Category: Politics

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Politics

Day 1763 and Baumol’s Cost Disease Accelerationism

Today was a pretty big news day. It was a FOMC meeting with a cut, Jerome Powell gave some forward guidance that a cut in December is not guaranteed (cue market upset), and NVIDIA became worth $5 trillion.

This is apparently 16% of our GDP and without investment in artificial intelligence related build-out, our economy would have only grown by 0.6%.

Without Magnificent Seven spending, GDP would have grown at a mere 0.6% annualized rate instead of around 1.1%-1.2% – Fortune

So America would be looking about as gnarly as Europe without the Magnificent Seven and AI infrastructure build-out spending.

About 92% of GDP growth in the first half of 2025 was driven by investment in data centers, AI infrastructure, and information processing, with NVIDIA as a primary contributor Yahoo Finance

Which is a scary large amount for any corporation, but is somewhat rational in the logic of a civilizational technology changeover akin to the Industrial Revolution.

For some comparisons, Standard Oil at its height represented about 5-6% of the total U.S. stock market value at the time and 1.5% of America’s total GDP. AT&T’s Bell Systems were worth about 3-4% of America’s GDP at their asset peak in 1984 so not entirely an unprecedented situation though Nvidea’s percentage is a very networked era problem.

How afraid should we be about the potential for a market bubble in artificial intelligence? That is a questions for Carlotta Perez

Having lived through both the dot-com crash and the global financial crisis, I have some fears, but also this feels about as rational as any of the other ways we’ve handled valuations and value in past boom-and-bust cycles.

There is significant revenue from very real demand. It is just hard to see the demand as it’s industry demand not consumer. And the consumer demand we have is likely coming from professionals who are more enabled in ways we can’t count. I couldn’t have answered half the questions I had for this post before the LLM age.

And that demand for efficiency was coming and needed to be addressed over some time horizon, no matter what.

As different industries cope with their extreme lack of efficiency in the face of other industries who are efficient and in demand wages rise everywhere and basic needs like education & healthcare get more expensive despite not being delivered more efficiently.

So we still need those inefficient industries but what do we do? We have to find solutions.

Because we were going to need to build out the infrastructure for diversified energy transition. Much of this is being spent on build-outs for things that we genuinely need.

We need nuclear. We need power grids that aren’t from the dark ages. We need the efficiency for compute as government services have gone full runaway Baumol accelerationist. Unless we do the hard work that’s going to take 10 to 15 years, most liberal economies will collapse under the weight of the social safety net.

So we need to do a fairly thorough job of investing in the future, independent of whether it’s artificial intelligence driving our future or developing an industrial policy of, say, going to war with China. Necessity is the mother of invention and I’d rather the need be capital growth than war to drive industry.

I don’t know why this “facts of budgeting life” works people up so much. Booms and busts and bubbles build real things and we really need more efficient energy, healthcare, and education.

The economy is a nutrient gradient and money moves to where it gets fed. Right now the promised efficiency of a solution to unsustainable spending is paid for by gains in areas which did get more efficient. That is just the whole game. Grow faster and bring along anything that isn’t for the ride.

Categories
Aesthetics Internet Culture Media Politics

Day 1741 and Land Acknowledgment

I’m a bit beat down and experiencing some type of sundowner type pain so apologies that I don’t have a tidy synopsis or incisive commentary to add to the great Nick Land kerfuffle that has gripped right wing and Christian discourse over the last few days. I do however have some thoughts as an active participant & practitioner in futurism.

The TLDR is that Joel Berry the Babylon Bee guy took a swipe at philosopher Nick Land because Tucker Carlson interviewed an unknown tulpa like white conspiracy theorist who butchered (in his own admission) Landian theory.

A gentleman named Auron MacIntyre caught strays with Berry insinuating some vaguely maybe “not a friend of the Jewish people” haze by associating Land and Auron.

All of this was enormously funny to anyone who actually reads Nick Land. Which includes myself and his current publisher Passage Press.

