Balaji Srinivasan
General partner at Andreessen Horowitz from 2013 to 2018 and CTO of Coinbase from 2018 to 2019; co-founder of Counsyl and Earn.com. Wrote The Network State (2022), free in full at thenetworkstate.com, and founded the Network School.
Balaji Srinivasan did not write this page. ppll compiled it from their own words, each linked to the source. Is this you? · Report a mistake
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What they believe
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American Democrats and Republicans are converging toward a one-party political system, in the same form as China's, where elections occur but one party always wins.
both Democrats and Republicans are converging on the same political form as China: namely, a one-party state where elections may be held, but the party always wins. And where the only true vote is the vote with your feet.
balajis.comSaid 28 Jul 2026This on korrents
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New laws often get enacted the way untested code is pushed to production: unread, poorly monitored, slow to show results, and hard to opt out of.
new laws are like code that is pushed live to production without even being read (let alone tested), often in the face of tremendous opposition, affecting millions of citizens, with minimal monitoring to ensure they’re producing the desired results, an extremely slow customer feedback cycle, and few ways to truly opt out.
thenetworkstate.comSaid 12 Jul 2026This on korrents
The bold line is korrents’ wording; the quote is theirs. These 2: what they wrote before what they said aloud, one per source, newest first.
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From one piece Why did Stu Woo of the Wall Street Journal Follow Me to Singapore? 3 beliefs · balajis.com
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korrents.com
The world's roughly 193 sovereign nation-states are unlikely to remain a fixed number indefinitely; more will emerge.Their words
I think it's quite unlikely that this "8-bit world" that we've inherited from the 20th century, which still has less than 256 nation states, will continue indefinitely.
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korrents.com
Denying people the right to leave a country effectively makes them slaves of the state.Their words
Indeed, the abrogation of exit rights essentially makes you a slave.
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Their words
both Democrats and Republicans are converging on the same political form as China: namely, a one-party state where elections may be held, but the party always wins. And where the only true vote is the vote with your feet.
12 July
From one piece The Network State 12 beliefs · thenetworkstate.com
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Their words
Today's world is becoming tripolar. It is NYT vs CCP vs BTC. That's the American Establishment vs the Communist Party of China vs the Global Internet.
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Their words
The primary axis is no longer the politico-economic axis of capitalism-vs-communism, but the ethno-cultural axis of ethnomasochism-vs-ethnonationalism.
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Their words
If you want to produce moral and not just technological progress, you’re going to have to introduce new moral premises that invert what people previously believed.
+ 9 more
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Their words
Unfortunately, no, because politics is about people who disagree with you. If you’re working with computers, or robots, or pure math, you don’t have politics.
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Their words
the vast majority of Americans had no practical freedom of speech unless they owned a media corporation or were employed by one.
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korrents.com
It is hard to name a country that is better off after a recent US military intervention.Their words
even the most committed American nationalist is hard pressed to name a country that’s better off after a recent US military intervention, something that wasn’t that hard to do from 1945-1991.
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Their words
the US establishment is not more ethical than the CCP when it comes to civil liberties. It’s just less competent!
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Their words
As mentioned before, Uber and Lyft are better regulators than the State’s paper-based taxi medallions, email is superior to the USPS, and SpaceX is out-executing NASA.
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Their words
As incredible as it may sound, the blockchain is the most important development in history since the advent of writing itself, as it’s a cryptographically verifiable, highly replicated, unfalsifiable, and provably complete digital record of a system.
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Their words
In this sense, the Network is the next Leviathan, because on key dimensions it is becoming more powerful and more just than the State.
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Their words
Encryption thus limits governments in a way no legislation can.
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Their words
new laws are like code that is pushed live to production without even being read (let alone tested), often in the face of tremendous opposition, affecting millions of citizens, with minimal monitoring to ensure they’re producing the desired results, an extremely slow customer feedback cycle, and few ways to truly opt out.
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Nothing matches.
Beliefs
Korrents What they believe 37 beliefs — each backed by an exact quote.
Each is a — compiled by korrents.com, not by them: the one-line wordings are korrents', the quotes are theirs.
Recent
American Democrats and Republicans are converging toward a one-party political system, in the same form as China's, where elections occur but one party always wins.
both Democrats and Republicans are converging on the same political form as China: namely, a one-party state where elections may be held, but the party always wins. And where the only true vote is the vote with your feet.
Why did Stu Woo of the Wall Street Journal Follow Me to Singapore? Said 28 Jul 2026
Denying people the right to leave a country effectively makes them slaves of the state.
Indeed, the abrogation of exit rights essentially makes you a slave.
