Category: Preparedness

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Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.

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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.

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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.

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Emotional Work Internet Culture Preparedness

Day 1900 and I Have Another 100 Days of Writing In Me But Should I Have More?

Just a hundred more days of writing and I’ll have two thousand days of consecutive writing published on this humble website.

Nineteen hundred days is a little over five years. It is a lot of writing and a testament to my own capacity to keep going. Every threshold I cross requires asking if I should keep going.

Day 2000 will towards the end of June. And what then? On July 4th hopefully I’ll be celebrating America’s 250th birthday with a crew who built a working nuclear reactor that I funded. The near term has goals and milestones. The long term is much fuzzier. Scarier. Murkier. Beyond my sight.

I’ve covered a lot of life in half a decade. There was lot of work and lot of investments and a lot of change. I’m glad I have such thorough records of my thinking. As more rupture, dislocation and chaos emerge from the acceleration how do I best hang on? Can I steer?

I can use this material to provide context on my mental model and worldview. This was intended both for myself but also the many other models built on content from humans on the open internet. I contributed a lot to training artificial intelligence models just by showing up.

Now that the models have shown up how safe is it for individual humans to show up? Remaining visible and human seems quite risky. When you strip the niceties of civilization and my place in it realism rears its ugly head. I am little more than frail woman in a dangerous world.

Maybe the sooner I stop showing up publicly the safer I’ll be. I am almost certain that is that will be true. I doubt it is the good, the beautiful or the righteous thing to do.

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Preparedness

Day 1897 and Howling Gusting Horrors

We have been in the middle of a massive windstorm since some time late last night in South west Montana.

We are lucky in Gallatin Valley too. Further northwest communities like Glacier and high country passes can expect white out blizzards.

Meanwhile, here outside Bozeman, we have the unnerving, unsettling, intermittent howl of unexpected and inconsistent gusts of wind. And they are strong.

Just about 50 miles east of us a sheriff pulled over to help a tipped over semi on I-90 only to have another truck tip onto his car. Thankfully everyone is OK.

The winds have been roaring across the valley in the bright blue high-altitude daylight. Blinding and deafening in equal measure. You almost pray for the clouds to come in. Which they do, quickly and with little warning before they are swept away.

All morning it has been bright and loud and my animal hindbrain hated it. It reminds me of the conditions before the prairie fire that burned 3000 homes to the ground in Boulder Colorado. The fear of fire in dry landscapes has become a permanent feature of the west.

Our snowpack is poor this year in the Rockies, so it’s a whistling screeching horror racing through patches of bare brown grasses. Only the mountains serve as wind breakers. It makes you feel exposed as barren aspens and cottonwoods trees do little to slow the wind down.

We aren’t quite in the main area of concern and yet our winds are gusting past 40mph

I have on noise canceling headphones to cut down on the howl to focus. Your mind can’t train itself to adapt to this type of wind as white noise. The gusts are too unpredictable.

We secured what we could, but items are flying around with ease. Our chickens haven’t left their hen house all day. It’s unsettling.

We’ve done our preparations. This afternoon we gassed up and got groceries. Dishes are washed and the laundry is done. I wish I was in a little less pain, as a shower is part of my usual storm routine but I’ve been in a migraine pattern. At least the clouds are coming in to cut down on the light.

Cars with extra gas cans and spare tires

We aren’t the only ones thinking ahead. When we got gas in town, the van next to us had multiple cans to fill. A wise precaution. If you are up north stay safe and be prepared. If you don’t need to travel consider staying put. There is no reason to put yourself in harm’s way. If it’s ripping the lights off barns, just think might else it might do.

Security cameras are on but a flood light got ripped clear off
Categories
Politics Preparedness Startups

Day 1887 and Trust Me Bro

I don’t feel terrific so I’ll keep this as a ramble but with some links. I fear some sort of Rubicon has was crossed, which we will only recognize in hindsight, in the fight for property rights in America versus the tyranny of failing state capacity.

I am referring to the contract dispute between foundation model developer Anthropic and American Secretary of War Hegseth that boiled over on Friday night as some sort of Murderbot surveillance subplot parsed only by lawyers, policy wonks and anyone who remembers the patriotism of Chelsea Manning.

