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Politics Preparedness

Day 1550 and Fools, Drunks & The United States of America

Americans are mere days away from the dreaded April 2nd tariff reveal and the mood could not be more sour.

If only America was a few good zoning reform bills further along. Then we could house 700 million more people and our Abundance bro moderate liberals would be in a better mood. Alas it’s easy dunking for most of us when Matty Yglesias weighs in late to the party

I’ve spent the last half decade preparing for a more chaotic world. How it would play out and what would be the driver was anyone’s guess.

I made plenty of bets that energy, compute, and decentralization would be the way in a multi-polar world, but I don’t want to count America out just yet. That’s why we made our last stand in Montana.

“God has a special providence for fools, drunkards, and the United States of America.” Otto von Bismarck

The amusing bit of Trump’s mercantilism is literally only he and a small band of trade administration aids actually think this is sensible economic policy. While I know a tariffs bro personally and I appreciate him as a friend they know I think this approach is dubious.

You know it’s bad when even the king of outlier events Nassim Nicholas Taleb is fretting for Treasury Secretary Bessent. Who is at least qualified to manage the a massive currency crisis.

He probably gets that whether tarifs make or don’t make sense is irrelevant: any ABRUPT introduction of steep tariffs must lead to a CASCADING & GENERALIZED price action.”

We are damned if you do not because tariffs are the wrong tool for this moment (though most of them are) but because markets like predictable things and cascading price action everywhere makes us dizzy.

Rather like the drunks and the fools mentioned by Bismarck, we’d better hope providence provides in this topsy turvy moment.

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Politics Preparedness

Day 1546 and Present Ephemera

I am backing off some of my “current thing” hyper vigilance for a moment. I need to shake off the noise and find my signal.

The band of possibilities is simply so wide that it feels pointless to react. Who you are will determine everything from here. You must go into the future based on your values. I must strip back to see myself clearly.

The complaints about our geopolitical moment (true and righteous as they may be) are set against a great power conflict that will play out over multiple decades of technological change.

It’s yet unwritten though I have some ambition that we can all play a part in the restructuring of a knowledge abundant world.

The trouble with accelerating into the turn is the sheer stress. We know we need change but how we achieve it is messy.

It seems in some areas we will take the low road. It is a reasonable worry that we are seeing all of the downsides of American choices while the upsides are harder to see. I feel as I’ve only seen the fears I’d had and the changes are made at great cost.

We fucked around and it is finding out season. The present is all ephemera. I need to hold it lightly. The stress it induces serves no purpose. It will pass. I will adapt.

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Medical Preparedness

Day 1525 and Turbulence

I am doing what I can to hold steady in the turbulence of the moment. Deals are still getting done, founders move companies forward, I do my small part to contribute in the strange dance of rounds coming together.

It has not been easy with both my husband and I seemingly rotating between one health issue to another. It would be nice to have us both healthy at the same time.

Because it is the winter of our discontent I’ve spent more time on Deep Research projects this past month than seems sensible but the urge to find solutions is strong when your health needs mending.

Plus it saves a ton of time when the alternative is calling a bunch of different experts and making progress at best every two weeks with appointments. Scheduling health care of any kind is a mess.

I remember realizing so vividly during Hurricane Sandy that no matter the catastrophe the rest of life went on. Everything will feel turbulent in our new high variance age and all we can do is live through it.

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Homesteading Politics Preparedness

Day 1493 and Familiar With Our Game

I’d love to go on a long rant about the new tariffs America intends to impose, but a big winter storm is approaching and being prepared for that is likely the more important task.

Yes I am aware a much bigger looming economic storm on the horizon. I’ve been a “doomer” a while so I’ve come to gripes with that many years ago.

In joking about choosing what fine Canadian products like All Dressed Chips and Letterkenney we should be importing before the new Trump 2.0 tariffs kick in, I shared the preparations we’ve done to mitigate future dislocations. Someone said we should stock more electricity. Well, good news on that front.

That would be true except we have a giant solar array that provides enough electricity for heating, lighting, our bitcoin mining (whose heat exhaust exchange warms our barn where we keep the hydroponic greens)

For those not familiar with our game

The expectation we had when we settled in Montana was that those who prioritized resilience would be in better shape. Chaotic times means being able to handle whatever changes are thrown at you.

It’s been a great life choice. If we have oil shocks or supply chain implosions we are more prepared than average to muddle through it.

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Media Politics Preparedness

Day 1492 and The Blob in The West

I am unsure how to feel about some of the shock and awe tactics being used in American politics. Well, it’s happening globally but I care more about how it happens here.

