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Politics

Day 1922 and Toilet Humor

I’d like to have something positive to say today about the Artemis II mission, going further than we have traveled into space than ever before but it’s much too hard to pay attention to expensive achievements by NASA when your pale blue dot seems set on imploding itself, fourth turning style. But I’m always here for a joke about how we can’t engineer a toilet for zero gravity.

All anyone in finance can talk about is the short seller research firm Citrini that sent analysts to the Strait of Hormuz, only to discover via the mysterious analyst 3 that actually plenty of shit is getting through as long as you pay a toll to the militants holding it hostage, which plenty of people who are desperate for oil are absolutely doing. I am SHOCKED well not shocked exactly.

Meanwhile the Easter Bunny stares into the middle distance as an old man threatens another gerontocracy with obliteration. Not to put too fine a point on it but everybody is going to suffer no matter how this turns out.

And we wonder why Zoomers are all reactionaries. Gee, their older millennial siblings couldn’t possibly have any experience in these matters, could they? Doesn’t matter. They aren’t going to ask us even if we have actually lived through this entire charade once before.

Incidentally has anyone checked in on Condoleezza Rice recently? Seems like she might have something valuable to add here.

Categories
Media Politics Preparedness

Day 1916 and Freaked Out Group Chats

I have made a little bit of a side hustle out of being at Cassandra. There was a lovely chunk of time in between Hurricane Sandy and the pandemic when people felt as if the weirdness was contained. It was quirky.

It was novel to know people who had decided to make changes in their just-in-time lives because of a climate catastrophe They had experienced it personally because it happened in New York so the media paid slightly more attention.

It lets media, and the readers of said media, indulge in the fantasy that they might actually change their lives by hearing a rational argument from someone like me. Look at tbis nice young woman didn’t have power after a hurricane in the center of civilization in lower Manhattan while Goldman Sachs glowed in the background, continuing to serve capital in the dark.

In fact I did have friends that had to go by foot to their offices while they went for weeks without electricity in other boroughs of Manhattan it was just particularly surreal to live near City Hall, have absolutely no power but still see the glowing lights of techno-capital operating in the aftermath of the crisis. My husband literally got buckets to remove water from the server room of his startup but the banks were fine.

I had a speech on entropy and chaos that was fairly compelling and turned out to be a very correct investment thesis. We might have to get used to more chaos in our lives because of geopolitical, climate and other instabilities that we could not entirely predict.

That meant getting out ahead of the major controllable factors we had at our disposal as individuals and as a nation. I actually meant it as did my husband as if it could happen in Manhattan imagine what it would look like elsewhere.

Having been a prepper before the pandemic gave a little bit of structure to the first months of the pandemic unfurling in which I had the tools to do a dry run and the experience. I got a lot wrong.

And you must remember we really did not know exactly how bad things would be. The things that actually turned out to be quite detrimental to the economy did not turn out to be the ones we thought. Much of the pain of the experience was self-inflicted. Sound familiar?

But we thought we knew more than we did about the situation we were going into. In reality, we had very little predictive capacity on that front because the last time we had had a pandemic of any novelty, the world wasn’t nearly so well connected.

We overcompensated for a lot in our fears and reactions. I suspect that is going to continue being the way we handle networked global crises of any sort.

The thing is, it’s getting harder and harder to pretend that the things that affect our global lives are not actually happening because people look the other way when their economic situation works well for them. It’s a bargain that democracies and authoritarian governments make.

So right now if you work in technology or finance, you’re in a bunch of group chats in which everyone is freaking out. Even though you could make good arguments that we’re the only ones that have a clear view of some of the contours of what we’re about to face it’s quite clear that our visibility is limited.

I don’t know a goddamn thing about Iran or how it’s going to react, but I know more than I ever thought I’d need to about energy markets because nobody in my line of work had much choice over the last three years if they wanted to be ahead of the computing demands we already struggled to meet.

Now this demand may be coming from America companies, but feeding it is a global phenomenon of investment. One that lets all of the worlds capital pile on into a country that has a few domestic issues.

