Once asked Elon if he’s an alien - he neither confirmed nor denied.
the network state
Joined February 2017
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Julian now clocks millions of views an episode with millions of subs
And interviews the biggest pods - from Rogan, to Shawn Ryan and Tucker Carlson - later catch because of it
The lesson?
The crème always rises to the top
Balaji has entered the chat
Which is unfortunate to the intellectually dishonest media talking heads incented to say whatever their audiences want to hear
Which may have already descended from
"tax the rich"
to
"kill the rich"
- just only those rich off building, not the rich from sucking their constituents drier than Monica Lewinsky left innocent o' Bill
No. Bill Clinton did not resign.
Jensen Huang shouldn’t either.
And the Nvidia board shouldn’t fire him.
Particularly in the heat of the moment.
Ride it out and ignore the journos.
Clinton did. And then no one cared.
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Don’t know who @marclou is but send an ambulance
He will be remembered and survived by his obituary in Big Desk Energy long after his beehiiv-for-basement dwellers dies:
“Look, I’m sure a couple hundred basement dwellers who treat this guy’s Stripe dashboards like an OnlyFans account will sign up for this thing.
Like a cam girl, the demo only has to work once to get paid.
But a true category-defining product needs to work reliably, every day, and keep getting better (also every day).
The truth is — no one serious is ever going to use this.
If email is critical to your business, are you really trusting it to a vibe-coded weekend project?
One run solo by a guy who’s also juggling a circus of 38 bastard children masquerading as “startups”
(including household names like SuperShrimp and PoopUp).
The only thing these “startups” have in common is that their revenue charts all look like shit.
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Lovable ads coming soon
Huge from @antonosika and team who are no doubt making a lot more than just Europe proud...
The distribution game is hard.
@Lovable just entered the arena.
Create & launch ads directly in Lovable, to Google, YouTube, Instagram and Facebook.
Get advice on what is working, and your next best marketing move.
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Maya will go down as one of the greatest early stage investors OAT
Congratulations to @ClementDelangue 🤗 and the entire @huggingface team on the acquisition by @nvidia!
I will never forget the day Clem did a full whiteboard session explaining the fundamentals of NLP to me at the original Hugging Face Dumbo office just so I could take it back to my brother for our grocery delivery chatbot idea LOL.
Fast forward to 2021: when I launched Spice Capital, Clem was right there to support me. He stood as a founder reference, offered his time, wrote angel checks, and even floated sneaky acquisition offers to our portfolio companies 🌶️.
When ChatGPT had its first viral moment, Clem reminded me of the importance of open source and how models would eventually become commodities. That prediction is coming true to a tee and gave us an informed edge for our AI investing framework at Spice Capital.
What a fun journey. I feel so lucky to have had a front-row seat to watch a team achieve total excellence without ever sacrificing their core values 🤗
Attaching some fun photos - Clem and my mom at our annual family Diwali party in Florida, v1 screenshot of the OG hugging face app + my favorite merch combo!! Congrats to everyone 🫶
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More of this.
We just raised $4.5m to ensure that every child gets future proof education.
techcrunch.com/2026/07/23/ed…
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I was part of Network School’s founding cohort in 2024.
I’ve returned several times since and watched an empty corner of Forest City become a thriving innovation hub.
A hub for ambitious people willing to cross borders to build, including people I had recruited into my own teams and into companies we had backed alongside global firms like Macquarie Capital.
It changed how seriously my network and I viewed Malaysia as a place to build and invest
So much so that I was, until now, planning on permanently relocating there.
However confidence like that is hard won and easily lost.
Capital can price strict rules.
It cannot price a system in which anonymous allegations carry more weight than verified facts.
Capital also remembers how a country behaves under pressure.
Should the global tech community continue investing in Malaysia?
Given recent events, I raise this question respectfully for the consideration of Prime Minister Yang Amat Berhormat Dato’ Seri Anwar bin Ibrahim (@anwaribrahim), for the people of Malaysia, and for our friends in the Malaysian tech community. The answer will be of interest to anyone in global tech that’s considering building, investing, or expanding in Malaysia, including executives at Google, Amazon, Apple, and Microsoft, founders of tech unicorns like Coinbase and Solana, and investors at the world’s largest venture capital funds like a16z and Polychain.
As context, I am the former CTO of Coinbase and former General Partner at a16z. In October 2024, I opened a startup society called Network School in Malaysia, because I felt I’d been invited in by the government’s pro-tech policies.
Specifically, the KL20 initiative set out Malaysia’s ambition of becoming a top 20 global tech hub. Their MDEC digital nomad visas and MM2H investor visas were created to facilitate an influx of global talent and capital. And the Johor-Singapore Special Economic Zone was announced to facilitate the flow of capital and talent between Malaysia and Singapore, where I live. When taken in combination with Malaysia’s datacenter buildout and its policy of welcoming visa-free visits for 98% of the world, it seemed like Malaysia might be a great place to build a global tech hub that was simultaneously inexpensive and easy to visit (especially for non-Westerners).
And that’s what we did, by creating Network School. It’s an international tech community with its first node in Forest City, Malaysia. We picked Forest City because it had millions of square feet of empty space, because it was one hour from Singapore’s capital markets, and because it was within the Johor-Singapore Special Economic Zone. Then, within 18 months, without a single penny of government money, we built Network School into a global attraction that brought thousands of engineers, investors, and builders from 70+ countries to learn technology, burn calories, earn online, and have fun, integrating with the local Malaysian economy along the way.
