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Day 2008 and From Running On A Dream to Running On Our Reactor

I’ve got to remember to keep tissues in my purse. I’m prone to crying when I’m proud. I am a crier by nature and the experience of pride and awe is becoming distressingly common. Woe is me right?

My very early bet on Valar Atomics (Day 1145) is paying off years, if not decades, ahead of my expectations. Never did I expect arguably the hardest bet in my portfolio to be such a fast breakaway hit. And I owe it to an executive order from Donald Trump. Which is crazy.

As it turns out, if the government gets out of the way of talented people, nay, if it demands that our state institutions help them, the impossible becomes possible in shockingly short order. The reports of America’s death are greatly exaggerated.

Today in front of a crowd of hundreds of investors, employees, and family members, I watched a reactor that might not exist without my first check, power an Nvidea Blackwell chip.

In a demonstration rivaling the greats (Ballmer, Jobs) Isaiah brought up NuclearWebsite.com and asked the audience to load it with him.

“Oh no it’s not loading?!!?” What’s happening? Do we have any electricity on site? Quick someone run the GPUs to the nearest electricity! Go go we can’t disappointment all these people!

And then the Blackwell is rushed into the Ward250 reactor. In real time the chip is run to the control room, gets hooked up and boom the website loads.

The first entirely privately funded nuclear startup was critical, stable, producing electricity and powering state of the art silicon.

We actually did it. The mad lads and ladies of Valar Atomics swept ahead of the competition in a frenzied year of progress (Day 1510) from seed round and Ward Zero to producing electricity to power GPUs.

After a twenty four hour travel marathon to get from the Ionian in the Mediterranean to the southern Utah desert, being back at the Valar Atomics reactor facility for a demonstration of this magnitude felt surreal.

Just a few weeks ago (Day 1969) the reactor was days away from being shielded and then fueled. We’d driven down to see her before she was wrapped up in shielding.

Proud first investors in front of Ward 259

Now not only has she gone critical (Day 1996) but I was able to walk into the running reactor room and see the live reactor for myself. The operator Ben (a former naval nuclear operator) seemed surprised and happy to see me. “Julie! Hi!” He exclaimed as me and the other early lead investors piled in for a tour.

I won’t lie it felt really cool that the team knows me on sight. The perks of being the very first believer (Day 1145) are worth the risk. Sure you get called crazy quite a bit, and only half the time does anyone mean the good kind of crazy, but sometimes you get to enjoy being right.

Jason Calacanis (also a master of the live demo) never lets anyone forget he invested in Ubers seed round. I get to brag I wrote Valar’s very first check

And while success has a thousand fathers and failure is an orphan, I’ll always enjoy the satisfaction of being the very first to take a chance on a long shot no one thought had any business even trying. And well they were wrong. And I was right. Not just right but really fucking right. I backed the long shot dark horse (somewhere around day 950) because my gut told me that the kid had the right stuff. And wow did he.

I only had a dim hint of exactly what we’d be seeing today as the invite said “Watts Next” cohosted by Nvidia and Valar. Clearly a number of us connected the dots because it was packed. The atom would power the compute and we’d get to see it live.

The team after the demo

Every existing investor, and quite a few later stage firms, came out to the middle of nowhere to see if these longshots had really done it. And indeed in just three years the impossible became reality. I’ve never felt prouder to be American. And clearly everyone around me felt the same.

This is a win for all of us. The families who gave up time with their loved ones so their loved one could pursue a dream. The policy makers and scientists who did everything in their power to prove we could make nuclear work again. The investors who wrote checks that no one else wanted to write as it was too risky.

And most importantly, it was a win for the team, led by the indomitable spirit of Isaiah Taylor. Their long nights and constant doubt paid off. The road ahead is long but no one is likely to doubt that we are serious contenders anymore.

I always say there was never a doubt in my mind. I had faith. Isaiah joked he had moments of doubts. I say I’m blessed that I got to be that first believer to say “I think you can do it and I’m going to help.”

And whenever he doubted that we’d make it (there are always near death experiences in any startup) it was my privilege to remind him that doing the impossible is just what we humans do.

Like Captain Kirk, I don’t believe in no win scenarios. I hope you consider joining me for more impossible long shots. Because sometimes taking the shot is worth more than anything else you will ever do.

Want to run your compute on clean renewable cheap American energy?
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Day 1942 and Deep Sleep Sunday

Yesterday I was firing off zingers left and right like some kind of Internet Yosemite Sam hollering like cartoon frontier gunslinger.

