Author: Julie

Categories
Chronic Disease Politics

Day 1730 and Steering The Titanic of Adult Habits When Icebergs Are Ahead

We are all us humans on the good ship Lollipop. I mean this as a stand in for Mother Gaia/Terra/Earth. We are all in this together right? Wrong? Who knows.

I happen to be on the America decks, so even if I can see the sea is perilous the orchestra is still playing. Maybe I’m rearranging the deck chairs. Is there anything that can be done to steer myself away from collision other than seeking a life raft?

It’s a kludgy metaphor but I am personally trying to move around several of my own ingrained adult habits with the hopes that I can change the direction of life for smoother sailing.

It’s hard to retrain your body after years of pain, compensating biomechanics and environmental factors beyond one’s control.

I’m putting on my life vest and trying to steer myself well so that I save myself and maybe in doing so save others.

If anyone has physical therapy videos they recommend I am working to retrain muscles that are compensating for my thoracic ankylosis. I also intend to go in person to physical therapy if possible.

And onto other topics less bleak than avoiding disasters, both personal and political, as you can indeed do more than you imagine to steer your own life here is some inspiration.

I enjoyed reading this piece on the rise of the online schizo and how to protect yourself as someone who is burdened with a strong case of apophenia. Worth a browse if you are concerned about your cognitive security online as no one wants to catch a Babylonian death cult meme virus.

Audrey Horne has a new substack called Secret Ballot where my friends and mutuals make some appearances and it includes a good calendar of social events in D.C if that’s your thing.

If you are following AI and eschatology (and really who isn’t these days) you may have heard about the Peter Thiel anti-christ lectures. I’d love to brag about being invited but I didn’t have the chance attend what with death and illness. However this two part interview with Thiel at the Hudson Institute covers the basics.

I spend a lot of time on artificial intelligence policy thanks to my advocacy on Montana’s right to compute law as well general interest in enabling more people to maintain the level of control and access they seem appropriate for their own lives. The right to repair movement is the seed for a wider right to compute movement.

On that note Alex is building automation into the sauna being built and has put the code up on GitHub if you are into that sort of thing. You have a right to build things and own them and no one is forcing you to buy convenience if you would prefer to keep your data on your own servers. Even if it’s the data for your air conditioning or your sauna.

We’re building a sauna and I don’t like anything at home connected to the cloud, so I’m building my own fully local controller
ESP32 as the brains, 60a 240v contactor for heater, even has RGBW LED controls
UI/ final control via Home Assistant and HomeKit

Categories
Finance Politics

Day 1729 and 6% of GDP Buys Quite A Lot

While I’m not economist, because, well there wasn’t money to pay for graduate school, so I could not dedicate myself to the study of monetary policy. I had to go make money in the markets like a capitalist should.

So I’m aware that my thought experiment is not how any of this works, it’s against free market principles to arrange markets like this, but let’s do a thought experiment about buying back our industrial capacity.

Being inspired by Roon’s tweet about Silicon Valley’s grand tradition of acqui-hiring and taking seriously the thesis of Dan Wang’s book Breakneck.

That “industrial process” is a technology that lives in the heads of people and that it was a mistake to let so much “low value” industry be offshored due to the loss of tacit process capital

So what kind of companies would America want to acquire if we were so inclined to pursue a strategy of industrialization? Our biggest success is that we are a highly financialized economy.

So why not use that cash to buy some shit? I know I don’t like planned markets either but for our industrialists let’s say we find a way for America’s markets to buy us back some process knowledge.

Let’s take a stab at what we’d even want in that day. For me my starting point is the top ten Korean chaebols, we take back AMD from Europe (we licensed it anyways) and look to acqui-hire former Nokia Finnish & Baltic system engineers.

Now maybe you want 1 or 2 Indian pharmaceutical generics providers to come to American. And for fun let’s buy the Japanese fastener company YKK. And also buy back the meatpackers. I asked Grok what it would cost and I was honestly pretty pleased by the price tag.

Based on current data (Sep 2025):

  • Top 10 Korean chaebols (flagship mkt caps): ~$879B
  • AMD: $261B
  • Nokia: $26B
  • Top 2 Indian generics (Sun Pharma, Cipla): $61B
  • YKK: Private (N/A)
  • Major meatpackers (JBS, WH Group): $30B

Total: ~$1.26 trillion. Note: Estimates for groups; exact values fluctuates

We would probably need to buy the shareholders and the workers so let’s assume it’s kind of a buyout but you are getting the talent too.

