Category: Startups

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Aesthetics Startups

Day 1363 and Landfill Apps

Building good software is a topic on which many of my friends and colleagues have extremely strong opinions.

Anything built by humans can become a craft with skilled artisans and building software doesn’t escape this. While there are 27 million software developers in the world and 4.4 million of them are in American, if you pressed the startup community most would agree the number of good software developers is much lower.

I came of age in the blogging era, where we got writing like Joel on Software. I learned to build thanks to other builders sharing their craft and discussing it on forums & personal sites. I had access to the insights of builders like DHH and Alex Payne. Their commitment to publishing accessibility helped onboard millions of normies like me.

In some ways, startups and the software giants of FAANG are a victim of our own success. We onboarded the world to our efficiency.

And now with AI coding software (incidentally trained by Stack Overflow data & GitHub repositories built by my community) we are experiencing a Cambrian explosion level of coding access.

And it’s not Zapier hacks or snide remarks about Rust anymore. Anyone who can think critically about a product feature can build it with clear thinking and natural language.

I recommend “In The Beginning There Was The Command Line” by Neal Stephenson so often because every time we have an abstraction leap that allows more access we move further away from the power of craft.

And that is an unmitigated good in many ways as more people get the benefits of these tools.

But we are also going to get a slot of shit churned out because of that. Soychotic called them landfill apps when Marques Brownlee or MKBDH launched a $12 a month app for phone wallpapers. The app enraged Twitter.

If history is any indication the growth curve in app building is just getting started. Much awful nonsense will be built and sold, but imagine how it enables those with taste and opinions to make new solutions to our problems.

Ironic a critic of software like MKNDH should play such a role in reminding us of just how hard it is to make something good. Making money though can have a much lower bar.

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Startups

Day 1343 and LFG?

The aftermath of a long weekend is one of my favorite shared cultural experiences. The scramble to reposition yourself back to your work, family and home life always makes the first 24-48 hours back extremely chaotic. The sprint to send reminder emails and respond in kind to others is overwhelming for everyone.

Any number of projects, financings, fundraises, and other sundry needs and obligations are percolating back into my inboxes.

First it was the three day weekend folks. Then today the “extra” four day folks. And yet the materials I need most are still in that liminal space of “not quite back to the office” just yet.

I was at our normally quite sleepy local airport today and it was packed. People leaving Yellowstone and Big Sky with a few folks returning home. A milieu of campers and and millionaires all navigating back to reality.

The next 10 weeks or so are some the best of the year to fundraise if you are an entrepreneur. It’s the season of “let’s fucking go” even as the chaos of the American election season has everyone on edge. Rightfully so as nothing roils markets like uncertainty.

Summer has activity but August tends to be dead and this first week back is when we all shake it off and return to work. The other seasons to raise are January through March with spring break and Easter as the first cut off. Then it’s best to try to finish your fundraising before the end of May or at least by mid-June.

So if you are ready to be back and are a founder fundraising (or considering it) just slide into my DMs on Twitter.

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Startups Travel

Day 1342 and SKU Bloat ZIRP Era

I was doing some packaging preparation for fall travel and was pleased to discover that I’d finally appeared to have built out a basics wardrobe that actually mixed and matched well. A decent capsule wardrobe I bought I’d never achieve had come together after literally a decade of failed promises from startups.

There was an era of direct to consumer startups that promised quality and simplicity. A startup would launch with few basic but upscale stock keeping units (or SKUs) that promised they would be all you needed to own at a fair price point. This was alluring proposition for many early entrepreneurs including myself.

The premise was simple. Why would you want to add unnecessary complexity to tee-shirts, glasses, or toiletries when you could get something good without worrying if you were paying a markup for branding or retail margins?

The DTC boom has been largely looked at as failure as a movement for both consumers and businesses. With the benefit of hindsight, many of the businesses relied heavily on growth that couldn’t be achieved without either expanding your retail presence in stores or without giving up on providing simple basics.

As the zero percent interest rate era boomed, brands released constant new and novel SKUs to chase growth in every vertical from sneakers to lipstick. The goal of better prices and simpler products failed under the weight of driving growth at scale. Darlings became pariahs and founders sold to roll up private equity firms.

ZIRP ended as post pandemic era inflation demanded higher interest rates. We all complained bitterly about cost and quality of consumer goods in the aftermath.

