Year: 2025

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Aesthetics Politics Travel

Day 1808 and The Secret Sauce is Strongmen

Without getting into too much detail about my travel schedule I will say I’ve visited a few places with a lot of construction this year.

I’m talking about cranes on every corner level construction. If I did a full rotation as if I were I’d see a half dozen cranes putting up major construction projects.

In some European cities (not the western ones) I saw entire neighborhoods being rebuilt from old multi-family buildings to massive mixed used developments. Cute streets and courtyards be damned, the millenial families want Instagram housing from Tallinn to Tirana.

Their elders are confused but new families need new condominiums. Let’s just hope they remembered to plan for water, power, and other infrastructure needs like new roadways. I’ll admit I’m skeptical in many cases. Maybe it’s good that they are just building willy nilly as it’s not like we get infrastructure investment without the pressure of new families demanding it.

Americans don’t see this amount of construction regularly and it is both inspiring and also a mess of pollution from debris to noise. It’s pretty miserable if you happen to enjoy walking. It is also miserable to live with.

It almost makes me sympathetic to the whines of older residents who want their homes to be worth more and use the chaos of new developments as a cudgel to stop new housing from being built.

There was a time in New York City when I first arrived there when it felt like new buildings went up all the time. You’d complain about jackhammers, trucks, and the ugly protective sidewalk sheds that are meant for safety.

I even knew a venture capitalist who left his job to make a classier sidewalk shed as the damn things almost never come down in a city under constant improvement.

I went through ULURP or Uniform Land Use Review Process hundreds of times in just a few years as an appointee in the community board system.

All anyone can do is complain about the lack of new building and construction. And who can manage to overcome the slog to build let alone turn a profit. American processes for building are more “cranky man tells at clouds” local meeting hell than Robert Moses.

Maybe the YIMBYs (I myself am a yes in my backyard sort) are barking up the wrong true with red tape reform efforts. The strongmen cut the Gordian knot of land reform by simply not giving a shit about process.

The Zoomers are ready to rage for radicalism with their reactionary political entertainment industry. It’s unclear to me if those types would remember to incorporate waste water treatment in their plans. It’s not hard to go from bullshitting to being covered in shit. So that’s worth considering too before we get too excited about a new round of futurism.

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Finance Internet Culture Politics

Day 1807 and Set Hyperparameters to Dumb

As much as I’m trying to salvage the end of my year by taking it slow, I’m still keeping myself plugged in. There is no unplugging in our hyperreality.

I’ve accepted this is a part of being human for the time being. I don’t struggle with internet addiction even if understand how it can be for others.

So here I am keeping an eye on various market movers like central bank rate cuts and earnings calls. It’s a shame I didn’t go into banking as it’s a lovely hobby I just happen to enjoy it watching the data go by.

The intake of long insight and slow instincts interplays with short data and animal spirits if you can stomach it. For me at least I don’t make moves based on any given day.

I find impossible to make much sense of the here and now, so the best I we can do (at least those suitably complex situations) is make very long plays or extremely short ones. I wouldn’t want to plan for a middle distance. Pity the politicians operating on two year schedules.

I’m glad I make long plays if it’s a choice between long and short. I wouldn’t want to edge out small gains in the algorithms like my quant friends do. Too much is out of distribution and nothing is ever really priced in. Cliff Asness is right. Markets have become less informationally efficient. Information becoming free made insights almost impossibly expensive.

For me it’s silly to make grand claims of sensemaking as we bumble from “so over” to “so back” by the hour. I’ll never compete with that.

What do we need over the next decade? How about two or three? That’s my plan. Anything else risks tip toeing between hyper tulip mania and the deepest depths of the Great Recession trough. I’m amazed we’ve shaved off volatility as long as we have. Apres Boomers, le deluge? Reality feels like hyperparameters are deliberately set to dumb.

And so Wendell Berry is now percolating up not just through the permaculture hippies, Monsanto fighting eco-terrorists and nouveau TradCaths but in the feeds of my design hipsters too.

Williamsburg taste by way of pastor parents has found its way back to the Kentucky poet. Back to the land didn’t take for the Boomers but maybe this time it’s different. (Only if you are landed gentry).

“The cure proves incurable.”

Categories
Chronic Disease Emotional Work

Day 1806 and Trying Not To Upset My Proverbial Applecart

I have had way too many minor (and major) health problems emerge over the course of 2025. Adding in personal life tragedies (the death of my father) and I had a challenging year.

So I trying to keep the last few weeks of the year crisis free. I have already pulled myself out of the day to day to try for a slow wind down of the year. No holiday parties or appearances for me. I am gone.

As I slow down and put distance between myself and the world, I maybe stupidly see it as an opportunity to nudge myself on little health promoting efforts.

After the year I’ve had, I so desperately want to see improvements. Even if simply not collapsing into another infection cycle is a win.

