
investing/research @paradigm, technology, history, strategy games, boston sports. optimist
San Francisco, CA
Joined March 2009
- Tweets14.3K
- Following4.1K
- Followers109K
- Likes39K
Arjun Balaji retweeted
all that is to say that the current @tempo team has built the most performant and used code across every layer of the crypto / stablecoin fintech stack - every product you see uses some of our libraries
our ideas have diffused across the entire ecosystem in ways we never expected
this team ships the most ambitious software, the fastest and with the least bugs than any other team
this is the team that will realize the crypto vision that attracted me and many others over the last 10+ years
crypto for the real world
tempo
Arjun Balaji retweeted
Congrats to Ravi and John on their first acquisition… excited for Paradigm to support their deployment of AI-native culture and tech
Today we announced an agreement to acquire Bumble.
Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances.
Bumble stood out.
As intelligence becomes more abundant, we believe connecting with the right person and forming meaningful relationships will become even more precious. And frontier technology can help more people find and build those relationships.
Our purpose at Ithaca is to apply frontier technology to things that matter. We acquire enduring businesses, transform them with technology, and hold for the long term. We focus on businesses not only for their financial potential but their ability to enrich lives.
Whitney and her team have built something extraordinary. Millions of relationships began on Bumble, and we’re honored to help take it into its next era. Together we intend to build the best company in the world for helping people find each other.
Let’s get to work.
Arjun Balaji retweeted
sharing my thoughts on our recent fundraise.
we did alright for a couple of goofballs
nousresearch.com/a-note-on-o…
Arjun Balaji retweeted
October 5, 2026
A new letter was filed today by SDNY:
storage.courtlistener.com/re…
The DOJ is still coming after me with everything it has. They really want to see me convicted.
It has been 1,139 days since my nightmare began.
They arrested me when my daughter was just 3 years old, and escorted her out of our home.
She is 6 now, and I don't know how I would ever explain to her that I'm being sent to prison for decades - for writing code.
Meanwhile, today the Department of the Treasury has admitted it was wrong about the mixer rules, citing a "chilling effect on legitimate activity."
Source: public-inspection.federalreg…
Yet in my case, the DOJ argued at the April 9, 2026 hearing:
"...even the legitimate transactions that went through Tornado Cash became illegitimate because they also facilitated the criminal ends of the money transmitting of the money laundering and of the sanctions evasion..."
(Docket 290, p.43 storage.courtlistener.com/re…)
The non-criminal branch of the U.S. government says: it's bad policy.
The criminal branch says: every transaction is a crime.
The Crypto War is still being waged against developers and open source, cementing an extremely dangerous precedent in the United States of America.
Arjun Balaji retweeted
🚨 side project alert 🚨
Announcing Muse Gadgets, an open source ESP32 firmware and Linux sdk so that you can make hardware devices that work with Muse.
Grab an API token from gadgets.muse.ai and point your favorite coding agent at the github repo to build your own peripherals for Muse.
Andrew is a wizard, stoked to make stuff together!
After nearly six incredible years building spacecraft, I’m beginning a new chapter as an entrepreneur in residence (EIR) at @paradigm.
Varda was a grand adventure and a one of one experience I’ll cherish forever. I had the rare privilege of joining the founding team and helping take a wild idea from zero to one, from a blank sheet of paper to hypersonic vehicles coming home from orbit. I’m incredibly proud of what we built together. Thank you to Will, Delian, and the whole team.
Paradigm is giving me something incredibly cool. I’ll have the freedom to search for the next important thing worth building. This might look like a radical departure, but I see it as a chance to step back, look broadly, and follow my curiosity. An EIR sits somewhere between researcher, inventor, and founder in waiting. Paradigm feels like a natural home for that kind of exploration, full of earnest nerds who pair deep technical curiosity with research.
My role is to explore important problem spaces, develop conviction, run experiments, and eventually turn the most promising direction into something real. In many ways, it feels like a natural extension of my hobbies and passion projects.
I’ll be in SF during the week and LA on weekends. I want to use that time to meet as many interesting people as I can. Let’s get coffee and talk about energy, compute, artificial intelligence, and manufacturing. I want to hear about your most ambitious ideas and deepest technical rabbit holes.
Arjun Balaji retweeted
Quick life update: after four wonderful years at Paradigm, I joined Stripe six months ago to build 0-to-1 in @gaybrick's technical office.
At Stripe, I'm going deep on projects I believe matter for the long arc of progress and the global economy.
Arjun Balaji retweeted
Finally, Age of Empires II: Definitive Edition, with ranked multiplayer support, totally maxed out on iPad, native.
Look at this ridiculous map. Units everywhere. Absolute chaos. The iPad handles it fine.
This is what I wanted when the Mac version came out. Open my iPad, launch AoE and play on the go.