Indeed, in terms of quantifiable contribution to the Malaysian economy, we’ve already invested 100M+ MYR in our campus to make it startup-friendly. For perspective, that’s about 4% of the budget of Johor, the Malaysian state where Forest City is located. We employ dozens of Malaysians directly and indirectly at every level from executive to staff. We’ve backed Malaysian tech startups like Collektr, hosted events for local teams like Superteam Malaysia, and are major customers of many local businesses like barbers, laundromats, and restaurants. We’ve also revitalized the multibillion-dollar Forest City project, causing millions of MYR in real estate appreciation. And, as the video below describes, we were on the cusp of a 500M+ MYR expansion to grow our community, as well as a global merit scholarship with my friend Amjad Masad of Replit.
However, that emerging multi-billion dollar success story — which should rightfully have been hailed as a huge victory for the pro-tech policies of the Malaysian government — is at risk of being derailed by a fake story spread by an anonymous account named MP4P.
In short: on the day before the July 11 Johor elections, MP4P posted an Instagram post falsely accusing Network School of harboring illegal aliens. The sensational accusations caused a tizzy in Malaysia, until Malaysian authorities came to our campus on July 14 to investigate. (I should note that the officers were very polite and professional.) After checking hundreds of physical passports from 40 countries, including dual passport holders, the authorities confirmed to the press on July 15 that all travel documents were in order. During the process, we cooperated fully; in the thread below you can see a photo of the men, women, and children of Network School smiling and holding up their passports in the bright daylight. Our faces are shown and our names are known; we have nothing to hide.
With that said, the process is the punishment. What MP4P did is very similar to the American crime of “swatting”, because MP4P created a hoax report of a serious threat, thereby forcing the Malaysian police to take time away from protecting the Malaysian people towards investigating a nonexistent issue. Moreover, this anonymous MP4P account has also called for Malaysia to boycott Apple, Google, Amazon, and Microsoft…a move that would cost ordinary Malaysians thousands of jobs…even while MP4P’s own Instagram collaborators promote their Apple and Google apps! I mean, we aren’t talking about a credible accuser, but just someone screaming inconsistently at the top of their lungs on social media for traffic, an all-too-common phenomenon these days.
Anyway, at this point, all further investment we were planning to make in Malaysia is on hold until we get sufficient assurance that such issues won’t recur. So are the investment plans of many of our friends, including the execs and investors at global tech firms that we brought to Forest City. Because to put it very plainly: we have invested 100M+ MYR in Malaysia, while creating jobs for dozens of Malaysians, and our faces and names are known. Our Malaysian executives and employees deserve the benefit of the doubt over anonymous internet trolls.
There are two paths forward. In the first case, if Malaysia still wants continued global tech investment, if it wants to be a top 20 tech hub, if it wants us to revitalize Forest City, then we request an audience with the Prime Minister’s office to discuss the terms of a memorandum of understanding between Network School and the Malaysian government, similar to the document recently signed between the Solana Foundation and the Kazakhstan government.
Specifics can of course be discussed, but we would publicly commit to abiding by all Malaysian laws (we already do) and respecting Malaysia’s sovereignty (never in question). In return, they’d get to know our friendly community, and realize that we actually chose Malaysia because we thought it was a great place to build a tech hub where engineers from the global South, investors from the West, and builders from Malaysia itself could meet new people, build cool things, and perhaps create millions of dollars in economic growth in the fullness of time.
That vision of peace and trade, internationalism and entrepreneurialism, is still on the table. We aren’t asking for any money — just a meeting, to help restore confidence in Malaysia as an investable jurisdiction. Alternatively, if you don’t want our investment, or those of our colleagues at billion dollar funds and trillion dollar companies, we will of course respect your wishes, and reallocate our capital to other countries instead.
Either way, we will remain friends and abide by your decision. Please let us know.
stocktwits has been cooking since Howard’s return
hard to beat founder authority combined with an unrivaled insider’s understanding of fintech & its trends
(many of which he coined)
props @howardlindzon
I was once told during a painful pitch by a junior at “Australia’s Sequoia” that he couldn’t see how we’d compete with Oracle or ever get liquidity (he was formerly an analyst at Fidelity).
A decade later, we signed the docs of our sale to Autodesk - biggest cash exit that year - the same week article dropped hammering them for being “starved of exits”
During a pitch a prominent VC once told us the market size for global logistics was only $6B.
My CFO’s response: “So you’re saying it’s smaller than the market for USB cables?”
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this message might’ve been approved by Christopher Lasch
Culture of Narcissism one of the greats. If Thiel or @pmarca endorse it, might get tech to understand aspects otherwise unintelligible to capital formation, social cap included
underrated to the degree to which every company that is great at fundraising in the last 20 years adopted explicitly millenarian frames:
ant/openai: death by unaligned ai
palantir: death by terror
anduril: china/taiwan
spacex: death by climate -> death by woke
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the best fintech products make you feel slightly embarrassed for every indignity you normalized
going through @Airwallex onboarding from Balaji's island AKA @ns near Singapore has that exact feeling
@edels0n should put @awxjack on First Time Founders
why?
because Airwallex is the story Silicon Valley says it wants:
immigrant energy, from outside the Bay Area, regulatory hard mode, global ambitions
yet the moment it starts winning from outside the approved post code (or fund vintage),
the old guard start double-checking passports at the altar of meritocracy they allegedly worship at,
mistaking the future for a foreign body
which isn't even half the story...
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