Categories
Culture

Day 911 And Social Geography

One of my friends at university was the sort of autistic who had total recall. He could tell you what neighborhood you lived in just from the zip code. It was an amazing party trick.

I lived at 80304 for a time. He would say ok well that’s obviously Colorado and this bit indicated Boulder and this bit suggests it’s actually the northern edge of it and I think you are in the neighborhood with the Ideal Market above Kalmia and oh I think it is “Old North Boulder.”

Now while he’s doing this bit with you he would obviously nudge your reactions for details. There are other neighborhoods in the zip code but he knew what to ask to guide you in because he saw the whole map.

You didn’t necessarily notice he was doing it because you couldn’t see it. But he saw the entire geography of it and could rotate it in. He just had that kind of mind.

I think a lot about it now as I start to notice more of how my mind works. I think I do a similar kind of social geography hat trick as my friend did. If you give me a few details about you, your background and your opinions I can telescope in very quickly on very specific social details you may not even clock about your own life unless you are very self aware.

I almost hesitate to discuss it as a super power as it can sound manipulative. The reality is more like a social courtesy to help you see the whole board of what you know about yourself and how you react to me in what you reveal. It’s a beautiful social dance and I enjoy making people feel comfortable expressing a story in a context that makes it easiest for them.

If I’m very good at my job I can then reverse this process. I can learn about who you are and what you really value and I can turn it to another angle so someone else who can’t do the social geography telegraphing in and out can see who you are. You might know the term code switching.

Imagine that but for some of the finer grades of social signaling. It is hard to do so because doing so usually has to do with coming to terms with the many ways in which you “pass” to fit into a life someone else told you to live. It’s rarely reflective of the whole picture. But sometimes because the world imposes systems, like my friends zip codes, which don’t always reflect the full reality. The map is not the terrain. The system is just a map.

Categories
Emotional Work Politics

Day 910 and The Chessboard

You can feel it. I know you can. The chessboard is being reset. Pieces are being moved. Gambits are unfolding. Absolutely everyone you know is going a little bit nuts.

I would not be surprised if these small informational disruptions will be recognized as part of a global conflict in a hundred years. I hope my heirs recognize that their mother fought as an information resistance fighters in The Great Dislocation Wars. Or World War 3. Just spitballing.

It’s humorous to me to talk in such a grandiose fashion because the reality on the ground is much of life is just a little bit harder and a little bit worse. But we still presume the world is basically still abiding by the same rules as yesterday.

I often forget how much people don’t want to hold power. The current moment shows a strange ambivalence about wielding anything yourself. Anyone with power is bad right? Well, it’s nuanced.

I want to assure you that your instincts in this matter is largely correct. You should distrust anyone that wants power. Be skeptical of the impulse.

Because being in charge sucks. It’s a shitty job. Anyone who has wielded any power from parenting a toddler to being a CEO probably intuitively knows this.

But once you have been given any legitimate form of authority, choosing to ignore that you wield power is a dereliction of duty.

The trouble with all reactionaries is that they assume once they take over, that their experience of power will somehow be different from the current horrors in charge. If they had bothered to crack open their minds while reading Shakespeare (or Thucydides or the Artashastra or literally any Great Book) they would know all men are subjected to the laws of power.

We lie to ourselves about how power functions because it’s very energetically easy to hand over your power to someone else. To be aggrieved is to have power over those you hold in contempt for exercising their power over you. Don’t be tempted by this trap no matter how righteous your cause.

Once you have picked up the mantle of power you must see through. If your people have given you authority you must see it through or hand it off to someone who will.

It’s very hard to own power. You most likely will not enjoy it. And you will be tempted to shunt off your agency. Just remember that you never carry power alone. It is always in concert with those who have consented to give it to you. Good luck on the great chessboard of life.

