Author: Julie

Categories
Travel

Day 1002 and Airport Lounges

I’m on my way to the Baltics and Nordic countries for the next few weeks. I’m doing a tour to see what Tallinn and Helsinki have to offer as two of the more interesting and established startup hubs in Europe. If you are based in Northern Europe hit me up!

I’ve come to accept lounger trips and more time on the road as the new “work from home” has become “work from your point of maximum leverage.” I do find that even with the glamor of being on the road, there is something about flying that makes me feel as if my body and soul have briefly stretched their bonds.

Damien’s theory of jet lag is correct: that her mortal soul is leagues behind her, being reeled in on some ghostly umbilical down the vanished wake of the plane that brought her here, hundreds of thousands of feet above the Atlantic. Souls can’t move that quickly, and are left behind, and must be awaited, upon arrival, like lost luggage.

William Gibson – Pattern Recognition

It’s 8am in Zurich and my soul doesn’t feel as if it’s caught up with my body. I’m in an airport lounge drinking my third espresso. Both my Whoop and my Apple Watch are sure I only got three hours of sleep.

I had a regional flight that got me to Chicago from Bozeman first thing Thursday morning. The Polaris lounge was quite good at O’Hare if you were wondering. I had some very decent seafood linguini.

Leaving behind Montana

But my Chicago to Zurich flight was that odd 8 hour “overnight” that goes from 2pm Central to midnight. That translates into 6am landing in Switzerland local. The only way you get any sleep is by forcing the issue with pharmaceuticals.

I guess Ambien and Melatonin can only do so much against a regular circadian rhythm. I’ve had three espressos in the lounge here and I’m really debating an another. I was greeted with a magnificent full moon over the river in Zurich. My phone didn’t do it justice.

A full moon over the water as the lights of the metropolis shine on before sunrise in Zurich

My final legal of the journey doesn’t begin until 10am. So I just just need stay alert enough to make the final flight, keep an eye on my bags, and drag myself to my Airbnb in Tallinn. Adjusting from there will take the time they it taken

Categories
Finance Internet Culture

Day 1001 and Circumstances Change, People Do Not

“The last sustainable edge in markets is arbitraging human nature.”

I had the good fortune to spend an hour and a half with an iconic Wall Street investor last week. I was invited to be a guest on Jim O’Shaughessy’s podcast Infinite Loops. I felt like the luckiest woman in the world.

I’m blessed to have Jim as one of my “Twitter mutuals” where I’ve come to appreciate his endless curiosity, deep empathy and kind friendship for the players of the “infinite game” of life. Plus he’s got the strongest gif game in the business. You should follow him if you don’t already.

I’ve been privileged to work with Jim and the OSV team as one of my LPs in chaotic.capital. Being entrusted with capital from some of finest minds in investing has been as intimidating as it is inspiring.

My fund is an early stage pre-seed venture fund that backs weirdos. Our thesis is simple. The world is increasingly complex, chaotic if you will, and only the most agile will win. We look for those that have the agency to adapt to the one true constant; change. Circumstances changed by the moment but humans remain reassuringly the same.

Obviously it’s hard to imagine a better LP than OSV for chaotic.capital. We are deeply aligned in our thinking on agency, agility, and adaptability. As much as I’d love to prattle on here, I’d recommend you check out the very wide ranging conversations between Jim and I. We cover a lot of ground practically and philosophically. I hope you enjoy it.

Categories
Chronicle

Day 1000 and The Milestone

When I first started writing every single day I had modest goals. I wanted to instill a habit of writing more often. My initial goal was to write daily for one month as that seemed both significant but also manageable. But I deliberately didn’t put any pressure on what I would write or for how long I’d keep at it.

Once I had reached my first milestone of writing daily for an entire month, I began considering extending the habit. Maybe I could do it for two months? Maybe I could do it for 100 days? Every new milestone made me excited to reach for a new one.

Once I got to 500 days, I began to feel confident discussing the possibility of reaching 1000 days of writing. I even called that blog post my halfway point. Still I wasn’t sure even then that I’d actually make it to a thousand days. A lot can go wrong in a year or two. But as I learned, with a little bit of perseverance, a lot can go right. Or if you will indulge the pun, a lot can go “write” too.

Still, even as I became accustomed to the habit, I didn’t want to do anything to jinx it. Locking myself into an outcome seemed like a recipe for disappointment. But locking myself into a daily habit? That seemed like a recipe for success. I knew I could keep showing up.

My philosophy for writing has been to take it one day at a time. Habits compound just like money. Small change over time can have a dramatic outcome. I committed to showing up and putting the proverbial pen to paper every day.

And here I am a thousand days later with enough writing for any number of other goals. I’ve got answers to most of the regular questions I encounter in my personal and professional life. I’ve got enough content to turn into a book if I’m so inclined. The volume of my writing is so extensive I could easily train my own artificial intelligence agent.

I don’t know what I’ll do with this body of work other than continue to hyperlink it together and see where it takes me.

