2025-11-15XThread

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Imagine someone solving the Riemann hypothesis on the bridge of a sinking Titanic. They're genuinely making progress — historical progress, even! — but they aren't solving their most important problem. This is how I think about doing high tech in highly unstable jurisdictions. CA is bankrupt. The wealth seizure has started. And it will only get worse. It's not wise to be publicly successful in the bluest city in the bluest state in the union, when blues think you're automating their jobs, and when political violence is rising. https://t.co/wKiL0YwXwU

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You should have two escape hatches if you’re super successful in Silicon Valley: 1. Sovereign state outside of California 2. Functional/safe country outside of USA They Great Confiscation is coming
Jason ↗

Loved having @balajis on Uncapped this week. He's one of the highest horsepower people I've ever met, he truly thinks for himself, and he is fearless in making long term calls that are deeply unintuitive to most people. Timestamps below, hope you enjoy. (0:00) Intro (0:19) The Network School (1:24) Mapping the political landscape (3:38) Tech and the media (6:19) China and the trade war (11:32) Tariffs and economic strategy (24:30) Global economic shifts (27:41) Rise of the global anti-woke coalition (31:11) Unholy alliances that might form (37:18) Class warfare instead of race warfare (41:21) The answer may not be in America (46:56) The Network State
jaltma ↗