There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the […]
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Everyone goes at their own pace. True for kids, organizations, nation states and Americans on road trips. I don’t like to be rushed anymore than anyone else. I probably dislike it more honestly. I take my time with almost everything. But I understand that I need to get out of the way of someone who […]
I am in the middle of the Utah desert returning from a site visit to Valar Atomics. If you have the means to tour a nuclear facility I highly recommend it. It is so choice. That’s Ferris Bueller for the Zoomers. I’ll use another choice line from the John Hughes classic to illustrate how gratifying […]
I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together. The Abundance Institute hosted the Operation GigaWatt […]
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Day 1953 and Helter Skelter
It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry. lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged. While I’m not primarily an investor in the LLM boom, I have invested in compute […]
It’s been such a crazy week. I don’t “feel the AGI” only because I am mired in the give and take of living in America where we still have businesses to run and a lot of regular people committed to actual civics. Progress is fast but implementation is slow. And then above our daily lives, […]
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Day 1917 and Bragging
My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner. It’s good […]
The “right to compute” is an extension of core American constitutional values—free expression, property, and liberty—and compute is foundational infrastructure for a materially better, more abundant future if we can look beyond culture war distortions
I spent most of yesterday on an airplane. I flew nearly 12 hours along the polar routes to go from Heathrow to America’s west coast. I flew British Airways and was disinclined to spend the many pounds for internet access. Alas this meant I missed the rollout of the joyful flight of one of my […]
The crazier the informational world gets, the more inclined I am to tune it all out. The flows of information are fun sure but it’s only useful to financiers, degenerates and the global management class. I really only rate into very bottom of one. No, not the degenerate class. As 2026 has become the year […]