Month: March 2024

Categories
Emotional Work

Day 1166 and Consistency

I have a strange gap between my self image and my reality. I don’t think of myself as a “consistent” person. And yet the data on myself I have collected over the years disagrees with this self image.

I don’t know if I’ve always seen myself this way, but certainly since my early adulthood I’ve seen myself as all over the place. I am not sure it’s even an opinion I should hold about myself but it seems well entrenched so has to come from childhood.

I have a self imagine in which I see myself as physically inconsistent with almost no capacity to predict what one day to the next will bring. I take this to a bad place fast. If i I am inconsistent then I am unreliable. I can rationalize that to myself but I don’t think it’s actually true.

There are multiple indicators that suggest I am wrong in my self assessment. I am very consistent across a number of critical areas. This blog is a very public demonstration of consistency. I reliably put something up every single day.

Am I proving something to myself or am I simply refusing to see myself as I am? If I am consistent then I reliable in that it can be predicted with high confidence what I will do.

If I do in fact have high consistency and high reliability then why do not see it? Is it even important that I am predictable? Businesses like predictably. So do markets. Civilization runs on consistency. But do I run on consistency too? And what incentive do I have to see myself in one way and not the other?

Categories
Internet Culture Travel

1165 and Adjusting

I slept a lot last night. Have moved four time zones in as many days with the additional “joy” of daylight savings my body is confused. My mind is not.

My initial impulse today was to push through it with exercise, routines, self care and being present in the real world but after the basics were done I was simply throwing myself into the timelessness of the news cycle. My only clock is the rotation of the planet and even that is arbitrary

Oddly I think this was a good decision in times of adjustment. My body adapts to the sun easily and quickly. My mind however is set on some permanent exterior hive mind that is a 24 cycle. There is no perfect syncing of this to be had nor any shift that seems to make sense to me except “awake” and “asleep”

For most people this strange permanent awareness would be very hard on the nervous system. And indeed it is. And yet the thrum of a global population coming online and offline is soothing and regulating in its own way. Each opening of a new market bouncing me along to a new continent with new people.

I say that this is helpful to me and not harmful only say with any degree of certainty because I regularly dose myself off being “extremely online” into very offline remote living. Being extremely offline has not once improved a single metric for me. This annoys me as much as I was annoyed that removing gluten didn’t improve anything for me.

If anything I seem to self regulate better with maximally online presence. I would have previously assumed something is wrong with me but now perhaps I can explore that it’s an advantage. I come on and off like with whenever I jump back in. The past can be filled in and the future isn’t here yet.

Categories
Community

1164 and Back to The Land

After a quick run through El Segundo I am back in Montana for the moment. Nothing makes you appreciate American more than spending time away from it.

While complaints about travel and its challenges always make you appreciate home, it’s really only upon return to you notice just how good we have it as Americans. Everything is just a little bit easier.

Everything from acquiring groceries to taking a shower is somehow less of a hassle. Getting out of the local airport and getting provisioned was a breeze.

Which is good as I’m tired. It’s good to be back on my own land and in my own country.

Categories
Startups

Day 1163 and Women in Tech

A lot of emotional energy has been directed at the “problem” of “women in technology” in the last decade or two. Stupid campaigns get run with degrees of condescension in which it’s insinuated the only way women could see the value in crypto is if we make a perfume. It’s the rankest form of sexism and extremely effective. And I’ve proudly worked in cosmetics. Chemistry is cool.

So today on International Women’s Day I’d like to remind myself that I’ve l been “in tech” since the moment I fell in love with a personal computer as a young teen. I’m on that edge of elder millennial that did things in the real world as children but had access to the virtual early.

Plenty of men mistakenly assume that because I worked in fashion, beauty and ecommerce. I was early before the ease of hosted Shopify accounts or even Heroku instances for an app. It was a lot more roll your own.

And yet some think my experience doesn’t count. Despite it being a clearly sign of capital markets having underpricing occasionally. Ifs a good thing. You go where market rewards you and you learn to learn skills along the way.

I think so much less about my gender now. Almost resent ever having been talked into it. You do it right then you, like an anyone else in the market, can benefit when someone misallocates.

If you are lucky enough to steward your own capital, then get to be part of the investor bases to build the next generation. I do that now. I am still a woman.