Being from the American West, and in particular being a townie of one of the land grant university towns, I have found we have two orientations to federal power in “real America” that can be contradictory.

There is extreme skepticism of how Washington inserts itself into everything fron local land issues to education & regulatory policy. Taylor Sheridan has made a whole cinematic universe out of these issues. The West doesn’t want the long arm of the law reaching onto our land.

But the West also has its own power base. We are tied to the wider industrial and defense power run by the blob by supplying manpower and resources. Land grant universities like CU-Boulder have trained a cadre of science and engineering workers who run important programs like NIST and NOAA.

Federal scientists and their work runs everything from the atomic clock to tide reports. This doesn’t even account for the Air Force Academy and Cheyenne Mountain. The military industrial complex and its funding of the sciences is well integrated into the American west.

It makes for some interesting politics as the land grant towns. They owe some of their wealth and economic base to the training delivered by a university system that is local and regionally powerful.

And yet funding for its surrounding apparatus relies on a complex set of funding arrangements from the Blob from science grants to defense contacts.

If the money is under threat I’d expect regular people are going to have a bumpy ride. And systems will certainly break. Maybe all the burbling in the Blob as it recognizes this threat an opportunity for the western states to assert their own independence. That is a more optimistic outcome than many expect.

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Media Politics Preparedness

Day 1489 and Foggy Frosty

I felt it was very important to get off the internet and soak in some restorative aesthetics. We are in a shock and awe moment almost anywhere you look from national politics to geopolitical technology competition. And everyone is jangling for narrative.

We’ve been a fog of informational war so long we forget we are all subject of multiple intersecting and independent actors who want your attention to be on their issues and their terms. We are living in context collapse hell.

Ans it’s not going to get any better. Many independent minded citizens are arising in these challenging times and they all operate with mindful caution. We have to invent our way out of the most challenging information environment of our lives.

Americans don’t realize we are subject to political and industrial competition and it plays out across social media. Don’t think because you know it is being done that you aren’t heavily affected. America has foreign enemies and quite a few domestic ones.

Extremism exist in some very weird bubbles. I am concerned seeing rationalist singularity cultists. But I’m also concerned about high frequency hedge funders who manipulate markets. We are in a great power competition and I’m sure we all have totally sensible opinions about open source artificial intelligence models. Right?

It’s all very cyperpunk. Manipulation of financial markets is as grey zone a tactic as sniping the telecoms pipeline from Helsinki to Tallinn. And we should be concerned about being competitive. We’ve been snowblind before

It’s a nuisance as neither you nor I have a clear line of view. Some of us maybe have a few months heads up. The lead feels less and less even as I am as much a part of shaping narratives as anyone. I was using DeepSeek in the fall.

When I was in fashion we had this website called “don’t believe the hypebeast” to mog those overly concerned with cool. Don’t get mogged. The same principle applies here. Don’t try to figure it all out.

Go read something with soul, listen to some Bach, and be with your family. Be frosty in the fog and exist in the real while you still can.

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Aesthetics Internet Culture Preparedness

Day 1483 and If You Die In The Matrix

Twitter has become an unmonitored Wild West of content. This is mostly good for those of us looking to understand the world “as it is” and not as we wish it to be, but requires a certain cognitive security not everyone is prepared to engage in. What was once kept to the dark corners of 4Chan splutters up.

We witness more violence than we did during its “trust and safety” years. Thanks to algorithmic chaos quite a bit of gore, pornography and death will regularly hit main feeds.

A friend of mine (whose line of work would put her in a position to know) has a theory that Zoomers will cross into physical world violence more easily than past generations. We have long debated as to why and how it will manifest but it’s already begun.

Being raised in digital always- online mobile environments means their reality is more malleable. And yes the internet is real life. We live, we love, we hate, we play and we work online. But what of violence? Are we prepared for that crossover?

Digital life has given them an immense sense of freedom to act without consequences because the virtual world is still sequestered from some consequences. And unlike millennials, whose sense of The Real and the Matrix, was anchored by a physical consensus reality, I’m not convinced this will be true for all Zoomers.

If you die in the Matrix you die in real life

We have already seen the maturation of bringing Internet identities to our regular life physical world. Violence has always been there lurking, but it is now bursting forth and I believe it will only become more prevalent.

Today I read news stories of two separate incidents of violence that I can only read as Zoomer Internet Identity Violence. Be warned they are both upsetting and confusing for non-internet natives.

A German math Olympiad transwoman on an H1B visa was killed in a shootout with a border patrol agent in Vermont. A shooting in Nashville involved a full Google document FAQ on a flavor of soyjack I didn’t even know existed and will not type here.

