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Chamath Called the SaaS Comeback on May 15th: Salesforce Is Up 50% Since! @jason: “Chamath, what's your take on this? You've been pretty critical of the SaaS space in previous episodes.” Chamath Palihapitiya: “I think the high end of the market where Marc (Marc Benioff) operates, where the large...

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The All-In Podcast

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33,492 Aufrufe • vor 1 Monat •via X (Twitter)

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5 Kommentare

Profilbild von San Leandro Report
San Leandro Reportvor 1 Monat

@Jason @chamath @Benioff In the "meme time"! 😂

Profilbild von Lisa LaBelle
Lisa LaBellevor 1 Monat

@Jason @chamath @Benioff that’s a good thing

Profilbild von Alexander West
Alexander Westvor 1 Monat

@Jason @chamath @Benioff you guys also called for 10% GDP growth in the US this year....

Profilbild von Ron Pragides 
Ron Pragides vor 1 Monat

@Jason @chamath @Benioff Jason Called Out Salesforce CEO on Oct 2024 $CRM

Profilbild von Tyler Gary
Tyler Garyvor 1 Monat

@Jason @chamath @Benioff The best relationship is with the living Lord. Jesus Christ. John 15:13. He rose. #PointingBackToHim

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Chamath explains how he called the bottom on SaaS and why $CRM ripped 43% since his call "I don't know, it was pretty obvious to me in May that Salesforce specifically was meaningfully oversold. What I was trying to say there is we're getting to the end of this second phase of AI.” “The first phase of AI were models. The second phase of AI is harnesses and agents, which is the equivalent of giving a brain a pair of eyes and hands and a notebook for memory and a keyboard to type things on." "The people that control that, today, the large systems of record, those guys hold an incredibly special place in the ecosystem if they do it right. Marc Benioff is finding a way to play well with the models, support harnesses, but he also built his own and is now starting to push into this next phase.” “That's why his net dollar retention is strong. That's why his revenue is strong.That's why he's guiding up. And that's why the stock's ripped, I think it was like 43% since I said it had bottomed.”
2:12

Chamath explains how he called the bottom on SaaS and why $CRM ripped 43% since his call "I don't know, it was pretty obvious to me in May that Salesforce specifically was meaningfully oversold. What I was trying to say there is we're getting to the end of this second phase of AI.” “The first phase of AI were models. The second phase of AI is harnesses and agents, which is the equivalent of giving a brain a pair of eyes and hands and a notebook for memory and a keyboard to type things on." "The people that control that, today, the large systems of record, those guys hold an incredibly special place in the ecosystem if they do it right. Marc Benioff is finding a way to play well with the models, support harnesses, but he also built his own and is now starting to push into this next phase.” “That's why his net dollar retention is strong. That's why his revenue is strong.That's why he's guiding up. And that's why the stock's ripped, I think it was like 43% since I said it had bottomed.”

dnap

27,155 Aufrufe • vor 1 Monat

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.
5:13

From Eric Vishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the customer. And the problem. And then they understood a domain. They understood what the technology was more or less capable of. But it wasn't a real question of if you could build something or not. For example, take Salesforce, Workday, and ServiceNow. CRM existed before Salesforce. HR management existed before Workday. Same thing with ServiceNow. So in every case, Salesforce followed Siebel. Workday followed Peoplesoft. ServiceNow followed Peregrine and Remedy, and others. So they were just kind of, cloud SaaS versions of the prior generation product. They just understood the customers. They understood the problem. And they were just like, here's a better version. And that evolved a little bit over time in SaaS land. But that's what it is. And so product development in that way was done by people who really understood the customer and the problems. And then just took advantage of the next wave. And this is almost diametrically opposite of product development in the AI era. When I look at the teams that are having the most success today, they have intimate knowledge of the models. They are right on the frontier of understanding which models are better at what, and why, and when. And what they're going to be good at and what they're not going to be good at. And what they're spending their time on, is figuring out how do I apply this capability of this model to this domain or to this user. So they're actually working inside out or technology out, versus customer problem in. And of course, they understand the customer problem. And a lot of times they have firsthand knowledge of it. But they're really close to the metal and capability, and they're applying it. And I think this is a really different way to develop products than in SaaS. I started my career as a product manager a long time ago, and it's almost the complete opposite of everything you learned. "Listen to the customer, understand it, then bring it back to the engineering and product teams." If you did that right now, ask a bunch of customers what they want out of AI, and you brought it back, for the most part, it may not be possible today with today's technology. Whereas the teams that are winning right now really understand the technology and are applying it out. And so I think this reversal matters. I think it's a big difference in terms of how companies are getting built. And maybe even the types of entrepreneurs that will be successful. I'm not sure. You're seeing some real change there. Look at the Bret Taylor's at Sierra. That's a super, super technical founder who really gets it. Brett and Clay really get it. You look at Michael and his co-founders at Cursor. They're super technical founders and they get it. They all really understand what these things can and can't do. And that's a pretty different dynamic relative to the way the best SaaS companies got built." Link in bio for the full conversation going deep on the current class of startups going from zero to $100m+ in ARR within 12 months.