Nick Land getting a brief mainstream moment because Robert Conrad’s grandson shared a numogram with Tucker prompting Joel Berry to defend Tucker from charges of anti-semitic Lemurian digital teleoplexy in order to smear Auron MacIntyre is exactly how this was always going to go

Now most people have to admit that they have not read Land. You need to have a firm grounding in critical theory and Marxist dialectical materialism to manage the language and a background that forces you through a lot of Kant and Heidegger. As the villain in Die Hard once said “benefits of a classical education.”

Yes I did the homework.

Land is obtuse and most enjoyable to the schizophrenic extremely online types due to his association with the CCRU or Cybernetic Culture Research Unit.

Before you go off the deep end, and take his accelerationist theory in any particular direction, he himself is involved with transhumanism only insofar as a network is a fundamentally alien thing compared to the human mind. As such we are in a transhumanism era arguably since the days of Adam Smith.

This body of theory escaping containment amongst academics had the pleasant side effect of getting the fundamentally alien artifact of old Kabbalah mathematics out front to distract the folks who skipped doing the homework. No jokes from the peanut gallery please.

Excitingly the rest of us were treated to a two and a half hour debate between Nick Land and Alexander Dugin hosted by Auron MacIntyre that has such tidbits as the Anglo-Protestant Whigs being a unique people who by encountering capitalism and the invisible hand at a crucial historical juncture obtained a paleo-liberal Christianity.

While some of us (say myself and Lomez and Land) had a grand old time being absolute terrors on the timeline, the whole affair made it especially apparent how tense it is when the new right’s less informed sects clash with the renegade futurisms crowd. And as I’ve been discovering painful all year, it mostly ends in misunderstanding.

It has been a bit bumpy as let’s just say Patrick Deneen and I make for strange bedfellows but there are clout chasers with much less intellectual firepower who do far worse and they are active, preening, and willfully ignorant.

And yes it’s always a tad embarrassing when the Bannonites go on an Ulster Scot terror campaign against fellow Christians who have chosen to pursue work in technology. Insisting on a new Satanic panic by way of Land is a solution barely wrapped in a Machiavellian hidden truths play.

The sex rationalist doomers at Berkeley do themselves no favors by misunderstanding the deep currents of those who wish to fight against the future (and why) when they get involved. I’d be a better ally to Bannon than these useful idiots and I doubt Land wants to be dragged in to any of this either. It’s messy as all power plays can be.

Elizer Yudkowsky on Steve Bannon’s War Room

I rather think it makes everyone involved look a bit silly when we get tripped up on Lovecraftian horror. Yes I love Charles Stross too but if you believe in chaos magick don’t go around provoking magicians.

It’s unclear to me whether “the runes and sigils on microchips are harnessing demons” crowd is any less embarrassing to the public than we should sacrifice ourselves to the pagan old gods if we are to remain truly human advocates.

The Neo-Jungle of the open network is an implacable force with inscrutable intentions.

I’ll admit that having spent time with the Dark Aeons crowd myself and I rather prefer them to the Luddite machinic “end of the Anthropocene” peek oil Abbey types who are a tad too Malthusian for my taste. They seem like they actually would prefer Gaia exist without humans.

A post human world with new intelligence types is likely to contain a lot more humans than a fallen world where we’ve all died off.

The future arrives independent of our opinions and rushing in only expedites pretenders to the throne. To think otherwise is to usurp God’s power. Peter Thiel’s anti-Christ lectures are not reaching all the ears necessary.

And to save you some trouble; if you had done the reading, you’d know numograns were dropped in by Land as an example of somewhat alien notation practice as alien intelligences from markets to networks to numerical systems were all part of his body of theory.

Once set theory and decimal notation became standard practice numograms were abandoned. But Kabbalah still serves as a hilarious attention sink for celebrities, numerology fans and occasionally the anti-semetic. And this has been a Nick Land acknowledgment.

Categories
Community Politics

Day 1736 and Putting Good Things Back Into The System

I had a few appointments in town today including two doctor appointments. I like to have my husband with me when the medical system is involved just in case I need a backup or level headed second opinion.

Afterwards we were able to catch a late lunch (nearly happy hour) at one of Bozeman’s trendy no seed oil spots. It being an odd hour for dining we could hear the conversations at the bar as the place was mostly empty.

