
SF Bay Sports Royalty
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SF Bay Sports Royalty
@SFSportsAndTech
Tech Attorney, Entrepreneur, Investor: RE/Startups | @Wharton MBA | Love Art: Exploring web3 via Moonbirds | SF Sports, The U, Tech, Politics, Travel







The #FBI seized multiple domains linked to Iranian intelligence that were actively used to facilitate cyberattacks, post stolen data, and call for the killing of regime dissidents and U.S. residents. The FBI and @TheJusticeDept will continue to defend the homeland by disrupting Iranian hacking and repression schemes that target dissidents and impact Americans. justice.gov/opa/pr/justice…

YESTERDAY IRAN FIRED MISSILES AT THE UNITED STATES AND ISRAEL, AND THEY DID HURT. TODAY WE WILL HIT THEM WITH A FORCE THAT THEY HAVE NEVER EXPERIENCED BEFORE.





A humanitarian aid convoy from Tajikistan, reportedly consisting of ~110 large trucks, departed on March 18 and is expected to arrive in Iran soon. At the same time, there are separate reports raising concerns about materials reaching Iran from China/Russia that could support military programs, including so-called “dual-use” items like chemical components for rocket fuel and also drones. However, ordinary Iranians have not been subject to widespread hardship or disasters that would require this aid. Recent events, including precision strikes, have largely targeted IRGC-linked military sites suggesting the convoy’s main beneficiaries are regime or military forces rather than the general population. While labeled “humanitarian,” the shipment’s timing and context raise questions about who truly benefits. There is currently no verified evidence linking the Tajik aid convoy itself to weapons or disguised military equipment.


I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

Balaji is a bright guy but he fled the USA and has set his mind totally against our future success. He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them. It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil. If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that? Are you, Balaji, responsible for that side of it? No? But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS. The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do. Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting. I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil. I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.

The Iranian regime executed a 19 year old for demanding democracy. I stand with his memory and the thousands of other young Iranians. Those who grieve the elimination of Iranian leaders over murdered protesters is telling.






We're only three weeks into this war of choice, imposed on both Iranians and Americans. This $200b is the tip of the iceberg. Ordinary Americans can thank Benjamin Netanyahu and his lackeys in Congress for the trillion-dollar "Israel First tax" that's about to hit U.S. economy.

Our response to Israel's attack on our infrastructure employed FRACTION of our power. The ONLY reason for restraint was respect for requested de-escalation. ZERO restraint if our infrastructures are struck again. Any end to this war must address damage to our civilian sites.













