jakiro
Source: Lu Hongyan
Thiel, the person who created PayPal side by side with Musk, was the first person to write a check for Zuckerberg and V God. Later, he invested in Musk’s SpaceX, and many unicorns, and then invested alongside Musk.openAI, recognized as the soul of the “PayPal gangster”.
Of course, these are the foundations for his career, but only the foundations.
On the surface, Thiel is a king maker, which no one objected to.
Trump’s vice president Vance was originally a political amateur. Thiel encouraged him to go into politics, run for the senator, sponsored him at least 15 million US dollars, and matched him to the same stage as Trump.
After that, Vance changed. He previously said that Trump was a Hitler, but now he has become Trump’s successor.
Before this, when Vance was just a small person, Till gave him a job and took it under his wings like a chick.
Then Vance wrote a book called “The Lesson of the Countryman”, which became popular.
Then, Vance converted to Catholicism, and was influenced by a French philosopher, Till’s teacher at Stanford.
Then Vance set up his own fund and Thiel also wrote a check.
Now, people say that Vance is a perfect match for Trump.A real countryman, 38 years old, has no foundation, and must try his best to prove himself during his internship and rely on the promotion of the elderly.
The two people are completely complementary, so Trump has the lowest alertness and the strongest trust in him.
All the disadvantages of Vance’s politics have become advantages here with Trump.
This miracle may have been brewing as early as 2015, and Till took a fancy to Vance, and then the “The Lesson of the Countryman” was incubated.
There is a very old word that can describe the relationship between Thiel and Vance, the godfather.
Many people have forgotten that Trump himself was also attracted by Thiel.That was also the first decision Thiel made when he first entered the political horizon.
During the 2016 election, all Silicon Valley elites rejected Trump and looked down on him.Thiel is the only Silicon Valley boss who stood up to support Trump.
In Silicon Valley at that time, this was a very politically incorrect thing.Waterman, who later competed with Musk, was still the CEO of YC at the time. Even if the relationship between Waterman and Thiel was extraordinary, he had to draw a clear line with him.
Even Facebook is under pressure to drive Thiel out of the board of directors.
But so what, Thiel chose Trump.
Funny, if I remember correctly, Bezos criticized Thiel, Contrarian are usually wrong, and abnormal knowledge is usually wrong.
This sentence is particularly powerful, just as powerful as the “non-consensus” that Thiel pursues, but unfortunately, Thiel did win this round.
So Thiel’s most successful venture capital is not Facebook, SpaceX, Airbnb, LinkedIn, Spotify, but a president and a vice president.
After Trump was elected in 2017, Thiel became an adviser, but in the next few years, he realized that Trump was a disaster, and Trump and most of his men eventually turned against each other.
But Thiel did not give up. He made a comeback. This time he prepared a snarling dog for Trump, and he was also the successor.
All the characteristics of this successor have made him surrender to Trump, so Trump will pass on his political legacy to such a person.
This is real venture capital, in a field you didn’t seem to understand before, and against all your old colleagues, against the bigger Silicon Valley guys who support the Democratic Party.
But don’t mistakenly think that Till is an ordinary venture capitalist, who goes wherever he has money and wherever he has success, no.
Thiel was first a philosopher. His undergraduate studies in Stanford and had super-minded depths. For example, Bitcoin is liberalism and AI is communism.
His philosophy is to attribute all new things to the most basic human system and human nature.
Musk used the first principles to build rockets, and Thiel used the first principles to think about philosophy.
More importantly, Thiel is not a philosopher who sits on the ground, he is a preacher, he will pay for the philosophy he believes in, and use his money and power to pay for the philosophy.
Venture capital is a cover, Til is a Sorosian figure, he serves his ideology, he is not a fence-broken man.
Someone asked, what do you think of Musk taking X, Thiel said, X as a commercial project, I am not sure of the result, but as an ideological project, I support him because it can transform the public opinion field.