We get the best possible new Americans and we make their shareholders money. Capitalism buys American bonds. Usually. So then I think how much of our GDP would that be?

Current US GDP (2024): ~$29.2 trillion. 2025 projection: ~$29.7T. The $1.26T total is about 4% of annual GDP. Affordability for acquisitions would depend on financing, government subsidies, or private capital, but the economy’s scale makes it feasible in theory

Now I start to get greedy. I want the top 10 best Shenzhen manufacturers and asked for Grok’s best estimate on cost. No facts checked here it’s vibe economics ok?

Based on Sep 2025 data and estimates (public caps in USD; privates approximated via valuations):

  1. Huawei (telecom/electronics): ~$300B (private)
  2. BYD (EVs/batteries): $133B
  3. Luxshare Precision (components): $70B
  4. Mindray (medical devices): $41B
  5. ZTE (telecom equip): $25B
  6. TCL Technology (electronics): $20B
  7. Inovance (automation): $20B
  8. Goertek (acoustics/wearables): $15B
  9. Sunny Optical (optics): $12B
  10. Han’s Laser (laser equip): $6B

Total est. acquisition cost: ~$642B. Feasible under your presumptions, ~2% of US GDP

So just vibe economics here but like how much did we spend on pandemic stimulus?

Total US COVID-19 fiscal stimulus (2020-2021 packages) was about $5.6 trillion, per Tax Policy Center estimates, including spending and tax relief. That’s roughly 19% of current GDP—way more than your 6% shopping list. Feasible in scale, if the will is there!

So again just vibes not how it works but stay with me here to keep the American consumer spending (which I am not saying didn’t work because it did) but we spent 19% of our GDP in stimulus. And we didn’t get better companies or better Americans.

Categories
Biohacking Chronic Disease

Day 1728 and In Which I Jinxed Myself With Yogurt?

I must have jinxed myself yesterday by commenting on having signs of an upward physical trajectory. Whatever infection Alex has been battling for weeks hit me. Either that or my attempt to eat a yogurt to begin rebuilding my gut biome went very badly.

I woke up feeling decent but sore everywhere. Maybe it was delayed onset muscle soreness from the light yoga I did? I drank lemon water and meditated and got some sunlight. Still all calm on the western front. I had a coffee. I was feeling well enough that I thought let’s get in 20 grams of protein and go do some squats.

Within fifteen minutes my heart was racing, I was congested, and all the areas of my skin which had healed up so beautifully from HBOT sessions went from normal to itchy and red.

Had I accidentally introduced some intolerable form of lactobacillus or either supposedly friendly probiotic by eating a popular but high end brand of skyr? There is no way it’s the yogurt right?

It kept getting worse. I took my temperature. 99F. The actual fuck. My Whoop had noted my skin was warmer than average when I woke so maybe I should have seen this coming but natural fever seemed extreme.

Naturally I asked a friendly artificial intelligence to give me some input and apparently probiotic recolonization after extended antibiotics courses are not in fact regarded as a universally beneficial approach and can even be harmful. So I’ll let my my gut biome reboot without the introduction of any commercial probiotic packed processed yogurts.

Categories
Biohacking Emotional Work

Day 1727 and A Happy Fluke or Compounding Effects

Maybe it was all of the crying, rending of clothing and gnashing of teeth I’ve been doing as I stare grief in the face.

Maybe it was taking a Fluconazole after my doctor notice some tearing “downstairs” at my annual physical when he was checking out my surgical scar from July.

Maybe it’s that I am on my seventh session of hyperbaric chamber oxygen therapy and the results starting to compound. Protocols say it takes about ten to feel a difference and my full protocol will be sixty so I’ve got a ways to go.

Maybe it’s just the absolutely gorgeous fall weather filtering in the perfect amount of light for that ideal temperate middle ground of low heat and humidity that makes being outside a joy.

Maybe it’s just a fluke. But today I feel almost human again.

I felt joy in being the adult responsible for running the household today. I managed loads of laundry, housekeeping, a proper grooming session of my own body, a grocery run into town, a decent workout, and of course, time in the hyperbaric chamber.