I’m proud to use the resources I have to invest in what I believe in based on my experiences and the thesis I invest under. Not as some smoothed over marketing narrative with a gender hook. No I price like an actor you can do business with. I am willing to show my revealed preference.

I learned in previous eras so I may serve the generation that is coming up. And I’m happy to invest in the ares I believe in most. I am happy as a woman to invest in men as I am in women.

The focus I see in founders I have invested in across energy, artificial intelligence and crypto are ones I believe in. I believe in them as people. I believe in them as founders. I believe in them as men.

I am lucky to be seen as an individual with capital and insights that can help them carry a better future forward. I hope all founders are seen as individuals.

Technology innovation has been the driver of improved human life. Material prosperity is good for women. It’s good for men. So I’ll celebrate doing stuff for the boys on international women’s day.

Alex Miller visiting with me at one of our favorite portfolio company Valar Atomics. I believe in Isiah and his team.
Categories
Travel

Day 1162 and AirTag

Heathrow remains a bit of a shitshow and impossible to navigate. I got lost in a liminal space where all I could hear was announcements about their staffing shortages but I could see no other human in sight.

A long concrete hallway in Terminal 5 at Heathrow without any people

I got in a nice peaceful 20 minute walk without another soul. And then I was thrown into the maw of baggage claim and lost luggage.

I typically use a 3 bag cascade system anytime I’m on the road for an extended period. A checked bag, a small roller and a backpack.

I was doing a short positioning flight to get my Heathrow transcontinental. At the originating flight on British Airways I was told you can’t check in for the transcontinental so for the 3 hour “hop” flight I should check both (full flight and no overhead storage is a constant issue these days) so I should collect them at Heathrow and re-check in the morning.

Always travel with AirTags.

Somehow despite me not flying BA for the transcontinental, and the most salient fact of me not even being checked in for my longer transcontinental flight, the damn bags got “checked through” and are lost somewhere in Heathrow. They were at another terminal as the tags show waiting for my flight overnight. This was a mistake on almost everyone’s part at the various airlines.

I’m wiped as I spent spent two hours of my evening trying to locate last night but thankfully in my backpack I always carry an overnight PJ set, my medications, electronics & the “wet” toiletries that Heathrow polices like the Stasi in a quart baggie. I overnighted in a hotel just find.

I’m trying to find the luggage and AirTags insist it’s at Terminal 3. The airline says it’s in “The Bin” and should be sorted into my flight. I’ve got no other way of assessing if that’s true so I may I’ll end up in El Segundo with nothing but black Gap sweats.

My usual system is designed for this chaos and I rarely let the small grey roller out of my sight and never let my backpack be taken from my person except at security. I won’t deviate from it ever again.

The story has a happy ending even if I don’t know if my bags will make it yet. I was able to enjoy a dim sum breakfast at the Cathay Pacific lounge and get a copy of the Financial Times.

Dan Dan Noodles and fresh bao
Categories
Travel

Day 1161 and Note Long Connection Time

Getting to the far flung corners of the world takes a little bit of patience when you’ve chosen another far flung place to call home.

Montana’s Bozeman International Airport has all the ease and efficiency of a world class luxury destination. Yellowstone and Big Sky are draws from almost every major cosmopolitan hub.

So I tend to return home via a major hub with the occasional overnight or two. Sometimes I’ll even do a couple days at a hub so I can get in work and seeing folks.

As I return from the Balkans I’ll do a night in London. I’ve been told on every ticket to ‘note the long layover” as if I wouldn’t notice I needed a hotel reservation at an airport.

But then I’ll come through to El Segundo. Till then I’ll be noting the long connection and seeing to myself in waiting lines.

Categories
Travel

Day 1160 and Head West Young Woman

I’m wrapping up my current trip through the southern Mediterranean and the Balkans. I have been doing travel as part of my own effort to do on the ground work cultivating networks.

“I cultivate movements, memes, degenerates, eccentrics and engineers. I’ve made many trips to far flung corners of the European continent including extended stays in the Baltics and the Balkans.”

Day 1155

I particularly enjoyed getting to see the practical efforts of crypto communities in the Balkans. The road to success is long and I like to walk the early paths and less popular trails in my searches for the weirdos who I believe make the best founders.

