Category: Preparedness

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Culture Politics Preparedness

Day 943 and Glimmers

I find myself filled with optimism today, even as I’m quite sure we are ramping quickly into the era of chaos I’ve been prattling on about for nearly a thousand days. Everything feels a bit “hold on to your hats” as we collectively experience the fear and joy of an illegible moment without any dominant narratives.

And yet today inside this chaos without clarity, the internet is filled with enthusiasm as a small niche of enthusiasts try to replicate the results of a chemistry paper that claims to have made a superconducting at room temperature material LK-99 produced with common materials like lead and red phosphorus.

Add that on top of fervor over Congressional investigations “aliens” program whistleblowers while we all collectively wonder at the potential for artificial general intelligence to be accelerated and the zeitgeist is a fever pitch of vibe shifts from doom to foom.

All of these glimmers of joyful uncertainty and hopeful chaos are emerging from a youth culture that is quite sure it has been abandoned by its own past as it is bombarded by a dystopian future by its own geriatric elite. Is it any wonder it feels like the social contract is hanging on by a thread?

Historian Peter Turchin is taking a victory lap with the accuracy of his theory of cliodynamics

When the equilibrium between ruling elites and the majority tips too far in favor of elites, political instability is all but inevitable. As income inequality surges and prosperity flows disproportionately into the hands of the elites, the common people suffer, and society-wide efforts to become an elite grow ever more frenzied. He calls this process the wealth pump; it’s a world of the damned and the saved.

Peter Turchin “End Times: Elites, Counter-Elites, and the Path of Political Disintegration

The broader popular rediscovery of historians Neil Howe and William Strauss is no coincidence. They wrote the The Forth Turning twenty five years ago.

Looking back at the last 500 years, they’d uncovered a distinct pattern: modern history moves in cycles, each one lasting roughly eighty to one hundred years, the length of a long human life, with each cycle composed of four eras—or “turnings”—that always arrive in the same order and each last about twenty years. The last of these eras—the fourth turning—was always the most perilous.

The Fourth Turning Is Here

Clever Simon and Schuster realized it was an opportune moment to point out that the fourth turning had arrived with a new book from Howe.

So perhaps these glimmers are here to show us that the churn is here, the fourth turning is now, and Turchin’s race to become an elite to outrun the effects of dislocation may already have its winners.

Amidst all of that there are those of us seeking to believe that we might find a way forward. I’d rather be looking for the glimmers of hope. I’ve already done what I can to warn about the need to prepare for hard times. If you haven’t yet come to terms with the doom then I certainly won’t convince you of the need for optimism either.

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Community Politics Preparedness

Day 939 and Culture Wins Not Culture Wars

You could be forgiven for losing faith in the American Dream. We’ve had a rough couple of years with bad vibes and culture wars. The Great Weirdening era was not easy.

I’ve been encouraging people to consider preparedness in the face of unrelenting uncertainty for a decade now. It’s time for us to move on from the “what if” of our current geopolitical, economic & climate dislocations to the “what now?”

I’m pleased and saddened to say the future is here. My revealed preferences tell you most of what you need to know. I live in an off grid capable homestead with well water and solar in Montana. I own Bitcoin. I think we are in for a bumpy decade or two.

But that doesn’t mean I’m not hopeful. I am optimistic about what a very different future will look like. I invest in technologies as varied as open source vector database software, multi sig wallets for DAO governance & network states, and psychedelic clinics for mental health. I clearly believe we can do future in the future. Orders of magnitude better. If you believe in the same you future you can become an LP in my fund chaotic.capital

Change is the only inevitable thing in life. I’m proud to have been raised in the Rocky Mountains because our history has been so crucial in the formation of the American mythos of a better future. We are the frontier. The future is a frontier just as surely as Star Trek was about space cowboys.

And on the frontier you have the freedom to make choices of your own. How things used to be done doesn’t matter as much here because “how things used to be” is barely more than century or two for most of us.

We take what works from our heritage and we use it to inform a better future. Because a frontier represents a better future for your family. That the next generation will have it better. It’s a commitment to our heirs.