And yet maybe we judged things too harshly. A chaotic decade of changing macroeconomic conditions were not easy to navigate. The growth required by venture and private equity were always going to conflict with a simple ethos of shopping.

But here I am with exactly what I wanted from my shopping choices at the start. I’ve got my quality basics merchandised in a simple way from brands I purchased from directly. In other news, the Everlane Barrel Pants are excellent.

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Startups

Day 1334 and Heads Down

I had a couple days of flare in my autoimmune condition that had struggling last week. Down time in bed, especially when you are in pain, can be a bit dangerous when the news cycle is popping off. Pain and American politics are a terrible combination.

I do pay attention to politics alas as I am involved in a number of issues (#FreedomToCompute, regulatory reform, and housing) so it’s easy to over do it with being extremely online. My nervous system doesn’t need any additional stimulation.

I was relieved to be back on my feet today as it felt good to be heads down at work. I’m excited about how my seed investing has been going over the past few years and I’m taking the next steps to evolve the fund. I’m so optimistic about what can be achieved. Founders are particularly motivated to build. Ingenuity sparks when things are darkest.

Categories
Politics Startups

Day 1322 and You Can Just Do Things

The older you are the more you begin to accept the way things “are” in the world. We’ve come to accept layers of professionalism between us and the real work of the world as we go about pursuing our own comparative advantage.

Surely someone is handling the bits we are not as this is an advanced civilization right? I fucking wish.

I don’t wish to disparage our expert managerial class but we are all human. The experts are just operating from past biases and some of them haven’t been updated in quite a while. The people in charge might even be quite wrong.

Sometimes things are much easier than you imagine. I remember being asked when fundraising for a cosmetics business about the relative challenge of sourcing manufacturing.

The bias ten years ago was that there must be exclusive manufacturers who make the nice things they sell at department store. Turns out any idiot who can underwrite a purchase order to buy anything they like for an astonishing array of things.

Now maybe you think ok but not all businesses are like this right many businesses have regulatory challenges and someone responsible must be in charge of all of that.

Surprise those are regular people too. And most of them have LinkedIn profiles now. Everything from the bureaucracy at the Department of Energy to the local zoning board is one like now

I spent a few years on a community board that oversaw liquor licenses in lower Manhattan right after Trump was elected as I wanted to be a more active participant in my own democracy.

Turns out a lot of life goes on at the local level and the levers of democracy go through having your papers in order. American life has a lot of paperwork. If you wanted to serve alcohol at your establishment you went through me and a couple other normal citizens at the liquor board

Most businesses spent small fortunes on laws to manage the paperwork of doing business. It was expensive and time consuming and I looked at a lot of Michelin caliber restaurant business plans.

I did everything I could to make sure a license got through. Most of the board had a similar attitude. We’d redo applications on live at a meeting sometimes which made them go for hours. But generally the goal was to get permits approved and have there be no issues that could trip the business up.

I felt I had a civic obligation to be more involved in helping people just do things. You can get through the paperwork.

I want Zoomers to do their best to convince the older people living in the past to help us update our priors. You can just do things.

You can find a laboratory for a formula or a factory for parts. You can find the regulators and local people on board and convince them of the soundness of your plans. You can just do things. Even if someone says something is hard you can probably do it. Even impossible things might have a chance if you just keep working the problems.

Categories
Community Startups

Day 1321 and Credit Where Credit Is Due

I can’t get into the details but I learned today that there is an internal metric at an institution based around work I was personally responsible for achieving.

Literally none of the credit has accrued to me because ultimately the thing didn’t really work but the downstream effects of the social credibility I brought really benefit someone I am not sure I’d have wanted to benefit. If I’d had a choice which I very much didn’t. Sometimes your social capital accrues to people you don’t even like.

I like having social capital to spare but I didn’t realize that someone was profiting off of it to such an intense degree till today. Power laws rule everything around me and it’s actually good. Just funny how little credit you month get for something and how much it might benefit someone else.

I don’t even know if I can even politely point it out simply because it’s déclassé to do so. I’ll have to enjoy the the little irony on my own. And believe me I am. Maybe it gets shared in a small circle of folks for whom making money for jerks it’s a fact of life. But I’ll take the credit privately.

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Emotional Work Startups

Day 1320 and Being “You-er”

You may recall the old aphorism about marriage. Men and women have very different goals for the institution and how it will or won’t change them.

