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.