I’m on the last leg of my journey. Yesterday I was marveling at the miracles but today I’m putting one foot ahead of the other. I want to keep getting through the connections and keep my head down.
I’ve had a relatively uneventful trip. No weather got in the way. No mechanical or crew issues delayed us for more than a few minutes No unruly passengers threw fits.
Even getting through security at my least favorite airport wasn’t so bad. Getting through airport security with injectable biologics is usually chore but the Gods smiled on me.
I appreciate how with tempered expectations every moment of travel can be appreciated. Smooth sailing in a choppy ocean is worth a smile.
I am in transit at the moment. I’ve never calculated how many times I’ve flown on an airplane but I’ll presume I’m in the triple digits.
It’s not a new experience but it still has the power to astound me. That ugly bags of mostly water had the cognitive power and social coordination skills to lift our species to the sky still astounds me. How we’ve come to view this as anything but miraculous is beyond me.
Flying over Southwest Montana
And yet we become inured to wonder so quickly. Two women on my first flight were complaining about how awful air travel is these days. A common complaint and one I agree with generally.
Prosperity has made air travel as common as taking a bus for Americans. So I suppose the privileged few who remember a more glamorous time can’t help but tut tut about hoi polloi ruining the experience. American Airlines is less miserable than Greyhound, but you’d never know it based on the kvetching.
We’d been stuck on our plane after landing for twenty minutes or so. We’d arrived early so no good deed goes unpunished.
It was the first leg of my journey but seemingly the end of theirs as the two compared how long it has taken to arrive to their destination. Multiple flight delays and rerouting had given one woman a 40 hour transit for what amounted to regional travel.
I’ll be transiting over multiple days. It’s simply how it’s done at this point if you are going internationally. It’s obnoxious, time consuming and exhausting. And yet the miracle of our species achievement is still clear to me. I hope I still feel that way further into my journey.
I’m sure to founders it can feel a bit self serving of investors to want to see a lot of traction before a commitment. That’s not what I’m talking about. I think as an investor, we have an obligation get to know a founder’s character and their approach to problem solving. Especially if you believe their opportunity to be enormous.
At the earliest stage our responsibility is to assess your capacity to overcome obstacles and to improve your skill sets to match. We need to know you will grow and flourish.
Nurturing a seed is the entire metaphor behind early stage investing. A seed round is such an optimistic name. If we must extend the metaphor that we are planting seeds then the work starts before anything goes in the ground. Good soil, good weather conditions, and the right timing matter a lot.
The anxiety inducing part of this is that my approach years I take time to cultivate potential founders for years. I never quite know when someone will go up for a fundraise. I have to wait and see.
But when it does happen. It’s such a miracle. No finer feeling in the world than having cultivated the right conditions for something to grow.
I am considering doing a pullback from social media for a few weeks. I must hone my instruments. Don’t worry, I’ll still write daily and you can message me on Twitter or send me an email.
I don’t like where my attention is being pulled and I need some time to reorient myself so I can more effectively pursue wider goals for the year.
Much of the current attention economy demands that you turn your focus to this or that crucial “thing” even as engagement with others has few agreed upon social boundaries.
Even the nature of replying has changed, as Mariah Kreutter writes, “The Reply is ambiguous. It can indicate any level of intimacy, any level of investment, any level of care.”
So much is being demanded of our focus with so little being given in return. And yet we have to make such critical decisions about our own lives and future. I must go within myself to look out for
I spent some time packing today as I’ll be on the road a little more frequently in the coming months. The joys of the cozy Montana winter have had their comfort and I sincerely wish I’d never have to give them up. But there is work to be done.
I find travel to be a bit stressful but crucial to keeping a good read on reality. The more chaotic the narrative the more I think I prefer to do a bit of on the ground work.
I am feeling the urge to keep some of this close to my chest. I don’t know if that’s temporary as I am tired or if I think it might be beneficial to pull back as I know the road is going to be hard this year.
The uncertainty is palpable. I’ve had an interesting influx of people seeking out my opinion. I’ve got a reputation for being the woman you call when shit is chaotic. I’ll be busy so my introversion may increase as I lay ground work. We sit at a number of crossroads and it seems everyone knows it.
The lifespan of a media brand is an odd thing. Commanding attention and influencing the opinion of large audiences is hard work. Distribution of information has changed a lot in my lifetime which has shaken the business of media.
Some generational powers like Vogue have managed to hang on even as the internet democratized access to changing fashions. Newspapers, which have consolidated fiercely, are no longer local city standard bearers. The most financial success went in national directions like The New York Times.
Everything is fighting a losing war against the Internet. Weeklies that were concerned with recapping the goings on in the world have all but disappeared. The Economist almost made the transition to the the digital era but lost its way.
For me it was when John Micklethwait left The Economist for Bloomberg. I loved the publication as a teen & twenty something. I miss it still, but once its paywall was up and the editors I trusted were gone, it ceased to exist as an influence in my world. Influence can wane quickly. I read Bloomberg now.