Thiel and Trump saw the same point at least in 2016. In several public speeches, Thiel said that the United States failed and the American elite failed.
He gave some facts.
64% of Americans over 55 years old have no more than one year of deposit in their names.
Buying medicine in the United States is 10 times more expensive than buying in most parts of the world.
College tuition, which is much faster than inflation.
Excluding inflation, the median household income in the United States is lower than 17 years ago, and nearly half of them cannot afford $400 in emergency situations.
In the past fifty years, the top 0.1% of people have doubled their wealth, just as many as 90% of people at the bottom.
At the same time, the United States fought for 15 years, spending nearly $5 trillion, more than 2 million people died, and more than 5,000 American soldiers were killed.
Even so, the United States is still in the war swamp.
For these figures, Silicon Valley and Wall Street, the ruling elites, would look at these from another perspective, these are the price of development, and the United States is stronger than ever.
But Thiel has a different view, and his methodology is, let’s look at the numbers themselves, return to reality, let’s be realistic.The problem is the problem, don’t beautify them.
So Trump said, make America great again.It means that the United States has failed, and the success of Silicon Valley and Wall Street is not the success of the United States, admit this reality.
What Trump sees is that the US manufacturing industry has declined, the middle class has declined, and people’s livelihood is difficult.
We told ourselves that we were improving because grandma got a smooth-faced iPhone.
But at the same time, she started eating cat food because food prices had already risen.
But Thiel looked deeper. Silicon Valley did not bring about essential progress. He famously said that what we want is a flying car, but what we get is 140 characters.
By the way, this is also what has happened in China in recent years. The consumer Internet has declined, and it is encouraged to be specialized and innovative.
This transformation is consistent with Thiel’s idea. The Bit World created prosperity, but the bubble was huge. On the contrary, the atomic world needed more money and people.
Trump and Thiel are consistent with this. The United States needs to revive its industry. What Trump needs is manufacturing. The words Thiel uses are more philosophical, the atomic world.
Trump is a conservative, conservatives don’t like homosexuality, while Thiel is gay and married to her boyfriend.
Trump is a nationalist, and he wants Americans, and this country moves forward as a whole.So he opposed immigration and wanted to build walls to block some of the more hard-working and capable outsiders.
And Thiel should not agree that he is a German immigrant. If he is anti-immigrant, people like him, and Musk, will not exist.
But there is one thing they are the same. On the premise of admitting failure, we must break the current system in order to have hope of establishing a new system.
No destruction or establishment.
And who belongs to this old system?They are the elites in charge of this system. They have a name called the establishment, called deep state, including Silicon Valley and Wall Street.
When Till was still living in San Francisco in 2013, he wanted to build a driveway for the house, but it needed a lot of proof.
Among them, in order to cut off a big tree blocking the way, a certificate needs to be issued for this, but he cannot find a place to issue this certificate.
So this is a sign that he believes Silicon Valley has become “left” to the point of being crazy, extremely bureaucratic and incompetent.
But at the same time, a California lieutenant governor at that time could help Thiel get these certificates.
This is another sign that California has become corrupt and degenerate.
So Thiel moved out of San Francisco, which is an attitude.So in order to support Trump, Thiel did not hesitate to offend Silicon Valley, because that was exactly what he was going to overturn.
A few years ago, when Trump was still in power, a friend who was engaged in investment told me that Trump/Bannon/Musk/Tier should pay attention to them. This is a common ideology.Loose and tightly organized.
The looseness is because they are all the bosses in their respective fields, and no one is the younger brother of anyone, but the closeness is because they have to do something they believe in together.
Later, Musk acquired Twitter, and this friend said that this was a political gift and Trump could go back to Twitter to work at any time.
After Trump was assassinated, Musk was the first to jump out and describe him as a great historical figure.
Musk and Thiel jointly founded PayPal. When these two people took off their careers, they were comrades.