We’ve seen what happens when people don’t believe the future will be better. The pandemic years were bleak. I’ve seen the despair in people’s eyes when I discuss the problems we have in front of us. I’ve happily worn the doomer mantle as I do not wish to convey that success is assured nor that the problems all have solutions. As without clear eyes we will remain in denial forever. But after accepting that we have problems we cannot remain frozen, we must act.

I’d like us all to wake up to our reality and resolve on the good we can achieve by believing the future can be improved by what we do in the now.

We need culture wins not culture wars.

The desire for clean and livable environment, a functional state, and the dignity of our life’s pursuits remain common cause for all humans. Resilience and adaptability remain our tools.

If you are one of my neighbors in Montana, I am hosting a get together on August 16th. I believe that America has a “dissident” middle who are tired of culture wars. We want the freedom to pursue the American dream without government interference. A dynamic future with growth and choice for everyone is the best path forward. And I like to walk that path with you. If you’d like that please come on by my place.

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Emotional Work Internet Culture Preparedness

Day 938 and Steady Till

I’ve been enjoying a bit of accelerationism in my own life. I’ve been pruning attention and refocusing myself and was rewarded with a lot of change. All of which feels good to me. I’m relieved to be happy now that I have steadier days.

It feels quite intense out there on social media. We are repeating big narratives and I encourage everyone to read up on past media fervors. I know my own nervous system can find it stressful to stay on top of every current event. I’m doing a free hour long cultivating calm session with Jonny Miller on August 10th at 11am MTN. I’d love for anyone interested in working with reactivity to join us.

I see how primed I am to reenact. found myself going through my usual storm preparedness routine. I don’t like facing a crisis without adequate resources so I’ve been known to restock inventory and clean house when the weather forecast looks bad

But I have the choice to have a steady till and my own hand will guide me on the course. If that requires nervous system work or grocery shopping. Or both. Or something entirely. Please do what you need to keep yourself steady in the storm.

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Chronicle Preparedness

Day 934 and Planning Ahead

I have been doing a short “season of no” over the last few weeks. I’m pruning my calendar and letting go of some projects, people and attention hogs. I’ve reoriented myself to obligations that give me as much as I give them.

The upside of saying no is that many obligations I’d assumed were set in stone are now blissfully gone. You can say no to more shit than you think as it turns out. I had a death in my extended family that provided me with clarity.

I do however feel as if it’s going to be hard to make plans too far out into the future for a while. A lot is happening and schisms in every community make it hard to see how some things could turn out. I’m keeping flexibility in my life so I can be mentally and physically prepared for rapidly changing conditions.

Especially as we come to grips with a world that is more chaotic, and a future that is less predictable, planning becomes the kind of exercise you hold gently. I’ve got goals and ambitions for the near term but I’ll play it as it lays.

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Medical Preparedness Travel

Day 884 and Who Hurts First

I spend time in Europe for professional reasons. Some of my founders are unable to reach the United States as our visa program has become untenable. So I spend time in places founders can reach me. Trade crossed all borders.

Just in the last two, I’ve had Nigerian, Indian, Albanian, and Russian Jewish founders years find themselves unable to secure visas to visit America, not even for professional conferences or tourism. It is much worse with HB1 or O1 visas. You may not think this problem doesn’t affect you, or may even benefit you, but can I assure you one day it will affect you negatively. American industry was built by immigrants.

At first I thought I could simply work around America’s travel restrictions. Capitalism will overcome the inequalities our states have wrongly thrown up to divide us.

But I am learning that climate change and failures in sustainable energy policy is making it much harder to travel with a disability or chronic medical condition. Heat is a strain some bodies can’t take. And mine is one of those bodies. Migraine sufferers are too. So are the elderly. It’s quite common.

Last year I briefly did that American thing where we pretend we the Mediterranean lifestyle is aspirational by spending two weeks on the Ioan Sea. Utter disaster. I am not calling White Lotus a liar, but I couldn’t possibly imagine how hell could be worse than a heatwave in Sicily in July.