The Peel

209,752 Aufrufe • vor 1 Jahr

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."
2:18

Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs Lawrence H. Summers: "If this is such a terrific thing, why do markets think it's so terrible for the American economy?" "Maybe the market's just completely wrong ... but the job of markets is to look forward." "It's to look passed the immediate." "It's to see what the long run consequences are going to be." "And markets are making a pretty devastatingly negative judgment on this step." Chamath Palihapitiya: " Larry, that's not true." " So let's just establish a couple facts about 'the markets.'" "Number one, there are two markets and they behave totally differently, and sometimes inversely to each other." "There's the stock market and there's the bond market." 1) Stocks: mean reversion "With respect to the stock market, what they are debating, and you're right Larry, is what is the effective long-term rate of return a dollar needs to generate in order to pay me back that dollar?" "That is what the fundamental stock market does." "And what we've seen for many years with trade imbalances, trade deficits, and close-to-zero interest rates, of which more of that happened under Democrats than Republicans, we have allowed the stock market to inflate past historical averages." " What we've actually seen happen in the last week is what most people would call mean reversion." "The stock market is still way above where it was last year, two years ago, three years ago." "What has happened is that the forward multiples have compressed. So that's number one. That's a fact." 2) Bonds: it's possible a major trade blew up "And then with respect to bonds, what we are seeing now is there are two very complicated issues." "In the last two days, we saw one part of the bond market totally get out of whack." "And what we know is that the yields changed materially in a very acute way, which is atypical of how the bond market typically digests a philosophical change in approach to policy." " What we heard in the last 24 hours is a lot of this move may have been attributed to an enormous levered bet on US treasuries by a Japanese hedge fund." " It will take three, and four, and five, and six weeks for us to really know." 3) Private credit: something to watch closely " Separately, what we do know, though, where the structural complexity of the market — and this is where, Larry, I agree with you — is acute and important to observe is in the credit markets for private companies." "And that is where you have to pay a lot of attention."

The All-In Podcast

98,290 Aufrufe • vor 1 Jahr

Bad News for Stocks and Real Estate: Chamath Explains The Great Economic Reset In the tweet below, Chamath Palihapitiya points out that Trump has two core constituencies that are generally asset-light: 1) young people 2) working-class / middle-class On E217, Chamath Palihapitiya broke down his thoughts: "I tend to be in the Stevie Cohen camp. It's not like the bottom is going to fall out, but there's a lot of room for concern." -- In a recent interview, Steven Cohen said that a combination of tariffs, slowing immigration, and DOGE has him bearish in the short-term. -- "I'm actually pretty negative for the first time in a while. It wouldn't surprise me to see a significant correction." Chamath agreed: "It is bad news for the stock market and it is bad news for asset owners." " I think people want this austerity." " So if you are going to feed your constituents and your constituents don't own stocks and your constituents don't own homes, or they are so wealthy that they can be inoculated from a massive drawdown in those asset categories, what do you think the winning strategy is?" " If you want to cement political power, I think it requires a walking down of these asset markets in a meaningful way." "That's stocks and that's real estate." "And I just don't see any other way around it."
1:12

Bad News for Stocks and Real Estate: Chamath Explains The Great Economic Reset In the tweet below, Chamath Palihapitiya points out that Trump has two core constituencies that are generally asset-light: 1) young people 2) working-class / middle-class On E217, Chamath Palihapitiya broke down his thoughts: "I tend to be in the Stevie Cohen camp. It's not like the bottom is going to fall out, but there's a lot of room for concern." -- In a recent interview, Steven Cohen said that a combination of tariffs, slowing immigration, and DOGE has him bearish in the short-term. -- "I'm actually pretty negative for the first time in a while. It wouldn't surprise me to see a significant correction." Chamath agreed: "It is bad news for the stock market and it is bad news for asset owners." " I think people want this austerity." " So if you are going to feed your constituents and your constituents don't own stocks and your constituents don't own homes, or they are so wealthy that they can be inoculated from a massive drawdown in those asset categories, what do you think the winning strategy is?" " If you want to cement political power, I think it requires a walking down of these asset markets in a meaningful way." "That's stocks and that's real estate." "And I just don't see any other way around it."