My husband is still struggling mightily with whatever combination of infections, stress, and post-viral damage is ripping up his immune response. He is usually the one caring for me. But today I was able to care for us both.

Categories
Biohacking Chronic Disease Medical Preparedness

Day 1726 and Grief is for the Living

My husband and I are both sick. It’s the kind of “not quite respiratory, not quite sinus, not quite right” viral infection that always seems to take twice as long to clear as you expect.

Aging and stress is part of it but so is the damage we both have from covid-19 infections that turned into pneumonia. We’ve never been the same.

The good/bad news is that everyone we know seems to have the same basic set of physical degradations that we do. Varying levels of impact are met with varying levels of healthcare and wellness routines. From peptides to hyperbaric oxygen chamber therapy, no one is taking this shit sitting down.

I was already chronically ill before the world changed forever. It’s now common to have a flavor of autoimmune inflammatory chaos. I feel both less alone but much more frustrated at the crisis in American healthcare.

My medical billing codes as ankylosing spondylitis (arthritis in my spine) and psoriatic arthritis (psoriasis but it’s inside your body and it hurts!) but the tldr is constant pain, occasionally losing the capacity to walk, and the persistent exhaustion of chronic inflammation.

As we both cancel travel plans (for a charity event we’ve supported for years) and struggle to manage food and medication, I am reminded of the grief we are all carrying around.

As the world goes on with the “before times” as l memory for older generations, and the idea of any kind of positive “before” is unimaginable to the young, the grief comes and goes. The elders we stopped civilization to keep alive are dead or dying and our youth are distraught.

My own father passed just two weeks ago. I am grieving his loss, as well as how the loss is being handled by others. But my grief is mine and he is gone.

I am not the one who gets to choose how to memorialize him. Life goes on and we make precious few decisions about how and when it ends.

I remember being so angry and afraid for him when he left for cruise as lockdowns went into effect. I begged him to cancel the trip. I was afraid he would get sick or die.

He didn’t share those fears. He got stuck on the boat for an extra week or two, as no port would let them dock. He had the time of his life. I was locked in an apartment in Manhattan.

I don’t think he ever got Covid. For which I am grateful. I know far too many who did. I know many angry Zoomers grieving lost high school and college years.

Housing went up by 50% as we printed to survive the crisis. Strange times for us all and now we face the Great Ravine where the choices we made catch up to us.

My investment thesis of an increasingly chaotic world was novel when I first began and now it’s the same pitch every Tom, Dick and Harry espouses. What was once unclear is now the consensus. I am I am alive to see it and find no satisfaction in being right. The grief is all around us. Grief is for the living.

Categories
Biohacking

Day 1725 and Red Zone

My immediate family is in poor shape. Health troubles across almost everyone along with varying degrees of emotional stress.

One tries to responsibly pursue “restorative” activities that give you back energy like meditation, light exercise or movement, and if you happen to be lucky like we are some supplemental oxygen.

My vagal tone (a component of the parasympathetic branch of the autonomic nervous system) alas not much improved. My heart rate is high. My HRV is high.

The various efforts of relaxation techniques like non-sleep deep relaxation. Box breathing to interoception still has the baseline stress metrics you’d expect of a serious illness or a loss.

Categories
Emotional Work

Day 1724 and Being A Villain For Someone That Needs It

Being a victim in your own life is a choice. We get dealt a hand of cards and we have a say in how we play it even if it’s a crappy hand. The odds being what they are you probably got dealt some bad cards.

I’ve learned the most about empathy from the men in my life. It’s not always true for women but being raised to accommodate is part of being the weaker sex. One need not always accommodate in life though. Sometimes their problems just not about you at all. And that is ultimately alright. Everyone hurts including you.

I thought this captured the spirit of trying to give people the space to be hurt.

Of course it’s unwise to reinforce a victim mindset in people, but sometimes people actually just have been victimized, sometimes repeatedly and brutally, and lasering in on their small slice of responsibility just reinforces their pervasive sense of being totally alone. At some point you hope they look at their patterns and see if change is possible. But if they’re going to get there, it’s going to be because someone was kind enough to sit with them, believe them and hold space for them until they were ready. VividVoid

Letting someone see you in the way that they need to see you has its purpose. It’s a beautiful thing to sit quietly and let someone really blame you. Be disliked. Letting someone who has genuinely got shit going on just be furious at you is a form of empathy. Be their villain.