Watching the Germans treat air conditioning use like some sort of criminal shameful behavior was a vivid reminder that society always chooses who we hurt first. A policy that is for the common good may find uncommon hurt delivered to those we didn’t consider. It’s not deliberate but it may as well be.

If you paid attention during the pandemic you probably learned a lot about how we treat the sick and weak. Now imagine yourself as an one of them. It’s almost enough to make you consider becoming a reader of Rawls.

The end result for me is that I don’t believe I’ll be traveling to Europe except in the winters going forward. I can’t risk the lost days of productivity to something stupid like a default hotel setting for 72 degrees. I feel a bit robbed by this. Grief even that even late May is too risky to be on the road.

It’s a small thing to have your travel be restricted in a world of bigger sorrows, but the feeling of having your opportunities narrowed hurts. I’m sad because a utilitarian neoliberal wonk decided that most people would be perfectly comfortable with slightly warmer rooms. The finance teams at the hotels agreed. It’s not so bad. It doesn’t bother them. I wonder what other decisions won’t bother them. And whether they will hurt me unintentionally.

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Culture Preparedness

Day 883 and Ride the Edge

If you aren’t comfortably with the current standards of living on average, I’d consider shoring up your resources now. As our planetary resource situation doesn’t appear to be getting better.

As more first world countries come to terms with slowing growth (perhaps even degrowth), resource scarcity is going to affect daily life in uncomfortable and visible ways we can’t smooth over with shrinkflation. If you aren’t prepared to live life on a harder setting, you should begin as soon as you are able to prepare for that reality.

I’d like to think about this problem with a bit of distance. What if we have a coercive state and social consensus for something you’d consider a personal preference or choice, but civil society views as as deviant? You will need to find ways to look like you are conforming even if in private, you are not. So how do you do so?

You may find it helpful to not stick out. In that situation there are two ways to survive an attack. Being protected and in the middle of the herd. Or be as far away from the herd as you can be.

Anyone on the edges of the herd of social consensus, but still within the second or third standard deviation from the norm may get hurt. Forced metaphor of the brutal blue curve but you get what I mean. Better to be a true outlier, as the secondary standard deviation will be forced by a brutal bell curve to fit in better.

If we add in artificial intelligence to the equation, we’ve got even more effective tools for monitoring and surveillance of out-group behavior and even easier mechanisms to deploy social shaming force at scale to insure social adherence. The panopticon is us. An army of Karens armed with the probability you will deviate waiting to pounce.

See for instance a social shaming quote tweet campaign. Now imagine it’s state sponsored propaganda but organized, through the seemingly spontaneous egregores of populism, add a dash of rule by authoritarianism and you’ve got yourself quite a problem. The wisdom of crowds can look like mania.

I got a small taste of being shamed yesterday by my neighbors in a Frankfurt Airbnb. Air conditioning use is frowned on in Germany now for both social reasons and also failing energy policy. Shutting down the nuclear power was a bad idea.

I’ve been suffering from an autoimmune issue, exacerbated by allergies and pollen, so I’ve used the air conditioning on 80 degree days. This was enough to get my neighbors to complain to me twice. I attempted to comply by going to a hotel but quickly found that no hotel would let me turn the thermostat below 72 degrees.

I decided to brave the noisy neighbors and run the air conditioning at the Airbnb in the end, but I didn’t appreciate having to lay our personal health problems to justify a private decision. Now extrapolate this out to genuinely serious situations. The disability issues are often an early lens into wider social attitudes on freedom, choice, value and worth.

You have to decide now if you want to hide in the middle of the herd. Can you pass? Are you able to fit in or do you have some deviance in your life? If you aren’t sure you can pull off average, you must ride the edges. Be as far outside the herd as you can. Maybe on the edge you can find a pack that will defend you.

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Emotional Work Preparedness

Day 844 and Blooming

Spring is in the air. Not in Montana so much as it’s still mud season, but metaphorically. Life is blooming and blossoming all around me after what feels like a lifetime of winter. Everyone in my orbit is flourishing and optimistic about how they are choosing to live their own lives. Which is wild as I’m friends with a lot of doomers.