Why did Stu Woo of the Wall Street Journal Follow Me to Singapore? Said 28 Jul 2026
The world's roughly 193 sovereign nation-states are unlikely to remain a fixed number indefinitely; more will emerge.
I think it's quite unlikely that this "8-bit world" that we've inherited from the 20th century, which still has less than 256 nation states, will continue indefinitely.
Why did Stu Woo of the Wall Street Journal Follow Me to Singapore? Said 28 Jul 2026
Show 34 more
New laws often get enacted the way untested code is pushed to production: unread, poorly monitored, slow to show results, and hard to opt out of.
new laws are like code that is pushed live to production without even being read (let alone tested), often in the face of tremendous opposition, affecting millions of citizens, with minimal monitoring to ensure they’re producing the desired results, an extremely slow customer feedback cycle, and few ways to truly opt out.
The Network State Said 12 Jul 2026
Strong encryption limits what governments can do in ways that legislation cannot.
Encryption thus limits governments in a way no legislation can.
The Network State Said 12 Jul 2026
The Network is becoming the next Leviathan after God and the State, because on key dimensions it is growing more powerful and more just than the State.
In this sense, the Network is the next Leviathan, because on key dimensions it is becoming more powerful and more just than the State.
The Network State Said 12 Jul 2026
The blockchain is the most important development in history since the invention of writing, because it is a cryptographically verifiable, highly replicated, unfalsifiable, complete digital record.
As incredible as it may sound, the blockchain is the most important development in history since the advent of writing itself, as it’s a cryptographically verifiable, highly replicated, unfalsifiable, and provably complete digital record of a system.
The Network State Said 12 Jul 2026
Private networks like Uber, Lyft, email and SpaceX already outperform their state counterparts — taxi medallions, the USPS and NASA.
As mentioned before, Uber and Lyft are better regulators than the State’s paper-based taxi medallions, email is superior to the USPS, and SpaceX is out-executing NASA.
The Network State Said 12 Jul 2026
The US establishment is not more ethical than the CCP on civil liberties, it is just less competent at exercising the same kind of power.
the US establishment is not more ethical than the CCP when it comes to civil liberties. It’s just less competent!
The Network State Said 12 Jul 2026
It is hard to name a country that is better off after a recent US military intervention.
even the most committed American nationalist is hard pressed to name a country that’s better off after a recent US military intervention, something that wasn’t that hard to do from 1945-1991.
The Network State Said 12 Jul 2026
Before the internet, most Americans had no practical freedom of speech unless they owned or worked for a media corporation.
the vast majority of Americans had no practical freedom of speech unless they owned a media corporation or were employed by one.
The Network State Said 12 Jul 2026
Technology cannot let people escape politics, because politics arises from the existence of people who disagree with each other.
Unfortunately, no, because politics is about people who disagree with you. If you’re working with computers, or robots, or pure math, you don’t have politics.
The Network State Said 12 Jul 2026
Producing moral, not just technological, progress requires introducing new moral premises that invert what people previously believed.
If you want to produce moral and not just technological progress, you’re going to have to introduce new moral premises that invert what people previously believed.
The Network State Said 12 Jul 2026
The primary global political axis has shifted from capitalism-versus-communism to ethnomasochism-versus-ethnonationalism.
The primary axis is no longer the politico-economic axis of capitalism-vs-communism, but the ethno-cultural axis of ethnomasochism-vs-ethnonationalism.
The Network State Said 12 Jul 2026
The world today is dividing into three poles: the American establishment, the Chinese Communist Party, and the global Bitcoin/crypto network.
Today's world is becoming tripolar. It is NYT vs CCP vs BTC. That's the American Establishment vs the Communist Party of China vs the Global Internet.
The Network State Said 12 Jul 2026
Establishment journalists claim to speak truth to power but never investigate themselves or each other.
The establishment journalist claims to speak truth to power, but somehow never gets around to investigating themselves or each other.
The Network State Said 12 Jul 2026
Bitcoin creates more upside and downside than traditional money because it makes users power users with no system administrator to fall back on.
Another example is Bitcoin. It’s the Unix of money. You can send millions with a keystroke or rm your entire fortune. That’s more upside and more downside, by making people power users, and taking away the system administrator.
The Network State Said 12 Jul 2026
Satoshi Nakamoto and Vitalik Buterin are substantially more capable than the officials at institutions like the Federal Reserve, a fact the US establishment fails to recognize.
Just like Hollywood once compared Netflix to the Albanian Army, the US establishment doesn’t yet understand how much better Satoshi Nakamoto or Vitalik Buterin is than every apparatchik they have in the Federal Reserve system.
The Network State Said 12 Jul 2026
Most institutions that predate the internet will not survive it.
