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Balaji Srinivasan

๐Ÿ‘ค Speaker
555 total appearances

Appearances Over Time

Podcast Appearances

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Now, in 2025, I would argue basically the Republicans have also unfortunately lost to China.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

I'm more sympathetic to Republicans in some ways on this, but the Chinese

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Basically, one, in my view, the trade war, the proxy war, and the Cold War.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Why?

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

They have the world's largest navy.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

They have this gigantic manufacturing build-out.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

The U.S.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

national security strategy basically says that they're withdrawing from East Asia.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

And that's a 2025 strategy.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

It says it in a way of a fighting retreat where it says, oh, Japan needs to take on more security responsibilities and so on.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

But fundamentally, it's very different from the JFK bear any burden, pay any price, defeat communism.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

And so the net of it is basically that Republicans have been disrupted in manufacturing military by China.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Democrats have lost on the Internet.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

And we're in kind of the mop up phase right now where.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

For example, the the last ditch efforts by Republicans to tariff China at best will protect the home American market.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

But if you look abroad, you're seeing BYD out competing, even Tesla in neutral markets like Hungary or Uruguay or something like that.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Right.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Even our best guy, Elon, can't beat the Chinese in neutral markets where they're America can impose tariffs.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

Conversely, what Democrats are doing is they're trying to have their unions block the use of A.I.

Tom Bilyeu's Impact Theory
Balaji: The Fed Does Invisibly What Lenin Did With Guns โ€” And You're Not Supposed to Notice | Impact Theory W/ Tom Bilyeu & Balaji

at the Atlantic and the New York Times, right?