The cost of an exceptional springtime was quite high. The flourishing is happening amongst those in my ecosystem who addressed their suffering head on in deep dark winters of soul and body. Between the pandemic and the financial calamities in the following polycrisis, people had it rough.

I’m not saying any of that is over so much as I’m seeing people reconcile that life is just going to be bumpy for the foreseeable future. Maybe it was always this bumpy. I gather that Americans are the ones experiencing the most dissonance on a changing world because we had it pretty good for a long while.

But it’s a choice to come to terms with a fallen world. Both in the Christian sense and in the wider “shit is crazy” sense. We still need to be housed and fed and educated and kept safe. Especially if times bad. Maslow’s hierarchy of needs still applies. But if you take care of your own needs you can blossom even in hard times. Maybe even especially. Spring follows winters.

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Politics Preparedness

Day 808 and Left Eye

I’m literally sick to my stomach. I’ve got a twitch in my left eye. We’ve got dozens of competing factions in a massive narrative war online gunning for total social collapse and I’ve got multiple actual real live friends I care about deeply who think that THIS IS IT. Lemmings off a cliff would not be too far off as a metaphor.

There are multiple state, corporate, private entities working on a narrative collapse. Every single one of us needs to push back and say no. My only advice is to simply ignore them if you have already done basic preparations for your own life. If you haven’t it’s probably too late to do much more than treat this like a snowstorm.

Maybe Trump gets arrested. Maybe the money printer goes brrr. But you should assess your own risks as a responsible adult. Get out cash, buy some bottled water and get groceries for the week and keep calm. If it is indeed times for guns and butter the price of Bitcoin won’t matter.

I know I committed to a daily discipline of writing and I am doing it but I want to get off the internet and sleep for a thousand years. I’ll never get any work done or maintain my health and sanity if I don’t. So I am writing this and going to go about my life. You should too. And please nobody flee to El Salvador. I’ll write again tomorrow but if I’m quiet it’s because I am refusing to add any more fuel to this narrative fire.

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Finance Internet Culture Preparedness

Day 807 and Hyperinflation

Everyone calm the fuck down and stop panicking while we consider the most dreaded phrase in Silicon Valley: “Balaji was right”.

Sometimes people use a method of persuading you from the extremes. Remember “he means it seriously but not literally?” It works, it nudges the new position into your frame of reference and anything else feels moderate by comparison. But you get to choose what you adopt. You can be optimistic, you can chose new ways of being, you control yourself. But warning: it takes so much energy and effort, which I know because I did a lot of work to adjust my life to tail risks while still believing that you have to live your life.

Also, I’m not going to censor anything, so if you’ve got an inclination to cuss me out for not being on your “side”, I’d ask you to remind you that I’m human and winging it just as much as you are. Let’s all remember our humanity.

So are we going into hyperinflation in the next 90 days with Bitcoin going to $1,000,000?

The Next 90 Days

I mean, an apocalyptic scenario is pretty hard to do in ninety days no matter what is happening. Because life finds a way and as my husband Alex likes to say, people revert to the mean. So while I don’t fucking know and neither do you, I don’t think on balance the physics of hyperinflation in 90 days works from where we are now, when talking about the US in particular.

I’m not doing elaborate math though I’ve read the materials. I can make some good guesses based on logical observations of my available data and on human nature. And I think a shock of that magnitude is basically the end of the world. And as much as I think we’ve got to end denialism about how bad shit is for a lot of people, I’m also not sure it’s going to go sideways that fast. Maybe I’m over indexing on having read Gibbon’s “Decline & Fall of the Roman Empire”.

And to the idea that “it’s ok, we’ll all just move to a Bitcoin economy: we’ve got a so much work ahead of us to make crypto and in particular Bitcoin work as a viable alternative for a practical economy it’s not even funny. I think I’m reasonably active in crypto (though probably not as much as you think on a day to day basis). I participate in some DAOs, I have bags with Bitcoin. I believe we can build a better future. But we are small and the problem is big and we need more of you to come in and build it with us if you want an alternative economy that’s actually usable by everyone.

