I remember watching this in 2014 and thinking: this feels too radical. Looking back now, it’s striking how much of it actually played out. Balaji’s track record remains undefeated: early, controversial, and eventually right.

"Chart of the Century" updated through December 2025.

Those who love India never need to be forced to love her. And those who don't, no amount of force will make them love her. आप सभी को गणतंत्र दिवस की शुभकामनाएं। Happy Republic Day, everyone. ❤️🇮🇳

the smartest people are the ones who notice patterns.

The world will reward you in proportion to your courage, not your intellect.

Jensen Huang on the smartest person he's ever met;

“Once symbolic of a mid-2010s San Francisco tech bro…” Truer words haven’t been spoken 😭🤣 Guilty as charged. I wore them. I loved them. I still do. This one hurts more than a non-Allbirds shoe 🥲👟 Honestly, end of an era 💻☕️techcrunch.com/2026/01/28/all…

The balance of power is changing

Brian Chesky's vision for an AI-first world is miles ahead of the Silicon Valley narrative. Haven't seen it this clearly since Steve Jobs.

“The doers are the major thinkers.” — Steve Jobs

A few thoughts about PayPal, nearly 12 years after I left. I woke up this morning to dozens of messages from former PayPal colleagues. It pushed me to finally speak up. I never spoke publicly about the company after I left. Part of that was loyalty to John Donahoe, who gave me

10-minute delivery in India isn't magic. It's really good engineering. Albinder Dhindsa and Blinkit built tech that most people never see. We went deep on how it works.

Stripe co-founder John Collison says the companies that are successful in changing an industry are often not started by insiders because insiders know too much and don’t think outside of the box: "To spot opportunities requires you to jump out of that mode briefly and question

IT’S WILD THAT THE MOST EFFECTIVE WAY TO SAVE SOMETHING AS A PDF IS TO LIE TO YOUR COMPUTER THAT YOU’RE ABOUT TO PRINT IT 😭😭😭

Finally — a product with undeniable PMF 🫡

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Taste has always been a core skill.

India is one of the best countries in the world period. Ethical, strong, safe (inside and out). 🇮🇳 Yes, we are relatively poor, but we will get there in a generation. Everything else will follow.

The inauguration of Micron’s semiconductor facility marks a milestone in India’s journey towards technology leadership. x.com/i/broadcasts/1…