Year: 2024

Categories
Aesthetics

Day 1316 and August Has Its Moments

I wasn’t expecting August to be much fun but I’m on an enjoyable roll through the first week. Maybe the politicians will listen to us and maybe they won’t. But stuff still gets built no matter what the news says so I’m just working what’s in front of me with my people.

We’ve had relatively good luck with weather this week and the fires have blessedly not been blowing into the valley. Which does a lot to improve moods. It’s cool, bright and you can breathe.

Add in a few prime season tomatoes, some fresh basil, a Japanese watermelon at its peak, and you’ve got the making of a great evening. With sunset coming earlier every day I can almost feel like fall might come after all.

The simple pleasures and a lot of work keep the summer from driving you too crazy. But if you need a little crazy might I interest you in some thoughts on ratfucking and campaign semiotics.

Categories
Emotional Work Politics

Day 1315 and Ratfucking Season

I’ve been engaging in more of American political discourse online as we head into the main campaign season. That’s probably a mistake.

American is no country for old libertarians. Or in my case middle aged small “l” libertarians who aren’t keen on more government involvement in anything. Cyperpunk is became daily life and the crypto-libertarian instincts some of us were raised into make us distrust this particular flavor.

But I’m in a pretty decent mood all things considered. Perhaps the typical depressive lassitude of the sunny season is being mitigated by the climate controlled extremely online nature of the networked era. Madness without breaking a sweat.

My people are not much for sunnier climes and our popular culture representations have more than a touch of summer madness. Better to keep us indoors when the mercury climbs.

And yet the madness seeps in to the virtual worlds of media. August is full of ugly surprises.Which brings me to the rat fucking.

As I said, I’m watching American politics. It’s definitely Knives Out season and as my friend Jon Stokes points out the semiotics are ugly. Now that we have the Vice Presidency match up set as Ohio Senator JD Vance versus Minnesota Governor Tim Walz we can run cultural scripts. It’s already ugly, sexualized and bullying.

meme warfare b/c it codes Vance as the self-loathing, repressed kinkster who hasn’t yet come out to a loving ally dad who’ll embrace him & pass the torch to him

This is ratfucking season and the Democrats are on top of their game. Politico has a short history of ratfucking which anyone interested in political campaigns would do well to read.

Roger Stone has been with us doing dirty tricks for so long sometimes we forget that both sides are up to it and have been since before Nixon.

Like my goodness how things don’t repeat but rhyme in twisted new ways. We’ve got a Kennedy with a car crash crash and carcasses in the news.

It’s wild that the same people are still around and involved and somehow not dead. You shouldn’t get to do the “Summer of 68” twice in my opinion. And absolutely nobody wants a repeat of the 70s. Can you imagine cultural stagflation? Actually maybe I can

Maybe we are doing reinforcement learning in a simulation of some sort and we actually are in a gradient descent of madness being smeared across an event horizon of frenzied power dreams of an artificial American swampland simulation that ran too long. It’s all awfully crisp.

Categories
Emotional Work Startups

Day 1314 and Picking Up Good Vibrations

I am so tired. A wave of good news, good startups, good luck and good vibes has been coming my way. Pet Sounds may be Brian Wilson’s best work but good vibrations are a universal broadcasting frequency.

I am choosing to tap into those good vibes even if I’m concerned about well just about everything. There is nothing to be done but work the problems in front of me.

No blackpilling

So I’ll keep nurturing my good vibes. I won’t be blackpilled. I can make a difference and so can you.

If you want to send some good vibes and solutions my way, I’ve got some sort of neck pain from tension in my traps that is messing with me fiercely and I’d like to work through that. That’s the level of problem in front of me that’s solvable. That’s a vibration that can be raised. Maybe you’ve got some stuff you need help with. Hit me up with solutions or problems.

Categories
Finance Politics

Day 1313 and Ridiculousness

I enjoy noting numbers that represent milestones (100, 1000) for my daily writing habit. But I’m really a sucker for the cool dates. Today is day thirteen hundred and thirteen of writing every single day.

1313 is terrific. It’s an odd number. It’s also a composite number. 1313’s prime factors are 11, 7, and 17 so really a fan favorite set of numbers just on mathematical properties alone.