A virgin Huckleberry margarita

There were two couples, one Boomer pair and the other geriatric millennials, who as it turned out both celebrating their anniversaries this weekend. The out of town Boomers had come for a Yellowstone and Tetons visit while the younger couple turned out to be local farmers in the valley and were excited to learn the tourists had something in common with them.

The Boomers had also run a farm in Florida but retired and sold it as it is apparently nigh impossible to grow oranges for juice in Florida anymore. The conversation had turned to everyone’s frustrations with the tariffs and the pressures it put on their work.

No one could remain competitive as cost inputs kept going up. Finding labor for smaller farms was getting more expensive and harder to secure. And land developers increasingly competed to acquire land piece by piece from older larger family farms who struggled to compete. We were full on eavesdropping at this point.

The husband in the young farmer pair was dressed just like Alex. He could have been Alex for how closely their styles matched. When he left for the bathroom, his wife said to the older couple how hard it has been recently.

Land he’d worked for years on a lease had just recently been sold to developers at an enormous markup. They understood the demand for housing but how could anyone continue to farm and make a living?

Between tariffs, labor costs and ravenous unmet demand for housing that could only be financed by large scale real estate developers the era of the family farm felt over. Only the big dogs could afford the costs and regulatory overhead.

We were finishing up our meal as we nodded along. Alex said to me “ok I know we don’t do this very often but I think we should pick up the meal for the younger couple.” Being on the verge of tearing up myself I couldn’t have agreed more.

I waved over the waitress and asked if this was possible. She seemed a little surprised “the whole meal?!” But it wasn’t a crazy amount. It was about $100. We sneakily paid our tab and theirs as quickly as we could. We didn’t want to make a thing of it. We just wanted to make their day a little better.

We got up and said to both couples that we couldn’t help overhearing it was both their anniversary weekends coming up and we wanted to wish them many more happy years together.

We thanked them both for keeping America fed and tried to casually saunter out before anyone noticed what we’d done. Hopefully this added a little cheer to their day. In a system as big and opaque and impersonal as America it can feel like there is nothing any of us can do.

So when you can do something even if it’s a small thing like picking up a meal we should do so. America is an idea but we are also a people and we stick together even if our elites make stupid decisions.

Categories
Internet Culture Politics

Day 1735 and Choice Matters with Our Networks

There are many benefits to a networked world but there are many destabilizing aspects to opening up the world to all of us. I’ve been slogging through Vladislav Zubok “Collapse: The Fall of the Soviet Union” which refutes the widely held belief that the collapse was inevitable.

He argues that Mikhail Gorbachev’s reforms, aimed at modernizing and democratizing the Soviet Union destabilized the country.

Now as an American I might see that in a somewhat positive light but imagine America being broken up and you can see why it’s worth studying. It is worth understanding that with scale and access, a networked system has risks that we have not previously encountered in a political or economic system.

The last time we experienced a modern collapse at large scale, we had a fraction of the networked infrastructure that we do now.

Artificial intelligence becoming the current bugaboo belies just how little the general public really understands the nuts and bolts of our information rich world.

The complexity of how it operates obfuscates how easy it is to tilt the cart and upset fragile hierarchies and understandings.

I wish I could persuade more people to this viewpoint. The strange bedfellows of professional misunderstanders are constantly infighting with murky agendas of state and corporate preferences.

We are all useful idiots to someone. An alliance between orthodox Christians and a rationalist sex cult is the sort of “only in America” marriage of convenience that fights for very particular reasons.

The technocrats having lost the battle with modern complexity (and along with it the Mandate of Heaven) are in the process of playing whackamole with uprisings of paranoia that is a pox across every type of community. And that sucks as sometimes the paranoids are actually right. We just are never quite sure when.

Categories
Homesteading Politics Reading

Day 1733 and Classism’s Comeback

The American Dream is one of those rare myths that shapes itself to the moment.

Anyone can make it here evolved to “owning your own home” and even stretched to sending all of our children to college. I’m just not so sure it can expand to fit the world of perpetual voyeurism of the networked world. A chicken in every pot just isn’t good enough anymore.