Hair trigger with a side of facial hair

I am displeased with how silly things have become as I ponder the downsides of things falling apart and the upside of accelerating into the turn. That darn rabbit though right?

So this afternoon with some intentions of productivity on my mind, it only makes sense that I passed out sometime after lunch. I got an hour of deep sleep in the mid afternoon. Which is upsettingly more than I got the entire night before.

Don’t mind the alarmingly high heart rate

My heart rate was racing but my body did not care. I’d been exposed to too much autonomic stress the past couple of days and it was just done with letting that happen.

They say Sunday is a day of rest but that is because we are meant to use our response to consider the things that matter most in life. Family, faith and in some cases football. But I spent it passed out in a dark room without a thought in my mind. I hope it helped.

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Day 1849 and The Great Look Backward

The ChinaTalk Substack has an excellent analysis of the “Net Left” (wang zuo, 网左). A group of young Chinese yearn for the cultural revolution era.

Accordingly to the essay, the “Net Left” traces its earliest roots to a niche group on Weibo between 2011 and 2015 known as the “Franco Left” (fa zuo, 法左).

An American social media user might notice these dates as being concurrent with the stirrings of the Great Awokening whose murky protean identity played out across Tumblr beginning in 2011-2015 as well. Oppressor and oppressed was the narrative for the identity politics which was nouveau chic branding on Marxist capital versus labor.

This simplified narrative attracted a massive influx of young people who were frustrated with their poverty and pressure but struggled to find an answer. Suddenly, the solution was no longer buried in thousands of pages of Deleuzian tomes. Everything was reduced to a single, omnipotent, and evil symbol: “capital.”

Longing for the Cultural Revolution

Even the struggles of Chinese youth sound like American Gen Z’s struggles. American youth were once pushed toward upward class mobility by The Sort.

Now they critique the high costs of that expensive competitive credentialist systems who put them in debt. Youngsters just starting out see its current failure as a mechanism for training and selecting talent and are opting for new solutions.

China has “small-town test-takers” (xiaozhen zuotijia, 小镇做题家) who don’t have the social capital to make the leap. Sounds familiar doesn’t it? In their case it is strongly gendered, which mirrors some red pill and incel culture on the American web.

Just as in America, many Chinese youth blamed capital and its elite power holders. Who needs to read dense critical theory when the warmth of collectivism is easier to understand than the Frankfurt School or Continental Marxist philosophy.

It seems all great powers are experiencing flavors of third worldism where all is “the oppressed ” and those with capital & power are oppressors. And yet Europe, ever the laggard, is trying “almost revolutionary ideas” to make them more like nimble capitalist powers.

The Europeans must be scared of the tractors I saw protesting the Mercosur trade block deal even though ironically German-Italian initiative claim their goals are making “the European Union less susceptible to pressure from trading partners and global powers” after a week of embarrassing news.

They wish to boost economic growth, calling for “an emergency brake” and a revamp of the EU budget to focus resources on making companies more competitive. I wonder who they think will run and staff these firms?

Just as the rest of the world nostalgically looks back for a leap backwards, Europe says “we want to have a fast, dynamic Europe.” Good luck with that based on the protests I saw.

At least Europe, like the Net Left and the Tumblr DSA crowd, are basing some of this on a misty eyes interpretation of a past that once was but was never quite this. The first year of Davos emerged in similar situations

Well, it goes back to 1971, which was actually another year of trans-Atlantic tension. Nixon left the gold standard. The dollar fell. The U.S. imposed tariffs on European imports. And the Europeans were totally blindsided. This German economist, Klaus Schwab, convenes this gathering of politicians and academics and business people in Davos. It gradually grows into this giant business conference that’s also an exercise in virtue signaling.

– Peter Goodman New York Times “Davos Stops Pretending

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Emotional Work Uncategorized

Day 1603 and Seasonal Ambitions

In a past life I worked in marketing for the luxury gym Equinox I could go on about the fascinating complexities involved in selling a future that actually requires you to do more work than most just buying it. But I digress.

Some businesses are seasonal and fitness an easy example of this phenomena with its January resolution sales.

The lesser appreciated but no less important bump was always May. People believe this is the summer where they really get into their bodies.

You’d think people would join gyms at non prime-times but they don’t. Humans like that change is possible at every seasonal juncture.