I’m learning to sit comfortably while being someone’s villain. If that’s what they need in their hardest hour I can be that. It’s not something you should give too freely but this is where boundaries are a blessing.

I’ve seen more men than women be capable of handling this kind of rejection. The empathy of not engaging. Let them be hurt. You can suck if they need it. I believe it’s a strength to cultivate comfort being the bad guy

Every parent learns to do it, anyone with responsibility for making a goal or a bottom line or a budget work knows that sometimes you just have to be the bad guy to make it work.

The parameters of all of that is hard and we are reworking our way through helping people overcome their hurt. We’ve let cultural expectations dictate so much.

Everyone is fighting their own hardest battle and if you let them be mad at you and don’t take it personally you just might help.

Categories
Biohacking Medical

Day 1723 and Hormonal Rollercoaster Rides

We spent a long time at the doctor’s yesterday as Alex and I gutted it out with our excellent physician (with AI assists) through a myriad of different tests. We were attempting to figure out why he keeps getting respiratory infections and why I’m such a tasty treat to skin bacteria.

In truth, my basic inflammatory biometrics have improved so much on the new IL-17a inhibitor Bimzelx that it’s probably worth the hassle of occasionally having to slice open a random effected gland or abscess once a quarter. It’s just a shocking amount of work to do whack mole with pathology reports.

What I don’t seem to be able to improve is my low testosterone and the flavors of migraine headache that come with the roller coaster of my luteal phase. Which is presumably a clue and we are following it.

Astonishingly my lady hormones are in tip top shape. Though the “you should have no trouble getting pregnant if we can get off the medicines that stabilize you” remarks remains a heads trip. Yes I asked.

It is not a head trip that makes one’s husband enthusiastic about the prospect. Which is fair, as we have no family support, no backup plans for me regressing physically, and the family that does support us can’t get to America. So one can see why a CEO husband with sick investor wife who would have to give up work, plus potentially messed up baby, isn’t super appealing. Anyways! TFR is a fun topic.

I started with basic supplements in the precursor category like DHEA and STRO about a year ago when my testosterone came in at a 2 nanograms per deciliter (ng/dL) when it should be somewhere between 9 to 55 nanograms per deciliter (ng/dL). For context, adult men typically have levels in the 240–950 ng/dL.

The one sticky widget is that my testosterone remains stubbornly low. You wouldn’t think such a raging “see you next Tuesday” such as myself would be overburdened with the feminine hormones and lacking in ball buster hormones but I am.

I managed to eke it up to 5 with supplements and nutrition but it really didn’t match my otherwise excellent hormonal profile. Having ruined my chances at a healthy immune system when we tried the first half of IVF, I’ve spent some time working on and with my natural cycles.

Good information for all humans

I loathe being in my luteal phase but when I’m in my follicular phase I get 90% of my work done. We had presumed it was the rapid decline in estrogen and progesterone but maybe my floor rate testosterone was more of the issue.

For the past 8 weeks I’ve been using a testosterone cream that clicks up your dose and you rub it between your thighs. I know it’s gross. So I was curious to see where I might land. And praise the Lord I am now at 15 ng/dL. From 2 to 5 to 15 is some excellent progress but still below where we’d like me to hit. So we are going to run another test and try out the tiny pellets they slice into your skin. Since I’m already used to scalpels and antibiotics I figure why not?

Categories
Culture Media Politics

Day 1722 and The Remake of The People versus Larry Flynt Sucks

I have not watched Jimmy Kimmel in his current incarnation as broadcast late night variety show host. But I did watch some episodes of the Man Show so I’m not entirely unfamiliar with the man’s career.

This guy is into beer, boobs and being turned down by ABC

That one unremarkable but sort of likable dude can jump from hosting segments about girls on trampolines to a national broadcast host with political opinions is somewhat impressive and also bleak.

If I had to give mono-causal explainer as why millennial women seem split into two distinct political camps when it comes to modern American politics, absolutely over it or absolutely irate, I think the continued existence of Jimmy Kimmel’s career would be as fine an explanation as any other.