The All-In Podcast

126,048 Aufrufe • vor 1 Jahr

Great The All-In Podcast exchange about President Trump’s pursuit of peace and denuclearization of Iran. David Sacks: “I think this deal is a tremendous achievement.” david friedberg: “It’s a really big deal.” Chamath Palihapitiya: “I think the market is going to the moon.”
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Great The All-In Podcast exchange about President Trump’s pursuit of peace and denuclearization of Iran. David Sacks: “I think this deal is a tremendous achievement.” david friedberg: “It’s a really big deal.” Chamath Palihapitiya: “I think the market is going to the moon.”

Taylor Budowich

72,588 Aufrufe • vor 3 Monaten

NEW: Joe Rogan and Chamath discuss the media lying about Donald Trump and the Charlottesville "Very Fine People" hoax. CHAMATH: "I met him and spent time with him... Donald Trump. Very funny. Very kind. Very polite. Like, he talks to you... I was expecting something totally different... He's as good as any comedian." ROGAN: "The media has distorted who he is. Whatever flaws Donald Trump has is nothing in comparison to the media's depictions of him." CHAMATH: "One example that bothered me was the Charlottesville press conference. When I first heard the media depiction of it, I was really upset because of what I thought he said. It turned out he didn't say it. In fact, not only did he not say it, he said the exact opposite. And then, I was really frustrated and a little bit angry because I thought he was never lying to me. The filter was lying to me." ROGAN: "And the only repercussions of them lying is a lack of trust that people have for them now." CHAMATH: "I think trust in the mainstream media is the lowest it's ever been. I think way more people trust you, and way more people trust us to tell a version of what we think is happening because you're not going to lie."
2:50

NEW: Joe Rogan and Chamath discuss the media lying about Donald Trump and the Charlottesville "Very Fine People" hoax. CHAMATH: "I met him and spent time with him... Donald Trump. Very funny. Very kind. Very polite. Like, he talks to you... I was expecting something totally different... He's as good as any comedian." ROGAN: "The media has distorted who he is. Whatever flaws Donald Trump has is nothing in comparison to the media's depictions of him." CHAMATH: "One example that bothered me was the Charlottesville press conference. When I first heard the media depiction of it, I was really upset because of what I thought he said. It turned out he didn't say it. In fact, not only did he not say it, he said the exact opposite. And then, I was really frustrated and a little bit angry because I thought he was never lying to me. The filter was lying to me." ROGAN: "And the only repercussions of them lying is a lack of trust that people have for them now." CHAMATH: "I think trust in the mainstream media is the lowest it's ever been. I think way more people trust you, and way more people trust us to tell a version of what we think is happening because you're not going to lie."

KanekoaTheGreat

17,051,435 Aufrufe • vor 2 Jahren

Kate Harrison "Really, what we're seeing reported, Katie, in the media, is not all that different than a lot of the terms that were being discussed last October." "So it begs the question, what has the government been up to in that time?" "And I think in the absence of a bigger and better trade deal, it's going to be very difficult to rationalize to Canadians and perhaps more acutely to premiers, that this is in the best interest of all parties." Kate Harrison
0:51

Kate Harrison "Really, what we're seeing reported, Katie, in the media, is not all that different than a lot of the terms that were being discussed last October." "So it begs the question, what has the government been up to in that time?" "And I think in the absence of a bigger and better trade deal, it's going to be very difficult to rationalize to Canadians and perhaps more acutely to premiers, that this is in the best interest of all parties." Kate Harrison

cbcwatcher

32,451 Aufrufe • vor 1 Monat

Rubio: "We're getting a lot of questions about us. I don't think it's fair because ultimately the people who have closed the Strait of Hormuz are Iran." Sen. Schatz: "Nobody's defending what Iran is doing. I think what we're saying is this was not just predictable, it was predicted…It's really shocking to me the degree to which this administration expresses shock that the thing that everybody said was going to happen ended up happening."
1:34

Rubio: "We're getting a lot of questions about us. I don't think it's fair because ultimately the people who have closed the Strait of Hormuz are Iran." Sen. Schatz: "Nobody's defending what Iran is doing. I think what we're saying is this was not just predictable, it was predicted…It's really shocking to me the degree to which this administration expresses shock that the thing that everybody said was going to happen ended up happening."