And we are not wrong to have those aspirations. It’s beautiful to think this is the time I’ll really do it. This turn of the wheel will be the one.

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Biohacking Chronic Disease Medical Uncategorized

Day 1476 and Don’t Stop Till You Get Enough

I’m thrilled to see that the very week I began my hyperbaric chamber oxygen therapy that we’ve had multiple experiments and data come in.

Bryan Johnson helped answer a few questions in my set up so I was delighted to see he himself was just wrapping up a major experiment with HBOT.

Step into my hyperbaric chamber courtesy of Bryan Johnson’s Twitter

Earlier in the week Harvard professor David Sinclair tweeted a thread on with links to the newest scientific literature on treatment. Stuff with names like Activation of SIRT1 by hyperbaric oxygenation promotes recovery of motor dysfunction in spinal cord injury rats

Esssays

A lovely meditation on what happens when you write 11,000 blog posts. In this case startup blogging. I’m written an order of magnitude less so hopefully I can avoid some of the negative consequences and enjoy the lessons.

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1347 and Economic Paternalism

In all the hubbub about taxing unrealized gains and its downstream effects I found myself explaining the basics of early stage venture economics to more regular folks than I’d expected.

Most America s don’t know that it’s not legal for them to invest in startups. I was explaining how one becomes an “accredited investors” with a Normie family member and their indignation was heartwarming.

In the United States, an accredited investor is defined by the Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. This designation allows individuals and entities to invest in unregistered securities, which are often considered riskier but can offer higher returns. To qualify as an accredited investor, individuals must meet certain financial criteria:

  1. Income: A natural person must have an annual income exceeding $200,000 in each of the two most recent years, or $300,000 combined with a spouse, with the expectation of maintaining that income level in the current year[1][2][4].
  2. Net Worth: Alternatively, an individual can qualify with a net worth exceeding $1 million, excluding the value of their primary residence[1][3][5].
  3. Professional Criteria: Individuals with certain professional certifications, such as Series 7, 65, or 82 licenses, or those who are “knowledgeable employees” of a private fund, may also qualify[1][6][7].

Entities can qualify if they have assets exceeding $5 million or if all equity owners are accredited investors[5][6].

These criteria were expanded in 2020 to include more professional qualifications and entities, aiming to increase the pool of potential accredited investors[1][6].

Naturally it struck them as a bit rich that they can only invest in a startup if they are a millionaire.

You mean to tell me it is illegal for me to invest in your startups but I can bet my life savings on the ponies? That’s ass backwards!”

It was pointed out to me that this is “a form of economic paternalism, which usually does more harm than good” by Kevin Dalhstrom and I’m inclined to agree.

If you know enough to take a small risk on a startup you should be allowed to do so. And taxing those gains before they are realized is a stupid policy. Let’s get big daddy government out of the business of dictating how we spend our money. I’d rather invest in a nuclear reactor than gamble it all on Weeping Somnambulist at 10 to 1 odds.

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Culture Emotional Work Uncategorized

Day 1232 and Crab Bucket

As I age from maiden into crone (many millennials missed mother) I find myself uncovering emotions I missed during the forced march through corporate feminism & Girlbossism. The meritocracy takes its pound of flesh.

I climbed the chaos ladder & am grateful for my perch but I did not understand what I sacrificed to participate in this climb. I doubt your average person does.

American Millennials intuited that we had an opportunity to class jump through the meritocracy of institutional human capital games & were encouraged to do so if we showed capacity. Largely that meant raw intelligence & affinity for playing by unwritten social rules. If you could get out you were told to do so. Social mobility is one of America’s great strengths.

It is not without costs. I sacrificed family & place. To climb above the station of my origin & “achieve” the American dream of education & assets you leave behind a lot. To go from the lower rungs to prosperity and security we leave behind parts of ourselves.

I do not regret this. Many millennials come from dysfunctional families. Boomer can read as slur to some because future shock & greed hurt so many of that generation. The narcissism of the new age experimentation with new cultures and expectations gave us divorce & rootlessness. Those insecure circumstances bred flexible performative children who adapted to incentives.

If I had not leapt onto the ladder of meritocracy I’d be struggling like many in my cohort and I’d still be without a people. The Millennial wealth gap is tearing social fabric because the divergence between our outcomes is so clear. Atomizing is part of assimilating.