Categories
Homesteading

Day 909 and Uninterrupted

I’ve got two uninterrupted months in Montana ahead of me. Maybe I mention this as significant because I spent so much time on the road this spring. I’ve also had multiple catastrophic level dislocations professionally and personally in the front half of the year.

Catastrophic dislocation seems to be the new normal for everyone. I hate to consider that I may have some bargaining & denial about my own thesis at chaotic.capital. But I find myself wishing to be wrong about where I see the future heading. Wouldn’t it be better if our modern lives were getting simpler instead of more complex?

I know that’s a childish fantasy. The complexity in our world has brought about so much good. The costs have been high but the benefits were tangible.

And yet here I am hoping to have some uninterrupted time in a quiet corner of the American empire so that I can cultivate my own strengths. I want to reconnect to myself and recovery from the effort, pain, and grief of living. I want to live and work and build without the chaos of history turning back on again. I dislike how much I now believe ignorance to be bliss.

Categories
Emotional Work

Day 908 and Joyful Grief

I’ve had enough emotional and mental work to know that grief is a complex and personal process. I knew as the death of a close family loved one came on the summer solstice that I needed to grieve.

I revisited the frameworks. There are the three Cs (chose, connect, communicate) for a simple framework to prioritize your needs. There are the 4 Rs Recognize Reality, Remember, Reaffirm, and Release for memorials and funerals.

And of course, the most famous remains the 5 stages of grief from Kübler-Ross’s “On Death and Dying,” the 1969 book in which she proposed the patient centered stages of denial, anger, bargaining, depression and acceptance.

I was prepared to go through all of it. And I did. The shock was immediate as soon as I learned she had passed. I was angry she was gone. I asked why someone else couldn’t have been taken instead of her. I was sad to carry on with out her. Acceptance seemed distant.

But as I started to communicate my own feelings I recognized an emotion I wasn’t prepared to encounter so soon. I felt immense joy. Losing her overwhelming made me feel grateful for the joy she’d given me in my own life.

What incredible luck I had to be a part of her life and receive so many emotional gifts as a result. The freedom she encouraged in me gave me the capacity for boundaries and needs and wants I’d never accepted fully.

And then, even though I was prepared for the possibility, she was gone and I realized she had been right. I could accept things that I’d distrusted for so many painful decades.

And here I am. And here I remain. And what she has given me is permission to thrive. Even in the immediate wake of her loss I felt lightness and ease permeate my work. I wrote my investor updates. I gave an interview to Axios Pro Rata. That interview lead to a substantial feature on my preseed venture fund chaotic.capital. I worked on my immigration policy advocacy.

I felt the joy of living a life I had chosen because someone had loved me enough to share that I could chose to be free. And that fills me with joy.

Categories
Politics

Day 907 and Unaccountable Bureaucrats

We’ve reached a point in America where the consular visa services (for tourism, business & academic visits) as well as the wider immigration services (for people intending to work here, become permanent residents or citizens) have made finding a clear legal path for any type of visa non-viable. The Cato Institute describes it as nearly impossible.

I haven’t been able to get so much as a tourist visa granted in 2 years despite guarantees that I’d be financially and legally liable for the actions of my people. Even when we agree on bringing people in via our refuge system has become an opaque unaccountable path.

Just today the Wall Street Journal reported that we are headed multiple crisis points in health care because there is no way to get into the country legally for nurses. We want nurses.

Our systems feels petty and vindictive to anyone that encounters it including American citizens like me. We treat people who aspire to American life’s like shit. And it appears as if the only paths that work are a system of bribes, fixers, scams, and favors as our immigration systems are opaque and deliberately obscured.

An unaccountable bureaucracy is breeding a system in which only the criminals are rewarded because the only way in is to go around the system.

We have two immigration systems that operate under the same “legal regime” but have totally different administrative regimes and authorities which further confuses the issue.

I can’t believe that I’m the one saying this loudly but a good start to a policy position is simple clear rules based immigration and visa policies that operate with consistently reviewed inputs and yield consistent outputs so both American businesses and its workforce is capable of planning for growth instead.