The Bulwark

627,461 Aufrufe • vor 4 Monaten

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲
1:36

“What I think SPX is, is a wake-up call. And I think for the normie, the average person, it literally is best described as being the next Bitcoin, because that's literally what it is. Bitcoin was a wake-up call to show people that value is subjective. And SPX is the next iteration of that. And once you get enough people to understand that the value of the dollar is subjective. It only has value because people believe in it. Bitcoin only has value because people believe in it. SPX has value because people believe in it. And the next step is Well, it's not just money that is subjective in value. It is literally everything is subjective. The entire universe is this subjective entity that is created from our own consciousness. And that's what Like, the purpose of this vehicle, yes, it's going to make a lot of people a lot of money, but the point of that is to wake people up to the fact that the entire universe is this subjective entity. It is not just this, like, empirical machine with interlocking gears and like this orderly machine that proceeds from just like the sum of its parts like no like we are literally the universe creating the universe and that's what spx is meant to wake people up to.” — Crypto Maxi 💹🧲

Tanz Cho 💹🧲

12,367 Aufrufe • vor 2 Monaten

Matt Hougan breaks down the five narratives that make this bull market more durable than previous rallies "I think there are, like, four narratives that are working in crypto, maybe five. This isn't just a crypto bid, which is what we previously saw in the past." "I think Bitcoin is being driven by the debasement bid. I think there's a stablecoin and tokenization bid that is lifting things like Ethereum and Solana and Chainlink and other assets in that space." "I think there's an improving tokenomics bid, where people are excited about assets with cash flow, I think that's why you're seeing Hyperliquid. I think if there was a Uniswap ETF, it would be doing well." "Then I think there is the Zcash privacy bid. The other bid is probably this retail degen." "The reason I raise all those is, like, that's a really robust bull market. When it's just risk-on, risk-off, we're one tweet away from Scott Bessent going into a bear market. But that's not what it is right now." "It's debasement, it's tokenization, it's improving tokenomics, it's privacy, it's memetic culture. All of those are firing at once." "Really, the market has turned because you have all these narratives working at once."
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Matt Hougan breaks down the five narratives that make this bull market more durable than previous rallies "I think there are, like, four narratives that are working in crypto, maybe five. This isn't just a crypto bid, which is what we previously saw in the past." "I think Bitcoin is being driven by the debasement bid. I think there's a stablecoin and tokenization bid that is lifting things like Ethereum and Solana and Chainlink and other assets in that space." "I think there's an improving tokenomics bid, where people are excited about assets with cash flow, I think that's why you're seeing Hyperliquid. I think if there was a Uniswap ETF, it would be doing well." "Then I think there is the Zcash privacy bid. The other bid is probably this retail degen." "The reason I raise all those is, like, that's a really robust bull market. When it's just risk-on, risk-off, we're one tweet away from Scott Bessent going into a bear market. But that's not what it is right now." "It's debasement, it's tokenization, it's improving tokenomics, it's privacy, it's memetic culture. All of those are firing at once." "Really, the market has turned because you have all these narratives working at once."

The Wolf Of All Streets

33,265 Aufrufe • vor 27 Tagen

xQc shares his thoughts on the Nick Fuentes altercation "If there's a better way to do something u should do it better..do i think pushing somebody like that is warranted, not really..there's just a better way to do it..not trying to be a libt*rd, a hypocrite..trying to be consistent..i think this is in the wrong..I think this is also incorrect, awful" "These topics are a lot more complicated..there's documented cases of gangst*lking..not a good thing..u don't know what it's like to be on the opposite end of the spectrum"
2:17

xQc shares his thoughts on the Nick Fuentes altercation "If there's a better way to do something u should do it better..do i think pushing somebody like that is warranted, not really..there's just a better way to do it..not trying to be a libt*rd, a hypocrite..trying to be consistent..i think this is in the wrong..I think this is also incorrect, awful" "These topics are a lot more complicated..there's documented cases of gangst*lking..not a good thing..u don't know what it's like to be on the opposite end of the spectrum"

