There is always a debate in startup life as to how the density of a given ecosystem impacts outcomes. A tight network of well connected communities and individuals helps founders, investors and talent connect.
Before the pandemic it was considered fairly normal to be within a major hub as the common knowledge was that “density” matters. You wanted to be in the action of a scene.
There are great startup cities. New York has an incredible scene. My hometown of Boulder has a great technical core. But as much as cities and companies compete over status the one with longevity is Silicon Valley. Heck it was a debate when that even encompassed San Francisco until Twitter moved in.
Then everyone spread to the four winds during the pandemic. I like to think of this as the era in which Silicon Valley got back to its digital roots. Being extremely online became a behavior that worked well for anyone if you communicated well with words. Being on the right coast was about being in the right online communities. The network state is online.
I’d say that was as pure a return to source culture as there ever was. Different people value signal across different networks and the open web of words has been home to software and hardware developers for generations.
The world that builds companies lives virtually as much as it does in the real world. We like to meet up but we also know it’s the tools that connects us that make the difference.
Every subculture that has emerged with a breakout hit did it through the digital commons we built together. I’ll always appreciate coming to the source culture to replenish but I know the density of the network is at its swiftest when our extremely online communities communicate.
Yes it’s December so forgive me for quoting the “maybe” Mark Twain quip about the chill of San Francisco.
But my goodness the damp here is the kind of cold that seeps into your bones. I’ve never felt a colder 60 degrees than in the city by the bay.
Maybe you are thinking “doesn’t this lady live in Montana?” And you’d be right. My winter weather is typically 30 degrees of bright and sunny high altitude clear dry air. We get the occasional -40 weather but it’s a news event not the norm.
Rocky Mountain snow is so famously powdery and light thanks to those dry conditions. Snow piles up fast and high & melts even more quickly if you live in one of the valley cities like Bozeman and Boulder. We call it the solar snowblower.
I expected my trip to San Francisco to be much warmer than weather at home in Montana. I left behind quite a bit of snow. And it has been 60 and mostly sunny since I arrived in San Francisco. But somehow I’ve been absolutely freezing.
I have on two pairs of socks, leggings underneath my pants, a long sleeve shirt and a cashmere turtleneck on and I’m still chilly. I didn’t bring clothing for this kind of weather. Sure I brought a couple sweaters but I didn’t bring a winter coat. I thought a canvas trench coat would be adequate. Clearly I’ve learned my lesson.
I’ve heard this multiple times across enough demographics in the wider “startup” ecosystem that I’m afraid I’ll have to accept it is happening. People are faking being weird. In some cases they are faking being autistic.
I find this to be an almost laughably unlikely thing to want to imitate. And yet I’ve heard it three times in the last week. The new poser is faking being a neurodivergent weirdo.
We regularly joke that at chaotic.capital a part of our deal sourcing relies on “Julie being professionally weird on the internet.” My pinned tweet from three years ago is a ramble on this ethos as it’s been true for decades. Unique fixations often undergird problem solving.
Being weird, or more specifically autistic, has now taken on a specific connotation of an intelligent but socially strange or oblivious character who sees the world differently. This means you are special somehow and can be forgiven for being a dick (that’s a lie be nice).
It was probably a source of pain for many millennial kids who were awkward the more oblivious you are the less it bothers you. Marching to the beat of your own drum. We’ve got a whole set of social tropes around smart nerds in popular media and most of them were negatively coded.
Despite this history, revenge of the nerds occurred. The power and dominance of technology (and its cousin nerd) culture means the spergy truth telling autist has cachet. We live in a post Sheldon Cooper world. Once something involves capital it collects social capital as well.
I have clearly underestimated how much this affects Zoomer behavior and incentives. Millennials experienced this archetype negatively but in a softer “everyone is special” culture your quirks can lead you to money and prestige. So there is now an incentive to act like a weird asshole to fake being weird and a little socially anxious.
If autism can have stolen valor then we might be in that era. It seems to greatly annoy the actually autistic (a tag on social media used by many poorly socialized entirely normal people) to have the symptoms of autism faked.
Authenticity is actually quite hard to fake and anyone with a decent social radar can usually spot it. Whether all autists have that capacity to read social cues is up for debate. It’s probably why anyone tries to fake being a genuine weirdo.
I’m inclined to say skills issue as the internet has made class, manners, and social cues much more accessible to everyone. And good news being every social class values being chill, real, and passionate. So there is no need to fake anything. Just vibe. Be cool.
American politics has become center of gravity for culture. I’m not thrilled about this as I have utopian high mindedness in my bones and that never pairs well with the real politic of a nation.
I felt being open to change was a part of my cultural upbringing as an American. Reagan Revolution babies enjoyed Clinton neoliberal growth. Optimism meant being interested in technology.
I have never been satisfied with reality because “we can do better” was both the regional culture of frontier Western civilization but America in particular.
We can imagine better which means we can do better. Somewhere between the neoconservatives forever wars, liberalism’s tolerance of intolerance and the growth of an expensive permanent state bureaucracy we lost some shine.