And to answer the most obvious question, I do plan to keep writing. I don’t have any desire to stop. I enjoy this practice. It’s conceivable there are other milestones ahead of me. Maybe I double it. Or maybe at the end of the year I decide three years of writing daily is enough.

Who can say? I reached the stretch goal I set for myself. It’s an unbounded journey from here.

Categories
Emotional Work

Day 999 and Auspicious

Tomorrow is the big day in my daily writing experiment. I am chuffed to see 999 on the title. It seems very auspicious to me. While 888 was a lucky day, today’s number feels like I’m on the cusp of something.

I am set to travel to the Baltics shortly. Perhaps I’ll find some next phase on the adventure of life. I need this optimism today as I don’t feel particularly lucky or auspicious today. I unexpectedly had a few things go wrong this morning and then was rewarded for it with a migraine. I was very angry about it as I had a lot of exciting things planned for the day.

I have to remember that trying to get to the larger numbers is about compounding the many small days filled with mistakes, imperfections and failures. Life happens all around you at inconvenient times. It’s how you muddle through at your goals steadily over time.

Categories
Travel

Day 998 and Pack It Up

Packing is one of my least favorite activities and yet is one of my most refined life skills. I’ve got a number of systems including the 3 bag cascade and the 54321 method.

Packing is a source of significant anxiety for me as I moved a lot as a child. I’ve written about packing 36 times during my thousand day writing experiment so it’s clearly still an unresolved issue for me. But it’s a great opportunity to share my tricks.

I’ve got a Notion document that has a list of all the various medicines, supplements, and other necessities for keeping me healthy & functional on the road. I also maintain a packing list in my daily note book by hand to double check. Then I lay it all out on a towel and double check against both lists. Each separate bag & cascade of needs goes through this process.

Skincare for my transcontinental flight that I keep in a pocket in my backpack.

Because you can’t rely on checked bags arriving at the same time as you (or sometimes at all) I separate out what I need for the first 3 days in my Aer backpack, the first week in my carryon roller bag from Muji, and the remainder of the trip in a checked bag. That’s the three bag cascade system.

Being detail oriented is crucial to the packing coming together. I go so far as to label my packing cubes so I know what pajamas to grab for the overnight versus the more formal clothing which can be safely checked. A separate set of casual outfits goes in the carry on so no matter what happens I’m comfortable and have what I need.

Labeled packing cubes
Aer backpack & Muji roller for carry on
Toiletries for first few days
Checked bag cosmetics
How I organize my packing for all types of travel
Categories
Culture

Day 997 and Brain Fog

I have felt a bit disappointed in my recent writing. I’ve not felt the urge to produce anything of much substance or synthesis in a week or two.

The exercise of writing daily isn’t meant to produce anything but the consistent repetition of a habit of critical thinking about my daily experiences. I sometimes have to accept that there will be weeks where it all feels a bit half baked. I’ve got no conclusions to share.

I am not the only one experiencing a lack of clarity. Confident assurances read as naive at best or manipulative at worst. No one is certain of anything at the moment. The widening gyre has our best struggling with conviction.

I have been following Venkatash Rao’s working theory on the breakdown of world narratability in his series on Protocal Narratives. If you are not a Ribbonfarm reader I’d encourage you to begin.

He is grappling very well with these themes considering the deep sense making challenges facing all of us. Attempting to find workable worldviews that are manageable to our human minds is a challenge as consensus reality is a competition between thousands of different competing narratives.

To retain fluidity, you must retain an unmediated connection to reality. But the unaugmented brain is clearly not enough for that connection to be tractable to manage.


How do you resolve this paradox?


I think the trick is to inhabit more than one interposing intelligence layer. If you’re only an economist or only a deep-state institutionalist, you’ll retreat to a fixed logic of caring; a terminal derp.

Fluid Fogs and Fixed Flows

I’m doing my best to stay out of terminal derp but I’m still feeling like the fog is impeding my view. I’ll just have to keep putting out my own beacons and hope the lighthouse network illuminates enough for us to navigate together.

Categories
Community

Day 996 and IRL Season

I had the good fortune of having not one but two out of town friends stop by our house last night. One of the best things about living in a popular place is that if you advertise your guest room enough you will eventually get visitors.

Montana isn’t the most accessible place in America, but there are plenty of folks who make a point of coming out here for opportunities both recreational and professional. Yellowstone and Big Sky is incredibly popular and rightly so.

We are adjacent to a lot of popular outdoorsy activities but also a destination on the social circuit of the ultra high net worth who drive much of our financial and cultural products. Where there is money there is the talent & service that relies on that capital class for a livelihood. The amenities here are a cut above thanks to the wealth.

I personally appreciate it as it means all kinds flock to Bozeman from billionaires to back country guides. One friend was driving up on his way to Minnesota while the other was in town for hunting season. It was totally impromptu. I didn’t even know either would be in town till a few days ago.

