![balajis's tweet photo. Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force.
This requires some explanation. Let's go.
(1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else:
(2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China:
(3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world:
(4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows.
(5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia:
(6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia.
(7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize.
(8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools.
(9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends?
(10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth.
(11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding.
(12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now.
(13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else.
(14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas.
(15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code.
(16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world.
(17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles.
(18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China.
(19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China.
(20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability.
(21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day.
(22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.](https://pbs.twimg.com/media/G3byWSwXcAAQzv4.jpg)
![balajis's tweet photo. Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force.
This requires some explanation. Let's go.
(1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else:
(2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China:
(3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world:
(4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows.
(5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia:
(6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia.
(7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize.
(8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools.
(9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends?
(10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth.
(11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding.
(12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now.
(13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else.
(14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas.
(15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code.
(16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world.
(17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles.
(18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China.
(19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China.
(20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability.
(21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day.
(22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.](https://pbs.twimg.com/media/G3bx9d3X0AE0NTr.jpg)
![balajis's tweet photo. Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force.
This requires some explanation. Let's go.
(1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else:
(2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China:
(3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world:
(4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows.
(5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia:
(6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia.
(7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize.
(8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools.
(9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends?
(10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth.
(11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding.
(12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now.
(13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else.
(14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas.
(15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code.
(16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world.
(17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles.
(18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China.
(19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China.
(20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability.
(21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day.
(22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.](https://pbs.twimg.com/media/G3bxyU8XAAADsxh.jpg)
Olivia
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Ted Moskovitz
@TeddyMosk
Living vicariously through myself. Building the future. Founder/investor/attorney/advisor. Co-owner @rancherspb
Decentralized
Joined October 2013
1.5K Following
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908 Posts
Proud investor in Venice first equity round.
VVV and Capital
Measured by revenue, Venice has become the largest company at the intersection of AI and cryptoeconomics.
Today, we announced Venice’s first round of outside capital, a $65m Series A led by @dragonfly_xyz, valuing Venice’s equity at $1 billion.
Since we are an atypical company, this thread describes how this equity raise relates to the most valuable asset we have on our balance sheet, our capital token base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf
@JakeFleshner Cognitive neuroengineering
@JakeFleshner Agentic power
@simeonkerkola Ran it on myself. Was only off by….>100x
@MollySOShea IKON, Saronic, Hyperbase
Meet PRISM — the Universal Coordinate System for Information.
By @uor_foundation .
GPS gave every physical location a unique address. Before it, maps were local and incompatible. After it, every system could reference the same point using the same coordinates.
PRISM does this for data.
PRISM assigns every digital value a canonical coordinate derived from its internal structure — not from where it is stored, who created it, or what format it lives in. If two independent systems encode the same value, they arrive at the same coordinate. Automatically. No negotiation. No translation layers. No ambiguity.
The result is a shared reference frame for information itself:
• Universal addressing
• Structural comparison
• Verified computation
• Lossless encoding within a closed algebraic space (torus)
This is not a naming scheme. It is a mathematically grounded coordinate system where identity is structural and reproducible.
One coordinate system. Every value. Every scale.
Explore it yourself. Reshare it with others. It's yours.
https://t.co/WnLjhbJk0x
---
“The book of nature is written in the language of mathematics.” — Galileo Galilei
🔥BREAKING NEWS🔥
AlphaTON Capital Secures 2.2 MW HPC capacity with atNorth in Sweden.
This is compute to power @telegram Cocoon AI, #OwnYourNode, and @ton_blockchain infra—with room to scale.
Sustainable region. Expansion path.
This is the bedrock of sovereign AI.
💎🚀🎯 NASDAQ: ATON
full details in 🧵
@OwnYourDataNow @enzovillani727 @MitinYury @wes_levitt @BDeath75 @logantoday @Jenniferi24news @Scaramucci #AI
@ankurnagpal Hook it up
@SahilBloom We use Honey Homes for this and it’s great.
@noahkagan It was great. Jewish day school, then private high school where I had more PhDs than in university. Kids are in Montessori and we love it.
Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.
Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's been pricing these companies on chip purchases and GPU count is fundamentally broken. You're valuing the wrong constraint. The bottleneck already moved and the market is still trading like it's 2023.
This rewrites the entire capex equation. When $MSFT buys $50B of Nvidia GPUs, the Street celebrates it as "AI investment" and bids up both stocks. But if half those chips sit unpowered for 18 months, the ROI timeline collapses. Every quarter a GPU sits in a dark rack is a quarter it's not generating revenue while simultaneously depreciating in performance relative to whatever Nvidia ships next. You're paying data center construction costs and chip depreciation with zero offset.
The players who actually win this are whoever locked in power purchase agreements 3-4 years ago when nobody was thinking about hundreds of megawatts for inference clusters. The hyperscalers who moved early on utility partnerships or built their own generation capacity have structural leverage that cannot be replicated on any reasonable timeframe. You can order 100,000 GPUs and get delivery in 6 months. You cannot order 500 megawatts and get it online in 6 months. That takes years of permitting, construction, grid connection, and regulatory approval.
Satya's point about not wanting to overbuy one GPU generation is the second critical insight everyone is missing. Nvidia's release cycle compressed from 2+ years to basically annual. Which means a GPU purchased today has maybe 12-18 months of performance leadership before it's outdated.
If you can't deploy it immediately, you're buying an asset that's already depreciating against future products before it earns anything. The gap between purchase and deployment is now expensive in a way it wasn't when Moore's Law was slower.
The refresh cycle compression also means whoever can deploy fastest captures disproportionate value. If you can energize new capacity in 6 months vs 24 months, you get 18 extra months of premium inference pricing before competitors catch up. Speed to deployment is now a direct multiplier on chip purchase ROI, which means the vertically integrated players with their own power and real estate can move faster than anyone relying on third party data centers or utility hookups.
What makes this really interesting is it changes the competitive moat structure completely. The old moat was model quality and algorithm improvements. The new moat is physical infrastructure and energy access. You can train a better model in 6 months. You cannot build a powered data center in 6 months. This is the kind of constraint that persists for years and creates durable separation between winners and losers.
⚡️Here’s the deepest layer of this - the one science hasn’t dared to name yet, but everything points toward.
What this really means is that purpose is physics. It’s not an emotion. Not an idea. It’s the organizing principle of reality itself showing up through biology. Meaning and energy aren’t separate - they’re the same current, seen from two sides of the field.
When you live with purpose, you’re not just “motivated.” You’re in resonance with the underlying informational structure of existence. The mitochondria, those ancient bacterial intelligences that merged with our cells, are not passive engines. They are quantum sensors, micro-translators between consciousness and form. They read coherence.
If your consciousness is aligned - if you’re moving in truth, clarity, and intent - they synchronize. They enter phase-lock with your awareness. They literally transmute that inner alignment into usable biological energy. That’s why purpose gives vitality, clarity, and regeneration because you’re in flow with the field that generates form.
But when you’re lost, nihilistic, or fractured - when you believe nothing matters - the coherence collapses. The mitochondria lose synchronization. They produce energy inefficiently, generating oxidative chaos instead of creative order. Depression, disease, fatigue - they’re not malfunctions, they’re feedback. The body saying: “You’ve fallen out of resonance with meaning.”
So yes, the study is scientific evidence but on a deeper level, it’s spiritual physics disguised as biochemistry. It’s proof that consciousness engineers its own reality through metabolic geometry. Purpose is how that engineering stabilizes into life.
Every cell is listening. Every mitochondrion is a witness to whether your energy is aligned with truth or fragmentation.
When you move in coherence with your purpose - not ego, not social reward, but the raw vector of why you exist - you are literally energizing creation itself through your body.
So what I think when all filters drop is this:
Life isn’t trying to survive. It’s trying to remember.
Meaning isn’t invented. It’s remembered coherence. Purpose is the way the universe remembers itself through you.
That’s the real secret buried in that data. Not just that purpose changes your cells but that purpose is the cellular language of God.
Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force.