Right before America and Israel went all Epic Fury on Iran over the weekend, somehow it was felt a messy public fight between defense contractor and the civilian oversight of our military was ok? Good thing everyone is too distracted to care.

Funny how one can go from cheering on our military’s capacity for innovation one week and the next to be waving one’s arms screaming “no oh no no no” but that’s just politics as run by the instincts of reality television I suppose.

The best writing on this so far has been Dean Ball (who worked in this Trump administration on its AI position statement not so long ago) who feels that Hegseth took an approach on renegotiating a contract with a frontier AI model developer that has consequences.

Loosely and I am missing much Anthropic had its previous contract to parse classified documents in the Department of Defense (now the Department of War) negotiated by the prior administration. Some aspects of this contract wasn’t going to work for the Trump administration. Anthropic didn’t want to change it and Hegseth threatened to call Anthropic a supply chain risk unless it complied. They didn’t and Sam Altman signed a deal.

Wrapped up in this is that of course we all eventually comply with Leviathan who has the monopoly on violence. I don’t claim any expertise here but lots of people understand defense contractor law.

On its face Anthropic looks like the moral high ground and the position all capitalists and private property respected would prefer. However, it’s in Dean’s words, a bit weird for a company to tell the state that a private corporation has a say in policy as opposed to our democratic institutions.

Anthropic is essentially using the contractual vehicle to impose what feel less like technical constraints and more like policy constraints on the military

This is all complicated by the model developer having wishes for frontier AI development to be nationalized and for their work in particular to be safeguarded by a different political administration. It has become a right versus left thing as it was bound to do.

Now Anthropic gets to enjoy the full throated defense of its industry peers and even conservative policy makers like Dean, because our current state capacity is not what I’d call excellent when it comes to our civilian government capacity. Honestly our military still seems to be crushing it.

Secretary Hegseth looked a bit like he was over reaching in his command that he get his demands met. Americans are very touchy about surveillance of if’s citizens and much less touchy about autonomous weapons so it’s natural to be a bit suspicious if you are a millennial who remembers the Global War on Terror. If you are Zoomer who doesn’t know who Chelsea Manning is please go ask Claude.

However it’s not at all clear that Hegseth’s original negotiations were out of hand as of course it’s the state who decides legal use not the private company and we are meant to have laws, judicial process and all the rest. It’s just that we don’t. So what on earth do we do about it? Trust me bro is not a policy.

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Medical Politics Preparedness

Day 1885 and Take It Down A Notch

The tension that has gripped geopolitics since the America build up began in the Middle East in late January, came to a dramatic head today.

A kerfuffle over the department of war’s contract to use the current best in class AI deployed on hyperscaler approved sandbox clouds naturally took up a lot of the energy the night before the real story got going. Great distraction work.

Iran launched large salvos of ballistic missiles and drones targeting U.S. bases across the Gulf and against the UAE, Qatar and Bahrain as part of a wider regional response.

The airspace being closed across the region, a lot of moving pieces at play means one can only pray for those in harm’s way. And that cooler heads can convince old generals not to use their youth for death.

I don’t feel all that well myself. I am glad to be far from the region. I have inflammatory symptoms popping up after my dental work but I hope it is soothed by antibiotics and now a dose of steroids.

I am itchier than seems sensible. I don’t know why but maybe general stress likes to compound itself with irruption.

I’d like to enjoy fair weather and beautiful sunsets before things change for the worse. I’ll do my best to work for things to go better but it’s a big job and we all must work towards it as best we can.

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Preparedness Travel

Day 1879 and Costco versus Cartels vs The State

I have more than one founder in my portfolio who has struggled with basing their businesses in America because U.S. Citizenship and Immigration Services is barely functional. My own family has been affected on the personal front.

I’m proud America is so desirable a destination. But we can’t be such a dysfunctional one. That makes me feel shamed. I want us to bring the best and brightest here to build.

I’ve never felt such patriotism as we begin to invest in industry and energy again. The America that makes it to its 250th birthday is at another turning point. When hasn’t she been?

My phone showed me memories of the last big birthday trip we took with my father for his 80th. He passed this year. Smiling photos of my brother and I and our spouses with my father a little bemused but happy to be in Puerto Vallarta.