We all saw changed coming the second we had a mass market, large-scale compute-intensive process that enabled artificial intelligence interface that users felt they could meaningful talk to at scale. There’s something amusing to me about that because in Star Trek’s goofiest movie, The Voyage Home, the chief engineer Scotty picks up a mouse and uses it as a speaker phone. Hello he says, “Computer, are you there, computer?” He then proceeds to type in a number of commands when he says, “Ah a keyboard. How quaint.”

I imagined we’d get to this phase of computing ourselves a little faster than we did, but it turns out that we have finally reached the point of knowing how to type in a lot of solutions that could give us steps and instructions to use tools to make transparent aluminum. I mean this metaphorically, not literally, as we actually do know how to make transparent aluminum.

Transparent aluminum is a polycrystalline transparent ceramic made from aluminum, oxygen, and nitrogen. It was developed independently and is commercially produced by Surmet Corporation. It’s sapphire and funnily enough we use it in bullet proof glass. Which I’m sure is a great business to be in these days.

So be as freaked out as you want in group chats because all kinds of weird shit is coming down the pipeline. If you work in finance or technology, you probably know that you’ve got about two weeks before some irrevocable decisions start cascading.

None of us have any idea what it looks like but you’re probably not as prepared as Elon Musk or Sam Altman. Nevertheless we’ll have to get through it.

Categories
Aesthetics Politics Startups Travel

Day 1909 and All The Twinks Standing In The Line For The Bathroom

I am not an early riser, especially not when I’m out late for happy hours and dinners and the like. So I wasn’t planning on being at the 8am opening for the conference I’m attending in D.C amongst all the side programming.

I had a ten thirty talk I was particular excited to listen to as it was most salient to my work in artificial intelligence policy. Well, that was a dumb decision on my part. Not to arrive earlier.

I’ll take full responsibility for being a moron on that front, but I stood amongst a gaggle of gorgeous well dressed, well groomed and bright eyed young men hungry to build the world of the future. What a crowd of young people.

Being a chatty Cathy I asked about vintage Barbour jackets, bulldog ties, pocket squares, the merits of gel versus more advanced soft hold hair products, the declining quality of Moscot eyewear and other important topics to ambitious young men who are looksmaxxing to win the great game.

I didn’t have much else to do as the line was not moving. No one was getting in. Until people left no one was getting off the line. And that included others who had already been in and had their passes. The hottest ticket in town was perhaps a bit over capacity.

Someone rolled out a portable Starlink and we all piled in to tweet, chat, roll calls and (in my case) send tweets, Signal messages, and Slack channel responses. I got told my tweet about the two hour wait wasn’t ideal so I deleted it as I appreciate any attention to me running my mouth as I assume no one ever listens to me. I barely do.

But maybe I’m wrong? Last night checking into Butterworth’s, the woman manning check-in in lit up when I gave my name “I love your Twitter!” So maybe people do notice what I say. I still find that an a funny notion.

That said, it did take the full two hours to get into the giant event hall which made all the rush and planning a laugh. More people left the line and went back to work than stayed at 10am but everyone determined to participate seemed to make the best of it.

I asked if this was normal for a DC event and no one seemed to be from DC. So I didn’t get any good answers. This was an unexpected wrinkle that the venue was full was full up as an enormous crowd circled the block twice.

Since we remainders had decided to make the best of it we got to know each rather. Every man was quite a gentleman as we chatted oblivious to status till we were let in and others let us all know the pecking order. One of the young men I spent my wait, who is I learned later was literally the heir to one of the most important fortunes on the planet. Another was launching containerized autonomous weapons.

But that time of work and waiting was rather like being on an elevator stuck together, we might as well get to know each other. We are all equal before a tough door.

Thankfully we did get into the room before Jamie Dimon spoke. And he was the big boss of the handsome executive crowd.

I titled this “all the twinks standing in line for the bathroom” as yes a lot of handsome queer men were in attendance. But twink is an all purpose gender fluid aesthetic and not reflective of anyone’s sexual preferences.

