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Community Finance Travel

Day 1155 and On The Ground

It’s come as a bit of surprise to me that I’ve done so much on the ground work in the last two years. Not so long ago I was basically bed ridden and stuck inside for the extended run of the Pandemic. Now I spend half my time on the road again.

Once I was settled comfortably on our homestead in Montana and had an acceptable level of resiliency planning done, I hit the road to pursue my particular brand of weirdo off the beaten path ground work investing.

I cultivate movements, memes, degenerates, eccentrics and engineers. I’ve made many trips to far flung corners of the European continent including extended stays in the Baltics and the Balkans.

You have to experience problems first hand if you are serious about investing in the people whose ideas can have a large enough impact at country, continental or global scale. It’s easy to be bamboozled at the edges so it’s best to be clear eyed about human nature and how technology can improve or harm a given incentive set.

It’s my hope that I’ll put in some face time in other interesting geographically interesting regional hubs. I’ve got Argentina on my agenda but I’ll likely make trips to the Middle East and Singapore as well. If you are in an interesting hub with a desire to pursue ambitious ideas let me know. Maybe I’ll swing by and we can meet.

The emerging network states of culture, affinity and intellect are far flung. The type of free market capitalism preferring decentralized resiliency minded crypto- libertarians are welcomed in as many corners as we are shunned. Either way you will find me on the ground looking for ways to make our incentives improve upon our human natures

Categories
Community Startups

Day 1145 and Vitality

The most gratifying part of early stage startup investing is the vitality. When you are in the mindset of optimism, all things are possible.

I first met Isaiah Taylor about a year ago. We found each other on Twitter. I cold DM’s him with “you seem interesting.” We’d hop on the phone and go through what he was working on in long strategy talks.

I think in our first conversation we spent half an hour just discussing origin stories. We’d both had strongly American west families and we were neighbors in the upper Rocky Mountains. We shared a Christian faith. I liked his style.

Those early rambling sessions when a founder is discovering their market and their unique talents is a precious time. I knew I wanted to invest in him long before Valar Atomics had come into focus.

Ambition and vision are honed over time as you broaden your horizons. It’s the most fascinating tension. The bigger you dream the more you must see your path clearly and pursue it relentlessly. Vitality begins with knowing where to apply your will.

I feel the optimism that Isiah has brought. And I admire how he has taken it to a bigger community. Watching the El Segundo community self-mythologize in real time during this weekend hackathon has been an exercise in collective application of will. Like its cousin in techno-optimism e/acc , the American dynamism “new vitalism” egregore values building for the future.

@ADoricko and @isaiah_p_taylor opening up the Gundo Defense Tech Hackathon via Rasmus

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Community

Day 1103 and Choosing Optimism

We finally got some significant snowfall in Montana last night. We’ve had a dry and relatively warm winter, so having half a foot of light powder was good news. It seemed to put everyone I met today in spirits.

I had cause to go into town and it was all smiles everywhere we went. A quick doctor visit was all enthusiastic exchanges about how beautiful it was outside.

The universe must have picked up on my general optimism as while we were in town some friends texted let us know they were coming through on their way to the airport. The timing worked perfectly as we went over to the other side of the valley to meet up before their next bit of travel and intersected for some socializing. Football games, bingo nights and bar food certainly sounds like a nice night in America.

As much pessimism infects our daily narratives, sometimes all it takes is a snow day and being together to remind you that we’ve got of reasons for optimism.

After reading about Joel Mokyr’s Culture of Growth thesis on the importance of a positive mindset for technological progress I’m reminded again that we have to bring that mindset to daily life.

The popularity of the e/acc mindset is a reminder that we can choose optimistic narratives to reset the negative algorithmic tilt. I am grateful for every social interaction I have with others who want to discuss progress. I see commitments in lives every day to building. There is optimism everywhere from biohacking to open source software to bingo nights.

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Community

Day 1085 and Openness

I make a living pricing risk. I do that through investment but also a few highly specialized skills I deploy on behalf of founders of startups.

The shortest articulation is that I am very good at spotting subcultures and helping them come into the mainstream and find a market that will pay them.

Not all markets are liquid and lots of arbitrage happens between types of capital. Sometimes a culture doesn’t survive contact with the mainstream. Sometimes that’s not a bad thing if the culture can’t self police.

There have been three core subcultures that make up my world and have been core to the history of the American west. Hippies, hackers and hipsters. I contain bits of each. I made an early career in prestige industries like media, fashion, and cosmetics (hipster) but I was born into a Silicon Valley family (hackers) and raised by a counterculture mother (hippies).

I’ve got that particular syncretic experience that so typifies “Grey Tribe” as our values have often been at odds with institutional power but we are perfectly fine with wider coordination mechanisms being chosen at different levels of abstraction. This is fancy speak for we like markets but don’t seek them for every problem as trust is a personal choice.