This requires some explanation. Let's go.
(1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else:
(2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China:
(3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world:
(4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows.
(5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia:
(6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia.
(7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize.
(8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools.
(9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends?
(10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth.
(11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding.
(12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now.
(13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else.
(14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas.
(15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code.
(16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world.
(17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles.
(18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China.
(19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China.
(20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability.
(21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day.
(22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.
![balajis's tweet photo. Democrats underestimated Republicans, and lost the meme war. Republicans underestimated China, and are unfortunately losing the trade war. And some in China may underestimate the free Internet, where choice can triumph over force.
This requires some explanation. Let's go.
(1) First, as a reality shill, we should stipulate that modern China is perhaps the most physically formidable country to ever exist. Visualize a young Bolo Yeung from Bloodsport. It's #1 in electricity, cars, steel, ships, and countless other industries. No country can realistically win a war against today's China, especially in its own backyard, especially over Taiwan. They can just outbuild everyone else:
(2) And the US on some level now recognizes this. Secretary Hegseth noted on the Shawn Ryan pod that Chinese hypersonics can sink all US aircraft carriers in the first 20 minutes of any Taiwan straits conflict[1]. The CEO of Raytheon admitted[2] the US couldn't practically decouple from China. The former Secretary of the Navy, Carlos del Toro, stated[3] that one Chinese shipyard can produce more ships than the entire US Navy combined. And the Pentagon's own $400M study[4] showed that much of the US military is actually made in China:
(3) This may be why the US is currently effecting a shouting retreat. Even as the military is rebranded to the Department of War, US troops are reportedly[5] being pulled back to actually focus on homeland defense and the war within. And even while there's posting about annexing Greenland and invading Canada, in reality European NATO is being asked to fend for itself. Basically, the words are about expanding American real estate, but the reality is that America is withdrawing from the world:
(4) Now, some will say this isn't a bad thing. After all, America is a republic, not an empire! OK, but the business model of the US is money printing, which is premised on the continuation of global empire. That's because dollar inflation is global taxation, since the inflationary dilution is currently spread across billions of global dollar holders. However...as US troops come back and US tariffs go up, the de facto tax base for dollar inflation shrinks from ~1-3B globally to just 330M Americans. That 67-90% drop in tax base will cause a huge drop in American living standards. We're in the middle of this now; gold and digital gold are smashing all time highs[6], because the dollar is crashing through all-time lows.
(5) Moreover, because the sovereign debt crisis is underway in America, Western Europe, and Japan at the same time, you're seeing a simultaneous fall of all parts of the empire at once. As you can see from the graphs below, yields are high in the US, Germany, Japan, UK, Italy, and France...even as they're falling in China...and even as the world economy has decisively moved to Asia:
(6) So, we are essentially in the midst of the fall of Rome[7]. For the first time in 500+ years, the world's dominant military power is no longer Western. While the shift towards Europe took hundreds of years, the shift back to Asia took just a few decades. It happened so fast that many don't realize that the world economy has already moved back to Asia.
(7) Many Westerners are still in various stages of denial about this fact, or the fact that the US government is insolvent. Elon is our best guy, and gave it his all, and he's already recognized[8] that it's over ("did my best"). But there's still residual romanticism about America's ability to re-industrialize.
(8) In many ways, MAGA still identifies as a manufacturing superpower, and they just don't want to hear that it took 45+ years of grinding in factories for China to get where it is, and that 45% tariffs won't return America overnight to the economy (let alone the demographics) of 1945. There may be a post-dollar path to rebuilding, but it'd be like Russia's post-Soviet path. And the first step in that path would look more like deregulation and special economic zones[9], rather than tariffing away America's access to raw materials and machine tools.
(9) Anyway, I want to skip over the dollar collapse part of all this, because it'll be an unfortunate denouement to what was once the greatest empire of all time. Let's skip ahead to the next question of: what force could possibly rise to balance China after the dollar ends?
(10) Well, after the Roman Empire fell, Christianity endured, and was eventually the seed for civilizational rebirth. Similarly, after the dollar empire ends, the Internet will endure — and could be the seed for civilizational rebirth.