And the line for the men’s y was a lot longer than the women’s. Ten to one ratios make me think this would be quite the dating scene for the ambitious woman.

But yes there are a lot of very well groomed young men in Washington D.C and everyone wants to build solutions for America. And being beautiful doesn’t hurt. To my single lady have you consider meeting a man in DC? Good odds and I doubt even a fraction of the twinks are gay.

Categories
Aesthetics Politics Travel

Day 1908 and Capital Perfection

I may have had one of the best days of my life yesterday. I want to get into a preposterous amount of detail as every single element of the day was peak Washington D.C.

I hung out with a long time friend with whom I have a shared passion (we are a special kind of economics nerd), we walked all over, toured several spaces your average citizen only sees on television. And if you are a nerd you really care where day Bretton Woods was signed.

The treaty room

It was my first time seeing some of those spaces and I felt very privileged. Nothing fires patriotism quite like seeing those who serve the nation.

I finished the day above the city watching the sunset on the Washington Monument while airplanes and helicopters ferried people of great importance than I in and out of the city.

It almost made me want to consider public service. But as my friend reminded me that it’s not all this glamorous. My Sunday was almost surely the very best the city has to offer.

Perfect weather, perfect company, perfectly cooked steak (from 6666 ranch so shoutout to my Taylor Sheridan homies), I even had on a perfect spring dress.

Thanks Jackie
Categories
Politics Travel

Day 1904 and Ms Fredrickson Goes to Washington

I will be in our nation’s capital next week for a gathering called the Hill and Valley Forum. It’s been ongoing for a few years but I am not someone with a lot of exposure to Washington and wasn’t sure I should pitch myself when the forum describes itself as such.

We host public discussions, panels, and published dialogues that highlight leading voices at the intersection of technology, security, and geopolitics.

Perhaps it’s silly not to think of myself as a leading voice in technology but I don’t know much about security (or its cousin defense) and my commentary on geopolitics is for fun on Twitter.

However, having seen others fail where I have succeeded, in passing successful bipartisan artificial intelligence policy I thought this year I should throw my cap in the thing. It’s not a nice feather having successfully brought the right to compute campaign from citizenry to policy to law in Montana.

It is now succeeding at the national level as states like New Hampshire have passed it in their house and well respected bipartisan policy organizations like ALEC have recommended it as policy.

My husband made a pilgrimage to our capital as the gentleman from Montana to testify before Congress last spring. I was very proud of him. I suspect he is easily as proud of my work on compute policy.

So if you’d like to meet some real Americans (8 wasn’t aware we had fake ones) and are in Washington D.C. drop us a line. I’m hoping to do a little meetup maybe on Monday but not all of my in groups will each other so maybe I’ll do more than one.

But wherever happens I’m excited to share time with other patriotic Americans who do the hard work of making sure we are governed well.

Categories
Community Internet Culture Politics

Day 1903 and Ranting About Bentham

The tyranny of small differences can be the most vicious. I love vendettas in fashion and venture as they are connoisseurs of grievance.

Small communities with insular structures simmer embittered for years. You always know where someone, who is otherwise quite close to you, has committed a venal sin which cannot be forgiven.

But many times these small differences are actually the stuff of the breach. Once crossed you can never return. The opening cannot be closed without a great sacrifice. And these sacrifices are your character.

I am as well versed in the ridiculous schisms of my own affinity groups. As libertarians I’ll go on about the Cato libertarians, I’ll support my an-caps but I I’ll blood feud with the rest.

I feel this way about rationalists and the way they have introduced utilitarianism to Silicon Valley. And I want to be sympathetic here because there are aspects of effective altruism that are perfectly reasonable at first. I like prudent spending and reducing suffering with effective allocation.

But utilitarianism, taken to its end, has issues that anyone who has read Jeremy Bentham has to grapple with. The means do not justify the ends. We are all struggling with the horrors of the problems this creates in a modern society.

I saw the value of the manufactured meme campaign of effective acceleration as it oddly ended up dragging us to the middle. That was the intention and it achieved it. One can have many disagreements in the details.