I’ve been trying to consistently work on body basics like muscular compensation patterns and getting more steps each day, but I’m so terrified that even a minor miscalculation in exertion will upset my proverbial apple cart.

I went for a walk on a high mold count day and reached for prednisone. I’ve been teetering on the wrong side of recovery for so long I don’t think I can recall a genuinely good day. My sleep is similarly impacted. I want to have a long night of deep sleep and dream cycles but the best I can manage is just a long night.

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Internet Culture Startups

Day 1805 and Dark Leisure, Time Violence & Outputting Value

Any other software developers out there remember the mythical man hour? It comes from Fred Brooks’ classic book The Mythical Man–Month which argues that adding more people to a late software project often makes it even later. This is also known as Brooks’s Law.

The man‑hour is “mythical” when tasks are not perfectly partitionable and require significant communication, shared context, and integration.

I think in the age of artificial intelligence we need to be revisiting this classic complexity insight as it applies across a world where we understand even less about how the time of input drives its notional value.

Measuring productivity in hours is a relic of a past labor era. And most workers have little incentive to improve output when they aren’t paid for it.

If we had quiet quitting during the pandemic where jobs could be done in minimal ways without getting fired, in this new artificial intelligence roll out we see another type of value capture mismatch between input labor and firm.

We are seeing what Fabian Steltzer calls Dark leisure. Others call it shadow user innovation.

Innovation happening through employee adoption of new technologies that is opaque to management doesn’t get counted and workers are reticent to be transparent.

the reason ppl hide their AI use isn’t that they’re being shamed, it’s that the time-based labor compensation model does not provide economic incentives to pass on productivity gains to the wider org

so productivity gains instead get transformed to “dark leisure”

Fabian Steltzer

Anthropic released a study on the supposed stigma attached to using artificial intelligence at work. Humans are already reacting to artificial intelligence as if it were an existential threat.

Except it’s been generally existentially freeing up to this point. Anyone who has used commercial large language models on healthcare can attest to that. So why are hiding its use?

Even coders are doing it. And who can blame them. It’s a lot less fun for some folks to coordinate a swarm of agents than it is to write code for a living. If you wanted to be a product manager, well you’d already be one.

The boss makes a dollar and I make a dime so that’s why I prompt on the company dime!

We are seeing the early artificial intelligence era take off collide with industrial-era systems of management that are no longer relevant in age of increasing complexity.

We’re putting intelligence into systems designed to measure hours and surprised when there is a misalignment. A Twitter mutual has a theory of consciousness systems they believe makes this is a form of time violence.

Human beings can tolerate NP hard moments of complexity, but cannot survive continuous low-grade complexity

The gap between human adaptability and systemic inertia is now wide enough to generate an entirely new form of harm: time violence

– Idea Nexus Ventures

We just cannot keep up with the varieties and types of complexities that are arising, so any advantage that can be used is being used. And you’d want to hide that advantage as long as you can. Sharing it has no rational basis. I find that disappointing.

I’d rather we not vice signal artificial intelligence as it only harms us. The value capture won’t always match up, but the gains to be made are worth having so keep using it where it works for you.

Categories
Biohacking

Day 1804 and 5 Years of Whoop

Tis the season of “unwrapped” data round ups as technology companies owe remind us that they have very capable data teams without unnecessarily freaking out users.

The marketers get all the glory, as everyone figures it’s a few MySQL queries gussied up with a creative hook but I always wonder what happened to the great data and behavioral science fad of the early teens. We’ve moved beyond IFTT and Zapier into natural language vibe coding. It’s a time of incredible change in understanding the data we’ve lived inside for years.

I got my fifth year of Whoop end of year marketing when I woke up today. Which was a little annoying as I wanted to see my sleep from last night but who wants to rush through the end of year review right? Finding it again can be tricky.

I keep wondering what more can we get from the hardware that knows us best. I’ve given half a decade to Whoop and mostly what I’ve learned is Covid really took 20 points of my heart rate variability.

I’ve been frustrated of Whoop’s progress in the integration of a chat AI as it seemed like any commercial LLM could analyze screen shots of the Whoop as well as their own chat did with the data it already. But tenure counts for a lot and it’s still the tool we have all relied on for half a decade now. Or at least 2% of us have worn it everyday for that long.

Clearly the data l could be used in many more way more than the management team ever seems to enable their data teams to do regularly. And I’d like to get more out of my Whoop. So being reminded of the length of use makes me wish they would deliver on that future before another year goes by.

Categories
Aesthetics Internet Culture

Day 1803 and Anemoia

You know I am old as I just don’t consume or create short form video content. Every new trend that filters to me on Twitter or on my reader feeds presents as sadness to me. I don’t fully understand them and probably never will.