Keyboard and mouse at a desk. Touch controls or Apple Pencil when I pick it up. Switch between them whenever you want. Pairs great with the iPad keyboard case.
It uses your own Steam copy. Scan a QR code with the Steam app to sign in, then play directly on the iPad.
I wanted this badly enough that I made it. Source and setup below.
Arjun Balaji retweeted
Can you pace the frontier?
@danrobinson and I made a multiplayer game inspired by a game theory paper from @andrewjkoh where you play an AI lab. Racing ahead increases your profits… but also the risk
Try to beat the computer — or your mutuals online :)
paradigm.xyz/research/pace/
The real innovation isn’t EA, it’s the underlying Bayesian reasoning technology
Briefly, on why I pay attention to the EA/rationalists:
Imagine you have an extremely nerdy friend who, in the mid-2000s, would not shut up about how Donald Trump was going to become president and reshape American politics. "Stop saying weird shit," you say. "He's a joke. He's a clown. The Apprentice isn't even good this season." But this guy won't stop. He's obsessive. Read McLuhan, he says. Read Postman, read Meyrowitz, read Ong, this is where everything is headed. God, he can be so incredibly annoying ... and then, ten years later, Trump becomes president and reshapes American politics.
This is the most relatable frame I can think of to explain my experience with EA/rationalist people in the AI space. I became friends with EA folks after my mom died and I found really profound meaning in donating to Against Malaria and GiveDirectly, which struck me as a way to honor a life by saving a life. Then, these peple started talking about AI. And talking, and talking. Constantly. They said AI would solve impossible math problems; that it would mimic PhD-level achievement in a variety of fields; that it would change parts of life like education in ways we couldn't imagine; that it would become the dominant sector in the economy; that it might teach itself to code itself and escape test environments; that it would, in a decade, be the only thing many people talked about in the news. My response then: Stop saying weird shit! You sound deranged. Go back to talking about malaria nets and direct cash aid to poor families.
And then, so much of what they said would happen actually happened. And, even crazier, they made it happen. Many of the ppl who contributed to, or were influenced by, all that EA/rationalist stuff ten years ago literally built the damn thing in the labs.
Like every group, the EA/rationalist world seems uniform to outsiders, but it has a ton of internal divisions. I still think some of their predictions are nuts. I don't think AI will kill us all. I don't foresee Dyson Spheres in the 2030s or millions of robots making millions of robots in the next few years. These are crazy predictions, and I hope most of them are wrong.
But when I see people shitting on the EA/Rationalist worldview, all I can think of is me, 10 years ago, thinking a lot of these folks were crazy for predicting that AI would by the mid-2020s be the center of the the news cycle, the engine of the economy, the hinge-point of geopolitics. That was an insane call. They got many of the details wrong. But they got the big picture right. They said: Pay attention. And they were right about that. The EA/Rationalists deserve skepticism, criticism, and doubt, like any other ideology. But I think it's wise to pay attention to the people who have been saying to pay attention.
Seeing @Teknium cook is the best way to grok how giga talented humans leverage AI
New blog post:
We had a million lines of Python to clean up. On September 2nd @Teknium asked Hermes Agent to do it.
1,393 subagents and nineteen hours later, the codebase was 34.4% smaller, saving us nearly $2m in engineering hours.
nousresearch.com/refactoring…
Arjun Balaji retweeted
Are open-weight models good for American prosperity?
We're hosting a Hamilton Society debate on that question, including participation from @deanwball and @karan4d!
Saturday, September 19 in SF
Space is limited; apply to attend here: luma.com/OpenWeightAI
Hermes Agent v0.21.0 is now out!
- Bots Mode
- Agent 2 Agent Comms
- Persistent Multi-Gateway Connections
- Subagent Steering
- Expanded Connectors Access
and a lot more!
Check out the release notes below
Arjun Balaji retweeted
GPU World: A story competition from Neal Stephenson, Gwern, and me.
The AI future is unevenly distributed. What would the world look like with AI broadly diffused, such as if we had one GPU per person?
1000-5000 words, fiction or non-fiction.
$100K in total prizes.
gpuworld.org
such a joy seeing my parents embrace new tech that scared them before @Tesla
Arjun Balaji retweeted
paradigm is hosting a LAN party next Friday 8/28 in SF. 5v5 league, smash, halo and more. we have some spots open, DM your most impressive video game stat for an invite. glhf
Arjun Balaji retweeted
Glad to have @alanapalmedo of Paradigm representing crypto, prediction markets, and AI on the CFTC Innovation Advisory Committee today in DC
Reintroducing Bot Mode for Hermes Agent.
Bot Mode is an alternative to sessions , where you have one chat with each agent profile, or "bot".
These bots can be given jobs, descriptions, profile pics, and communicate with your other bots - They maintain their own memory, skills, tools, and external connections as well!






