“Men marry women with the hope they will never change. Women marry men with the hope they will change. Invariably they are both disappointed”

I don’t recall having any ambitions for changing my husband when we got married ten years ago. I thought quite highly of him when we got married. I still do.

The irony is that we have both changed significantly not because of any goal the other has for each other but because of the work we do together. Fast growing startups simply demand so much emotional change from their people.

A recent piece in the New York Times discussed how coaching has become the hack that drove emotional chances

Venture-backed startups simply must scale faster than all but the rarest of human beings can acquire emotional intelligence. As a result, startup founders and chief executives, many of whom are trained not in management but in software engineering, face extraordinary risk of coming unglued in ways that vaporize immense amounts of capital.

How Coaching Became Silicon Valley’s Hack for Therapy

Acquiring emotional intelligence quickly becomes a “do or die” skill in startups. And most of us do die. Ego death in mediation like jhanna are within reach because failure and rebirth are such common experiences for the technologists that build quickly moving companies.

Both my husband Alex and I have done family systems therapy as well as multiple forms of professional and personal coaching. If Alex didn’t want change from me as his wife then he is surely disappointed. As his wife if I wanted change from him I very much did get it.

Neither one of us is disappointed, aphorisms aside. If anything, as we’ve done more work to acquire the emotional intelligence required of us to growth and thrive in our work, we’ve become more ourselves.

There is a real joy in becoming “you-er” as essential personality, skills and ambitions become clearer. It’s well worth investing in therapy and coaching to become yourself. Being “you-er” is quite freeing. It’s hard to be disappointed by that outcome.

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Startups

Day 1318 and Intention

I am experiencing a peace about the future I didn’t fully expect to find. I’ve been lucky enough to have a number of long term efforts start to paint a picture of success.

I began a process of examination of my last several years somewhere in the last half decade as I prepare myself and my work the next stage of growth. I’ve made a number of fairly significant decisions as my idea of where the future is headed and how I myself expect to live in it. A lot of these choices are public and revealed preferences. I don’t make it a secret.

I’ve been considered a doomer only because I think one has to look with calm and clear eyes at the problems in front of you. Only then can you really build optimism about your capacity to improve. Being merely positive isn’t a bad thing, but positivity is only driving you towards success if you are planning realistically. A good attitude is just a starting point.

I’ve taken things slowly. Sometimes it feels painfully so. But the intentions I had to be prepared to live in a more chaotic world means I live a stable life now even as daily uncertainties exist for everyone.

My intention is to approach building the future with optimism. The problems are large but I work with many focused and sober minded people who actually can and do build solutions. Fighting the future won’t do much. But who says it’s got to be a fight? Maybe we can bring on better things.

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Emotional Work Startups

Day 1314 and Picking Up Good Vibrations

I am so tired. A wave of good news, good startups, good luck and good vibes has been coming my way. Pet Sounds may be Brian Wilson’s best work but good vibrations are a universal broadcasting frequency.

I am choosing to tap into those good vibes even if I’m concerned about well just about everything. There is nothing to be done but work the problems in front of me.

No blackpilling

So I’ll keep nurturing my good vibes. I won’t be blackpilled. I can make a difference and so can you.

If you want to send some good vibes and solutions my way, I’ve got some sort of neck pain from tension in my traps that is messing with me fiercely and I’d like to work through that. That’s the level of problem in front of me that’s solvable. That’s a vibration that can be raised. Maybe you’ve got some stuff you need help with. Hit me up with solutions or problems.

Categories
Startups

Day 1312 and Phew Slow Down

I haven’t been paying too much to the news of the week as there has been too much to do. After weeks of drama in the world of domestic politics I’d like to be doing something more productive than watching. Silicon Valley infighting

I’m always happiest when I’m working with founders and there is slightly more demand than supply at the moment on the Julie . This is a good thing for me but less so for the founders and I’d like more capacity for them.

I’ve been working from my gut (honed from now 18 years in startup land) and the results of our investing honestly so much better than I could have envisioned.

It’s unusual to be able to do real performance driven work in the first 2-3 years of a fund cycle when you are small and pressed but somehow we are here without single zero in even the riskiest of spaces.

It’s all markups and progress and it feels almost too good to be true and I’m so excited to make the case for where chaotic.capital goes from here. But wouldn’t mind being able to catch my breath. Such is the nature of startups. It can be mostly eating glass but we are actually doing the thing.