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Balaji on Revenue · ViralLoop

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Post by Balaji on X

This is nuking every single supply chain that passes through the US in any way, under the illusion that 45 years of deindustrialization can be fixed in one day of 45% tariffs. Countless low-margin businesses, including US exporters, will be pushed into unprofitability.

8.2K likes436 repliesPosted Apr 3, 2025

View the original on X Written by Balaji. Captured Sep 4, 2026.

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Viral score

Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

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Revenue Materials

Posts built the same way

Netflix is deliberately choosing to pay people to create sexualized content for children. Freedom of speech should be respected, but this is PAID speech. Netflix is going out of their way and reaching into their wallet to push this.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

Marques Brownlee

Memory price hikes have finally started hitting Apple. Today, they raised some base prices: Macbook Neo: $599 -> $699 Macbook Air: $1099 -> $1299 Macbook Pro: $1699 -> $1999 Mac Studio: $1999 -> $2499 iPad Air $599 - $749 iPad Pro: $999 -> $1199

Adam Cochran (adamscochran.eth)

Breakdown of the Black Friday data tells us: -Consumer is weakening. -95% of sales volume was financed. -67% of that intends not to pay off within 30 days. -Roughly $1B was spent using BNPL models which are the worst debt. This points to a *really* unhealthy economy.

Melania, the documentary no human wants to see, has a budget of $40 million, $28 million of which is “licensing fees” paid to the Trumps. FYI to all the MAGAs who fart out “hE dOnAtEs HiS saLaRy!!”, that one $28 million Bezos bribe is **70 years** worth of presidential salary.

New Twitter policy is freedom of speech, but not freedom of reach. Negative/hate tweets will be max deboosted & demonetized, so no ads or other revenue to Twitter. You won’t find the tweet unless you specifically seek it out, which is no different from rest of Internet.

More from Balaji

There are counterarguments worth engaging. One point (also by @MarceloLima) is that Block was overstaffed, like Twitter before the acquisition. Possibly true. But it’s also true that the new tools mean many orgs think they can do more with less. Some will run the experiment.

Zuck out Page out Brin out Thiel out Elon out The most successful tech founders of all time have now exited the failed state of California. You shouldn’t move there for tech. And if you are there, you should leave. The future is the decentralized Internet.

If we do see hundreds of memecoins out there, then the market gets educated and becomes more real. A celeb memecoin is then a bit like a tracking poll. It measures the strength of an influencer’s brand. You aren’t forecasting future revenue, you’re forecasting future pageviews.

In other words: the Chinese Deepseek paper references GPT-4o, which was in fact led by an Indian immigrant to the US. Many valid policy decisions one can make, but be real about the tradeoffs. 96% of the world is non-American and there is real talent out there. Original post:

Funny you mention that! Because Prafulla Dhariwal is an International Math Olympiad and International Physics Olympiad gold medalist with a 5.0 GPA from MIT. And he led the development of GPT-4o.

China’s Deepseek claims their new open source model was trained for just $5.6M, and that it’s on par with GPT 4o and Claude 3.5 Sonnet. If true that’s a >10X cost reduction.