The career Musk has been doing is what Thiel said, to build flying cars.
Musk has been making breakthroughs from zero to one in the atomic world. Musk is the first person to awaken the American manufacturing capabilities in so many years.
Thiel has a book called “From Zero to One”, which is not a book for business operations or investment, but a book for philosophy.
Don’t do things from one to ten thousand, make things happen out of nothing, and truly innovate.
So when the whole Silicon Valley cannot understand Trump, Thiel bet on Trump. For Silicon Valley and the current US system, Trump is the non-consensus from zero to one.
Thiel’s investment standard is,
First, they are not popular.
Second, they are difficult to evaluate, so they are even less popular.
Third, they have risks, but not insurmountable risks.
Fourth, if successful, they are very valuable.
These four points are Trump.
Thiel is a philosopher, he will not do anything for any dogma, non-consensus is not his dogma.
In college, Thiel was attracted by a French philosopher who said that people have a natural desire to imitate and subconsciously tend to satisfy others and be like them.
In the words of Zhang Xiaolong many years later, it is to follow the crowd.Because people are the reactors of the environment.
But the problem is that imitation will give rise to competition, because everyone must be the same, and competition invisibly forces everyone to imitate each other.This is a closed loop of self-reinforcement.
So the rest is simple, give up following herds, resolutely not imitate, avoid market bubbles, and seize neglected opportunities.
In the words of Buffett, which Til looked down upon, I am afraid when people are greedy, and I am greedy when people are terrified.
Since it is imitation from one to ten thousand, there is only the path from zero to one.Since consensus is imitation, only non-consensus remains.
But Trump and Vance are not the end of Thiel, king maker and Kingdom maker are different.
King maker is he who voted for one or several people, but Kingdom maker is he who voted for a series of people, people from different dimensions, and then combined these things to form a kingdom.
A kingdom cannot be turned without every part.In this new kingdom, whether Trump or Vance, they are just part of it. It can be understood that the two of them are now a pair of gears.
Thiel’s comrade-in-arms Musk has never been a king maker. He only invests in himself and is obsessed with himself.
Musk himself is a king, and he is a Kingdom maker.
It’s a particularly fun place, Musk and Thiel are both outright anarchists.
During the epidemic, Musk dared to disobey the government’s ban and asked the factory to start construction.Mars colonization will be an anarchic self-organization method.
Thiel believes that the government has lagged behind technology. He supports seasteading, which is to introduce the free market into the government, allowing 1,000 governments to compete with each other and choose from people.
So when these two people work with a political strongman, it may be just because they think that the government has reached a time when it must change, but it does not mean that they will have the same idea as Trump in the future.
Trump is the stepping stone.
In the capitalist world, the fate of politicians is short-lived, and Trump only has eight years.
People who run a business have a long time, and as long as they are still in charge of the company, they still have money.
They are called deep state, or dark state.
Think about it, when PayPal was sold, Musk and Thiel both cashed out tens of millions of dollars, free, and they were more ambitious than ever before.
They may have a tacit understanding, and according to their respective characteristics, there is a natural bifurcation, one makes a plan a and the other makes a plan b.
Musk is a Western medicine practice, making things, and he personally rushed to the front and got things done.
Thiel is a Chinese medicine practice, making things happen, preparing conditions and letting things happen on their own.
So you see, these two people incubated openAI at the same time, but Musk’s idea is that when necessary, I must be the CEO myself. If I can’t do this position, I won’t do it, evacuate, and do it alone.
But Thiel is different. He has been here and working all the time. He never thought of standing at the front desk by himself.
So the core of PayPal gangster is Thiel. When these people are going to start a business, they will call Thiel, who is the big brother who writes the checks.
Musk is a warrior and Thiel is an elder.
But what’s important is that they all want to create a dynasty.A dynasty that is greater than that of the United States after Trump.
Mars is independent of the United States and the physical basis of the earth. You do not need a passport on Mars.
