Dedicated to right-wing American operator Peter Thiel.
On September 4th, at the White House tech conference, a host of Silicon Valley titans sat at the roundtable, but Peter Thiel was absent.
From left to right, Figma's CEO is a Thiel Fellow; Scale AI is a unicorn nurtured by Founders Fund; David Sacks, in addition to being the White House crypto czar, was Peter Thiel's right-hand man during his time at PayPal; Meta CEO Mark Zuckerberg is the first representative project of Peter Thiel's legendary Silicon Valley venture capital venture; Palantir is the main contractor for Trump's Golden Dome project; and Peter Thiel is also one of OpenAI's earliest investors.
Photo Caption: Attendance list of the White House Technology Conference
Photo source: @sherwood_news
Distant people, distant places, are all related to Peter Thiel. On the eve of 9/11, Charlie Kirk died in Utah. The world only knew that Vance carried his coffin and that Trump lowered flags to half-staff. What's less known is that it was Charlie Kirk who completely changed Vance's view of Trump, forsaking his Yale Law PhD's future within the establishment and choosing to go all-in on Trump. Incidentally, Vance is also Peter Thiel's most deeply embedded thorn in the side of the MAGA movement and Washington. Behind their backs, the Silicon Valley right is encroaching on the entire Western world. Wall Street can't save the Federal Reserve, and the banking industry can't stop stablecoins. After 15 years of planning by Peter Thiel, right-wing America has emerged, and will shape the next era of crypto, AI, and world order.
The collapse and reconstruction of the Western order
Musk is worried about the white fertility rate, and Peter Thiel hates the morality of slavery.
Picture Caption: The Origin of Peter Thiel's Thought
Picture Source: @zuoyeweb3
After World War II, a large number of Germans fled the European continent and settled in Latin America and southern Africa, especially in the city of Swakopunda in Namibia. On April 20, 1989, Hitler's birthday was even publicly celebrated on August 15, a testament to their ideology. Peter Thiel, born in 1967, moved to Namibia at age four and returned to New Rome, California, at age ten. Unlike Musk, who spent his entire childhood in South Africa, Thiel's impression of both Namibia and South Africa was that they were "white" societies. At the time, both South Africa and Namibia were under apartheid and colonial rule, the longest-lasting colonial order since World War II. This is a shared historical memory between Musk and Thiel. The difference lies in Thiel's persistent anti-authoritarianism from childhood. He opposes freedom imposed by others while also desiring to maintain Western authority over the world. This is the core of all the tensions and contradictions. Politics is about distinguishing friend from foe. Carl Schmitt is known as the Nazis' spiritual mentor, and some consider him Peter Thiel's guiding light. However, Peter Thiel recognized the ambiguous nature of the post-World War II political order. The East-West confrontation in the late Cold War was not merely ideological, but also a cultural war. From the hippie movement to the Reagan era of the 1980s, a generation of Americans drifted toward self-destruction. At the latest, before Peter Thiel entered Stanford in 1985, he had read Atlas Shrugged. Unfortunately, Ayn Rand died in 1982, so she didn't see the most glorious moment of libertarianism's sweep across the United States—Reagan's rise to power. Fortunately, in 1987, Peter Thiel founded the Stanford Review, which championed neoconservatism and libertarianism. In response to the university's actions, Thiel replaced the Western Culture course with a "diversity" course. The West Coast's highly effective leftward shift, or the diversity movement, continued its rapid advance even during the Reagan era. However, thanks to the persistent efforts of Reagan's co-believers, Trump and Peter Thiel, we're already seeing signs of succumbing. Peter Thiel's consistent style is that he even called the Stanford Review a right-wing position within the left-wing Stanford community. Peter Thiel has long sponsored and maintained ties with key members, the so-called PayPal Mafia originating from this group. Throughout his school years, the person who had the greatest influence on Peter Thiel was the philosopher René Girard. Girard's most famous theory is that "desire comes from imitating others." Like Ayn Rand, Girard did not agree with the doctrine of original sin in Christian theory. He put human nature into a rational framework that could be objectively discussed, and ultimately justified innovation, especially technological innovation. Peter Thiel once said, "People wanted flying cars, but what they got was 140 characters." The root of his theory lies in Girard. Whether he likes it or not, Girard has in fact become the ideological source of the Silicon Valley