yeet

57,558 Aufrufe • vor 5 Monaten

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 3 Monaten

Peter Thiel gave a speech in a Hilton in 2010 that holds the keys to unlocking the source of many of America’s most severe problems. Key quote: “The task in this world… where politics has become so broken… is to find a way to escape from it. It’s not a way to fix it.” Palantir is currently tightening its grip around all of our data. Elon Musk is diverting untold billions into a Mars fantasy. All of the anarchist, antidemocratic ideas of the PayPal Mafia and the “Dark Enlightenment”—to use technology as an “escape”—were already well in process 15 years ago. —The internet as “alternate virtual reality” so you don’t have to “constantly convince people.” This is why he funded Satoshi (Bitcoin), MAGA3X (Pizzagate, Q), and pushed Musk to buy Twitter —PayPal (now blockchain/crypto/BTC) was to “overturn the monetary system” —“Escape” now more often referred to as “exit” —“Autonomous countries” now known as the “network state” JD Vance is a full member of the cult of the broligarchs. Unfortunately, this has been a very thorough coup and they have backup. It’s worth really absorbing what the living Antichrist, Peter Thiel, is saying here: “I don't think despair is the only answer. And I don't think, and it's because I don't think politics is the only way to go. And my thinking on this, you know, started to take a turn towards a more optimistic perspective in the mid to late '90s when I got involved in the tech boom in Silicon Valley. I ended up being the co-founder of a company called PayPal where -- and the initial founding vision was that we were going to use technology to change the whole world and basically overturn on the monetary system of the world. And, you know, we can debate on how much it succeeded or how little it succeeded. And there were parts of it that I think have worked, and parts of it were, you know, the jury is still out. But the basic idea was that we could never win an election on getting certain things. Because we were in such a small minority. But maybe you could actually unilaterally change the world without having to constantly convince people and beg people and plead with people who are never going to agree with you through a technological means. And this is where I think technology is this incredible alternative to politics. And, you know, there are a number of different technologies we can outline, but the task in this world where politics has become so broken and so dysfunctional is to find a way to escape from it. It's not a way to fix it. It is a way to escape. And there are, you know, a number of different options. I think the promising one of the 1990s and this last decade has been to escape onto the Internet and to sort of create an alternate virtual reality. Questions, of course, is still how does it intersect with the real world? There are, I think, escaping to outer space is a promise, although I think the space technology is not quite there. So I think that's sort of for the second half of the 21st century. I think we can try to, you know, create autonomous countries on oceans, underwater, all sorts of other spaces. But I think technology is the vehicle for how we should be looking to escape and move beyond politics as we find it today.”
2:09

Peter Thiel gave a speech in a Hilton in 2010 that holds the keys to unlocking the source of many of America’s most severe problems. Key quote: “The task in this world… where politics has become so broken… is to find a way to escape from it. It’s not a way to fix it.” Palantir is currently tightening its grip around all of our data. Elon Musk is diverting untold billions into a Mars fantasy. All of the anarchist, antidemocratic ideas of the PayPal Mafia and the “Dark Enlightenment”—to use technology as an “escape”—were already well in process 15 years ago. —The internet as “alternate virtual reality” so you don’t have to “constantly convince people.” This is why he funded Satoshi (Bitcoin), MAGA3X (Pizzagate, Q), and pushed Musk to buy Twitter —PayPal (now blockchain/crypto/BTC) was to “overturn the monetary system” —“Escape” now more often referred to as “exit” —“Autonomous countries” now known as the “network state” JD Vance is a full member of the cult of the broligarchs. Unfortunately, this has been a very thorough coup and they have backup. It’s worth really absorbing what the living Antichrist, Peter Thiel, is saying here: “I don't think despair is the only answer. And I don't think, and it's because I don't think politics is the only way to go. And my thinking on this, you know, started to take a turn towards a more optimistic perspective in the mid to late '90s when I got involved in the tech boom in Silicon Valley. I ended up being the co-founder of a company called PayPal where -- and the initial founding vision was that we were going to use technology to change the whole world and basically overturn on the monetary system of the world. And, you know, we can debate on how much it succeeded or how little it succeeded. And there were parts of it that I think have worked, and parts of it were, you know, the jury is still out. But the basic idea was that we could never win an election on getting certain things. Because we were in such a small minority. But maybe you could actually unilaterally change the world without having to constantly convince people and beg people and plead with people who are never going to agree with you through a technological means. And this is where I think technology is this incredible alternative to politics. And, you know, there are a number of different technologies we can outline, but the task in this world where politics has become so broken and so dysfunctional is to find a way to escape from it. It's not a way to fix it. It is a way to escape. And there are, you know, a number of different options. I think the promising one of the 1990s and this last decade has been to escape onto the Internet and to sort of create an alternate virtual reality. Questions, of course, is still how does it intersect with the real world? There are, I think, escaping to outer space is a promise, although I think the space technology is not quite there. So I think that's sort of for the second half of the 21st century. I think we can try to, you know, create autonomous countries on oceans, underwater, all sorts of other spaces. But I think technology is the vehicle for how we should be looking to escape and move beyond politics as we find it today.”

Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸

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