I’ll be heading to Los Angeles soon. I will be touring El Segundo where I’ll finally get see one of my portfolio founders in person. If you are in the area and working on something you think I can help with as an investor or advisor send me a DM on Twitter or drop me an email Julie at chaotic dot capital.

Categories
Politics

Day 1159 and Oligopistos

I had the most positive experience with someone who works in the government today. I had reason to call Congressional constituent services and I wasn’t all that optimistic I’d ever hear back at all.

“Oh ye of little faith”

Maybe Montana folks are just built different or maybe I just got lucky. I was so surprised to get a kind, timely and personal response I could barely get my point across. I was treated with grace.

When did it become normal to have so little faith in the workings of the world and our neighbors in it? How has I become one with little faith?

Oligopistos – Little-faith. 

Maybe it’s time for me to revisit Pistis.

In Greek mythology, Pistis (/ˈpɪstɪs/; Ancient Greek: Πίστις) was the personification of good faith, trust and reliability. In Christianity and in the New Testament, pistis is typically translated as “faith”

Wikipedia Pistis

I have faith in many things. The government hasn’t traditionally been one. I have had faith in people. Maybe good faith, trust and reliability can be found again in the civic polity.

Categories
Aesthetics Culture

Day 1158 and Subtext

All writing should be labeled as under “self help” or at very least tagged as “advice” if we are honest with ourselves.

Everything from code documentation to Twitter shitpoasts and Shakespeare contains a lesson. Discerning the subtext is more or less complicated depending on how layered the text is meant to be.

Sometimes, as the beloved XCKD comic reminds us, if we stare too long at an artifact we insert our own meaning.

Joe Biden eating a sandwich

I like to rewatch television shows as modern so-called prestige dramas encourage subtext. I’ve been rewatching “For All Mankind” and have started to whisper “Hi Bob” as a joke. Fun fact, that phrase may have been the first documented instance of a drinking game.

My timeline’s Bob Newhart lends himself to a bit of cultural attention as he’s not only the subject of the astronauts’s own rewatching habits on For All Mankind but is also a side character actor in Big Bang Theory and Young Sheldon as the inspirational scientist Professor Proton. I’m watching the latter show as a comedic palette cleanser.

It’s like I’m getting several multiverses at once. I’ve got my own timeline, the alternate history of For All Mankind and Sheldon Cooper’s timeline. Somehow in mine we’ve got a lot less scientific progress but like astronaut Danielle Poole in For All Mankind I’ve got plenty of television history at my disposal. She knows everything in which Bob Newhart starred in her timeline too.

I say this is all self-help in some form because it’s art that we work over, refine and theorize till we’ve become connoisseurs of every conceivable layer of subtext. We revise and improve and apply those lessons to ourselves.

It’s best not to project too much. Some of those lessons, like the Biden sandwich in the XCD, should remain personal I imagine. They might not mean anything except to the viewer. Even Freud (well it’s apocryphal) had to admit that sometimes a cigar is just a cigar. Seems like someone should tell the literary Marxists that before their advice gets over applied.

Categories
Finance Media

Day 1157 and Maybe Things Are Good

I remember learning about economic malaise, inflation and oil wars in the seventies at school.

The grand narrative I was raised on was that deregulation led to the go-go eighties as Reagan leaned into free markets as the mood of America changed.

I’ve read a lot of takes in the financial news and on Twitter that suggest we are in a similar period. I tend to land more towards Kyla Scanlan’s position that the Vibecession may be over. And yet we cannot agree on if things are getting any better. We are confused.

So we have this number that no one knows where it’s coming from, yet we are using it to make informed decisions on headline text which informs what is happening in the economy – but also informs how people should feel about what is happening in the economy. No wonder the sentiment is off! No wonder people are confused! It’s hard to understand what’s happening, and that makes all of this so much harder

Kyla Scanlon “Why We Don’t Trust Each Other Anymore” on Epsilon Theory.

I’ve got lots of reason to be optimistic. I see the shock and confusion and culture wars and I still see people who are optimistic.

I’ve taken to joking around about decisions by saying “fuck it, e/acc!” I am extremely online and it’s a contagious cultural meme to root for the future. And so maybe things are getting better.

There is a same shit different day quality to the long now. But I see more and more people committing to build things. Gold rushes are a patten humanity seems to follow at every changing of the generations. Maybe we’ve got reason to think we can come out of this moment better. Or at least work to make it so.