I am feeling as if the openness of my tribes is under attack because signaling mechanisms are breaking down. Seeing bad behavior is always upsetting. Lots of groups are seeing enemies on all sides and sociopaths seeking power. It’s a bit depressing. All of the nodes of our network need to do a better job at signaling that some risks are unacceptable. You need to maintain openness but not so open your capacity to judge risk is affected.

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Community Internet Culture

Day 1082 and Local Maxima

It’s not an original sentiment but one aspect of Internet culture that has been most challenging is seeing how much less special you are when compared to the entirety of the species. Rather than choosing to find this humbling or inspiring some find it threatening and destabilizing.

There has been a video going around of a teenage boy, who seems to be a fine young man with a variety of interests with above average marks and test results, who didn’t get into Cornell. The internet has theories which I hope the young man doesn’t read.

Now looking at it with somewhat objective perspective I’d say his scores wouldn’t have got him into a top decile university twenty years ago let alone a top ten one. It’s even more competitive now as we send so many more students to university now. Arguably more than we can afford as a nation but we still do it.

So being rejected from a very selective school isn’t that unlikely with those metrics. Being above average is good. It doesn’t make you the best though. Being above average means you go to an above average university. Traditionally this has meant your local state land grant university. Perhaps you’d study something socially useful like civil engineering. These are good things that we should celebrate.

If you are a bit better than your local geographic average congratulations your life will be better access to a wider world. It will also teach you quickly that you are not all that special. That’s fine too.

This teenager will do fine. He shouldn’t be wrapped in social anxiety. He is at a successful local maxima but is not yet prepared for even softest of global minima. He’s going to have to get better for that. No one should be ashamed of this outcome. It’s actually quite hard to be in the global ten percent of anything. This young man might have a shot at it if he continues to improve. I’m rooting for him.

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Community Finance Startups

Day 1070 and Allocating Personal Capital

As part the part of Twitter called TPOT comes into its own power the topic of resource allocation and how to route projects to sources of capital game up with Brooke Bowman of VibeCamp. It is a key question for Network State like entities that will need to navigate social ties.

I want to share how I do it as I’ve rooted some amount of capital across very different communities. I do it with some sets of intuitions I’ve gained from existing in a very powerful network of interests that are “The Silicon Diaspora” which is a syncretic coalition.

Much of it comes down to very specific context of what others are looking for in terms of outcomes. Investors with a specific thesis are much easier to work with for this reason. I try to express mine clearly at chaotic.capital and express myself actively through revealed preferences. I assume nothing is personal & everyone is working with some amount of emotional reactivity as it’s a human business.

A lot of it comes down to knowing who is a node in your network that can redirect it to someone who believes their resources can see a good return on their goals that are varying levels of abstract and personal. Skills and passions vary and this is good. It’s a mix of social capital, actual capital, and attention and it’s a giant game of inference

Some folks very good nodes and quite open to a range of different types of projects. Sometimes it’s just as simple as asking if they know someone who knows someone. I see a lot that isn’t in my own thesis but it’s in my own interest to pass it to others for whom it might be. The ecosystem approach has maximum strength when it’s played as a multi-agent pro-social game.

Also you almost never know someone’s full history so taking any reaction super personally is something I find to be too much for my own emotions. And I know a lot of history so if I can’t do it I try to make the presumption others can’t either. Be kind but clear.

That helps avoid a lot of accidental feuds that otherwise can ignite if you try to be delicate. I find transparent assessments of my own incentives goes a long way if I express it as part of my own reason for aligning. This is how I’ve worked with communities as diverse as back to the land doomers and crypto futurists to effective acceleration.

This is a fancy way of saying I don’t think “gossip” aka information sharing is actually bad but part of the empathy process of understanding what people want to work on and pay attention to in how they marshal their capital. You intake the values of your coalition and find shared ground. You keep their confidences by expressing collective goals. I try not to overweight my goals in that process. You have to do what’s right knowing outcomes are uncertain.

Showing you understand their context, their fears and their reputations concerns helps you. An act we denigrate in popular culture actually helps you to deepen the relationships as each signifier breaks down space between two people and builds trust. So don’t knock gossip. It has evolutionary, societal and individual benefit. Just remember the ultimate outcome is about bringing people closer.

Day 146 Gossip

I believe we are in an era where individuals can exercise significantly more agency because of the high leverage nature of the tools available to us. We owe much of this to information access and that is a wide coalition of people who are exercising basic freedoms to self determine because of this march of technology.

It’s my belief that freedom to compute is freedom of speech and these digital communities represent what I hope is more effective self governance through decentralization. We must build up the social trust amongst each other by showing we value each other’s interests. I believe this to be the right thing to do for each other. It’s the human thing too.

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Aesthetics Community Internet Culture Startups

Day 1066 and Behind The Scenes of Thousand Scenes Flourishing

We are living in an era of competing totalizing narratives. We assign Jungian archetypes and monomyths to complicated people and complex situations with many variables.