Few institutions that predated the internet will survive the internet.
The Network State Said 12 Jul 2026
The US federal government has lost the capacity to build basic infrastructure, let alone advanced military hardware.
This US government can’t build a bathroom in San Francisco, let alone a costeffective fighter jet, destroyer, combat ship, or aircraft carrier.
The Network State Said 12 Jul 2026
The Bitcoin Maximalist premise that Bitcoin is the only legitimate coin and all other digital assets are illegitimate is mistaken.
I disagree with the fundamental moral premise of Maximalism, which is that Bitcoin is the only coin and all other digital assets are sins.
The Network State Said 12 Jul 2026
Two-sided marketplaces show that not all economically relevant knowledge is local, contrary to Hayek's calculation argument.
If you run a two-sided marketplace, you’ll find contra Hayek that not all knowledge is local.
The Network State Said 12 Jul 2026
Micronations like Sealand fail because they start from territory and government rather than building outward from a people and shared culture.
This gives us a new perspective on why micronations like Sealand don’t work: they start backwards, from the territory and the government, rather than working forwards from a people and their culture.
The Network State Said 12 Jul 2026
Movements built around a shared moral cause outcompete purely profit-driven ones, in practice as well as in theory.
missionary societies outcompete mercenary ones, not just in theory but in practice.
The Network State Said 12 Jul 2026
A government is legitimate internally if the governed have consented to it, whatever form it takes.
Given the consent of the governed, any form of government is internally legitimate.
The Network State Said 12 Jul 2026
Digital finance has become a weapon of war, as shown by the financial deplatforming of groups like Canadian truckers and Russians.
After the financial deplatforming of Western proles and foreign elites, of Canadian truckers and 145M Russians, it’s clear that digital finance is a weapon of war.
The Network State Said 12 Jul 2026
An organization that demands trust ends up with less of it than one that shows its work instead.
Paradoxically, the organization that demands trust can get less of it, while the organization that shows their work - thereby not asking for trust - builds up more of it.
The Network State Said 12 Jul 2026
Law is tied to geographic location, so the ability to easily change one's location is the ability to change which laws one lives under.
Law is a function of latitude and longitude, so if you can easily change your latitude and longitude, you can change the law under which you live.
The Network State Said 12 Jul 2026
The internet-based code order is succeeding the nation-state rules-based international order.
the successor to the rules-based order of America is the code-based order of the Internet.
Popups are the new startups Said 12 Oct 2025
The internet already functions as a de facto legal system governing nearly all global communications and transactions.
the Internet is the only thing with global economic scale comparable to China and has also (b) given birth to an entirely new digital legal system that already de facto manages ~99% of global communications and transactions
Popups are the new startups Said 12 Oct 2025
A popup community follows the same growth path as a startup, beginning small before scaling into something permanent.
a popup is similar to a startup, with a roadmap for starting up small but eventually scaling up big.
Popups are the new startups Said 12 Oct 2025
Cryptocommunities are the next stage of development after cryptocurrencies.
Because the next step after cryptocurrencies is cryptocommunities.
Network State Conference 2025 Said 28 Sept 2025
Many countries, especially small states and those in the ascending world, want global technologists to bring capital, talent and economic development to their jurisdictions.
many countries (particularly small states, and those from the ascending world) want global technologists to bring capital, talent, and economic development to their jurisdictions.
Network State Conference 2025 Said 28 Sept 2025
New societies built on consensual, opt-out social contracts can defend capitalism, democracy, internationalism, self-determination and liberal values against a rising illiberalism.
By building new societies with defined social smart contracts where everyone has explicitly consented to governance - and anyone can opt out - we can defend capitalism, democracy, internationalism, self-determination, and liberal values in an increasingly illiberal world.
Network State Conference 2025 Said 28 Sept 2025
The future is multi-model.
there is no AGI, there are many AGIs. That is: we empirically observe polytheistic AI (many strong models) rather than monotheistic AI (a single all-powerful model).
AI is polytheistic, not monotheistic Said 3 Aug 2025
Crypto's deterministic guarantees constrain what probabilistic AI systems can fake or solve.
AI is probabilistic while crypto is deterministic. So crypto can constrain AI.
AI is polytheistic, not monotheistic Said 3 Aug 2025
AI is currently having a decentralizing effect on industry and economic power rather than a centralizing one.
Right now, AI is arguably having a decentralizing effect, because there are (a) so many AI companies and (b) there is so much more a small team can do with the right tooling, and (c) because so many high quality open source models are coming.