However I do not think that political actors as far apart as Steve Bannon and MIRI agree on anything philosophically except “we want control over artificial intelligence so the people who are lesser than me can have no say.”

I cannot see how opposing forms of populist control can travel together without fear for character.

Everyone tries to be agreeable right up until coercive violence from Leviathan is required. And I guess some of you don’t think too hard about hard power huh?

I happen to find the request to have so much control over your fellow Americans to be an offensive view.

You think so little of the citizens of your own country when our core constitutional values require us to have so much more responsibility for ourselves?

I do think it is actually a moderate viewpoint that I believe in all of us. I believe in Americans no matter how stupid we can be. Remember that whole being a libertarian thing. I think personal responsibility requires more and Americans have delivered more despite our many failures.

I recognize that my personal stance here is not the final stance, especially as something of an outlier but because we have checks and balances, I know my involved citizenship demands that I declare where I stand.

Which is why the right to compute law that Montana adopted was a largely uncontroversial and popular when it was a bill. Before politics got involved, regular citizens, who were not whipped into a froth or frenzy, could understand that participating in the digital economy is crucial to living in the modern world.

It impacts our first, second, and fourth amendment rights directly because it demands we answer questions about property.

The wider existential issues on artificial intelligence do not get to be more important than our existing jurisprudence nor the opinions of our citizens.

The way we legislate and the value of our system of government, both state and federal, have a part to play. It’s funny the libertarian is making this argument I know, but it is a good revealed values exercise. Don’t get trapped by charlatans who have already declared that the ends justify the means. We both know they don’t.

Categories
Chronic Disease Culture Politics Preparedness

Day 1901 and Burying Ehrlich

For as much time as I spend kvetching about my own petty problems (and I know that it is a not insubstantial amount of time), I am what my husband calls a macro optimist.

This is somewhat in contrast to him, who is on a day-to-day basis, a micro optimist but doesn’t quite see the long-term horizon as positively as I do.

Different temperaments are a good thing when it comes to balancing outlooks and outcomes. This is arguably why we are a good team and have managed to stay married for a decade.

I look out for the macro level future and optimize for it being successful and he optimizes the day-to-day, making sure that the micro level is successful.

I titled this post “Burying Ehrlich” because Paul Ehrlich passed away at the age of 93 last Friday. You might know him as the co-author of the 1968 best seller Population Bomb.

An entomologist by training, his book jumped to much bigger claims saying Earth faced imminent mass starvation urging governments to reduce population. That has not so far proven to be true. Even now the New York Times obituary said his claims were premature. We just love an impending disaster.

It’s a cruel historical irony that a man who wrote his thesis on butterflies would end up having such an enormous butterfly effect on the number of human beings being born. His neo-Malthusian insights were a huge hit.

And unfortunately we will experience the consequences of his public intellectual adventurism. We will have fewer humans and the famine he predicted never materialized. And now if we have more troubles facing us, we have far fewer humans able to take up the task of finding the solutions we will need.

Maybe if he had been a little bit more of a macro-level optimist, he would have been able to see what I see everyday. Despite daily travails due to my chronic disease, I see the micro-optimism of humans like my husband every single day. While I can’t always be positive every day, I remain positive that together we can find a way to improve on yesterday.

Humans are incredible at finding a way around life’s intractable problems. We produce little innovations, little inventions, little tweaks and little solutions. And they add up.

We are social animals whose evolutionary pressures seem to have yielded a culture of engineering. These little fixes we constantly produce when added up together have made for major improvements.

We even occasionally see extraordinary catalysts that allow us to go much faster with our improvements. We’ve had a number of revolutions, industrial and otherwise. Indeed the last 50 years or so have shown the Malthusian fears of food production to be histrionic in comparison to the progress we’ve made.

We have fed the planet but we will never get back the babies who were not born either because of China’s one-child policy or simple cultural attitude acceptance that one or two children should be enough. In my generation it may end up being more common to not have children at all.

Now it may seem rich that someone who goes in for quite a bit of preparedness should speak against a man who saw the value of taking action in the face of what he saw as long odds.

