satish badugu

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satish badugu

satish badugu

@satish_faction

A public diary to upload my stream of consciousness.

Milky Way Katılım Şubat 2011
394 Takip Edilen359 Takipçiler
satish badugu
satish badugu@satish_faction·
@chamath How will you bring Dario, Altman, Elon, Demis, etc., under one roof to speak as one voice while they are trying to outcompete each other? Each company is working in silos to deliver products at a fast pace, and there's an AI arms race at the national level with China.
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satish badugu
satish badugu@satish_faction·
@FoxNews You guys need to let him be! The man can’t even enjoy the love he found in his 50s without being reminded of the skeletons buried in the closet of the past. Sigh!
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Fox News
Fox News@FoxNews·
Plastic bans for Canada… plastic cups for Coachella. Former Canadian Prime Minster Justin Trudeau is being labeled a hypocrite for partying with red solo cups at Coachella alongside girlfriend Katy Perry after he led a nationwide effort to ban single-use plastics in Canada while he was in office.
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satish badugu
satish badugu@satish_faction·
With all its dark themes, the writers of the show somehow tapped into various pop culture zeitgeist in S3E1: the fentanyl crisis at the border, faith, rural family life vs. urban hedonism, the rise of OnlyFans, overregulation of housing in California, Hollywood glamour, etc.
euphoria@euphoriaHBO

Taking it one Sunday at a time. #Euphoria

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jannik sinner files
jannik sinner files@jannik_files·
Jannik celebrating with the ballkids 🥹🦊🫂 🎥 atptour
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satish badugu
satish badugu@satish_faction·
@AutismCapital Wiggermaxxing? You learn something new every day. I need to keep up with Gen Z vocabulary.
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Autism Capital 🧩
Autism Capital 🧩@AutismCapital·
Honestly? Trudeau living out his teenage scumbag days works for him. Why not? You need to be wiggermaxxing.
Autism Capital 🧩 tweet media
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satish badugu
satish badugu@satish_faction·
@jakeonrails I mean, one can dream. If policymakers learned from their mistake in the last decade, the pendulum might swing the other direction!
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Jake Moffatt
Jake Moffatt@jakeonrails·
Holy shit this slaps San Francisco 2035:
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satish badugu
satish badugu@satish_faction·
@PF_Jung Someone like Jordan Peterson can predict this ahead of time because of the ability to distill patterns in how humans organize. If they live long enough, acronyms just become a tool for virtue signaling. At the end of the day, you either care or you don’t care for other humans.
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satish badugu
satish badugu@satish_faction·
People don’t appreciate enough how efficient capital market in search of productivity often leads to innovation. The relationship between capital, productivity & labor is very intricate. Google gave it for free which helped create trillion-$ companies like OpenAI & Anthropic!
Rohan Paul@rohanpaul_ai

Google's "Attention is All You Need" paper came from trying to get a 3% gain in Google Translate. Innovation is a consequence of production. "If you don't make the thing, you cede your opportunity to innovate on the thing." ~ Palantir's CTO @ssankar

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satish badugu
satish badugu@satish_faction·
On a sunny Sunday by the Golden Gate Bridge on the sand, I sat reading my book, admiring the view at hand. A hummingbird appeared from nowhere in broad daylight, flaunting her colorful wings in the golden light. She stirred my restless past—a stream of consciousness fluttering, lost in an endless dream. After moments of her dance, I softly asked her, “Leave.” She hovered, looked me in the eye, and wouldn’t retrieve. She refused and said to me: “I am your mirror from the past—you cannot get rid of me.”
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satish badugu
satish badugu@satish_faction·
I always enjoy spending a day at the university and recharging from the next gen! The Berkeley campus on a hot day feels like a carnival but for laid-back folks. I am reading Murakami’s Norwegian Wood, and incidentally the story is set on a college campus, making it more relatable.
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satish badugu
satish badugu@satish_faction·
Two years ago, I visited @NASA Houston when they were planning the launch of Artemis II. Great to see the liftoff! When all 4 astronauts look back at us from outer space 🪐, all earthly problems might feel insignificant! x.com/nasa/status/20…
NASA@NASA

Liftoff. The Artemis II mission launched from @NASAKennedy at 6:35pm ET (2235 UTC), propelling four astronauts on a journey around the Moon. Artemis II will pave the way for future Moon landings, as well as the next giant leap — astronauts on Mars.