Other media outlets have gone to battle in the Hobbesian war of all against all and seem to be competing with rage headlines and audience capture niches. These are the ones that concern me the most.
Wired Magazine was beloved by the first wave of Internet and technology enthusiasts. Its essays defined the era. Now it seems to have turned on the promise of technology entirely with panicked headlines about the dangers inherent in a new form of corporate structure.
A Dangerous Home for Online Extremism: DAOs
For me, seeing Wired doing this sort of thing is akin to the moment in a zombie movie when a friend or family member is bitten. As they are reanimated from the dead, you are in grief and shock, but also must quickly accept your friend is gone and what is in its place is able to harm you.
A Financial Times journalist published a lengthy thread on Twitter to promote his excellent reporting on significant global phenomena that seems to deserve all our attention. Young men are becoming more conservative than young women who are themselves becoming swiftly more liberal.
In countries on every continent, an ideological gap has opened up between young men and women. Tens of millions of people who occupy the same cities, workplaces, classrooms and even homes no longer see eye-to-eye
In the US, Gallup data shows that after decades where the sexes were each spread roughly equally across liberal and conservative world views, women aged 18 to 30 are now 30 percentage points more liberal than their male contemporaries. That gap took just six years to open up.
There are a million ways to look at this problem, its causes & potential solutions, and the Twitter thread gets into all of them.
But I want to focus on the “screeching ghoul” aspect of the entire mess. The internet is now the public space of society. And men and women are on totally different feeds.
Young people between 18-30 find themselves in gender segregated algorithmically distinct content networks.
Men are cussing with their friends playing first person shooter games, ranting on Reddit, and generally going their own way.
Women are on Instagram and TikTok and are interacting with other women where dating and culture topics dominate.
They are all driven by algorithm towards refinement of their positions, biases and slogans. It self reinforces a viewpoint. Right up till it is all screeching ghouls. My mutual Mike pointed out what happens. No one wants to have a relationship with a screeching ghoul.
As more of us have onboarded to virtual worlds we found ourselves with more of our own people and ideologies. And instead of engaging one one one with another human who capable of empathy we find ourselves starring at algorithmically lost and damned. No wonder we can’t come together.
I am feeling really good about my instincts as of late. As crazy as things are in the wider world, I am experiencing smooth sailing. I trusted myself and I seeing the rewards.
I trust my ability to be present now. I wish I was less present in some ways. I’ve learned to be present to the ways of the internet in particular as part of my general capacity with the signs and signals of those who communicate with words. I try not to show up in person too much anymore except for my own neighbors.
My capacity to be present waxes and wanes with the attention that I give to the margin. And I like to be present for the weirdos. I am not as detailed as some with effortful thought pieces but I pay very close attention. I diligently note and revise bigger trends here in public. It’s not my job to endlessly footnote it for everyone. That’s thankfully now in the hands of artificial intelligence.
I trust that I notice things when they need to be noticed and that I will curb my attention away from those who do not use me well. I will so rarely take it personally when someone tells me I do not serve them. The favor is usually returned when I say a hard no but I rarely have to give it. The average isn’t that persistent.
I do not wish to be become significantly more scaled than I am now in terms of presence with people. I am picky and I cultivate my taste and I believe I’ve built trust with the people who intend to build things. I will continue to be as widely available to them as possible if they do even a modicum of homework. My experience is not free but I do not horde it.
I believe I’ve shown my capacity to pick not through momentum or hype but early presence. It’s a long road and I’ve got the patience to walk it for decades more.
I am a good shopper. I know retail cadences and when to buy a product. If you want to know sales happen or new merchandise timing I usually know. I know manufacturing chains, sourcing standards and material costs across multiple categories. I loved working inside corporate retail and consider my time in cosmetics and fashion to be foundational to my approach to businesses.
This is useful context for what I am currently feeling. I’ve become a very distrustful shopper. Now I feel as if I’m starting from scratch every single time I need to replace an item even if it’s in a category I know intimately.
I’ve worn the same pair of simple black Gap 100% cotton sweatpants for as long as I can remember. They were roughly $30 and I’d get years of good wear. I’d reorder a couple pairs every Black Friday just to be sure I’d always have them.
It wasn’t easy but I could find them. I’d need to check what size (medium) and its name from the last order (always changing) but I’d almost always be able to find it. It drove me bonkers it didn’t maintain a consistent SKU (stock keeping unit) when it was clearly the identical product.
It got harder and harder to find. And then this year they appear to have stopped manufacturing them entirely. I’ve been checking in on the Gap website every couple of months this year and it’s just not re-appearing.
Shoppers have to relearn an entire series of sizing, merchandising, naming, and pricing cues over and over with no reliability on offer from even the most established brands.
If you like an item and it serves you well, buy another one immediately. Heck buy two. There guarantee that you will able to find it again in a few years.
