Krishna

@akshaybd George Yeo’s interviews for the last 5-7 years have been amazing windows into the geopol future

Singapore’s foreign minister on the reality of the world we’re living in — that most people are in denial about or oblivious to: “The US is now a revisionist power. For 80 years, the US was the underwriter for a system of globalisation based on UN Charter principles, multilateralism, territorial integrity, sovereign equality. It actually heralded an unprecedented and unique period of global prosperity and peace. Of course there were exceptions. And of course, the Cold War was still in effect for at least half of the last 80 years. But generally, for those of us who were non-communists, who ran open economies, who provided first world infrastructure, together with a hardworking disciplined people, we had unprecedented opportunities. The story of Singapore, with a per capita GDP of 500 US dollars in 1965. Now, [it is] somewhere between 80,000 to 90,000 US dollars. It would not have happened if it had not been for this unprecedented period, basically Pax Americana and then turbocharged by the reform and opening of China for decades. It has been unprecedented. It has been great for many of us. In fact, I will say, for all of us, if you look back 80 years. But now, whether you like it or not, objectively, this period has ended. There is no point trying to assign blame or pejorative adjectives. That is not helpful. Basically, the underwriter of this world order has now become a revisionist power, and some people would even say a disruptor. But the larger point is that the erosion of norms, processes, and institutions that underpinned a remarkable period of peace and prosperity; that foundation has gone.” mfa.gov.sg/newsroom/press…

@camelagainagain @kapursanat you’d be surprised at what can happen in indian crypto / legal system

the founders of arguably india's largest crypto exchange coinDCX (backed by bain capital and coinbase) were arrested company claims that the fraud was committed by individuals pretending to be the founders (i believe it tbh) totally normal day in indian crypto

@kapursanat typical misguided and misinformed actions against local founders

research is now so commoditized that the game is less about esoteric information and more about execution, sizing, and trade expression crypto traders may have the best discretionary instincts in the world rn because of how many market cycle reps they've crammed in the past yrs

autociv --dangerously-skip-permissions

the value of this technology will mostly not be captured by its inventors, the labs, or even the chipmakers, but rather will be captured by the consumers as surplus. these are highly competitive markets without any natural monopolistic effects like many other technologies before it, machine intelligence democratizes abilities previously only available to the wealthy, in this case by commoditizing the services of the white collar elite who mostly live in rich countries it’s not that there are no programmers, it’s that really anybody can make software now now so the “rents” of the “human capital” of knowing how to write JavaScript for example should shrink dramatically this will reduce the inequality between countries: services that previously required lots of human capital now require chatbot subscriptions at worst, or may even be given away for free you can receive medical advice worthy of a $1000/hr American specialist doctor likely for free while living under a thatched roof in eg Papua New Guinea somewhere while I think Americans have plenty of reason to be excited by AI, I would be more excited as someone in a poor country

@paper @stripe stunning!

Paper just helped @stripe explore visuals for their annual letter launch. We used image tools, filters, and the new Halftone CMYK shader. Stripe is how Paper is available around the world. Glad we could bring this story to life for them.

this war temporarily reverses US outflows and damages Asia likely followed by an Asian energy transition capex boom. nuclear, renewables, commodities the Asian century is just getting started. next couple of years will be an amazing time to buy in

@pHequals7 too real, was in an eatery today that said they're limiting the menu because of gas constraints. maybe we were at the same spot

2026: how i learnt my masala dosa depends on the strait of hormuz

Just imagine a world where "the government" is a group of smart people working hard to make your life easier—like the Chinese. Instead of a group of people who, every year, introduce you to new, mind-blowing taxes and deliver increasingly braindead criminals to your doorstep.

Adopting AI into your work makes everyone a CEO, and there's something about it that very few people understand (mostly because few people are CEOs): When you have an front-line job, you spend maybe 1-5% of your brainpower of high-level, critical-thinking strategy. Most of your job is just running some SOP that's been given to you. Move up a couple levels, maybe you're managing a little team, and you might spend 10-25% of your time making critical strategic decisions. The rest of the time, you're executing departmental strategy that was handed to you, and your time is spent making sure your team carries that out. Once you're the CEO, you'll have (if you're good at your job) delegated all of the routine problems and issues that are straightforward to solve to capable executives. What's left for you? Only the hardest and most critical decisions. The better and more capable your staff, the harder the questions will be that bubble up to you, because they take care of everything else. Those become the only duties you have left: thinking REALLY hard about very dfificult, ambiguous, strategic decisions. And now it's your entire job. Instead of 10-25% intensity (or less), it's 80-90% intensity. Incidentally, this is why you hear about CEOs having these intensely regimented lives and health-oriented habits: it's all designed to biologically support the fact that their brains have to be operating at peak capacity nearly all the time. So now everyone is starting to manage armies of agents doing the routine parts of their job. If you're good, you can distill your job into a clear SOP that the agents run, and now "all you have to do" is oversee them... ... and now lots of people are learning that being the boss isn't quite as easy as they thought.

there are fundamentally two types of people building with AI 1) thoughtful, high agency folks shipping prototypes with deliberation - iterating towards a product, or quickly scrapping it if it shows no signs of PMF 2) "LLM gamblers" - nerding about openclaw, tooling etc. the idea here seems to treat LLMs in a similar way to slot machines.. and that 24/7 token consumption is a true proxy to increased productivity or breakthroughs. like something magical would pop up if you burn enough resources LLM companies have huge incentives to cater to #2 as it makes number go up in the short term. #2 also has FOMO about not being an early adopter and it manifests as gambling behavior

@Yuchenj_UW wtf even is "iMessage integration"?? 😂😂

I can’t believe people in SF Bay Area are paying $6k for an in-person OpenClaw install. It’s literally just a one-time setup on a Mac mini. This is insane! Time to switch your jobs guys.

war rooms are direly in need of hardcore civ 6 and eu4 players at the moment

@cxnversion elite forecasting, I recently developed scurvy from being too locked in and came to similar conclusions

here's what the next 25 year look like. for context, i've been no-lifeing openclaw for the past 5 weeks (haven't had irl contact with a single person): - UBI by august because of things like AGI (dario, sam altman, etc. pay attention. govt tried to buy anthropic) - people without their own compute get publicly hung in the street - everyone chucks their entire paychecks into memecoins onchain for no reason (why wouldn't they?) - murad was right - housing market crashes (money stuck in AI agents and SPX6900 etc) - korean stock market does another 2x

surveillance states are beefing up SOTA LLMs become a layer that states can weaponize to censor citizens, dissidents, whistleblowers etc open source / local LLMs are going to be very critical to freedom in the coming years

@AviFelman no doubt, they were reaching new heights not just in finance but also in fashion, art, movies.. it always felt like the only possible successor to NYC in that trajectory

Hong Kong is one the greatest cities the planet, would be #1 if 1997 never happened