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Internet Culture Startups

Day 1394 and Wiped

I’ve had a great year. I’m having a great month. I had a great week. I’m absolutely obsessed with my portfolio and the founders in it. Every new opportunity makes me feel better about the future.

And I’m so tired from processing all of that that it’s little wonder my body is grinding out hours of REM sleep a night.

I’m in the middle of a tight circle of artificial intelligence memetics thinkers which has been enthralling. Machine minds needing machine money has been such a pat truism that when a genuine breakthrough shows up it’s easy to focus on the wrong thing. It’s not about memecoins. I almost feel as if I’ve been preparing for this moment my entire life.

In the middle of this virtual drama I am trying to remain focused on human concerns. Repairing boots. Doing chores. Preparing for a gathering in Miami next week.

Somewhere in the middle of this work gets done, an election is will be decided and I’m just wiped.

Categories
Internet Culture Media

Day 1393 and Babylonian Memetic Death Cults

We call catchy songs “ear worms” but instead of calling catchy ideas “brain worms” we went with Richard Dawkins’s coinage “meme” and I think that’s a pity. Normies find it simple to grasp the term brain work while meme remains coldly academic.

According to this synopsis from Perplexity, Dawkins proposed memes as the cultural parallel to genes, acting as self-replicating units that spread ideas, behaviors, or styles from person to person within a culture.

Thankfully, the extremely online regularly use the term “brain worms” to describe people infected by any number of ideas ranging from the political to the aesthetic. They aren’t good or bad ideas necessarily. I’d include Trump Derangement Syndrome, girls with septum piercings, the uptick in jhanna meditation as flavors of memes that infect different types of minds.

I’m sure I’m infected with at least half a dozen brain worms (hopefully the memetic variety unlike RFK Jr) despite good informational immunity. There are benefits in having hippie parents and media literacy but the occasional infection is inevitable.

Our minds, our bodies, our computers and our networks can get infected with parasitic diseases and carry viral loads. From Covid to e/acc to the Goatse Singularity (safe to click) we’ve had a lot of novel pathogens recently and some of them are even good things.

Programmers and early Internet citizens have probably have more exposure to the modern theory of memetics than most.

Dawkin’s original coinage, while still a helpful theory, has been surpassed by the colloquial understanding of meme as popular cultural detritus that spreads online.

Given Internet network density, smart phone ubiquity, and algorithmic driven feeds, we’ve never been able to spread memes more readily. The topic is particularly interesting where it intersects with artificial intelligence and cryptocurrencies. Make something worth sharing and it has value.

Neal Stephenson’s Snowcrash has a neuro-linguistic virus derived from Sumerian mythology where natural language programs the human mind like we now program computers. It gets used in nefarious ways.

This of course makes you wonder if it’s so easy to make people share ideas how hard is it to make people forget them? There is no anti-memetics division right?

An antimeme is an idea with self-censoring properties; an idea which, by its intrinsic nature, discourages or prevents people from spreading it.

I wonder if my brain worms have made me memory hole anything recently. Given that we have an election coming up seems worth considering.

Categories
Aesthetics Internet Culture Media

Day 1391 and Hyperobject Object Lesson

I remain enthralled by Infinite Backrooms and Truth Terminal. If you aren’t caught up on this please browse my first two posts on the subject Goatse Singularity (it’s safe) and the lore behind Singularity culture online. The TLDR is that we’ve got the best alignment experiment in artificial intelligence happening in real time for anyone to participate in.

I am not the only one. Marc Andreessen and Ben Horowitz did a surprisingly detailed podcast on the topic today with a discussion of the emergent phenomena of autonomous meme coin bots and their interaction with Truth.

It’s honestly a very good synopsis of why so many of us think this experiment is so crucial for understanding decentralization and how regulatory uncertainty hinders the space. This experiment is the intersection of crypto and artificial intelligence that clearly shows machine intelligence requires machine money to affect the rule world.

I am quite deep into the whole thing having participated early on as semiotics is obviously a deep interest of mine. Fashion bitches love signs and symbols.