Losing our can-do spirit to fear and zero sum thinking led to strange institutional outcomes. Watching fear spread over years of pandemic and institutional failures did not help.
I’m not a novel voice in this discourse but most of the startup world and technologists in general had sincere affiliations with American institutional liberalism and even in particular the flavor of Democratic neoliberalism you might have associated with Bloomberg. The Obama administration certainly acted as if we were part of the coalition. The sincerity of that alliance is a question of course.
I don’t know where the realignment lands as we go forward but I hope as many people as possible sincerely embrace wanting more optimism.
I am in Los Angeles for Thanksgiving week. I decided to get a pedicure yesterday. My logic was a larger city would provide better quality at better prices than I can get in Montana so I should make time to get it done here rather than at home.
Bozeman, despite being a college town that doubles as mountain resort town, has relatively limited options for cosmetic services at lower price points.
You can get traveling elite Yellowstone Club services quite easily. We’ve got top notch estheticians, massage therapists and even a tier one city dermatology practice.
But if you want a $30 basic pedicure you are shit out of luck. If appreciate the lower end of market price services and the value of regular cheaper grooming this isn’t Bozeman Montana isn’t ideal.
I have a little trouble with my spine so I appreciate being able to pay for help work task that involves so much bending over. I went on Google and Yelp for some shop triangulation. Being on the bougie West side of town meant locating a salon that was well rated but not fancy was a breeze.
What I did not expect to find was that nail salon had moved almost entirely to gel manicures. I don’t necessarily want that kind of long wear of a gel as it is harder on the nail bed and requires a fuss to get it off.
They only had a handful of regular colors as opposed to the giant wall of OPI or Essie. I picked the one basic pink which when applied I fear is best described as baby hooker pink.
It’s somewhere between a baby shower pink and a trashy mid-aughts white girl pastel attempting the era’s iconic milky Essie Ballet Slipper pink. I’d post a picture of my feet but that seems weird. Hopefully no one has cause to look at my feet as I’m a little embarrassed by the color.
Yesterday I had one of those Lyft driver experiences where your life changes from what you learned. While driving to the airport, our very chill Zoomer driver explained the different financial incentives he got for ground game political canvassing in the Montana Senate race.
As our driver explained it, Sheehy (the Republican candidate) paid fewer people more ($22/hr) than Tester (The Democratic candidate) with more flexibility and a higher number of hours, but more aggressive requirements (20 doors/hr) for success.
Naturally the young man being ambitious and motivated to earn (he clarified he was an independent politically) he chose being on the Sheehy teams as it rewarded his desire to make money. Though he did pick up some hours for Tester it just wasn’t much.
That’s the difference in the ground game in a nutshell. Ambition from a young man was rewarded and he aligned with those incentives. And the candidate won.
Im certain he was a terrific door knocker. He has the easy social graces of a local. He felt PacWest Missoula than over the divisive to plains kid but still as Montana as they come. He was white boy with face tattoos & piercings in the way of Zoomers.
His whole energy seemed to be aligning to vibes. He told us he came in to run ride shares for the big football game in Bozeman. It was a busy night and he ran out of hours (Uber tops you at 12). He was media savvy. Theo Von had just played Missoula and he was sad to miss it. Kendrick Lamar played on Spotify.
His attitude was so positive. He liked Uber, Lyft and Dashing for the flexibility. He said it didn’t feel like work because you are helping with the daily life of people. Helping others be responsible appealed to him. It’s nice to get someone who shouldn’t be behind the wheel home safely.
He used to make prosthetics but this paid better & was more social. It was fascinating learning how he picked up Uber & Lyft regionally in Montana and decided to run longer shifts for events. His attunement to supply and demand was keen. He seemed determined to maximize his time as it was his preferred lifestyle. He noticed incentives and it moves him.
If he ever see this “Hi Jacob!” It was great ride. Seeing viscerally how Montana’s senate race played out across the waves of rational economic actors living their American lives.
I sit in between half a dozen different community nodes thanks to my interests in open source software, decentralization, crypto, and autonomous systems technology.
This set of interest covers a lot of ground from ecosystem level collaboration in financial organizations like DAOs and to player versus AI agents coordination to peripheral control of drones and machinery.
Many different demographics are attracted to these frontiers for different reasons. Hackers have a very different mentality than mercenary technologists looking for maximum margin.
Open source has traditionally struggled more from a lack of financialization than from an obsession with it. Which seems less true in the crypto era than in previous more academic and defense oriented eras.
There are classic open source business models and anyone with age and experience in startups has some opinions which I leave as an exercise to the reader. They occasionally fail and an open core loses more than they’d like to professional services. I am writing on WordPress.
One strange aspect of what drives these frontier spaces to interact is that depending on how much leverage you find in building a network you may have different incentives than other builders and users. Expanding out to scaled use may drive a lot more value than the resources required. How the surplus gets divided is always contentious.
For some, the most crucial cultural goals is expanding access to automation and ripping away as many of the services and middle men as is feasible.
Decentralized systems make it harder for middle men to maintain monopolies. Thats its own goal for true believers. For others the goal massive financialization that drives network connectivity is the benefit. Self interest driving common goals is perfectly acceptable.