But next time someone tells you that the end is near and all is lost, remember that Paul didn’t end up being correct in any of his assumptions.

Not because at the time it was so crazy to think we weren’t producing enough food, but because he couldn’t conceive of a world in which we were able to solve our problem.

So I pray as his family buries him that we as a species can remember to bury some of our own alarmism. Our job is to keep on going in the face of long odds, just as every one of our ancestors has done before us.

Categories
Aesthetics Politics Startups

Day 1898 and Please Copy Our Homework

Today has been a very gratifying day for a very strange intersecting set of reasons. You may know that I have spent several years working to pass a “right to compute” law in Montana. It was signed into law in August of 2025 by Governor Gianforte.

I was so grateful that a campaign I initiated became not only become a bipartisan policy but a law supported by many Montana citizens & legislators. Now to see it go national not only model policy for the American Legislative Exchange Council but now have a second state, New Hampshire, pass it in their house, gives me indescribable joy.

Just forty eight more states to go. Though I believe it’s going to be an uphill climb as the topic of artificial intelligence has well and truly become politicized which makes stating simple cases of shared values much harder.

Except this isn’t really about artificial intelligence. Compute is a much broader and bigger thing than AI. It’s the stuff of the modern world. But that doesn’t mean we can’t apply what we know to be core American values as the lens through which we see it. Indeed it’s crucial we do.

Last year people could easily see that this was a sensible law that reflected our American values. Because of this sensible approach “the right to compute” is a winning coalition. It was bipartisan. So naturally it became a culture war.

I urge you not to adopt that frame. The right to compute speaks to American’s most cherished beliefs. Recognizing that it is not a novel legal theory. It is the application of the Constitution’s oldest commitments—to expression, to property, to liberty against government coercion

Even if you do not understand how all of its parts work, most understand that the entire digital world, in its constituent parts, is mathematics executed on physical hardware.

When government restricts computation, it does not merely regulate an industry. It restricts the tools through which people think, express themselves, and make use of their own property. Through that lens it’s clear we as Americans decide ourselves how to use it.

I hope we can remember this as the world changes and political actors look to change your mind. I do expect this to become a very complicated and uncomfortable position to have staked out.

Yet I feel confident that we will be able to make the case that this is not only the most American way of handling our future challenges, but is also practically the best way to bring abundance in a chaotic world. America is a land of reinvention that changes material conditions. We need not seek doom.

I believe that I have articulated that vision over the last five years of writing and investing so you can see my revealed preferences. I called our fund chaotic.capital for a reason. It’s hard, weird, difficult and scary but it’s also possible to be a lot better in the digital world such that we can use those gains to make the material world better. We can be more than productive primates with jobs

From nuclear energy to compute, this is what I believe and where I have put my time and money. We are organizing our world of atoms through the power of compute. And that can bring about a materially better world for everyone. Which I want.

I have been thrilled to see so many different people come together around the basic premise that we are empowered to do things.

We can lean in to the accelerating changes, all while holding fast to the reins of the values that built America, so that we may steer ourselves to material success.

Travis Kalanick of Uber may be among the best founders to have ever played the venture startup game. Today he has espoused our thesis & reinforced the work of my friends & founders. To see a cultural program written by a big coalition be part of his return to startup life (though he was never gone) is validating. We’ve found a rallying call.

The way forward is through the application of math on real problems. We can dramatically reimagine outcomes and the pace at which we do it. It’s scary and will look different but our grandparents lived through a lot of change too. Their grandparents as well. It’s the human condition.

I believe all of this is grounded in a philosophical foundation that is a recommitment to America’s core constitutional values. We are free to make things. And sometimes, when we apply ourselves, the world really does change.

If you are a canny socialist thinking look at this useful idiot for capital, I am honestly surprised that dialectical materialism has become so disliked by its own movement. If states with conservative libertarians can see that culture only changes when material conditions improve why don’t you want to improve them? Please feel free to copy our work as we have studied yours. You can find model policy here.

Categories
Chronic Disease Medical Politics

Day 1895 and If Not Us Then Who?

