Year: 2023

Categories
Travel

Day 1004 and the Muses

I’m such a homebody that I sometimes thinks the joys of travel are lost on me. But then I go shopping and I remember that markets are muses. What sells tells you something about a place.

Now you may think crass commercialism is more of a vice than a virtue. But I think it’s wise to hear what works. A market can tell you about what’s popular. Being an American is a niche experience but we’ve got a bigger footprint than our mere population would suggest.

But also the spoils of capitalism have priorities that are about the efficiency of the market. And you see it in every large city of any density or wealth. The layers for consumption of good and services have a logic to them that defies too much local concern. The algorithms have trust and safety teams but scale takes you pretty far. And every city at a certain size needs market logics.

It’s just important to remember each market has a local gem. There are great performers that outclass by wide orders of magnitude. It’s usually some combination of what appeals locally but is also legible to the larger global cosmopolitan skill sets.

Many of the food wars are just city tastes fighting country tastes. Some situations are more market based and transactional. Sometimes that is even good. I’m personally delighted that I can show up to a city and get food delivered. There is always orange soda brand in every market. And you can always get French fries.

Categories
Biohacking Medical

Day 1003 and Externalizing

My body gave me a bit of a surprise on the road. I keep a close eye on my inflammation as it’s the first trigger in my autoimmune condition. Generally it manifests internally as swelling in my spine or joints. But it didn’t always. My inflammation used to manifest externally on my skin.

I woke up today in Tallinn without my typical spinal pain but covered in red welts. If I had to guess, some change in climate, pollution, or weather was the culprit. Stress is stress and you can’t always predict how it manifests. I’m so used my body being in pain I’d forgotten that sometimes symptoms can just as easily manifest on the outside as the inside.

It takes an entirely separate set of medications to manage inflammation on my skin as it does to manage inflammation my joints and spinal column which is a bit of a pain in the ass. I am much more eager to treat it. Maybe it’s easier tolerate being in pain than being red and itchy. You’d think it would be the other way around.

Given that my body feels a bit stressed I’ll keep this short today. Hopefully the manifestations of inflammation calm themselves down and I won’t be dealing with either tomorrow.

Categories
Travel

Day 1002 and Airport Lounges

I’m on my way to the Baltics and Nordic countries for the next few weeks. I’m doing a tour to see what Tallinn and Helsinki have to offer as two of the more interesting and established startup hubs in Europe. If you are based in Northern Europe hit me up!

I’ve come to accept lounger trips and more time on the road as the new “work from home” has become “work from your point of maximum leverage.” I do find that even with the glamor of being on the road, there is something about flying that makes me feel as if my body and soul have briefly stretched their bonds.

Damien’s theory of jet lag is correct: that her mortal soul is leagues behind her, being reeled in on some ghostly umbilical down the vanished wake of the plane that brought her here, hundreds of thousands of feet above the Atlantic. Souls can’t move that quickly, and are left behind, and must be awaited, upon arrival, like lost luggage.

William Gibson – Pattern Recognition

It’s 8am in Zurich and my soul doesn’t feel as if it’s caught up with my body. I’m in an airport lounge drinking my third espresso. Both my Whoop and my Apple Watch are sure I only got three hours of sleep.

I had a regional flight that got me to Chicago from Bozeman first thing Thursday morning. The Polaris lounge was quite good at O’Hare if you were wondering. I had some very decent seafood linguini.

Leaving behind Montana

But my Chicago to Zurich flight was that odd 8 hour “overnight” that goes from 2pm Central to midnight. That translates into 6am landing in Switzerland local. The only way you get any sleep is by forcing the issue with pharmaceuticals.

I guess Ambien and Melatonin can only do so much against a regular circadian rhythm. I’ve had three espressos in the lounge here and I’m really debating an another. I was greeted with a magnificent full moon over the river in Zurich. My phone didn’t do it justice.

A full moon over the water as the lights of the metropolis shine on before sunrise in Zurich

My final legal of the journey doesn’t begin until 10am. So I just just need stay alert enough to make the final flight, keep an eye on my bags, and drag myself to my Airbnb in Tallinn. Adjusting from there will take the time they it taken

Categories
Finance Internet Culture

Day 1001 and Circumstances Change, People Do Not

“The last sustainable edge in markets is arbitraging human nature.”

I had the good fortune to spend an hour and a half with an iconic Wall Street investor last week. I was invited to be a guest on Jim O’Shaughessy’s podcast Infinite Loops. I felt like the luckiest woman in the world.