I asked perplexity for a synopsis on the numerology and enjoyed the very woo woo response. 1 represents new beginnings, leadership and self assertion. 3 represents creativity, self expression and embracing change.

I am sure everyone would like new beginnings that have the confidence to embrace. I’ve got so much going right I can almost tune out the ridiculousness of the moment. Ridiculousness incidentally was a 2011 MTV a clip show of licensed viral internet content that somehow ran for 1428 episodes.

Isn’t it funny what has staying power? Sometimes you’ve just got to keep at the ridiculous things in check and keep at the thing no matter how ridiculous it looks to others.

Maybe you unwind some things and rebalance yourself and keep at it. Or maybe you bring a dead bear cub to Peter Lugers. The world is filled with ridiculousness. Don’t let it stop you. Every day is a new beginning where you can lead yourself through change.

Categories
Startups

Day 1312 and Phew Slow Down

I haven’t been paying too much to the news of the week as there has been too much to do. After weeks of drama in the world of domestic politics I’d like to be doing something more productive than watching. Silicon Valley infighting

I’m always happiest when I’m working with founders and there is slightly more demand than supply at the moment on the Julie . This is a good thing for me but less so for the founders and I’d like more capacity for them.

I’ve been working from my gut (honed from now 18 years in startup land) and the results of our investing honestly so much better than I could have envisioned.

It’s unusual to be able to do real performance driven work in the first 2-3 years of a fund cycle when you are small and pressed but somehow we are here without single zero in even the riskiest of spaces.

It’s all markups and progress and it feels almost too good to be true and I’m so excited to make the case for where chaotic.capital goes from here. But wouldn’t mind being able to catch my breath. Such is the nature of startups. It can be mostly eating glass but we are actually doing the thing.

Categories
Startups

Day 1311 and Feels Like Winning

I am exhausted. A bunch of wins have come back to back to back and I’m doing the “wait are we winning” dance in my head.

It’s strange dance because I want to enjoy the victories of our crew but it’s always a bit of a whirlwind to wonder and second guesss “is this really happening?”

Startup life is not terribly linear. And almost nothing happens quickly. So it’s easy to question if you’ve made the right calls. I am often quite hard on myself as to whether I am working hard enough or long enough or just being enough in general.

And then when you see some evidence that your work actually is enough it can be hard to accept. Especially if things are otherwise dire for others. Somehow it’s never the reverse for me. When it’s boom times I don’t think “why not me” but when tough and things are going well I will often think “wow is this really happening?”

All of which is to say a lot of stuff is going so well that all I want to do is take a nap. But I’ve been on phone calls, texts and in documents all day because working Saturdays is actually fun for me and the people we work with. Which absolutely feels like winning.

Categories
Emotional Work Startups

Day 1310 and Zonked

I didn’t get enough sleep last night. Between one thing and another I got about five hours of sleep. Adult circadian rhythms being what they are I still woke at the usual time.

I had a busy morning and afternoon so I pushed through it. Unexpectedly a number of pieces of my investing work were happening all at once. So much for a slow August right?

I was able to get through everything on my calendar but I’m I was starring down a bunch of work even at midafternoon. And I found myself unable to keep my eyes open.

I was zonked. Slept from 2 till I was woken up for a bird dinner. I’ll admit I’m planing to sleep as soon as I can wrap up my evening routine.

I’ve got so much to get through over the weekend. I have two rounds I’m working on (if you like hardtech slide into my DMs), juggling a bunch of inbound, and I’m gearing up for the fall. So maybe I need a little extra sleep.

And to think just a few days ago I was completely despondent over fire season, the sadness of American politics and my own seasonal affective disorder with high summer. If things keep up at this pace it won’t be summer much longer.

Categories
Emotional Work

Day 1309 and Decorum

Youth always underestimates the importance of decorum. Holding yourself to the social standards of existing cultural expectations may feel like a bore or even hypocrisy. Worse you may feel helpless if you are from outside a culture and don’t know its rules. But have faith that you can learn other people’s ways and remain yourself

Fish out of water stories are universally popular. I’d urge you to read the TV tropes wiki on the topic as you are likely to recognize dozens of the variations. City mouse, country mouse, Freaky Friday, rags to riches, riches to rags, trapped in another world, and trapped in another time are just the start.