The newest TikTok trend involves Zoomers pretending to be happy millennials in 2012 Williamsburg Brooklyn. They romanticize millennial optimism as unpolished and carefree for some sort of shared but unreal nostalgia for pre-gentrification Brooklyn.

I left Williamsburg in 2010 for Manhattan’s Chinatown as even the south side past the JMZ had become too expensive. The loft I shared above Future Perfect on North 8th and Berry was getting expensive on just the other side of the Great Recession. It was a loud place to live and a lot of fun but I needed a lease with my name on it and prime Williamsburg wasn’t it in 2012.

I wasn’t in a position by 2012 to buy an apartment but neither did I have any debt. So I’m sure that made me better off than the Zoomers coveting my life just before New York would go ZIRP. Not making a fortune wasn’t too bad when you could still enjoy a lot of hipster consumer choices.

You can’t blame the Zoomers for feeling like today’s economic volatility and social fragmentation makes our “before times” life look relatively utopian.

Michael Milaflora brought to my attention Gen Z’s “anemoia” which is a broader trend. A 2023 study in Emotion journal found 68% of young adults report nostalgia for past decades they didn’t live, linked to rising anxiety levels post-pandemic.

I’ve previously enjoyed when my own past lifestyles are the subject of nostalgia rehashes on social media. Now I think worried as no one should be too obsessed with the past. Especially not the young.

Categories
Aesthetics Media

Day 1802 and Very Julian Fellowes Coded

The temptations to build an investing case around a historical parallel cannot be avoided. Americans love their booms and busts. And we love grand television dramas about them.

Julian Fellowes is the stage name of a conservative British peer, actor and dude who gets BAFTA award for making television about aristocratic families familiar to adapt and Americans bailing them out.

Then he went on to make a period drama about righteous industrialists in America called the Gilded Age which isn’t as iconic as as it’s not as personal since obviously a British peer won’t understand American mores.

I keep reading editorials about what the artificial intelligence boom most resembles. This week it’s railway booms and busts and the fortunes made and most. We’ve got dueling mandates for skepticism and boosterism.

It’s just a little weird to think that we’ve already made the Silicon Valley drama about the last boom and bust moment and it didn’t get written by a British conservative peer but by a Gen Xer Mike Judge.

Maybe in another generation on Netflix we will get a sweeping historical drama about a polycule group house in San Francisco as the next Downton Abbey.

Categories
Aesthetics Media

Day 1801 and Parked in Front of The iPad

My immune system must be reacting to something, be it travel and environmental factors or perhaps a bug I caught, so I’m in bed and trying to keep my body happy. That means catching up on a few Love is Blind seasons.

As the American seasons get worse and worse, the international editions offer up clues as to the politics and tensions that producers feel the need to offer up to international Netflix audiences.

I am an unabashed fan of the franchise and what it offers up as a cultural mirror especially as different countries try to show the ways their status, class, colonial and power structures impact marriage.

The United Kingdom had a Manchester season that was more commentary on the failures of the working class and the country’s immigration systems than it did romance. It almost hurt to watch.

France’s most recent cast was more pan-Asian colonial tensions at the forefront (with an Algerian or two) than featuring any continental or regional ties. The Italian season reflects a more United Colors of Benetton than Georgia Meloni’s. European franchise spin offs feature more immigration more than America.

While everyone is talking about Netflix acquiring Warner Brothers today, I wonder if Hollywood will drive new cultural directions or if the data driven Netflix will produce endless remixes of subgroups and niches so no matter your identity you too will have an avatar on a spinoff of a reality show. Love may be blind but the watching data sure isn’t.

Lest you think it is all fan service and showcasing different immigrant groups being absorbed into the wider national identities of their former colonial governments, you do see the occasional fusion of sanded off styles meant to appeal across strange niches.

I love watching the style of the country doing offs as it is both globo-homo any and everywhere while still targeting very identity driven and place specific people.

Some make no sense. Who doesn’t love seeing a bizarre fashion choice like a Prada bolo ties at a French wedding? Unless you are an Italian getting married to a Texan girl at Marfa, it’s odd to pick 2020’s most viral celebrity accessory to get married in France on a 2025 reality show.

Sure still see some aesthetic choices you expect for both local and global reasons. Like the Italian party planner with the Gucci bee broach. That seems culturally appropriate with a cast that was variably actually Italian despite their their aesthetics

Long burgundy blazers and Gothic Bulgarian girls could work in any country this year. That’s simply globally appealing in the now in any country. Warner Brothers should be taking note.

Categories
Biohacking Chronic Disease Travel

Day 1800 and On Steroids

I’ve been on the move, and in wet, rainy, and polluted weather (in other words coastal cities) where I tend to do the worst.

It is frustrating to see nearly five years of work in my journals and tracking amount to very little in the face of wet moldy environments.