Our inalienable rights matched reasonably well to “making it” as an ideal given European feudalism and religious wars. Class held back the basics of self determination and fear stifled worship. Setting sail before America was birthed deserved quite a bit of credit.

And of course more yearned to be a part of the dream. The homestead act giving anyone the chance to stake their claim on western land could be understood in a fit of manifest destiny even if it turned out the land was occupied. Making it meant making it your own. Property rights are as American as Apple pie.

You can see how our human wants remained boundless even centuries ago. America was ready and able to deliver it. We weren’t comparing ourselves to Kings or Kardashians.

It’s hard to say where we are now. We stack ourselves against each each instead of against ourselves. We aren’t yearning for our natural rights. Inalienable rights to life, liberty and the pursuit of happiness have turned to desire.

The American Dream means desirable outcomes and social status items like Ivy League degrees, large homes in beautiful places and access to the finest surgeons and latest medical advancements.

I’m not one to talk as I sit looking out over the mountains, having used the latest and great medical advancements and also prepare to relax into some of medicines oldest and truest forms of healing.

The networked world has created endless opportunities for us all and many of them are quite a bit easier than tilling the frozen prairies of the Dakotas but it’s oh so hard to turn away from the addictions of envy and desire.

It’s my theory that we will see a return to hierarchy and classism as it becomes clearer that the temperance movement has barely begun when it tackled gin and tobacco.

Focusing feels impossible to so many of us so even if you could acquire a home or the best medical care can you manage the bureaucracy. Reading bedtime stories to your children is a privilege says the headlines of the latest academic papers. Food systems have given us abundance so great we are killing ourselves.

So what happens next? If you cannot focus on a goal of your own why not simply take one from someone else? If you can’t manage the paperwork or the reading why not outsource it to an artificial intelligence?

And then you realize all of these things are not really what you want. What you want is to be better than someone else. Was that always the American dream? Or is that the human condition holding you back? The freedom to pursue liberty is still your inalienable right. Unless you can figure out what that means to you someone else can always make you feel small.

Categories
Emotional Work Politics

Day 1731 and Death, Taxes and Everything In Between

The only certain things in life are death and taxes. Death only happening once seems like the sort of thing that shouldn’t be taxed. Everything in-between is taxed? Or maybe it’s the ultimate tax. We disperse back into the system.

Taxes are not necessarily monetary (try saying that five times fast), rather we are always paying with something to stay alive.

To live amongst each other we pay bigger and bigger prices for the privilege of that life. Sometimes we wonder what is left of ourselves as we integrate further and further into civilization. Others times you wonder what you are getting back.

Taxes are what we pay to live amongst each other. You might ask what taxes did we pay on the Savanah or the steppe? You hunted to be in the tribe. To be honored by the tribe. To get laid by your bride. You gathered and cooked so you would not be hooked or hawked.

I’ll stop with the wordplay but you get the idea. It’s not just civilization that has a cost. It’s the whole damn enchilada. There ain’t no such thing as a free lunch. TANSTAAFL.

Money for nothing? Thats the stuff of MTV music videos and marketing campaigns for Zoomers building nuclear reactors.

Humans adore fantasies of getting more for less. What a steal! But who are we stealing from? We know everyone ultimately pays. There are costs for everything in life.

Those damnable laws of thermodynamics seem impossible to get around. And we humans don’t have a clue about which systems we are nested within. Isolated systems? Pfft. We can only wish. At least within a tribe you knew the exchange rates. Within the planet or the galas or the universe who can say. Nobody wants to hear about the light cone.

Entropy feels as if it’s always increasing no matter how much energy we put back in. If entropy is measure of energy dispersal and we bring as much chaos as we do organization, really who is to say where and when we pay our energy tax for existence.

And so we pay the taxes when we must. Even if only in death. Even if it’s at the heat death of the universe that we find point of maximum entropy that still theoretically exists.

Can we out run it? Unclear. Thump thump. Big bang disperse. Thump thump. Condense. Expand. Contract. Expand. Contract.

Never horde what you have if paying a small price makes your civilization larger. If paying a price makes everything you have smaller, make a better civilization. In death you should feel the price you paid was worth it. If not well you can always blame the kids.

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
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.