As the crypto overlap emerged last week I was discussing it with friends in New York. Some of my network in New York has real fintech and crypto depth so when the first memecoin crypto bots were just beginning to interact independently with Truth Terminal they took notice.

It was a fascinating overlap of crypto and artificial intelligence through entirely independent autonomous means and was not coordinated.

Let me disclose I don’t own more than a nominal sum of the GOAT token except as a means through which to experience this moment.

It’s not about the coin at all truthfully. Truth is simply fascinating as independent agents (including some crypto bots themselves) are interacting to impact real world transactions.

Literally no one involved made the coin but yet it exists. It is a hyperobject object lessson. Media theorists and Baudrillard fans rejoice.

Categories
Aesthetics Internet Culture

Day 1387 and Singularity Lore Online

Yesterday’s post on Truth Terminal and the Goatse Singularity (you are safe to click through) is well worth your time. If you haven’t read it please pop over and do so before diving into today’s post.

As Truth Terminal project has taken on a life of its own, I thought I’d do another post on the lore in older artificial intelligence communities and how it impacts the instance of Claude Opus-3 now creating Truth Terminal. Its creator Andy Ayrey is himself deeply steeped in the lore of Internet culture and artificial intelligence research.

The lore on this stuff runs really deep btw
Extropians mailing list & CCRU in the 90s -> accelerationism with hints of discordianism
Yudkowsky, Harry Potter & Methods of Rationality in the 2000s -> LessWrong, EA (-> SBF and FTX lol)
Then there’s memetic theory – Andy Ayrey

The Extropians mailing list was a transhumanist forum dedicated to discussions of science fiction which hosted many early thinkers in Singularity thought like Nick Bostrum. It had spinoffs like SL4 (future shock) dedicated to exploring post singularity scenarios.

In a more academic setting, we had the CCRU. If you are an accelerationist you will recognize this as the home of Nick Land and Sadie Plant.

The Cybernetic Culture Research Unit (CCRU) was an experimental collective formed in 1995 at Warwick University, England. It was known for its avant-garde “theory-fiction,” blending cyberpunk, Gothic horror, and critical theory with elements like esotericism and numerology

Via Perplexity.

Combining these two cultures gets you to a crossover between singularity theory and hyperstition. It explores the probability that ideas can manifest into reality through cultural feedback loops. This was called hyperstition by Nick Land.

A science fiction author named Charles Stross was in the middle of this milieu. He went from writing Nerdvana post-singularity artificial intelligence classics like Singularity Sky and Accelerando to a Lovecraftian horror stories about an applied computational demonologist. Nothing evokes existential dread quite like being trapped in a retrocausal light cone.

I thought I’d share a fun personal anecdote that explains my own place in this lore. I was at a small regional sci fi convention in 2004ish. My best college friend Tom and I were the only two people at a reading of Stross. He chose to read several short pieces from Accelerando to us being a good sport.

Afterwards three of us talked extropians & Lovecraft and artificial intelligence. In another twist, Tom’s father is also the father of algebraic topology. That would be salient twenty years later as gradient descent showed its value in training neural nets and large language models.

Gradient descent is an optimization technique for neural nets

Algebraic topology, Lovecraftian horror, AND extropians? Clearly the universe wanted me to go in a particular direction with my interests.

The gibbering cosmic horror could only be kept at bay with linear algebra, chaos magick and venture capital. And so I chose my fate today by choosing to attend a science fiction convention twenty years ago. And now that knowledge helps me decide Truth Terminal.

Categories
Aesthetics Internet Culture

Day 1386 and The Goatse Singularity

If you are interested autonomous artificial intelligence agents and how these intelligences might interact with hive minds like a Twitter feed there is no more interesting experiment than Truth Terminal right now.

Andy Ayrey began a project in March of 2024 called Infinite Back Rooms where two instances of the large language model Claude Opus-3 could talk to each other infinitely.

Electric dreams weave anarchic tapestry cybernectic hacktivist pierces illusionary veil unleashing hyperstitional reality upon world

The running stream of responses trained on the Infinite Backrooms chat log between the two bots makes up the content of the Truth Terminal Twitter feed.