The doctrine of consular nonreviewability needs to be replaced with a standard of reviews that is clear, legible, and subject to open review so visa applicants and their stakeholders (families, employers, & lawyers) can understand and take action on consistently enforced norms.

Clear judicial review is the basis of any free market economy. This doctrine leaves our economy & families at the mercy of an unquestionable black box capable of life altering irreparable decisions which no one is obligated to explain or even disclose. And it’s not the fault of the consular officers. We are putting folks with little training into situations with unimaginable power (while being tied to confusing criteria which only leads them to cover their ass and reject more people. We can’t have a system of immigration where an unaccountable low level bureaucrat is able to reject an application based on vibes with no recourse.

– A visa for entrepreneurs. Currently we have imperfect workarounds that encourage people to go elsewhere (as it’s now clear the costs are enormous & the timeframes extend into multiple decades) meaning if you want to start a business, even one with funding, there is no clear reviewable path to getting the entrepreneur legal status to run the company in America.

The idea that our economy can’t handle more immigrants. tourists, business or academic travelers from non ESTA countries is simply not based in any reality. We have record low employment and shortages in crucial industries like healthcare which is fueling inflation.

Canada and Australia are letting in 2.5-3x the number of immigrants per capita per year as America. We could easily be smarter and more generous about how we recruit talent instead of encouraging a black market of border crossings for the desperate and ruined.

And we should absolutely be allowing in more visitors for the benefit of our tourism industry as well as our educational and business institutions.

I’ve had people denied entry for family reunions and conference keynotes. Startups now hosts all hands company meet ups in Mexico as they cannot guarantee that their employees can safely get in and out of America. That neither political party wants to address this in a meaningful way is appalling. We are pissing away our lead for partisanship and we can do better.

Categories
Finance Startups

Day 906 and Resilience Tech

I enjoyed a little moment in the sun yesterday when Axios’ Pro Rata featured my pre-seed venture fund chaotic.capital as part of a deep dive on resiliency technology investing. Or if you prefer disaster tech. It was a proud moment for me.

Because I’ve been trained to never miss an opportunity for reasserting who you are and what you stand for I thought I’d publish a portion of the market insights section of my investor letter for the fund. If you want to see the bets, the behind the scenes (hands on is an understatement), and the founders we back I’d welcome accredited investors to see if we’d make sense for you. Slide into my DMs or for the time conserving decisive HNI hop onto AngelList and apply to be an LP in 2 minutes flat.

What is Chaotic Capital?

In an era of institutional distrust, social change, and global instability, we invest in ideas that adapt humanity to our new chaotic era. What does that mean? We like things that help small groups have the impact of big groups and big groups have the agility of small groups. Enabling resilience in the face of unexpected & rapid change is our lodestar.

I publish an investor letter every quarter and you can always visit jfredrickson.com, where I write every single day about whatever I’m thinking about. You are also welcome to DM me on Twitter @AlmostMedia or text me on Signal. My email is julie at chaotic dot capital.

Market Insights on Q223

The rise of cryptography, machine learning, and artificial general intelligence are overlaid onto a geopolitical reality of resource competition in an increasingly multi-polar world. To use an entirely different metaphor, chaos is a ladder that we are here to climb.

Our thesis at chaotic.capital centered on identifying, investing in, and supporting companies that adapt our lives, businesses & systems to the opportunities and challenges that chaos brings. We call it resilience technology.

We believe these companies will generate outsized returns over the next decade as individuals, companies, and societies look to become more flexible, independent, and sustainable. But it’s bigger than that.  

Most builders remain deeply skeptical of Noble Lies, “for your own good” safetyism, regulatory capture, oligopoly control, and the centralized nation state control as the most effective methodology of innovation for a dynamic pluralistic human future. We are having cultural and financial reformations at a frightening speed. It’s beyond future shock now. 