If you die in the real world perhaps you live on in the Matrix of the infinite internet. But this is not an end that we should wish for our civilization or for our Zoomers. Be prepared to see more of this.

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Community Preparedness

Day 1469 and Prayers and Hope

My in-laws live on the west side of Los Angeles as well as one of my portfolio founders, significant extended family and many dear friends including one of my closest and best friends. I am afraid for all them as the fires in Pacific Palisades has rapidly spread.

Please pray for the city of Los Angeles and her people as these fires rage. A dry year with little rain and unpredictable Santa Ana winds have led to a precarious situation.

Officials warned of devastating losses as the main blaze raced through the affluent Pacific Palisades neighborhood. The fast-moving fire spread across nearly 3,000 acres and was still 0% contained early Wednesday, according to the Los Angeles Fire Department –WSJ

A professional colleague known well to the venture community Mark Suster is quoted in this WSJ piece as he and his family were evacuated. I fear many more may be in his position. I pray their homes are not lost.

I have an especially strong emotional reaction to these types of rapid urban firestorms after living through Boulder’s Marshall Fire two years ago. Over three thousand homes were lost. It was devastating to my hometown and it is still rebuilding three years later.

I advocate for preparedness as both an individual and a community. I have lots of posts and media on the top if you are interested. When these tragedies strike, show up for your neighbors and your family by preparing so that when the worst happens you can be at your best for people.

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Politics Preparedness

Day 1437 and Back at the Ranch

I marvel every time I fly. My life rests on miracles and small issues like repair delays and malfunctioning climate systems can make the miracle feel too much like magic and not enough like good process.

I’m happy to be home in Montana after a couple weeks on the road. Financial markets are happy with certainty. So business is looking good and optimism is emerging in all sorts of corners.

And yet we are in the worst Cyperpunk moment of my life. I think about other uniquely connected moments and it’s got nothing on this.

The chaos has never been so visceral and implacable and it’s coming so fast. We’ve got extrajudicial killings of healthcare executives by gray man gearheads. South Korea declared martial law briefly. Syrian rebels are toppling Assad while America and Iran are otherwise engaged. And Trump isn’t even back in office.

I expect turbulence to continue. Both when I’m flying and in the wider environment. I feel as prepared as it’s possible to be with edge positions across the board and some distance from the center of the empire. I’m glad I’m back home.

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Preparedness

Day 1435 and Tsunami Warning

I was preparing to head out for a lunch meeting when I got a blaring alert on my phone. I’d been putting on cosmetics in the bathroom while my phone charged in the other room. Initially I thought it was an amber alert.

The National Weather Service has issued a tsunami warning. A series of powerful waves and strong currents may impact coasts near you. You are in danger. Get away from coastal waters. Move to high ground or inland now. Keep away from the coastal waters until local officials say it safe to return.

My blaring alarm was not for a personal family tragedy but a warning for the entire Bay Area. A 7.2 magnitude earthquake had been registered offshore.

The earthquake occurred at 10:44 a.m., 45 miles southwest of Eureka. The proximity to the coast created an immediate tsunami threat which led to the alert on my phone at 10:51.

Naturally Twitter lit up almost instantly as a number of older established users remain in the area. When San Francisco has weather or news it tends to dominate the instant chronological feed.

Thankfully organizations like the U.S Geological Survey and other relevant public service accounts spread information quickly.

I could feel my cortisol spike as one after another meetings canceled and texts came in from friends in the city (and those who knew I was in town) checking up on each other. We quickly learned it was a large earthquake and its proximity to the coast automatically meant a tsunami warning.

We are staying in a hilly neighborhood so it was easy to calculate we were 100 feet above sea level. It seemed we us an hour till any expected wave was due in San Francisco at 12:10.

An hour of warning seemed like a lot for filling up tubs with water and doing a few frantic preparations like washing socks in case we were looking at a disaster. We wondered if SFO might be impacted given how low lying it is relative to other neighborhoods.

A friend headed over as the park was high ground so we figured why not watch if something happens and catch up together.

As Twitter churned it was mentioned in some coverage that “this was a strike-slip fault, as opposed to a subduction fault, so it’s less likely to cause tsunamis.”

As other areas closer to the epicenter did not see waves, we soon got the automated cancellation of the warning. 12:10 cane and went without a disaster. The cortisol wave I was riding crashed. Everyday there is some new chaotic thing that gets integrated into one’s world as just another day. Yesterday it was corporate assassinations. Today it was tsunamis. Hopefully tomorrow will be calmer.