So why do we chafe so much at learning the rules of a situation and treating people the way they wish to be treated? Setting personal standards for behaviors is a strong basis for trust. Demonstrating respect and consideration for others may sound like mere social etiquette but civilization rests on top of it.

Now you may shout “come see the violence inherent in the system” and I’ll happily grant you that much blood has been spilled to build this endeavor we call civilization. I am intensely grateful to have ended up in this age where we have so much capacity for abundance. I’d like to keep it that way.

We have tools for you to learn about the social rules and the games we play as humans. You can just ask an artificial intelligence search engine now to help you learn the rules. It’s such a terrific advantage and I’d urge you to use it as my younger self had to learn many social learns through brutal trial and error. And hey if you still aren’t sure just slide into my DMs. I have some cheat codes I can share.

Categories
Politics

Day 1308 and Policies For Any Political Party

I don’t know why I let myself do this but I got irritated by the American election cycle. I have been libertarian and skeptical of the government well basically always. It was probably only really left flavored during a an Adbusters, Battle of Seattle, my favorite band is Rage Against the Machine teenager phase.

What can I say millennials did not like the government because the global war on terror went as well as every other war on “ideas” we’ve ever fought. We lost the war on poverty and drugs too.

But I do try to retain a kind of pragmatic libertarianism that is a recognition that my preferred politics isn’t always going to be broad consensus and it’s sensible to work opposing viewpoints as we have shared interests in civilization and America.

I am hugely affected by my proximity to international founders who adopted America because of the opportunities we have here that are unmatched elsewhere. Our market capitalism has given truly exceptional talent from places that suffer varying degrees of oligarchic, authoritarian and socialist systems.

It’s with this in mind that I’d like to ask American politicians but in particular the Democrats to please consider policy that allows us to remain a place where the best and brightest can rise and thrive. It’s good for all of us

My five basic policy asks are as follows

1) Stop taking aggressive, over broad interpretations of both criminal and civil statutes in regard to crypto. The SEC is trying to kill a nascent industry instead of shape and grow it. There are other first world countries taking different approaches. Japan seems to have adopted healthier ways. I’d like Gensler gone personally as I struggle to see this as anything but petty Wall Street protectionism.

2) Focus antitrust efforts on the industries where consolidation is harming Americans in structural ways like PBMs and agribusiness.

3) Retract the Biden EO on artificial intelligence and take an approach to akin to how we settled the encryption wars in the 90s. We don’t want to strangle a new industry as it is emerging just for the benefit of a few large incumbents and the fears of a few radicalism’s.

4) Stop discussing the ludicrous unrealized capital gains tax. It’s unconstitutional & structurally devastating to novel businesses. Only the rich will be able to afford to own a piece of a startup which will further limit social mobility.

5) We have got to find a way for companies to exit and IPO that isn’t this middle stagnant path of Microsoft’s regulatory capture corporate investment playbook. Markets need liquidity to function and the public deserves the chance to be rewarded.

Categories
Preparedness Reading

Day 1307 and Smoke Dusk

I’ve been having some unwelcome negative emotions over the past few weeks of political turmoil. It could be a function of long Covid or some variant of season affective disorder. I got introduced to an even worse environmental trigger.

Wildfires burning both in state and across the west gave us low cloud cover. You could barely see the next road let alone the mountains. The whole day felt like dusk. A long dim suffocating presence that felt like it would resist nightfall. It was smoky perma-dusk day where neither horizon nor blue sky could be seen.

“The sky above the port was the color of television, tuned to a dead channel.”

William Gibson Neuromancer

Probably his most famous piece of prose, this introduction manages to evoke something beyond the literal color and into an expansive image of otherworldly nothing.

He apparently “imagined an ancient TV … that grey/ haze as the tube warmed to a channel that was ‘active’, but sending no programming” which was “the black and-white video-static of my childhood in mind, sodium-silvery and almost painful”

The pain of a sky blocked out by smoke from wildfires even at high noon is unsettling and uncanny. It’s hard to feel right when what you see is so destructive.

We are safe inside the house with air purifiers in every room. The Conway HEPA filter went from one crisis to the next as a pandemic purchase that works on pollution too. The custom software that Alex uses to manage our smart home is showing perfect interior quality as the purifiers run day and night. Outside the AQI score was 118 “unhealthy for sensitive individuals.”

We’ve got a few more hours to sunset but a thunderstorm might be moving in.