I’m blessed to have Jim as one of my “Twitter mutuals” where I’ve come to appreciate his endless curiosity, deep empathy and kind friendship for the players of the “infinite game” of life. Plus he’s got the strongest gif game in the business. You should follow him if you don’t already.

I’ve been privileged to work with Jim and the OSV team as one of my LPs in chaotic.capital. Being entrusted with capital from some of finest minds in investing has been as intimidating as it is inspiring.

My fund is an early stage pre-seed venture fund that backs weirdos. Our thesis is simple. The world is increasingly complex, chaotic if you will, and only the most agile will win. We look for those that have the agency to adapt to the one true constant; change. Circumstances changed by the moment but humans remain reassuringly the same.

Obviously it’s hard to imagine a better LP than OSV for chaotic.capital. We are deeply aligned in our thinking on agency, agility, and adaptability. As much as I’d love to prattle on here, I’d recommend you check out the very wide ranging conversations between Jim and I. We cover a lot of ground practically and philosophically. I hope you enjoy it.

Categories
Chronicle

Day 1000 and The Milestone

When I first started writing every single day I had modest goals. I wanted to instill a habit of writing more often. My initial goal was to write daily for one month as that seemed both significant but also manageable. But I deliberately didn’t put any pressure on what I would write or for how long I’d keep at it.

Once I had reached my first milestone of writing daily for an entire month, I began considering extending the habit. Maybe I could do it for two months? Maybe I could do it for 100 days? Every new milestone made me excited to reach for a new one.

Once I got to 500 days, I began to feel confident discussing the possibility of reaching 1000 days of writing. I even called that blog post my halfway point. Still I wasn’t sure even then that I’d actually make it to a thousand days. A lot can go wrong in a year or two. But as I learned, with a little bit of perseverance, a lot can go right. Or if you will indulge the pun, a lot can go “write” too.

Still, even as I became accustomed to the habit, I didn’t want to do anything to jinx it. Locking myself into an outcome seemed like a recipe for disappointment. But locking myself into a daily habit? That seemed like a recipe for success. I knew I could keep showing up.

My philosophy for writing has been to take it one day at a time. Habits compound just like money. Small change over time can have a dramatic outcome. I committed to showing up and putting the proverbial pen to paper every day.

And here I am a thousand days later with enough writing for any number of other goals. I’ve got answers to most of the regular questions I encounter in my personal and professional life. I’ve got enough content to turn into a book if I’m so inclined. The volume of my writing is so extensive I could easily train my own artificial intelligence agent.

I don’t know what I’ll do with this body of work other than continue to hyperlink it together and see where it takes me.

And to answer the most obvious question, I do plan to keep writing. I don’t have any desire to stop. I enjoy this practice. It’s conceivable there are other milestones ahead of me. Maybe I double it. Or maybe at the end of the year I decide three years of writing daily is enough.

Who can say? I reached the stretch goal I set for myself. It’s an unbounded journey from here.

Categories
Emotional Work

Day 999 and Auspicious

Tomorrow is the big day in my daily writing experiment. I am chuffed to see 999 on the title. It seems very auspicious to me. While 888 was a lucky day, today’s number feels like I’m on the cusp of something.

I am set to travel to the Baltics shortly. Perhaps I’ll find some next phase on the adventure of life. I need this optimism today as I don’t feel particularly lucky or auspicious today. I unexpectedly had a few things go wrong this morning and then was rewarded for it with a migraine. I was very angry about it as I had a lot of exciting things planned for the day.

I have to remember that trying to get to the larger numbers is about compounding the many small days filled with mistakes, imperfections and failures. Life happens all around you at inconvenient times. It’s how you muddle through at your goals steadily over time.

Categories
Travel

Day 998 and Pack It Up

Packing is one of my least favorite activities and yet is one of my most refined life skills. I’ve got a number of systems including the 3 bag cascade and the 54321 method.

Packing is a source of significant anxiety for me as I moved a lot as a child. I’ve written about packing 36 times during my thousand day writing experiment so it’s clearly still an unresolved issue for me. But it’s a great opportunity to share my tricks.

I’ve got a Notion document that has a list of all the various medicines, supplements, and other necessities for keeping me healthy & functional on the road. I also maintain a packing list in my daily note book by hand to double check. Then I lay it all out on a towel and double check against both lists. Each separate bag & cascade of needs goes through this process.

Skincare for my transcontinental flight that I keep in a pocket in my backpack.

