical products too. Then the physical premium will disappear like the digital divide did"
X Link 2025-11-29T20:08Z 1.2M followers, 29.6K engagements
"If a country stay smalls to remain true to its roots it eventually gets absorbed by an empire. Conversely if a country plays for empire and truly achieves world domination it absorbs so many that its subjects eventually outnumber the imperial core. And thus the empire too loses touch with its roots. Stay small and get conquered. Get big and get diluted"
X Link 2025-12-03T20:06Z 1.2M followers, 283.9K engagements
"Its still formally neutral but its neutral in name only. The economic and military benefits of being part of a scaled empire were too great. See post above. Unfortunately for Switzerland its losing its neutrality at a bad moment in history by being sucked into the gravitational black hole of the Western sovereign debt crisis. Its getting pulled into a declining empire instead of benefiting from a rising one. Maybe it suffers less damage than its neighbors due to legacy neutrality but it wont be unscathed. That said if you had to live in Western Europe youd likely live in Switzerland as it may"
X Link 2025-12-04T05:12Z 1.2M followers, 43.3K engagements
"Too many are interested in tech (by which they mean money) but they arent interested in tech (by which I mean math)"
X Link 2025-12-04T20:08Z 1.2M followers, 328.2K engagements
"Its only a metaphor and our biological brains may work differently but much of the work with AI is loading in the context first and only then expecting it to reason. And AIs like humans get confused if you are switching context constantly mid-stream"
X Link 2025-12-10T10:30Z 1.2M followers, 69.6K engagements
"Kaczynski is the Marx of the 21st century. Because anti-technology will be the new anti-capitalism"
X Link 2025-12-11T16:29Z 1.2M followers, 37K engagements
"When printed out into the real world Marxs philosophy led to the organized murder of the gulag. It was centralized authoritarian. When printed out into the real world Kaczynskis philosophy led to the disorganized murder of the Unabomber. It was decentralized anarchic. And just like Marxs anti-capitalism made the lives of ordinary workers far worse in the name of targeting top-hatted capitalists Kaczynskis anti-technology will make the lives of ordinary users far worse in the name of targeting hoodie-wearing technologists"
X Link 2025-12-11T16:36Z 1.2M followers, 22.3K engagements
"Antitechnology has mutated just enough that its not exactly the same as anticapitalism. And just like there was an adaptation of anticapitalism that appealed to rightists (namely national socialism) there is a version of antitechnology that appeals to rightists (in terms of associating tech with foreigners and globalists and the pre-technological past with better times)"
X Link 2025-12-11T16:42Z 1.2M followers, 1386 engagements
/creator/twitter::balajis