This guy gets promoted over and over for just being the worst and what do we get? We get scolded no matter what we do. Of course some women are screaming banshees and the rest are like mmm shrug. Who has freedom and who has responsibility has always been a polite fiction.

Being subjected to years of increasingly sexualized entertainment featuring bouncing boobies, mentally unstable underage pop stars and the men who were paid to ogle them professionally probably had some downstream influence on our current political climate and the shitty state of entertainment.

The backlash to the backlash to the backlash as it were has happened and we just don’t care anymore. I’ll fight for your right to be perverted but I won’t lie to you and say it hasn’t negatively affected me in anyway.

I’ve always been acutely aware of where popular culture derived a women’s value. Jimmy Kimmel had a career and Britney Spears had a breakdown. And now you want me to fight to keep this twerp on the air because of our proud democracy and its culture of promoting speech and expression? Fuck off.

I genuinely believe girls on trampolines has inherent entertainment and artistic value. Almost everyone has an appreciation for the female form.

I’m unclear if warmed over political takes on broadcast television delivered by a middling broadcaster at midnight is more or less valuable an art form or as political expression. Maybe the FCC needs an overhaul for this new era or maybe we get pirates wires.

I’m neither a satirist nor comedian. I watched the Man Show because I had a boyfriend in a fraternity but I am not watching Jimmy Kimmel’s monologue now and neither are you.

And that’s all that matters to the business of entertainment. Slapping speech and politics on it is a reach that now middle aged millennials can’t manage. Maybe if we spent more time on trampolines.

Elite competition skirmishes over who controls the airwaves of broadcast television are barely interesting except to the absolutely irate. And these days we are all too busy to remain irate unless we’ve got luxury signaling to do. Which I don’t need to do because no one is coming for my blog.

I don’t see how anyone can turn a microwaved soggy ready meal remake of the people versus Larry Flynt out of Jimmy Kimmel.

Who wants to fight for that? Hustler had some inherent entertainment value and Larry Flynt had “readers.” It was speech and it wasn’t on public airwaves with a boss in Washington DC. Maybe you didn’t like what he did but were you prepared to fight for it? Lots of people were. Who wants to fight for Kimmel?

Oliver Stone has always been kind of a shitlib

Jimmy Kimmel was never anything more than the guy who read cue cards between the dopamine hits of girls on trampolines. Stuffing your politics into his pie hole doesn’t really change that.

Bob Iger knows it. I know it. The guy had dwindling ratings, an expensive contract and not nearly enough common sense to keep his mouth shut if one of his staffers was out of touch. If I were in charge of Disney that would be my excuse and I’d dump that Jimmy for literally anything else. I bet a swearing parrot would test better. Hell I know it would.

That’s why it’s so damned exhausting to care about the free speech that literally nobody asked to be said. Does anyone who genuinely cares about free speech feel like they can rally the cause to a bobble head spouting opinions that aren’t even his own? Doubtful. I’d sooner fight for Illinois Nazis. Shame about the ACLU innit?

Americans would rally for boobs though. If someone wanted to get the FCC to allow the return of the Man Show and place it on ABC after dark maybe then we’d have a worthy sequel to Larry Flynt.

But nobody is going to bat for Jimmy Kimmel unless it’s backed up with boobies. And there isn’t a perky tit in sight. No one is going to make a political meal out of this. I doubt even the Swanson’s heir could heat this frozen turd.

Categories
Politics Startups

Day 1721 and Valar, Inference dot Net and Policy for The Future

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 world today.

Valar Atomics is one of my proudest true first check investments. I knew Isaiah was special from the moment I met him. But I didn’t like the company he was pursuing with someone. I said I’d back him in something else so long as he was the CEO. I’m so glad I told the straight truth as Isaiah let me in on his true dream of an energy abundant nuclear future and I was able to be there from day before zero.

Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.

The Valar Atomics and Kiewit announced a groundbreaking at the San Rafael Energy Research Center for Ward250, their very first reactor! It is a major step on their mission to answer the President’s call for three advanced reactors on American soil by July 4, 2026.

If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.

Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.

Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net

He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.

It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.

In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.


I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability). 

We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.

And that supporter like you? Heck yeah those supporters are me and Alex. .

You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.