We ship relationships and stan fandoms even as the meme message is that we should be shipping code and forming bonds with other people with agency.

Remember that hyperstition is about bringing a reality into being. We have agency to impact the world we live in. We have more control than ever and anyone can get leverage.

I’m so inspired to see how many communities are facing an uncertain future head on. Sure we’ve had schisms and it’s easy to judge someone else’s sincere revivalism with crass cynicism.

I prefer an optimism about what we can all accomplish when we compete to serve a need better than anyone else. I like specialization as the more knowledgeable that is dispersed widely beyond a priest cast the better we seem to do as a species. A whole world of people is calling to you to own more of the future personally.

You may wonder what you can contribute. And sure some actors are massively more agentic. I never thought I’d be in that rare class and yet I can contribute meaningful to dozens of aligned projects. It’s important to avoid dickriding. Don’t make up stories about your betters. Or at least try not to believe them.

You can be personally better yourself. You can accelerate. Now is the time to arm yourself with leverage as the world shifts. Be wary of messiahs and mercenaries but also know action is expensive.

Strong organizations have healthy value memetics. “Just Do It” frames a broader truth that humans take in a context of millions of other agents. Action is disproportionally powerful when people just play their role.

I fight nihilism. I’m not eager for the end of humanity or our civilizations. I want our flourishing. But neither am I attached to a static vision of my humanity or yours. In the image of God gives quite a bit of latitude for our species’ evolution.

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Community

Day 1065 and Agency

I consider it a positive that the topic of having agency is having a resurgence in many communities with diverse worldviews. The one throughline is that we can shape our world no matter how hopeless odds may seem. All we can do as humans is try to make tomorrow better than today. Optimism has many flavors.

There are many ways you may personally find your own locus of control in your own life. And by locus of control I simply mean tangible things over which you have actual control.

Up don’t mean “monitoring the situation” though I myself doomscroll plenty. I mean deciding that you can impact something by making it happen. You own a thing. Maybe it’s only a small radius over which you have impact. Maybe it’s broad and narrow. Markets have lots of niches for everyone.

I myself take comfort in leaning into what I can do with my skills. And my skills are unique. I am specialized but also don’t mind learning something new. I try to cultivate what they call a high degree of openness. Even though I’m not sure if always do. I trust my capacity to change when believe I can lean on others if I show myself to be capable of delivering in small ways within my specialities. Coordination brings about trust over time.

Don’t assume your betters or the “men in the arena” or someone in charge will handle it. Maybe you are the one who can fix the problem. Maybe you have seen something no one else has.

It’s also possible you are wrong. Don’t be insulted if you need to prove yourself. You should expect others to prove themselves too. Strong networks forward along information to others who show themselves to be trust worthy.

So don’t be tempted to look down on anyone’s choices. We’ve all got to balance human needs which have limits and human wants which are infinite. Not everyone is going to be happy. But we can do our part to own what is real in our own world. Reality is a collective project.

Categories
Community Culture

Day 1061 and Network State Alliances

A not uncommon occurrence for me is getting a DM from a journalist who is running down a story on some extremely online social movement that is gaining normie traction. I am adjacent (sometimes literally given my Montana neighbors) to dozens of uneasily aligned communities. And I chronicle it with a lot of writing.

Who knew hippies libertarians would be as tolerated as we appear to be but somehow we ended up a as the Switzerland of the culture wars. I guess being a tolerant group has benefits. And we’ve held a consistent position which probably helps. Dislike of centralizing control no matter may be simplistic but human nature is makes me prefer it. I bet it’s a default position for plenty of people.

Maybe it’s because my identity is a little hard to pin down but my blend of constituent parts means I’m a trusted party to everything from crypto libertarians to “back to the land” religious revivalists. I am a big believer in the big tent acceptance that America offered.

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Community Culture

Day 1059 and Socializing

The hardest part of any holiday for me is the socializing. I enjoy spending time with our friends, neighbors and family. It’s just such a high cost activity.

The twinge of jealousy that I feel towards the extroverted and able body is real. I don’t necessarily want to change who I am. I’ve come to terms with my body’s limits and my own preferences. But I sure wish I could turn myself into a high energy extrovert without any health issues when I need it.

I feel drained from the short round of social interactions I had over the past few days even though I enjoyed every minute of it. I just see it in my biometrics.

My heart rate variability dipped into the teens. I got blinking reds on on stress, energy and health on my Welltory monitor. Whoop is recording high strain scores despite me doing little but sitting and talking. I have been sleeping 9 to 10 hours a night for over a week.

I suppose acceleration is tiring. But oh how I long to not have the normal pleasures of life be so damaging. Because I am going to chose my passions over socializing. It’s much easier to justify my work and spending my energy on my portfolio of startups. Advocating for causes close to my heart. If I have a limited budget I rarely chose to spend on the pleasures of company or socializing.