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Balaji Srinivasan

balajis.com
356 Followers
community-curated profile

American entrepreneur and investor. Co-founder of Counsyl and former CTO of Coinbase. Former general partner at Andreessen Horowitz.

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Balaji Srinivasan @balajis · Dec 9, 2023
  • From Twitter

Ah, I should have remembered your outstanding thread. Writing a post on Internet Values. I'll cite it as one of the core freedoms.

Tweet Feb 17, 2022
1/ There are no other constitutional rights in substance without freedom to transact Being meaning to write this for 6 months, but the Canadian response to the trucker protests is illustrating this so vividly, that today is the day.
by 6529
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Balaji Srinivasan @balajis · May 17, 2023
  • From Twitter

Yes. You may have seen Sean Mcmeekin’s book, which is very good on this.

Book May 30, 2017
The Russian Revolution: A New History
by Sean McMeekin
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Balaji Srinivasan @balajis · May 9, 2023
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For generations, the Western financial system has been waging an invisible war on the world. Alex has made it more visible.

Book Apr 13, 2023
Hidden Repression: How the IMF and World Bank Sell Exploitation as Development (Books by Alex Gladstein)
by Alex Gladstein
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Balaji Srinivasan @balajis · May 5, 2023
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Clip from @TomBilyeu and @RayDalio's excellent interview here, which has racked up >2M views in two weeks.

Video Apr 15, 2023
ECONOMIC CRISIS: Ray Dalio's Warning For The Banking Collapse, US Dollar & Upcoming Recession
by Ray Dalio and Tom Bilyeu
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Balaji Srinivasan @balajis · Apr 1, 2023
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Concept and clip are from this excellent 2017 talk by @aantonop.

Video Sep 30, 2017
Cryptocurrency Explained: Money as a System-of-Control
by Andreas Antonopoulos
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Balaji Srinivasan @balajis · Apr 1, 2023
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Good piece — and towards the end you did guess part of the model I had in mind. Namely that it’s possible for economic contraction to coincide with capital flight to a more stable currency. For example, in Argentina the dollar-to-peso rate increased ~3X even as the banking…

Article Mar 22, 2023
Remember Folks, Banking Crises are *Deflationary*
by Alexander Campbell
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Balaji Srinivasan @balajis · Mar 26, 2023
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I’ll hunt down the original, but if you have 40 minutes the video below is the one to watch. Dalio has a different ordering of historical reserve currencies; he says it’s the US dollar, then before that the British pound, then before that Dutch Guilder.

Video Mar 2, 2022
Principles for Dealing with the Changing World Order by Ray Dalio
by Ray Dalio
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Balaji Srinivasan @balajis · Mar 15, 2023
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Most important article @Noahpinion has ever written. The central bank of the United States of America destabilized the American banking system.

Article Mar 15, 2023
SVB and the Fed
by Noah Smith
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Balaji Srinivasan @balajis · Mar 12, 2023
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and I independently came to the same conclusions from looking at the data, and we don't normally agree. You should read his excellent piece.

Article Mar 12, 2023
The Valley of Despair
by Michael Green
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Balaji Srinivasan @balajis · Mar 1, 2023
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Good thread. I agree with much of this. Though I do think there are many areas of the economy where AI-aided is way better than human-only. We’re already seeing improvements in search, coding, writing, art, and design.

Tweet Feb 28, 2023
My Twitter timeline is full of panicked takes about imminent AI apocalypse and certain doom. I think this is starting to get overplayed, and so I want to make a long thread about why I'm personally not worried yet. Get ready for a big one... 1/n
by William Eden
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Balaji Srinivasan @balajis · Feb 21, 2023
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Interesting analysis that reminds me of Lanchester's laws. If you have two militaries that are trying to economically attrit each other, you can't just compare raw budgets. You also need to account for replenishment costs in PPP terms, counterweapon matchups, etc. Model here:

Article Feb 20, 2023
Assessing the Economic Value of Military Materiel - American Affairs Journal
by Philip Pilkington
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Balaji Srinivasan @balajis · Dec 13, 2022
  • From Twitter

Outstanding thread by Noah. It is far better to have explicit community moderation and known rules than to operate a public warzone.

Tweet Dec 13, 2022
1/Here's an opinion that's going to make some folks mad: If Elon rules Twitter as essentially a conservative-leaning moderator, that's much less bad for society than what Twitter's old management did, which was to stoke maximum ideological combat to
by Noah Smith
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