right. In 2011, Peter Thiel gave a speech, again accusing Silicon Valley of pseudo-innovation and its lack of focus on truly cutting-edge technology. In the audience at the time, there was a man named Vance. In 2010, Peter Thiel had established the Thiel Fellowship to support ambitious college dropouts, including Figma CEO Dylan Field and Ethereum founder Vitalik. Even more insane was the 2016 presidential election. Amid Silicon Valley's collective obedience to the Democratic Party, Peter Thiel began a contrarian bet on Trump. Remarkably, even after Trump's defeat in 2020, Peter Thiel continued to invest in him, even resigning from the Meta board in 2022. In contrast, Soros represents the Democratic Party's clear frontier, Peter Thiel represents the American right's hidden frontier, and Musk represents the chaotic frontier. Before the 2024 election results were announced, Microsoft rescinded its LGBT policy. Bezos, who owns The Washington Post, demanded that the editorial staff not take sides. Zuckerberg, meanwhile, was still wavering between the two sides until September 4th, when he finally realized his mistake and paid tribute. Peter Thiel uses money as ideology, while Soros embodies ideology within politics; different paths lead to the same end. Peter Thiel's ultimate goal isn't to protect his own interests or expand the rights of homosexuals, but to safeguard the survival of his imagined supercommunity—Western civilization. He equates white America with the Western city-state and resists all foreign attacks on the ancient Greek spirit. Earning the entire market's beta. Chaos is a ladder, and cracks are space.
Peter Thiel’s Investment Timeline
Time
Age
Event
Remarks
1996
29 years old
Founded Thiel Capital Management
Raised $1 million and started his venture capital career
1998
31 years old
Founded Fieldlink / Confinity with Max Levchin
Later developed into PayPal
1999
32 years old
PayPal officially launched
digital wallet service
2002
35 years old
PayPal IPO and was acquired by eBay
2003
36 years old
Founded Palantir Technologies
a big data analysis company named after Tolkien's novel
2004
37 years old
First investment in Facebook
US$500,000 in exchange for 10.2% shares
2005
38 years old
Founded Clarium Capital
Global Macro Hedge Fund
2005
38 years old
Founded Founders Fund with the PayPal team
Focused on hard technology and defense-related start-ups
2010
43 years old
Founded Thiel Fellowship
Funding 20 young people to drop out of school and start their own businesses every year
2010
43 years old
Founded Valar Ventures
Focusing on venture capital in the international market
2011
44 years old
Thiel Capital Reorganization
Transformed into a family office
2012
45 years old
Established Mithril Capital
Focused on growth stage investments
2012
45 years old
Exited Facebook
Cumulative profits exceeded US$1 billion, 2000 times return
2012
45 years old
Founded Crescendo Equity
Focus on private equity investment in Asia
2017
50 years old
Founders Fund invests in Bitcoin
Purchase $15-20 million worth of Bitcoin
2017
50 years old
Invest in Clearview AI
Early investor in facial recognition technology companies
2024
57 years old
Co-founded American Frontier Fund with Eric Schmidt
Focus on returning manufacturing to the United States, especially semiconductors
2024
57 years old
Founders Fund led the investment in SentientAGI
85 million US dollars invested in a decentralized AI platform
2025
58 years old
Founded Erebor Bank with Palmer Luckey and others
Serving startups such as cryptocurrency, AI, and defense
2025
58 years old
Acquired 9% shares of DAT company BitMine
A digital asset management company focusing on Ethereum
Venture capital and political speculation may seem unrelated, but the core of both is to turn expectations into reality and use a small amount of cash flow to buy a huge future at a discount. In 1995, before his venture capital career and the founding of PayPal, Peter Thiel and David Sacks co-authored "The Myth of Multiculturalism: Multiculturalism and the Politics of Intolerance at Stanford," which emphasized the importance of ideology over products and money. In fact, after graduating with a PhD from Stanford in 1992, Peter Thiel shifted gears before finally seizing the frenzy that preceded the dot-com bubble. In 1996, he founded Thiel Capital Management, raising approximately $1 million from family and friends. In 1998, Confinity was established. Max Levchin designed anti-fraud measures related to CAPTCHAs and discussed digital currency experiments with Peter Thiel. Cypherpunks developed alongside the commercialization of the internet, but the two soon parted ways. At the time, let alone digital currencies, the internet-based US dollar hadn't even begun. Credit cards were the preferred method for cashless payments. Peter Thiel, a libertarian, saw the internet dollar's greatest advantage: regulatory arbitrage, a crucial need for it in the