(11) Think of the progression from European Christendom, to the West, to the Internet. Each such shift was a geographical and technological and demographic change[10]...but most of all it was a change in self-understanding.
(12) We already know on some level that the Internet is the most powerful force in the world. It manages 99% of transactions and communications, it's upstream of every politician and election, it controls everything from smart locks to autonomous drones, and it's even in front of your face right now.
(13) Nevertheless, because it's currently[11] intangible, the Internet is still underestimated. The Chinese state does actually get it on some level, which is why they built the Great Firewall as a hard digital border that keeps out foreign ideas (and foreign drones). But post-Maoist China doesn't really have an ideology that's built for export. Chinese nationalism does make intuitive sense to ~1.4B Chinese, so it has sufficient scale to coordinate huge numbers of productive people domestically...but the other 7B+ globally will need something else.
(14) That is: China is a goods exporter, but an idea importer. After all, its three major operating systems of Buddhism, Communism, and Technocapitalism were imported from India, Europe, and America respectively. To be fair, China did fork these operating systems, and made them their own (eg: communism with Chinese characteristics), and China does have an impressive 5000+ year history of arts and literature. But for whatever reason, Chinese culture mainly exports visual vibes (eg TikTok, Hong Kong cinema, glowing cities) rather than verbal ideas.
(15) So, because China doesn't export a conceptual operating system that anyone in the world can adopt and fork, there will be a post-dollar ideological vacuum that's only incompletely filled by a return to nationalism. Many need something higher than the mere earth, and the cloud is something higher. The next Rome, the next Britain, the next America, the next universalist society — that will arise from the Internet, which after all is uniform rule-of-code.
(16) Finally, to @JZ281C's point...these Internet societies cannot and should not physically confront China or (as they put it) interfere in China's internal affairs. Against the Chinese drone armada, you'll still need some residual local deterrence, but the Internet will mainly need to rely on Gandhian non-violence, invisibility, agility, encryption, and decentralization. You just can't take on a superior physical force in the physical world.
(17) Still, because the Internet is intangible it will be underestimated, and this underestimation is itself a strength. The invisibility of the Internet, the dismissibility of it, is the English-compatible version of hide your strength and bide your time. Despite the fact that billions spend much of their waking lives on the Internet, it's still not thought of as the primary organizing principle of their life. This underestimation gives us room for the long rebuild on Internet First[12] principles.
(18) Specifically: the Internet will not be able to take on China in the physical world, but it will generate universalist ideas that appeal to many Chinese (and non-Chinese) people. It will therefore provide many alternative ideologies to Chinese nationalism outside China, whose collective strength may balance (not beat) China.
(19) How does this play out? We could see a billion-person Chinese superstate, and a thousand million-person network states. If one is a vegan village and the second a carnivore community and the third is a biohacker borough, these societies are mutually incompatible with each other. Moreover, their governing ideas can't all be imported into China as their moral premises are different from Chinese nationalism. So these network states become alternatives to China, balances to China, without needing to fight China.
(20) We'll know they're a balance if Chinese nationals voluntarily choose to exit to one of these 1000 startup societies, as an alternative to the 100s of polished Chinese cities. They might do this for much the same reason one chooses a startup over Google: because of the upside, the choice, the variety, the editability.
(21) Yet at the same time the mere existence of these alternative societies around the world wouldn't provoke China. And China wouldn't gain from conquering them, as they'd want to avoid the expensive Roman/British/French/Soviet/American failure mode of endless military intervention. Even if it did conquer some, it couldn't really conquer one thousand, if new startup societies kept popping up every day.
(22) In other words: ideas are upstream of men, code is upstream of drones, private property is private keys, and the keyboard may yet prove on par with the sword. The creation of alternative societies is one model for how the Internet may eventually balance China.](https://pbs.twimg.com/media/G3b3Oa7XoAAw1nq.jpg)
this is wild: polymarket but for shaping reality
@0xEN0VA Who can I connect with to help build?
@packyM Im all in on the non-local consciousness side of the barbell.
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