I think this is a good thing because I have had some good experiences with how American capitalism works but I think we can do better. I have some money but I’m not .01%. I like capitalism but I’ve experienced the deep lows of navigating a chronic illness in America before everyone became obsessed with fragility. I’m not saying the systems works.

So while I think a change is ultimately coming (and I’ve made plenty of bets to that effect), I’m not so sure I want the apocalypse to come just to further that end.

After all we can’t build software if it’s the end of the world. Which isn’t a huge leap to make if the dollar hegemony collapses before August. Literally nobody wants that. But a lot of people want more options and it’s our jobs to convince them we can provide it.

So we can use Bitcoin but again, let’s not get ahead of ourselves.

Changing Systems

But I want to be transparent about what I am weighing. I believe we have some negative trends that haven’t been addressed in fractional reserve banking. I believe our world has strained trust about state run capital and currency feels inherently political.

We aren’t that far off the church and state separation, historically speaking. And it took a long time for the separation to hold. But even if time moves faster now, I’d be surprised (though not shocked) if we took down money and state in a quarter. Maybe I’m underestimating dramatically on the exponential. I clearly don’t think it’s impossible because I live in Montana and my revealed preferences tell you something. But I also live near a yuppie city and I make investments in a market economy. I’m torn.

So do I think it takes more time to unwind an empire? Yeah I do.

Do the network affects at play impact monetary policy? You tell me.

We poured a lot of cash into a lot of hands and we have the option of gossiping at scale in public. It feels like no one learned anything from GameStop but I can assure you I did. We don’t totally understand emergent behaviors. Egregores are real and we can summon demons, though we probably shouldn’t and I think it’s a little weird to do so because I’m not confident it won’t kill me.

And there’s a lot of new ground to cover. More deeply tied financial systems, and networks magnified 1000x. Last time around we barely had a functional Twitter and now we have, well ok it’s barely functional now (jk but not).

So we shouldn’t in fact continue to do that by building credibility through showing our work and support and investing in that future?I think so. It’s astonishing it’s as cheap as it is now given how much opportunity it provides. But again we have to keep building it out.

Opening the Window

Finally, one tactical issue I want to address is that Balaji may simply be trying to expand our minds on the possible in front of us and how fast we can do it. I believe the most pejorative way of describing it is manifesting but you can in fact apply energy to making a system move in your favor.

One way you do that is by opening the Overton Window on what is possible and seeing if people step up to the plate to build norms and tools that further your cultural view of the world.

So if you really believe that a change is coming and that people need to prepare for it, yes you push even farther than you might think is actually going to happen. That way, even if someone only comes halfway there, they’ve landed right where you think they need to be.

All this to say: chill out everyone – we’re living in the fastest, craziest times there have ever been and it’s damn easy to get sucked into the vortex. So take a step back, breathe, and make your decisions from a place of calm, not panic.

Categories
Finance Politics Preparedness

Day 800 and Small Potatoes

It’s nice when a round number crops up in my daily journey of writing every single day. It’s even better when it’s colliding with the wider narratives of humans. If you aren’t paying attention to the news, Silicon Valley bank had a run on Thursday and was taken over by FDIC on Friday. Now the powers that be decide our fates. On day 800 we wait to see if anything has changed about capitalism.

I’m small potatoes so I’m scrambling for survival as much as anyone. But I’ve got a reasonably good head on me and I’ve seen this movie before. Literally. I watched Margin Call a dozen times this year. My family also went bankrupt in the 2001 crash and I was working in startup land during the 2008 crash. So this isn’t exactly my first ride on the roller coaster. I still get sick to my stomach though.

I think we are all about to have a significant conversation in America about trust and who is looking out for whom. I have my theories on how it plays out and over what time horizon. Very few of those scenarios and involves actually letting the american economy implode. But some heads will need to roll it’s just going to depend on the fates.

I really don’t feel like writing through some of this as it’s both personally traumatic because I’m a human being but also because I don’t know where this lands any more than you do. A lot depends on who blinks and who we want to scapegoat and how much we want to tolerate the unpleasant realities of who matters most. Not to be dramatic but every empire rests on a pile of skulls. It’s the degree to which this is literally true that changes over the years.