gaming industry. In 1999, PayPal officially launched. For Americans, it was a symbol of freedom. No complex review process was required; money could be transferred freely via email. Globally, it was a necessary hedge against inflation. The US dollar was a stable currency, just as stablecoins are stable US dollars. Just as MGX used USD1 to pay Binance for its $2 billion investment, PayPal also accepted its $3 million investment through PayPal. There's nothing new under the sun. The internet dollar arbitrages credit cards, stablecoins arbitrage the internet, and Paypal's entry into the PYUSD market is a testament to this. But this wasn't a success for Peter Thiel. Paypal collided with Elon Musk's X.com, a startup launched at the same time, ultimately merging. PayPal went public in 2002 and was acquired by eBay for $1.5 billion, at which point Peter Thiel was worth $55 million. At 35, Peter Thiel finally achieved financial freedom before being optimized. Later, Peter Thiel began to hide himself. Max Levchin, David Sacks, and even Musk could all be lumped together as the PayPal Mafia, implying coordinated action. For example, Peter Thiel invested in Musk's Tesla and SpaceX, forming a clique, just as he did during his time at the Stanford Review. With time and effort, and once again, the network Peter Thiel had built, through venture capital, eventually grew into a towering tree, eclipsing the sun. After 9/11, the US government invested heavily in the security industry. For anti-authoritarian libertarians, collaborating with the government was anti-freedom, while not cooperating was anti-Western. Amid this awkwardness, Peter Thiel faced a spiritual crisis.
To resolve the spiritual crisis, Girard was not enough, nor was Carl Schmitt, and ultimately Leo Strauss came to the rescue:
1. There is no fundamental difference between the common good of the city-state and the common good of the gang. The common good is obtained by calculating the good of individuals.
2. If science can progress infinitely, there can be no meaningful end or completion of history.
3. Technology is justice, virtue is knowledge. Strauss is a prominent figure in both China and the United States, but his significance is entirely different. For rational, non-religious individuals, Strauss provides a complete spiritual spectrum from ancient Greece to Alexandria to ancient Rome, equating the West with human civilization and creating a spiritual resonance that transcends Christianity. Homosexuality, civil rights, and slavery together constitute a republic that excludes foreigners, and they are also the final piece of the puzzle in Peter Thiel's spiritual world. Only through the interaction between city-states and people can the rule of philosopher kings be correct and lasting. In short, Peter Thiel believes that the West needs to be great again, and the path to greatness is technological innovation, which requires the dismantling of regulatory barriers. From ocean islands to Mars colonization, and even life sciences that extend lifespan, everything should be radically accelerated, to the point where humans can no longer stop the technological surge, to the point where history returns, using technology to achieve a second coming like that of ancient Greece, allowing sinners to be saved. The most ironic thing is that Leo Strauss is the face of neoconservatism. Because the West is declining, he advocates constant acceleration, thereby loosening its constraints and revitalizing it. This is the e/acc synonym for accelerationism, and also the path to effective altruism that SBF advocates. Even Musk's long-termism shares this principle: long-termism isn't about perseverance or victory, but about relentless acceleration for ultimate victory. Today, I finally understand who I am. In 2003, Peter Thiel founded Palantir, using big data to mine potential terrorist signals. Its largest clients are the CIA and security agencies, and his life has entered the fast lane. In 2004, a $500,000 investment in Facebook, acquiring a 10.2% stake, fully demonstrated that Peter Thiel wasn't a theorist, but rather a man of action. In 2005, Founders Fund was established, cementing his dominance in venture capital. Founders Fund's goal wasn't simply to "make money," but to create technological products that would impact human civilization, such as AI and cryptocurrency, as well as hard technology, rather than continuing to spin his ideas within 140 characters.
To sum up Peter Thiel's achievements in the investment field with numbers, he is a grassroots right-wing who truly practices financial capitalism. Once again, he is the Republican mirror image of Soros:
PayPal co-founder: $55 million exit
Facebook early investment: $500,000 turned into $1 billion+
Palantir founder: valuation of tens of billions of dollars
Personal net worth: $20.8 billion (2025), 103rd in the world
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