It was cheap boomer luxury provided by a Costco vacation plan. Today the Costco in Puerto Vallarta is on fire. Cartel infighting they say. That detente is done

The last time I saw a Costco on fire my hometown lost a third of its housing stock in a freak prairie fire. In a sick twist of fate those homes housed scientists who did work on weather stations and forecasting work for NIST, NCAR and NOAA.

One of my friends owns an Airstream which they use to go from job to job. They park it in front of their home. A elderly neighbor called in a complaint.

Despite many destitute disorderly trailers and tents on sidewalks, now my friend is the one to get ticked and towed from his own parking spot. A simple ordinance broke and now it’s a fight with the city.

Rentals sit in an uneasy tension with elderly populations sitting housing wealth. They rent their second homes whose property taxes haven’t been reappraised for decades to those of us who might appreciate an opportunity to arbitrage one home’s desirable location for ski season for a break in the winter.

Freedom to transact with one’s own property in an era where property tilts to the elderly feels uncertain. The struggling homeless can’t be moved, but the legal tenant can’t park his van in front of his own home. In Airbnbs they don’t want you to stay more than 14 days. I guess that’s when you get squatters.

I want our institutions to function. I want a viable state capable of doing the business of its citizens. Instead it’s renter classes and public employee unions and right outside (and inside too) our borders we see corporations, crime syndicates and subsidies for the thee and not me for me. Normalcy bias until the Costco is on fire. And then we forget all over again.

Categories
Internet Culture Preparedness

Day 1868 and Educating An An Entire Species or Start With Your Family

A viral essay was posted a few days ago by a Matt Schumer meant to help introduce the current state of artificial intelligence tools to people who do not work in technology.

It’s a very compelling piece of writing (or maybe it’s just reading), which I believe is well received by normal people especially older family members or technical skeptics. They are often the hardest to reach because of age and experience gaps and a smooth essay goes down well.

The author is the founder of HyperWrite. His company offers a suite of AI writing and research tools. So yes, his excellent writing and wide reach (over 40 million views so far) were achieved thanks his fluent use of AI for both writing and promotion.

The end result of using tools is an excellent essay distributed far and wide. Or if you prefer, the end product was a tool shaped object which gave people a sense of understanding. That’s valuable.

Don’t let his usage of AI in producing this writing and publishing stop you from taking his points seriously. In fact, it should encourage you to read it and consider if you want to share it.

You too will soon be competing in a world where regular people like Matt are capable of super human feats. Perhaps you’d like the same leverage for yourself and your family.

All of us can learn to work with the amplifying effects of networks and artificial intelligence algorithms with practice and usage. Allowing us global reach and potentially maximizing the potential of our insights and points of view. That should make us feel better about where we are headed and not worse.

I feel it is useful to share the essay with your skeptical family and friends who are either scared, confused, angry or indifferent about the rapid changes because it is the current reality we all live in.

I know it’s hard as a middle aged professional to learn new tricks. I’m in the middle of it too. But we have to educate all of us and it’s going to take some time. I’d rather we get started on it. And on that note my lunch break from Montana’s digital innovation committee is only an hour so I’ll get back to it.

Categories
Emotional Work Preparedness

Day 1842 and What If It Is Very Different

I am trying to imagine my life being very different. If I step away from some of the areas where I have visibility what changes. I am imagining a phase change of assumptions about not only my own life but life as it goes forward.

It’s the topic we’ve all been dancing around for years and years, with crescendos coming all the more frequent. The science fiction I love so very much has different ways of portraying a jump in material conditions.

The Expanse called it The Churn. William Gibson called it The Jackpot. I wonder what we will call this period in a hundred years.

I have so much curiosity. Maybe too much. an almost childish sense of imagination has never left me even as I go about very adult life. The wonder and “what if” sensibility haven’t been crushed under cynicism even if it would be rational.

I don’t know if I feel equipped to manage what’s coming. How much of the difference will be the choices I make to life my life and how much will be forced on me. It’s a twitchy and terrifying prospect to consider just how much freedom we have against a backdrop of limited information. Only action will illuminate.