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satish badugu
satish badugu@satish_faction·
What are some of the key metrics to measure the success of missions launched by Artemis II and Artemis III? Are there any new technologies that you think will be useful in near future to the common people, like GPS is today from earlier Space exploration? #WeAreArtemis #NASA
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satish badugu
satish badugu@satish_faction·
The whole story of Don Valentine’s investment in Apple is epic! It’s covered in depth in the book “The Power Law: Venture Capital and the Making of the New Future” by @scmallaby! It’s hard to comprehend the overall impact on society and the net value creation from that initial risk capital. open.spotify.com/show/5R5SmqhFz…
Sequoia Capital@sequoia

In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50

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Balaji
Balaji@balajis·
This could be the offramp the world needs. You can think of it as the best outcome for everyone, under the circumstances. (1) From MAGA’s perspective, if Trump declares victory here and moves on, the US won’t waste yet more blood and treasure in the Middle East. It won’t invade Iran. It also won’t take all the blame for the ongoing global supply chain crisis. It just pulls out and lets everyone work out the regional security equation for themselves. Trump can say he’s fulfilled both his campaign promises: stop Iran from getting a nuke, but also no endless Middle Eastern wars. (2) From Israel’s perspective, Iran has now been shown to be quite hostile to its neighbors, and its military has been substantially degraded. Stopping now is good. Otherwise there’s a danger of overreacting to Oct 7 as Americans overreacted to Sept 11. Israel can stand back and call it a win, because after a US pullout, Iran will have much less excuse for holding the Strait hostage. (3) From the Iranian diaspora’s perspective, it’s unfortunately clear that the current war isn’t going to result in liberalization. Further attacks would push Iran further into fundamentalism, making it even harder to eventually do a liberal reformation. (4) From the long-suffering Iranian people’s perspective, ending the war now would also save countless lives. Otherwise they’ll get hit by friendly fire and drafted by the regime to fight for fundamentalism. (5) Finally, from the world’s perspective, once the US declares victory and goes home, substantial diplomatic pressure will be applied to Iran to simply open the Strait of Hormuz and allow ships through. Iran’s leadership has shown, perhaps surprisingly, that they care about global public opinion…and they would be on the hook for the suffering of billions of people if the Strait remains blocked. TLDR: if Trump declares victory and leaves, Iran no longer has any excuse for blocking the Strait and holding the global economy hostage. Let the matter be worked out diplomatically with pressure from all the 100+ affected countries on Iran. America shouldn’t have to spend a single cent more, or send a single soldier more, to the Middle East.
The White House@WhiteHouse

“All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, which refused to get involved in the decapitation of Iran, I have a suggestion for you…” - President Donald J. Trump

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satish badugu
satish badugu@satish_faction·
@JTLonsdale It’s a good rebuttal to a lot of people that think things are obvious in geo politics!
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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
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.
Balaji@balajis

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…

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satish badugu
satish badugu@satish_faction·
@TheAcademy I don’t believe there can be a winner in the arts because they are highly subjective. In sports, you have a clear set of rules, you compete within them to win a 100m race, tennis match, soccer game, etc. There are no rules in art! I just do it to celebrate cinema.
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satish badugu
satish badugu@satish_faction·
Oscar Predictions: •Director: Paul Thomas Anderson (One Battle After Another) •Male Actor: Micheal B. Jordan (Sinners) •Female Actor: Jessi Buckley (Hamnet) •Music: Ludwig Goransson (Sinners) •Cinematographer: Dan Laustsen (Frankenstein) •Editing: Andy Jurgensen (One Battle After Another) •International Film: Sentimental Value
The Academy@TheAcademy

Tomorrow. 98th Oscars. Who will win? Watch the #Oscars LIVE on Sunday, March 15th, at 7e/4p on ABC and Hulu. #OnlyAtTheOscars

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