We were lucky enough to tuck into a meal prepared by a crew of high end private chefs. The group calls itself Yellowhouse and does the occasional elaborate meal as a pop up restaurant. The pop-ups are at their own pleasure so it was sheer good luck to have not only multiple friends from out of town but a special meal to share with them.

As we are fully in the swing of fall, all this real life time is to be expected. I’ll be on the road soon meeting with folks and scouting for talent and companies. If you happen to be based out of Europe make sure to hit me up. I’ll be in the Baltics and Nordics with maybe another stop or two.

Categories
Chronicle

Day 995 and Finally Fall

Maybe it’s the sheer busyness of day to day life but I didn’t notice it becoming fall. I felt as if I was in the clutches of summer forever. But then the first day past after the autumnal equinox we turned on the heat.

I woke up to the comforting sounds husband building a fire in our wood stove. What a relief to have a chill in the air. You’d think in Montana we’d have scant need for air conditioning but we easily had two straight months of running it daily this summer.

We installed mini-splits this year because we got caught in a heatwave last summer without so much as a window unit. It was brutal. Air conditioning just isn’t a standard feature in Montana because it didn’t have to be. But it sure seems like going forward it will be. Invest in HVAC companies if you are looking for a growth sector.

I’m happy for the reprieve. I don’t intend to be anywhere hot anytime in the near future. My travel for the remainder of the fall will involve colder climates. The seasons will favor me till April. That old aphorism “make hay while the sun shines” doesn’t apply well to me. I’m more of a “do business when it’s dark and cold” type.

Categories
Chronicle Media

Day 994 and Good Conversation

There are few pleasures in life as gratifying as having a good conversation with someone. I recorded a podcast with one of my absolute favorite Twitter mutuals and LP in chaotic.capital this morning. I don’t want to ruin the surprise (click here if you do) but it was a very good time and a very good conversation. I can’t wait to share it with everyone.

I’ve had the good fortune to be in a few deep dive podcasts recently if you want a preview of the kind that of thinking and conversations that bring me joy.

I was recently a guest of Frazer Rice’s podcast Wealth Actually to discuss how the venture asset class has changed over the course of the last fifteen years. I was also a guest of Stewart Alsop III on his podcast Crazy Wisdom where we discussed the complexity spectrum of bringing our present into our future.

One of the most challenging aspects of doing the earliest stage investing in technology, and startups in general, is that we simply have no idea what the future will bring us. We have our best guesses.

That doesn’t mean we are flying blind. Like Captain Kirk, I trust some people’s best guesses a lot more than other people’s facts. But the harsh truth is that we are all doing our best with heuristics and humility.

And it’s through conversations with others do we get to improve our best guesses. Sharing insights and history helps us refine our process and worldview such that our knowledge broadens and deepens.

In conversation we share what’s worked for us and what we’ve seen across our own experiences. A good conversation is a pleasure unto itself but it’s also a window into the world of someone else. And I cannot imagine a more joyful way of improving yourself.

Categories
Aesthetics Culture

Day 993 and Service Expectations

We are in a weird moment for transactional goods and services. As more people draw inwards towards themselves, the social contract is less clear. What do we expect when we pay someone to do something for us? Do we make small talk? Do we smile? Do we reach for connection?

I went to a nail salon today. I’d called ahead looking for a specific nail technician. I was really relying on having her as I treat pedicures as more of a medical grooming need than a strictly aesthetic one.

I get pedicures mostly because the bending over required for clipping, filing, and cuticle trimming is hard on my Ankylosing Spondylitis. I prefer to have someone handle that grooming for me to avoid the unnecessary discomfort.

Especially because an ingrown nail can be a significant infection for someone like me as I take immune suppressants for my autoimmune condition. A little nick or cut gone wrong can get me quite sick.

I like to know I’m working with a careful nail technician. I went through cosmetology school and am familiar with what is in a safe aesthetician environment.

So I was surprised to find myself trying to communicate via non verbal cues with a gentleman who seemed unclear about what tools to use for what job. The woman is scheduled the appointment with was busy with someone else. I said I’d wait but it got lost in translation.

I got more anxious as an acrylic nail drill got involved. I don’t use acrylics. And I really started to panic when a razor came out. I definitely didn’t want that used on my cuticles.

And I found myself unsure in the moment. Do I just trust this gentleman who cannot understand a word I am saying with razors and drills? Or do I just get up and go?

I stayed for too long. The drill was used on my big toe and cut down too far. I finally after some shock extricated myself and left cash on the table and drove home feeling scared and unsettled without letting him finish.

If we can’t figure out how to communicate with each it’s complicates your social expectations. I didn’t want to ruin a service or not trust the person in front of me. But I also have expectations for the experience and safety from knowing something about the job and it’s safety requirements.

I found myself unsettled by the whole experience. That my expectations are high trust and I find myself simply not being able to make the transactional moment work. I’d failed. I paid in full for a service I didn’t get what I needed. I left.