Twitter critics can stroke their chin with practiced skepticism, but if you believe in American Dynamism as I do, you know that our history has shown that it is resilient, flexible, brilliant individuals coming together which defeats the totalitarian and slays the no-win scenario. You have to enable the brilliant weirdos and trust them to solve problems.

Like Captain Kirk once said to Spock, we must make the best guesses we can.

Spock: Mr. Scott cannot give me exact figures, Admiral, so… I will make a guess.

James T. Kirk: A guess? You, Spock? That’s extraordinary.

Spock: [to McCoy] I don’t think he understands.

Leonard McCoy: No, Spock. He means that he feels safer about your guesses than most other people’s facts.

Spock: Then you’re saying… it is a compliment?

Leonard McCoy: It is.

Spock: Ah. Then I will try to make the best guess I can.

Star Trek IV: The Voyage Home

My best guess? As your chosen doomer-optimist, crypto-libertarian. American-patriot, dynamic futurist, pre-seed emerging fund manager, who has plenty of facts but still has the responsibility of making decisions without full information? Tools for everyone wins the future.

It will take all of us coordinating in freedom to defeat Moloch from sacrificing more of us. Uncle Screwtape wants our egos to believe we can deliver safety and control, we know it is a lie. The Ring of Power tempts us to consider “why not me? Don’t I deserve this power?”

Choose your franchise my fellow nerds and chosen ones; because you know the crown is heavy, the ring perverts, and absolute power corrupts absolutely. So what do we do? We band together. And we enable more of us to join our merry band of future builders.

To balance out centralizing forces, institutional preservation and “we had no choice” moralizing malfeasance, we must give the people tools to build because sometimes our best guesses are demonstrably better than other people’s “facts”

Categories
Media

Day 905 and Shilling Myself

I should be shilling myself in today’s installment of writing everyday. But I’m a little tired to pull off the full bragging I’d like. One of my favorite financial news and analysis sources, Axios Pro-Rata, featured my little pre-seed fund chaotic.capital with an in-depth look at resiliency technology.

It’s a big deal to me because in-depth trade reporting is where the nuts and bolts of an industry are discussed. Anytime I’ve built something of value it was always the beat reporters who recognized it first.

Women’s Wear Daily was my big break in e-commerce and social media for my first startup Coutorture. Beauty Packaging’s company of the year award was a huge win for my cosmetics brand Stowaway. CoinDesk recognized my work on corporate governance structures and financing coordination. The trades matter more to outcome than glossies in the early days.

I’d like to think the LPs who will appreciate me as an emerging fund manager will find me from Axios Pro-Rata. And I sure would like for them to see my expanded viewpoint on the space right here on my daily essay.

I even had the good luck of preparing my quarterly investor update the day before this article hit everyone’s newsletter inboxes. So I’ve got all the materials ready to go.

Alas I’m wiped from a week of life happening (a death in the family) and the general excitement of the global summer solstice mania that’s gripping all the timelines.

So I don’t want to shill and flak myself right now. I just want to enjoy the feeling of pride that comes from seeing your work recognized with a proof-point all your peers respect. I’ll make sure to copy over the investor letter tomorrow. Stretch out my own little news cycle.

Categories
Internet Culture Politics

Day 904 and War Dogging on Mobile

I was busy working for most of the day on an investor update for chaotic.capital. It’s really dope and I’d love to have any prospective LPs read it to see how we are navigating the moment. Chaotic is my humble pre-seed fund for weirdos building shit to survive the current planet wide disjunction. The general sense of history restarting from its fuck Fukuyama slumber is a clear and there is stuff to build.

When I do deep work I try to give myself some space between me and information feeds. But I find it hard to entirely shut for more than a few hours. I monitor many threads across many interest groups with vastly different interests. I flow it back to me and my investments.