Because you can’t rely on checked bags arriving at the same time as you (or sometimes at all) I separate out what I need for the first 3 days in my Aer backpack, the first week in my carryon roller bag from Muji, and the remainder of the trip in a checked bag. That’s the three bag cascade system.

Being detail oriented is crucial to the packing coming together. I go so far as to label my packing cubes so I know what pajamas to grab for the overnight versus the more formal clothing which can be safely checked. A separate set of casual outfits goes in the carry on so no matter what happens I’m comfortable and have what I need.

Labeled packing cubes
Aer backpack & Muji roller for carry on
Toiletries for first few days
Checked bag cosmetics
How I organize my packing for all types of travel
Categories
Culture

Day 997 and Brain Fog

I have felt a bit disappointed in my recent writing. I’ve not felt the urge to produce anything of much substance or synthesis in a week or two.

The exercise of writing daily isn’t meant to produce anything but the consistent repetition of a habit of critical thinking about my daily experiences. I sometimes have to accept that there will be weeks where it all feels a bit half baked. I’ve got no conclusions to share.

I am not the only one experiencing a lack of clarity. Confident assurances read as naive at best or manipulative at worst. No one is certain of anything at the moment. The widening gyre has our best struggling with conviction.

I have been following Venkatash Rao’s working theory on the breakdown of world narratability in his series on Protocal Narratives. If you are not a Ribbonfarm reader I’d encourage you to begin.

He is grappling very well with these themes considering the deep sense making challenges facing all of us. Attempting to find workable worldviews that are manageable to our human minds is a challenge as consensus reality is a competition between thousands of different competing narratives.

To retain fluidity, you must retain an unmediated connection to reality. But the unaugmented brain is clearly not enough for that connection to be tractable to manage.


How do you resolve this paradox?


I think the trick is to inhabit more than one interposing intelligence layer. If you’re only an economist or only a deep-state institutionalist, you’ll retreat to a fixed logic of caring; a terminal derp.

Fluid Fogs and Fixed Flows

I’m doing my best to stay out of terminal derp but I’m still feeling like the fog is impeding my view. I’ll just have to keep putting out my own beacons and hope the lighthouse network illuminates enough for us to navigate together.

Categories
Community

Day 996 and IRL Season

I had the good fortune of having not one but two out of town friends stop by our house last night. One of the best things about living in a popular place is that if you advertise your guest room enough you will eventually get visitors.

Montana isn’t the most accessible place in America, but there are plenty of folks who make a point of coming out here for opportunities both recreational and professional. Yellowstone and Big Sky is incredibly popular and rightly so.

We are adjacent to a lot of popular outdoorsy activities but also a destination on the social circuit of the ultra high net worth who drive much of our financial and cultural products. Where there is money there is the talent & service that relies on that capital class for a livelihood. The amenities here are a cut above thanks to the wealth.

I personally appreciate it as it means all kinds flock to Bozeman from billionaires to back country guides. One friend was driving up on his way to Minnesota while the other was in town for hunting season. It was totally impromptu. I didn’t even know either would be in town till a few days ago.

We were lucky enough to tuck into a meal prepared by a crew of high end private chefs. The group calls itself Yellowhouse and does the occasional elaborate meal as a pop up restaurant. The pop-ups are at their own pleasure so it was sheer good luck to have not only multiple friends from out of town but a special meal to share with them.

As we are fully in the swing of fall, all this real life time is to be expected. I’ll be on the road soon meeting with folks and scouting for talent and companies. If you happen to be based out of Europe make sure to hit me up. I’ll be in the Baltics and Nordics with maybe another stop or two.

Categories
Chronicle

Day 995 and Finally Fall

Maybe it’s the sheer busyness of day to day life but I didn’t notice it becoming fall. I felt as if I was in the clutches of summer forever. But then the first day past after the autumnal equinox we turned on the heat.

I woke up to the comforting sounds husband building a fire in our wood stove. What a relief to have a chill in the air. You’d think in Montana we’d have scant need for air conditioning but we easily had two straight months of running it daily this summer.

We installed mini-splits this year because we got caught in a heatwave last summer without so much as a window unit. It was brutal. Air conditioning just isn’t a standard feature in Montana because it didn’t have to be. But it sure seems like going forward it will be. Invest in HVAC companies if you are looking for a growth sector.

I’m happy for the reprieve. I don’t intend to be anywhere hot anytime in the near future. My travel for the remainder of the fall will involve colder climates. The seasons will favor me till April. That old aphorism “make hay while the sun shines” doesn’t apply well to me. I’m more of a “do business when it’s dark and cold” type.