Despite persistent efforts to mitigate the downsides of my various medications, as well as maintaining dedicated wholistic lifestyle routines for my chronic diseases, I am not making adequate progress. I’d go so far as to say today it feels like I am sliding backwards.

But that is partially a function of luteal phase acute migraines and not the full picture on the ground. Yes, it’s true multiple metrics have gotten significantly worse over the 15-month span of my IL-17 inhibitor experiment with Bimselx and I am preparing to make the decision on what to do next. Many biometric markers are much better but the trade-offs are severe. It just feels like I can’t overcome them right now because I feel awful.

Nevertheless it’s important to remain grounded in the here and now. I think part of my trouble may be I am adjusting both to a new time zone and my normal altitude. Maybe I’m overly concerned by data points that will get smoothed out over time but it feels very spik.

Alas there is little room in life for downtime or bad days. Portfolio companies are fundraising, politics is getting uglier by the second, and one key blocker in my life has remained unsolved now for years.

I’ve never experienced a blocker quite so persistent as the American State Department’s handling of visa and immigration work. And yes that includes being disabled and chronically ill. That’s how bad state capacity is right now. My years-long attempt to get visas for family members to come help has not seen an iota of success.

But we keep going. There is much to be done, both practically and at higher levels of abstraction, and I am being whipsawed by hormone migraines over the last 48 hours. It is not an ideal time for weakness in one’s body.

Yesterday the best I could do in terms of writing was some rambling about my irritation with new retail sales cadences at Sephora feeling down market. Not that I necessarily need this space to be filled with decent content but I know that I am not running at even 10% capacity.

We all have to contribute our talents to this moment in time and there are projects that I wish to commit more time and energy to, even though it feels like it may be the death of me. But if not me then who? It’s a question we should all be asking ourselves and I hope more of us rise to the challenge.

Categories
Aesthetics Politics Travel

Day 1891 and So Much for Santorini or Status Hierarchies for Abundant Ages

If you watch me closely (which would be weird but I make it easy enough) you have surely noticed I spend much of my life traveling.

I’ve got no training in psychology but it sure seems like a certain personality type takes their childhood traumas and does exposure therapy till it becomes enjoyable.

I had intended for another trip to the general Mediterranean area in the spring to see family and work undisturbed by the American media timezone distractions. Now I am unsure if that will be feasible.

I am guessing that the sort of people who go to Sicily, Santorini and Cyprus to soak up the sun may find this Iranian conflict putting a wrench in their island hopping. Where will they go instead? Cartel wars bleed into the Caribbean and Bitcoin zillionaires setting up economic zones might make other things tricky. And oh the fuel costs will be ruinous.

War certainly makes me reconsider standard air bus style flying near any seas that connect to conflict areas but not too long ago I sat in a Turkish airport where “final boarding for Damascus” went over the loud speaker so maybe I’m making too much of it. Though I’m glad I enjoyed Istanbul over the winter as anything bordering Iran is now unnecessary risk.

For a world where speculative fiction bull case for artificial intelligence wiped off billions in market capitalization, we sure aren’t taking very seriously the kinetic effects of extreme uncertainty and change. Well, ironically maybe Pete Hegseth might be.

If we do make it through the Jackpot to the other side of the singularity, or just through this regional war situation, I would bet humans will find ourselves getting back to status hierarchies and power games.

If all our consumption needs are met, there will always be hierarchies. Wait your best friend summers in Block Island too? Or are those the Finnish slides from the Comme des Garçons show? Let me just call up “insert social scene’s patron billionaire” as everyone is headed to Big Sky for fresh powder this weekend.

It’s endlessly that sort of thing if you are inclined towards Bourdieu’s Distinction: a social critique of the judgment of taste. If class predicts taste then we mimic the taste we think we ought to have to be a certain kind of person. I came across a sweet hand illustrated essay on the matter recently.

If we can have anything we like, then taste becomes finer and finer grained. The rich know this already and the rest of us just might find out if we survive to an abundance era. And as I’d like to do that maybe I be reconsidering heading out to sea. Caribbean, Ionian, Bosphorus or otherwise.