Uncapped with Jack Altman18 Sep 2025

Uncapped #24 | Balaji Srinivasan

Balaji Srinivasan is an angel investor, tech founder, and WSJ bestselling author of The Network State. He is currently the founder of The Network School, a frontier community for techno-optimists.

Formerly the CTO of Coinbase and General Partner at Andreessen Horowitz, he is an early investor in many successful tech companies, including Anduril, Perplexity, OpenSea, Alchemy, StarkWare, Dapper Labs, Benchling, and Polymarket to name a few. Balaji also led the launch of USDC as Coinbase CTO, and was an early investor in many important crypto protocols including Bitcoin, Ethereum, and Solana among others.

In this conversation, we discuss the evolving political landscape, emphasizing the disruptions caused by technology and the internet. Balaji outlines the four factions in the current political climate: the internet, Blue America, Red America, and China. We also explore the implications of tariffs, the rise of AI, and the future of network states.

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Timestamps:

(0:00) Intro

(0:19) The Network School

(1:24) Mapping the political landscape

(3:38) Tech and the media

(6:19) China and the trade war

(11:32) Tariffs and economic strategy

(24:30) Global economic shifts

(27:41) Rise of the global anti-woke coalition

(31:11) Unholy alliances that might form

(37:18) Class warfare instead of race warfare

(41:21) The answer may not be in America

(46:56) The Network State

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Avsnitt(57)

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