Solar energy allows you to get energy anywhere without a single wire.
Starlink allows you to get information anywhere, without the need for a network cable.
Virtual currency allows you to buy things anywhere without a central bank.
All of this will separate you from a traditional sovereign state.
All Musk’s technology revolves around anarchism, disorder, absolute freedom.This is a firm crazy ideology.
These things are not supported by ideology itself, but by technology, which cannot be stopped by technology.
Compared with Musk, Thiel did not directly create so many hard-core technologies, but it is precisely because he is Plan B and he is the elder.
A Vance surfaced, and there were already ten Vances below.He wrote a check to 20-year-old Zuckerberg, and at the same time he had already written a check to ten Zuckerberg B plans.
Thiel is the one who is best at engaging in “relationships”.When Thiel and another person founded PayPal together, the recruitment principle they agreed was to recruit only those they knew.
When Musk and Waterman are incompatible, Thiel can invite Waterman to his New Zealand base to discuss the issue of doomsday survival.
When Musk and Zuckerberg were having a fight, Thiel had been working with Zuckerberg for almost 20 years.
He is the one who has always stood between Musk, Waterman and Zuckerberg and can keep passing messages.
Thiel’s funds are targeting breakthrough technologies only, and their question for entrepreneurs is what you are like in ten years, not what you are like in two years.What kind of character are you in science fiction, not in the real world.
When President Eisenhower resigned in 1960, he said that the military-industrial complex was threatening the United States.
Musk and Thiel are military-industrial complexes.
SpaceX has been receiving orders from the US Department of Defense and the Pentagon since its initial stages, otherwise it would have been suspended.
During the Russian-Ukraine war, Twitter banned all the big names related to Russia, just like Trump banned.It allows Westerners to see what they want to see.
Starlink is basically equivalent to declaring war, and it directly helps Ukraine to see Russia’s deployment.
Palantir, Anduril and Clearview AI, all use artificial intelligence-driven weapon systems and surveillance technologies to the Russian-Ukrainian battlefield. They are all defense contractors and all have investments from Thiel.
Palantir CEO Alex Karp, who was a Stanford classmate before Thiel co-founded Palantir.
When Anduril founder Palmer Luckey first met Thiel, he was “19, maybe 20.”
Clearview AI told investors in 2022 that by 2023, almost everyone in the world can be identified.
For example, in a protest, everyone’s name, where they live, what they have done, and who they know can be known.
Of course, these are just the tip of the iceberg. Before those strange things surfaced, we don’t know who Til knew and who he voted for.
What’s fun is that when Thiel supported Trump, we spent too much money, died too many people, and were on the battlefield where we couldn’t win.
At the same time, the company he invested in is on the battlefield, not only making money, but also honing the latest technology at a rapid pace.
What’s fun is that Thiel looked down on the government, but believed that monopoly was a good thing and that the monarchy was the most effective form of governance.
Thiel is the kind of hermaphrodite, but we don’t know how the two polarities of the contradiction between female and male are tied together like gears in his mind.
We don’t know when, which side will dominate the other side.
The military-industrial complex is not enough to describe Musk and Thiel’s vision, and the power complex is more appropriate.
Over the past century, American hegemony has been a compound power.
The US dollar, the US military, Hollywood, Silicon Valley, Twitter, Google, Facebook, Nvidia, this is a three-dimensional compound power without blind spots.
The highest form of power is compound power, not separate power, because compound power supports each other and has a network effect.
Musk and Thiel are also a compound body of power, and they are something beyond the country, unimaginable and unprecedented.
A new dynasty with innovative forms but dynasty essence.
In fact, it is just a system, and this system is artificially designed.
It has a creator and a top-down top-level design, which is first formed in a person’s mind and then implemented with iron-blooded will.
How do I know that they are iron-blooded will?Look at what they do, look at what they say, and most importantly, look at their eyes.