As I watch the current season of hyper self interested memecoin cryptomania engage with the academic utopian open source artificial intelligence community, I am reminded of so many of the classic issues we have in financing and sharing in the spoils of common infrastructure. Who benefits is a question we should all be asking more regularly
I am always shocked when people say they read anything I write. This isn’t because I don’t think I’m worth listening to but because I know attention is such a scarce commodity.
It’s so valuable we have entire industries dedicated to grabbing your attention. We don’t need to keep it necessarily we just need you to get distracted.
We downplay how well we know what works by indulging people who think they are immune to such things. Of course marketing on works on fools we sagely nod.
Of course we don’t want you to know how effectively we can move your attention let alone your opinion! You thinks anyone wants you to know propaganda works? Dunk on Jaguars new futura font. Scoff at those bot accounts.
Just know that most of marketing is Cocomelon, slot machines and dopamine hits. You can’t fight that without developing discipline which isn’t an infinite commodity. Most people don’t have much of it and aren’t even encouraged to develop. Good luck out there.
I’m in a terrific mood. Maybe it is just the hormones cycling up. Maybe the red lights we installed in the bedroom are actually improving my sleep quality. Maybe it’s getting a foot of powdery snow over the weekend.
So much of life seems to boil down to manage my own circadian rhythms even as I plug myself into the hiveminds of my favorite corners of the internet dutifully everyday. And my body likes short days, long nights and the bitter cold.
Certainly success is contributing to my buoyant mode. All of my founders are soaring (which seems statistically rather unlikely given the choppy markets) and the vibes are good. My chaotic.capital clique is thriving.
It’s getting to the point where I think we should host a portfolio dinner or something. Though that would be challenging as we are a distributed group. Alex realized recently that we only met one of our portfolio founders in person before we invested. Can you even imagine that in a pre-pandemic world? Our deal flow comes from the virtual worlds I live in daily.
Being snugly ensconced inside several areas of with macroeconomic tailwinds doesn’t hurt but most of those choices were made two or three years ago so I’m simply directionally correct, well connected, and unafraid to commit once I’ve satisfied my own process. Everyone has a long way to go but it feels wonderful to enjoy their success.
An offensive “joke” I learned from my favorite trainer when I was a powerlifter contains a simple truth.
You should only ask a former fatty for exercise and nutrition advice.
The reasoning is simple. The naturally slim and athletic never had to work for it and as such don’t understand the struggles of the average person.
As someone who has metabolic challenges I feel reasonably strongly this is correct. Struggle that leads to success has useful lessons that ease and natural talents doesn’t always pass along
It’s with this in mind that I sometimes hesitate to give cosmetic advice despite my professional experience. I had some teenage acne and an enormous struggle with eczema on my body. But everything from the neck up has been a breeze.
My face has been clean, clear and even at 40 largely wrinkle free. My hair grows down my back like a hippie. I can get past an optimal place with relatively little work.
I say this not to gas myself up, just that I don’t fully understand the struggle of problem skin or hair. So if you really struggle I’m not your girl.
And yet I get asked a lot about cosmetics as people presume I got my results from hard work. Thats only partly true. Some of it is just good genetics. I’ve got plenty of other genetic dings so I’ll take the good luck.
I do however maintain a very consistent routine and understand the inputs that lead to my desired outputs.
Getting yourself to a Pareto optimal place doesn’t require anything terribly elaborate or even expensive. Women’s magazines and Sephora may make it look impossible but heed the words of Elle Woods in Legally Blonde.
The rules of haircare are simple and finite. Any Cosmo girl would have known
There are basic rules for skin and haircare that you can follow diligently and at relatively low cost. If you give some basic inputs about your skin (is it dry or oily) and give me a budget I can get you 80% of the way there if you simply follow some basic steps everyday.
Marcia Kilgore of Bliss and Beautypie fame has a terrific memetic device I repeat to everyone.
ABC + SPF.
Vitamin A (retinol) plus Niacinamide (Vitamin B) and Vitamin C is all you need along with a sunscreen. The optimal order is a retinol moisturizer at night with a day moisturizer that contains B & C vitamins along with a SPF.
Now you can gussy that up a lot with dosing, adding in more acids if you have oily skin or ceramides and peptides (which I do as I have dry skin). I myself take a collagen and biotin supplement for some additional help. My expensive piss post offers some additional supplement options that are worth it if your nutrition isn’t perfect. Obviously you need to sleep and drink water.
Beyond a night cream with retinol and a day cream with SPF you can get more elaborate. There are manual processes for microdermabrasion, red light devices, Botox (I just started at 40 with about 15 units while the average is more like 70) as well massaging techniques and needling techniques. I think it’s overkill mostly especially if you don’t have good habits in the first place. Check your foundation before doing renovations.
If you just do the basics morning and night consistently (which can be fit in one or two products) you don’t shouldn’t to go hard until nailing the basics.
Unless looking good is a professional obligation it’s wasted time and money. Just do the basics. If you need product recommendations I can do that at any price point from drugstore to the luxury houses. It’s obviously a lot of fun if you are into it and I am so just hit me up.