It’s not a terribly pleasant topic for day 1800 and makes me feel as if I’ve made little to no progress on moderating my immune system.

I’m particularly upset as it’s bad enough I chose a steroid course. I am too afraid of getting an infection. I loathe prednisone. It works so well. It is like a hammer on inflammation.

Prednisone crushes every inflammatory condition instantly. Red itching oozing welts in a matter of hours. But I can speak from hard experience that even though it stops a cytokine storm in its tracks, it leaves you crazy and fat in quite short order.

I am simply terrified of picking up a skin infection as I’ve had a doozy of a year dealing with them in areas delicate and unusual. It’s been horrifying to have issues with eyes, an incision site and abscesses in even more personal areas.

It seems safer to use the hammer before an area of open skin can be found by an invasive species just looking for somewhere wet and broken. I pray it was the correct choice.

Categories
Finance Politics

Day 1799 and Thucydides Middle Income Local Maxima Traps

I have been catching up on Odd Lots which is the one podcast I listen to with any consistency. As all discussions about economics boil down to great power discussions as of late. The times they are indeed a-changing.

I noticed that both hosts brought up their collegiate studies of international relations across two back to back episodes. First on the Thanksgiving episode with Graham Allison of Thucydides trap fame.

I just caught up on it today and then the subsequent interview with Ray Dalio on his five forces episode. Joe and Tracy brought up international relations studies in both episodes as it does seem to be the current mood.

Dalio is always an enjoyable listen but I’m much more interested in Professor Allison as (to prove the joke Joe made) in the introduction that “a substantial portion of our listeners are really into ancient Greek history”

And indeed Joe is right. I’m a huge Thucydides fan, I went on a Peloponnesian War tour and am a regular visitor of the Balkans and its ancient Mediterranean and Roman history.

So naturally I have followed Allison’s work on rising power and its threat to established ones.

The US and China are in a “Thucydides Trap,” whereby the risk of war is heightened when an established power is threatened by a rapidly rising power. This is the framework that’s been popularized by Graham Allison, the Douglas Dillon Professor of Government at Harvard University. Professor Allison has been writing about China and the US-China relationship for decades

I guess all millennials grew up thinking we’d study these historical concepts in an eternal Pax Americana only to find the end of history wasn’t here to stay and we might fall into the trap. It’s just hard to imagine America feeling threatening to anyone at the moment.

As I listened to the episode, I happened to be walking through a neighborhood on the outskirts of a city that is keen to tear down some of its older homes to make way for new roads and denser apartment buildings. Much of those changes were clearly already in motion, as I saw cranes and construction crews.

The older homes looked multi-generational, but not in that wealthy polished way, so much as the middle income stalled economy compromise.

And yes you see it even in first world nations. In America and Europe, many conditions would benefit from more of a longhouse “in it together” approach. As elders stretch on in years and millennials go into middle age with few markers of adulthood. You’d think we’d want more of these style of homes.

I wondered if a city carving out the old construction through imminent domain tactics and buyouts, would make this outskirts neighborhood more vibrant. It would certainly bring in new buyers of condominiums. Consumption must go up.

I wondered about the families inside of the homes that looked more like multi home construction. Gates and other obstructions made it hard to tell, but the impression I got was more middle income local maxima family compound trap.

China rising, while the first world learns it may be more second world than it realized, makes me wonder if we’ve got it all wrong. More of the planet is in the middle income trap than the World Bank realized.

What if there is no Thucydides trap to fear as other powers sputter and stall. We long for an artificial intelligence boom to launch the globe into a high earning high efficiency world.

Sociologist Salvatore Babones and political scientist Hartmut Elsenhans call the middle-income trap a “political trap” as economic methods to overcome it exist. However, few countries use them because of their political situation. They trace the causes of the trap to the structural problems and the inequalities generated in the early development process.

According to them, the wealthy elites then follow their interests by bargaining for a strong currency which shifts the economy’s structure towards the consumption of luxury goods and low-wage labor laws, which prevents the rise of mass consumption and mass income.  Via Wikipedia

That sure sounds like a lot of the problems we see in America and Europe. All we are doing is getting gummed up in Baumol’s Cost Disease as we try to reinvent new ways of living that consume what remains of the old without the new going as fast as is needed.

But old multi-generational homes blocking the expansion of a city won’t get anyone to mass affluence. So it’s time to bulldoze old neighborhoods and make luxury boxes in the sky.

Not sure that ended well for China either. They popped their real estate bubble. And they wisely tamp their currency to export all their consumer goods. They might be stuck in a local maxima middle income trap too. Maybe Thucydides isn’t the framework here. Or maybe war is the only reset humanity knows.

I myself am hoping we choose to go to space instead but the South China Sea sits waiting. The only currency that matters in this strange moment is GPUs and that’s a different trap entirely.