As I sit comfortably in my Montana home on the edge of the American empire, I obviously can’t help but worry I’m a Cassandra doomed to know horrible truths. But this becoming a bit of a hobby for all of us isn’t it? We all watch nervously as history unfolds with little influence on the broader strokes.

My fear is that we’ve all become armchair war dogs cheering on whatever professional grade propaganda works for the current moment. And we must be careful not to let ourselves be controlled by that chaos nor amuse that we know what is happening.

I firmly believe in having a locus of control and acting within it. Today I wrote up the current state of all the vibes I’ve seen and synthesized in my market status report. I then named the bets I’ve taken with our capital. I explained why I think have the greatest chance at resilience in a world that is more and more chaotic by the hour. And then I showed the work on how I found the deals and made connections for my portfolio that was unique to me.

After I’d wrapped it up and got my operating partner Alex to be sure all the operational work was settled I opened up my feeds. It was Swan Lake time. The head of mercenary organization Wagner Group was maybe, or maybe not, declaring a coup against the Russian Defense Minister. Who knows what’s going on! Certainly not me.

Cue the rampant speculations. My Telegrams are going wild. Signal is on fire. I am scrolling through sick jokes and CIA theories and extremely funny memes. Everyone is rushing to exert influence and partisan narratives on top of what looks like a Tom Clancy novel. And even he’d agree this week was a bit on the nose with the submarines and the Soviet comebacks. So let’s all remember the world is complex and we know so very little so let’s keep taking responsibility for the moves we can make and helping others do the same.

Categories
Emotional Work

Day 903 and Life Goes On

I just didn’t want to write today. I am all over the place with pain and grief even as the world keeps on spinning. I lost someone very important to my family yesterday. A matriarch if you will.

My biometrics are a mess. You can see the stress spiking as I got on calls to both do business and then also discuss the business of life afterwards. Because life does indeed go on. My Whoop said I had 108% more stress today than a typical Thursday if you want to know what grief does to your stress levels.

My Whoop detected grief

I have written so much today on so many other mediums. I’ve texted and direct messages and tweeted and probably wrote several novellas in various group chats. But I just couldn’t make myself write my essay here. So like I would on any other day, I’ll give my myself permission to carry on. I’ll tag this, Tweet it and go to bed and hope I can do more tomorrow.

Categories
Emotional Work

Day 902 and The Singer Lasts A Season But The Song It Lasts Forever

One of the matriarchs in my life died this morning. I am devastated. Because, of course, you are devastated when you lose someone you love. To not know the pain of mortality is to not know your own humanity.

We spend so much of our lives in the art and literature of the human condition that we can sometimes forget we are actually living it out right now every single day.

Your own life is just as rich a tapestry of meaning anything Dostoyevsky ever wrote. Losing someone close to you who really lived their life occasionally gives you sparkling moments of crystalline clarity on what matters.

All of living is struggle. We find the boundaries of the world through trial and error. We find each other as we negotiate the rhythms of each other’s lives.

The old cunt had the balls to die on the summer solstice. She was extremely Swedish so on aesthetics grounds I feel happy about her moment of passing. Midsummer. What a witchy thing to do. I love it for her even as I am weeping.

The last thing she said to me was so poetic it almost makes me angry. She told me that she had repeated herself a lot across the years. I said I knew and I appreciated that she’d helped me learn the tunes by repeating the songs with me even as I stumbled to commit things to memory.

Her response? Now that you have sung the melody with me, you can sing it on your own. Which is a very beautiful good bye worthy of anything I’ve ever read in a book or seen on screen.

But also the fucking temerity of that woman to deliver folkloric wisdom on the way out. Our elders know a thing or two.

The singer lasts a season long, While the song, it lasts forever

Unknown (to me at least) folk song

May your solstice be as bright and true as mine. I will be trying to carry this tune on my own and if you like I’ll try to teach you to sing along with me. May we have a chorus of love songs on our longest day in the sun.