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.
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.
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)
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
I feel like I’m in some sort of slapstick comedy with our city pratfalls. I’m in Los Angeles for the holidays which has been somewhat pleasant except for the modest signs of barely contained emergent chaos.
Which I frankly don’t expect to see we are staying in a very bougie neighborhood called Marina Del Rey. I figured the wealth that holds it together would make it more navigable. Lol.
There is something extremely funny about leaving your cozy Montana home with its backup solar power and multiple heating systems only to find yourself in an large apartment building on a rickety grid in an enormous city over which you have no control.
Last night around 11pm there was massive power outage affecting much of Marina Del Rey. Alex was already asleep having had a busy day so when the power dropped I didn’t want to wake him.
I went to fill up containers with water just in case we needed to flush the toilets as we are on an upper floor. I took a few pictures and went to bed with earplugs in and an eye mask figuring it would resolve itself.
The view from our Airbnb and the next set of low rises without power. What seemed to be edge of the outrage from the Airbnb two or three blocks out.
Alex woke up at 6am and the power was still out. He had been working so nothing was charged and we had no WiFi. It was dark out as he started his work day on east Coast hours
It turned out the outrages were larger than just the complex around us. Twitter had some estimates for who was without power but we weren’t the only family members without power or water in the neighborhood.
Mind you this is the beachfront south of Santa Monica so a pretty upscale area populated by Silicon Beach types. It is unincorporated community in Los Angeles county which complicates its infrastructure.
The outage stretched on into mid morning. The car we had rented was trapped in the garage with the power out. The elevators were obviously not working and we were quite a few floors up. We couldn’t shower or wash up. Thankfully I had water for the toilets to flush.
It all felt a little dramatic for what should be a pretty normal day. Imagine if there had been an actual storm or an earthquake. Complaining about it on Twitter was made humorous given our friends know we are the types to do preparedness planning. We are all at the mercy of a blown transformer. So make sure you keep extra water on hand.
Running a startup, for all its supposed glamour, is mostly an exercise in learning how little you know.
Sure there are playbooks for some of what you will do. As the technology industry has grown and startups have become an appealing career choice we’ve filled out how-to guides for everything from fundraising to operations.
Alas all advice is specific to the giver’s experience and untangling biases to make advice relevant to your specific needs is quite hard. That’s where it helps to have more experienced operators on hand to call bullshit.
At chaotic.capital we pride ourselves on being investors who “have a guy” for even the most esoteric possible requests. Playbooks can only you so far when you need an expert.
Just in the last two days we’ve worked through how one hires a chief of staff, what to do when letting go of counsel who made a mistake, installing appropriate security procedures for digital footprints, and the resale brokers for a rare commodity.
We like to problem solve and the weirder the problem the more fun it can be. Removing obstacles and clearing bottlenecks is satisfying work. And knowing guy who knows a guy is a heck of a fun game of social geography.
