Big AI Firm Should Acquire Tailwind, Retain Its Developers
One of the big AI companies should consider acquiring Tailwind, or do a strategic investment. And maybe rehire all the devs. They’ve given the ecosystem so much.
Claude Code Makes Local Clones of Cloud Apps Possible
In 2026, Claude Code could finally unleash the golden age of local and decentralized apps. The reason is that Claude Code allows you to quickly clone any moderately complex cloud-based app into a decent local one that runs on only your...
Silicon Valley's Collapse: California Platform Failing Unpriced Disruption
The disruption that’s not priced in is the disruption of Silicon Valley itself. Because California is the physical platform on which it’s built. And that platform is collapsing.
Base Links Global Pop‑ups Into a Unified Experience
Base is hosting physical popups around the world. And connecting them together.
Cities Thrive When They Cluster Around Existing Industries
China has many cities that specialize in specific products. Like Detroit for cars, they have Cixi for hair dryers, Wenzhou for lighters, and Ningbo for home appliances. We’re familiar with this idea for cultural sectors, like NYC/Shanghai for finance, Silicon Valley/Shenzhen...
Bitcoin Standard Meets Network State: A Decade‑Long Vision
Ten years in the making. The Saifedean/Balaji crossover. Bitcoin Standard meets Network State. 0:38 - What is the Network State? 7:03 - Keynesianism as Communism for wimps 38:08 - Chinese Bonds, Gold, Digital Gold, Tech 1:05:09 - The Great Inflation 2:05:42 - Technodemocracy https://t.co/gy8IJdHYTh
Decentralized Tech Undermines Statist Left, Sparks Anti‑Tech Shift
How did the left go from pro-tech communists to anti-tech primitivists? Three theses. (1) Tech redecentralized. Communism replaces G-o-d with G-o-v, putting the centralized state above all. And 20th century tech was centralized, while 21st century tech is centralized. Think mass...
Indian Tech Capitalists: Choose India, Internet, or Global Markets
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...
Pop‑ups Are the New Startups; Real Life Replaces URLs
Popups are the new startups. And IRL is the new URL. https://t.co/shz1ICWBmJ https://t.co/1G1XoMH9lv
Building a Decentralized Solana Network State
Towards the Solana network state. https://t.co/C6L4UF95Zk
People Chase Tech for Cash, Ignore Its Math
Too many are interested in “tech” (by which they mean money) but they aren’t interested in tech (by which I mean math).
Unicorn Founders Are Rarer than Pro Athletes
Just to calibrate, tech unicorn founders are much rarer than pro athletes. https://t.co/Fauk5QXhYA
AI Plateau Fuels On‑device, Open‑source Surge, Threatens Spend‑dr
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...
Beyond Money: Art, Science, and Ideology Power Tech
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...
Crypto's Evolution: From Mining to Smart Contracts to Privacy
The three eras of crypto. Proof of work: 2009-2017 Programmability: 2017-2025 Privacy: 2025-203X https://t.co/YIpJN2OMZo
Bitcoin's True Value Measured in Gold Ounces
The Bitcoin to gold exchange rate may become the true price. How many ounces of gold for one unit of digital gold? https://t.co/Z16aTt28rH
Passports Are Emerging Crypto-Identities, Not Just Paper
After cryptocurrency comes cryptoidentity. So, we'll need to understand government passports as well as we understand government paper. A key concept here is that modern passports are actually embedded devices. So you can scan them, and compute on them. https://t.co/gofYVZc1WT
Make One Precise, Ready-to-Execute Ask to Busy People
If you are pinging someone who’s busier than you, you should have a single well-thought-out specific ask. Only ask for something you truly cannot do on your own, and where you have done everything you possibly can by yourself. For example,...
Old Rules Gone, New Unwritten: Brace for Turbulence
"The old rules do not apply any more, but the new ones have not been written. And we must brace ourselves for more turbulence ahead." https://t.co/8duOq5QZUz
Governments Shift From Regulation to Acceleration
From the regulatory state to the acceleratory state. https://t.co/m0yKXRSf0u
AI's Next Phase: Specialized Intelligence Over General Hype
What comes next for AI? Perhaps physically specific intelligence, more than artificial general intelligence. Here’s a draft thesis. (1) First, AI is now entering the trough of the hype cycle. Every tech, no matter how amazing, goes through this. It’s actually one...
Digital Gold Replaces Fiat as Network Reserve Currency
Gold is the reserve currency of the state. Digital gold is the reserve currency of the network. Fiat currency is the reserve currency of the failed state. https://t.co/leMo8Jy2Uc