I am now in a position in which I inhabit the lower rungs of the very top of the ladder. I have access & assets & a reputation for work in the infinite game of playing for leverage. There is security here to be had. But a Damocles blade hangs over us all.

American success isn’t cheap. And you may not always understand the costs at the outset.

If you’d like to read more about the millennial wealth gap I’d encourage you to look. I am lucky to be one of the “self made” in my cohort in that I picked work that ended up being well remunerated. I started from a decent place but we were poor for portions of my childhood. Startup life isn’t a smooth ride and Silicon Valley produces very uneven outcomes.

I will not however be a millennial heir. I’ll inherit debt. The great wealth transfer will not be coming my way. I’m grateful to have helped my family but equally grateful when they manage to take care of themselves. I am so sad so many of our elders spent so much that their heirs felt the best option was a race to climb out of the crab bucket of the meritocracy. I am glad I made it. But it hurt.

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Aesthetics Emotional Work Uncategorized

1156 and On and Off

I don’t have anything to say right now. I had an offline day in which I stayed in the moment and reflected.

Sometimes it’s simply a choice to be in the problems of a given moment. You could just not fixate. The frictions of any given day are a choice. If you choose to experience a problem more then once it’s not done teaching you.

I’m always hopeful that I’ll learn my lesson. That each time I’m “on” and experiencing the same problem again is because I’ve chosen to keep at the lesson.

Maybe it’s fine to get comfortable. The older I get the more I envy my stupid younger self who has the energy to be a total moron. Now if I’m a total moron my life stands still. I have to actively choose to learn from the problems in front of me.

And so as I chose to jump back into another round of action I can only hope I’ve learned my lesson. Truly sometimes I wish I was a faster learner. But then I see I learn at all and that’s not at all a guarantee. Plenty of people work hard at just staying in the same place.

Entropy tugging at our bodies erodes the coastlines of our personal boundaries. Hopefully whatever is reshaped by the pressure emerges stronger. Mostly it’s just cliff’s falling into the sea. In other news, I drove up a long coastal road and contemplated thermodynamics. It was lovely.

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Emotional Work Uncategorized

Day 942 and Goodbyes

My childhood was full of goodbyes. I moved every two years for most of my young life. I was not a military brat or a diplomat’s child, just a millennial surviving the instability of her Boomer parents. It is a common experience I’ve learned.

My parents did their very best to walk different paths than their own parents. Like any child, I watched them closely and adjusted my own feelings accordingly.

Now as an adult I see how I work to walk on different paths than my own parents. Families are always adjusting to the wisdom of our past as we chart our future.

And so I think about how comfortable I am with saying goodbyes and I weigh it against the generations that came before. And I think that all we can do is try to balance the equation of our own life.

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Homesteading Politics Preparedness Uncategorized

Day 783 and The Alliance

Yesterday was a bit of a busy day for me. A splashy wandering “state of culture in America” piece in a glossy cultural firmament like Vanity Fair is the ultimate validation of one’s thesis. I am taking a little bit of a bow on it. I’ve been on about this chaotic future and here are my receipts.

And it’s potentially a good thing that so many people are seeing the alignment that a muddy middle ground of chaos means “the rest of us” have to get on with building whatever the chaotic future looks like. We’ve got families, jobs, and health problems. Life goes on even during times of contested authority. Honestly it’s usually where fortunes are made.

Because it’s a surprisingly large cultural alliance. It has a key truly America things in common. That thing? It’s the most American a shared value as I can imagine. We believe the frontier can be tamed and that civilization is a good thing. Americans have always had a pragmatic streak to them thanks to our Protestant work ethic fetish.

“Preppers, techies, hippies, and yuppies are converging on the American West, the safest place to “exit” a society gone haywire.”

The Dissident Fringe

Because look, nobody asked for a million stupid cultural schisms and endless battles over basic human rights and who shares in the spoils of civilization. Just find a damn common ground. Because right now we’ve got problems to fix. Nobody is sharing in anything unless we build shit. Building shit is the beginning of shared prosperity.

If we cannot align on that fact, then yes of course we are going to continue fighting in the grey zone politics of civilizational values. Because you know what progressives have going for them? A shared legal framework on which to resolve disputes is always better than vigilance. Everyone should want that. Sorry accelerationists.

I don’t know what systems will evolve. But if we don’t start investing in them now we are in serious trouble. I’ve been investing in solutions that are venture scale for sometime. Ifyou want to join me on this journey, DM me on Twitter or join as an LP.