Balaji (@balajis)

Should the global tech community continue investing in Malaysia? Given recent events, I raise this question respectfully for the consideration of Prime Minister Yang Amat Berhormat Dato’ Seri Anwar bin Ibrahim (@anwaribrahim), for the people of Malaysia, and for our friends in the Malaysian tech co...

If a car is headed downhill, and swerves left, and then right, and then further left, and further to the right, it doesn't actually arrest the descent. However, all the swerving may make the car crash faster. The G7 is like that car. It's the descending world. <span class="quote-card" data-quote-i...

MAGA has thrown in the towel on China. This is completely understandable. But it has many implications. (1) First, what just happened? The new National Defense Strategy[1] is reportedly pivoting away from China and towards the homeland. Many troops will be brought back...at first to enforce the bor...

INDIA'S VENGEANCE IS BEST SERVED COLD The single biggest mistake of the century was America's response to Pakistan-backed fundamentalist terrorism. And it happened in three acts. (1) First came Bush, the anti-terror president, who overreacted to terrorism by starting a giant series of wars. (2) Th...

The ledger of record is the set of all cryptographically signed feeds of on-chain data. It subsumes social media feeds, data APIs, event streams, newsletters, RSS. It'll take years to build, but will ultimately become the decentralized layer of facts that underpins all narrative....

TEN POINTS ON TARIFFS Tariffs are not a good idea for the US. Deregulation should be pursued instead. Here's why. (1) Tariffs only protect the home market. First, at best, tariffs protect the US home market. But China only sends ~16% of its goods to the US! So even Trump's 10% tariff doesn't phase ...

FROM MAGA TO CHINA Here are four things MAGA is getting wrong, and why it's handing over the world to China. (1) First, MAGA correctly understands that America’s economic position is in decline but thinks this is due to economic competition itself, rather than lack of competitiveness. (2) Second, ...

OK. Here's the issue. There is a strong argument that Ukraine is THE climactic battle of the Thucydides Trap. That is: the big war between the US and China is actually between their proxies Ukraine and Russia. And this settlement — to this war — determines the next world order. Because there wo...

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. ...