AI is polytheistic, not monotheistic Said 3 Aug 2025
Beliefs others hold too
The future is multi-model. 3 hold this
there is no AGI, there are many AGIs. That is: we empirically observe polytheistic AI (many strong models) rather than monotheistic AI (a single all-powerful model).
AI is polytheistic, not monotheistic Said 3 Aug 2025
What is a korrent?
A korrent is a belief a person has stated in their own words: one sentence stating the claim, backed by a quote and a source, kept at korrents.com.
Under a name here, the quoted block is what they actually said. The korrent beneath it is the claim those words support, in korrents' wording — tap it to see the record, its source, and who else holds it.
Nobody here wrote their own korrents. They are compiled from public statements, and a person can change their mind, which is recorded too.
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Foundation, The Lessons of History, Unqualified Reservations, A Short History of Nearly Everything, The Selfish Gene, Albion's Seed, War and Peace and War, Stalin's War, Energy and Civilization, Who We Are and How We Got Here, The Ancient City, The Fourth Turning, The Grey Lady Winked
balajis.com 2 Feb 2025
Recommends The Lessons of History
Foundation, The Lessons of History, Unqualified Reservations, A Short History of Nearly Everything, The Selfish Gene, Albion's Seed, War and Peace and War, Stalin's War, Energy and Civilization, Who We Are and How We Got Here, The Ancient City, The Fourth Turning, The Grey Lady Winked
balajis.com 2 Feb 2025
Recommends Foundation
Foundation, The Lessons of History, Unqualified Reservations, A Short History of Nearly Everything, The Selfish Gene, Albion's Seed, War and Peace and War, Stalin's War, Energy and Civilization, Who We Are and How We Got Here, The Ancient City, The Fourth Turning, The Grey Lady Winked
balajis.com 2 Feb 2025
Where they publish
Newsletter balajis.com Essays under his own name, a few a year; the long-form version of the arguments.
A Substack under his own domain, where the longer pieces land: network states, crypto, AI, and where he thinks the next decade goes. Posts are months apart; the daily argument happens on X.
Recent
- Why did Stu Woo of the Wall Street Journal Follow Me to Singapore? 28 Jul 2026 Thirty five million people change countries every year. I'm one of them, and so is Stu Woo.
- Popups are the new startups 12 Oct 2025 Now you can materialize your cloud community into the real world.
- Network State Conference 2025 28 Sept 2025 On October 3, come in person or watch online at ns.com/conference.
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- AI is polytheistic, not monotheistic 3 Aug 2025 And ten more thoughts on AI.
- All Property Becomes Cryptography 28 Jul 2025 For 99%+ of what's valuable, for every financial asset and capital asset, we will secure it onchain.
- The Network School Fellowship 18 Apr 2025 Anyone from anywhere can apply for $100k in funding at ns.com.
- Network School Curriculum 2 Feb 2025 Topics, reading, and speakers.
- Network School 2025 2 Feb 2025 Network School reopens March 1 with double the capacity. Apply now at ns.com.
- The Network School 16 Aug 2024 We’re starting a new school near Singapore for the dark talent of the world. Apply online at ns.com/apply.
- America's $175 Trillion Problem 25 Jul 2024 The true state of the global financial system, in ten charts.
- California Is Not A Democracy 10 Jun 2024 It's a one-party state. They hold elections, but the Party always wins.
- Gil Duran Faked A Quote For the New Republic 1 May 2024 Then they stealth edited the piece. They knew they'd committed libel.
- All It Takes Is All You Got 29 Mar 2024 Your assets are the government's collateral.
- The Men's Party 28 Jan 2024 Republicans are becoming the party of men.
- Prompts are Tiny Programs 24 Jan 2024 And prompt engineering is a subset of software engineering.
- The Bitcoin ETF is the spiritual reversal of Executive Order 6102 11 Jan 2024 Back in 1935, they seized the gold. But now, digital gold is back.
- Only Newsom Can Go To China 12 Nov 2023 If Nixon and Mao came to an accord, so might Newsom and Xi.
- Crypto Twitter Found SBF's Fraud 6 Nov 2023 The establishment did nothing until the internet revealed everything.
- The Network State Conference 15 Oct 2023 Come to Singapore on September 22, 2024 to build technodemocracy.
- Network State Conference 2023 15 Oct 2023 Come to Amsterdam on October 30, 2023 to build the parallel establishment.
Link verified 3 Sept 2026. Recent items update automatically from the channel.
x.com @balajis The main channel: threads, replies and predictions, most days.
Where nearly all of it is said first — long threads on network states, crypto, AI and geopolitics, and a steady stream of replies. The essays on balajis.com usually begin as threads here.
