Billions of dollars. Millions of followers. Thousands of attendees. Half a dozen governments. And one idea whose time has come.

Water, water everywhere… But not a drop to drink. Printer, printer everywhere… But no money for anything. https://t.co/Z2N46YTFj6

Just because something has never happened, doesn’t mean it can never happen. Humanity never flew, and then it did.

A few months ago, I got the opportunity to sit down with @balajis for a conversation on the @ns podcast. We talked about a # of structural issues within macro - a full table of contents & the conversation is below; a YouTube link can be found below that. Thx for having me on!

here’s my convo with @balajis we talk about what ambitious talent should do and where ambitious talent should go a few notes/takeaways: - a second passport > a first home - it’s easier to build Netflix than reform Blockbuster - rising cities to explore if u can (Dubai,

Of course, China itself practices capitalist communism. But it's perfectly happy to support kleptocratic socialism in places like Venezuela...and California. And Democrats in California are happy to have their support: https://t.co/xiBQJM1qhT

Recall: Newsom, Walz, and Hasan have all made serious overtures to the Chinese state. Why? Because Democrats are the ingroup, Republicans are the outgroup, and Communists are the fargroup. So they're allying with the enemy of their enemy. After all, in Chinese state media,

Sometimes, the 50 IQ and 150 IQ versions really do overlap. The 50 IQ version of what's happening in California is that it's going to communism. And the 150 IQ version of what's happening in California is that it's going to communism.

The next step is obvious. Without DC, Democrats turn to Xi. Newsom wants Trump in handcuffs, but wants to shake Xi's hand. https://t.co/piONkovYwJ

The move towards one-party blue rule in California is mirrored in other states. Democrats are explicitly working towards soft secession. https://t.co/mqWtECBDmh

Democrats destroyed democracy in California at the state level. They are now destroying democracy at the federal level. It is becoming a one-party state, without competitive multiparty elections. And with the gerrymandering of Prop 50, there's no prospect of them returning.

Democrats destroyed democracy in California. They built a one-party state, where "elections" are held but the party always wins. https://t.co/GpWmkhUZIF

The states that inhibited the human right to exit are the worst states in history. The Soviets, Nazis, Cubans, North Koreans, and East Germans robbed or shot those who tried to leave.

The right to exit is a fundamental human right, literally encoded in article 13 of the UN charter. It is the physical embodiment of democracy. You vote with your feet to vote against an illegitimate state.

Exit communism. Exit California.

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.

I'm not saying I fully believe this yet. And I'm not saying that there are zero gains or anything like that. But we may still end up wetware-limited, more than we think. Loading in the context & writing the prompts is a lot like setting up the environment & writing the programs.

Alternative thesis: prompting is programming. Just like you could make the machine do anything if you could just program faster, you could also make the machine do anything if you just prompt faster...and verify faster. And the latter is the hard part.

Relatedly, see this map of US protectorates. This is what many incorrectly think of as the “developed world.” Unfortunately, in reality, it’s more like the declining world. That’s what the G7 sovereign debt crisis means. Meanwhile, China and the Internet are the ascending world.

Notably absent: places like Warsaw, Dubai, Riyadh, Shenzhen, Bangalore, Singapore, Ho Chi Minh City, and Shanghai. That’s why many Americans aren’t calibrated on the world outside the West. They aren’t flying there, and they aren’t seeing it on their TVs. So the rise is

Western states create so much dysfunction that eventually they themselves become dysfunctional, and effectively cease to exist. Then a new era begins.