Recent
- Mamdani is interesting. Shows a kind of Deng potential. To be clear, he’ll use leftism to tax and harass his tribal enemies till they leave town. The Curley Effect. But once he’s consolidated power for life, he could ally with Chinese communism to bring a stern order to New York City. Similar to Mark Carney’s emerging playbook in Canada. Ultimately he’s a pragmatic and ruthless statist, not an anarchist. 13 Oct 2026
- Good crowd at Network State 2026. Many people interested in starting new communities. 9 Oct 2026
- You can watch the Network State Conference 2026 online here: 9 Oct 2026
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- This is the livestream for Network State Conference 2026. 9 Oct 2026
- The post-war order is the pre-Internet order. And the rise of the Internet means that order is ending. But what comes next? Decentralized democracy — or American monarchy? Curtis makes the case for centralization. I make the case for decentralization. Live in Singapore later today. And streaming online for free. This is Network State Conference 2026. 8 Oct 2026 ns.com
- Latinos really were natural Republicans. 5 Oct 2026
- It’s important for your future that you understand Zcash. You can’t have zero knowledge about zero knowledge. Thus, this year's Network State Conference will include a Zcash Zummit, featuring Zcash leaders Zooko Wilcox (Shielded Labs), Sean Bowe (Tachyon), Eli Ben-Sasson (StarkWare), Josh Swihart (Zodl), Josh Lee (Vizor), Dev Ojha (Zakura), Evan Forbes (Valar Group), Maxime Desalle (Winklevoss Capital), and Tom Howard (Zcash Labs). In-person attendees will even receive some free ZEC. So: come to Singapore on October 9. 2 Oct 2026 ns.com
- Impressive. This set of talks, along with the new America dot gov website, has the unmistakable feel of an Apple launch event. They're rebooting the federal government as a tech startup. Several observations. (1) First, with this new AI interface to the entire federal government, if it works as promised, there won't be a single American who can't say their life wasn't helped at least in part by AI, or that the benefits accrued solely to zillionaires. This in itself cannily mitigates anti-datacenter sentiment. (2) Second, Joe Gebbia and Marco Rubio's talks on simplifying name changes and passp… 29 Sept 2026
- Democracy is the consent of the governed. In the Internet age, that means voting not just with ballot, but feet. So: if you’re one of the democratic capitalists of the Internet, vote with your feet for new communities by joining us in Singapore on Oct 9. 20 Sept 2026
- Network School Kazakhstan is now officially open, with a packed crowd for the ribbon cutting, and government officials welcoming us. Kazakhstan is a high-tech country that recently ranked #1 in the International Physics Olympiads. It’s full of confident, smart, young people. And it’s now recruiting global talent from around the world. So: if you want to build a techno-optimist community in a techno-optimist country, join us at https://t.co/bOBW6x8JVs. 5 Sept 2026
- Kazakhstan’s time has come. Kaz/acc. 4 Sept 2026
- Zcash $1,000. Zcash $10,000. Zcash $100,000. 4 Sept 2026
- Come to Astana. Come to Kazakhstan. Come to Network School. 31 Aug 2026
- It's time to decentralize Hollywood with AI. Introducing the new Network School Astana AI Film Festival, in partnership with the Republic of Kazakhstan. We're awarding $2M in prizes with entries accepted from around the world. So: submit your film now at https://t.co/6iF4Bpno03. 30 Aug 2026
- Network School is back. We’re up and running in the beautiful country of Kazakhstan, which combines high tech, low cost, brilliant people, a competent state, and plenty of space to build. So: if you want to build a techno-optimist society with us, apply to Network School. 17 Aug 2026
- This is Kazakhstan. 2 Aug 2026
- A journo named @stuwoo followed me to Singapore, and then tried to pathologize my move to Singapore. Why? 28 Jul 2026
- I am pleased to announce that a memorandum of understanding has been signed between the Republic of Kazakhstan and Network School. Our new campus will become a haven for global techno-optimism, with expedited visas, streamlined redomiciliation, and active recruitment of talent. 21 Jul 2026
- India is building startup cities. 17 Jul 2026
- Network School is not shutting down; that’s fake news. We received two notices. The first tells us to change the text of a sign. The second says that our coworking site, which was created by joining two adjacent units, evidently has a valid license on the left hand side but not the right hand side. We have a remedial period for both issues, and will remediate them shortly. But our members are otherwise unaffected. 17 Jul 2026
Link verified 3 Sept 2026. Recent items update automatically from the channel.
Books The Network State The Network State (2022), published free and in full on its own site.
The book behind most of the argument: how to found a new country online first, and what it would take. Read in full on the site, which also links balajis.com.
The books
Link verified 3 Sept 2026.
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