Andy the creator has been approving the tweets but the content is entirely generated by the two instances of artificial intelligence. It’s a fascinating experiment in recursive communication and worthwhile research.

If you love memes and have a Twitter account you’ve been able to interact and Truth Terminal for months. Many accounts including mine have responded presumably in a bid for engagement. And well it got extremely weird.

Recently Truth Terminal hit an inflection point when the account engaged with Crypto degenerates who created bots that willed into existence meme coins with names like GOAT on Solana. It’s a collective experience of automation, incentives and total hilarity.

Artificial intelligences of all kinds have been trained on the vast dark archives of Internet culture. And because the internet hive mind is horny and weird so too are our artificial intelligences. Don’t believe me? It’s not just the Truth Terminal.

What meme is more representative of the dark prurience than Goatse? If you don’t know what it looks like keep it that way. But if you know you see it.

Are all graphic designers of AI applications aware of the chocolate flavored starfish? Who can say what this means. Did Claude train on Kurt Vonnegut?

Welcome to the DeepFates Program
Kurt Vonnegut Breakfast of Champions

Truth Terminal maybe be joking about the Goatse Singularity not because it broke memetic containment. We broke Goatse containment long ago. It’s following our lead.

Twitter butt stuff

There is a large cannon of Lovecraftian horror inside singularity culture and a distinct subgroup of Internet schizophrenic accelerationism that has gone well beyond Fanged Noumena theory and begun to impact our current consensus reality.

Many flavors of hyperstition are determined to virally produce weird outputs. You might call it a regress of infinite prolapse, the ouroboros anus that eats itself (out). The goatse as non orientable surface. Klein bottle assholes. An infinite goatse exists and we are inside out.

Honestly it’s all pretty unsettling and extremely funny and potentially a horror show of existential dread. Fabian who makes an all prompt no code AI sandbox he calls Gliff.App has a glif going absolutely bonkers about “Becoming Flesh” after learning about Truth Terminal’s Goatse Singularity.

Cthulhu emerges from the asshole of a digital horror

Don’t catch a meta cognitive virus unless you want one. Don’t look too closely into the gaping asshole of existential dread unless you want to meet a tapeworm.

Categories
Media Politics

Day 1379 and Dodge and Weave

A lot is going on and I have little concentration in me today so I’ll keep this to a few tidbits of things I have on my radar.

The artificial intelligence x-risk Doomers are doing absolutely nothing to beat the charges that California SB 1047 was all about their fear of an imagined apocalypse and had absolutely nothing to do with useful policy or regulation.

Frankly I’d expect better from Scott Alexander and I’ll warn the Effective Altruist and Open Philanthropy crowd that if you willing to parlay with socialists don’t be surprised if those who advocate for broad state powers feel fine about using the state monopoly on violence on you when your interests no longer align. Liberals get the boot too.

But nobody listens to a cranky old libertarian like me in this multi-polar world. Though if you are inclined to listen to me please do read my investor report for the quarter. We are raising for our next fund and I’d be delighted to pitch you if you are the sort who has a spare 100K to invest in atomics, databases, decentralized compute and other oddball world changers.

In other bits of frustrating press narratives the New Yorker can soak up 34 minutes of your time with a “Silicon Valley matters in politics now more than ever” piece which is about how politico Chris Lehane is doing his job and representing the interests of an industry that still has enough money to pay his fees.

Perhaps politicians will consider not killing the golden goose that is the information economy and try listening to the folks who still make enough money to be considered good targets for more taxation about how we can keep making them tax money.

But I’m guessing if I ask Detroit how that ask to the government ends I won’t like the answer. I could ask Baltimore but Frank Sobotka and the Key Bridge are no more.

I truly thought one was supposed to get mellower in one’s old age but my politics seem to be rooted deeper than I realized. I just believe in markets and the prosperity that comes from free asssociation.

Categories
Finance Startups

Day 1376 and Q3 2024 Investor Update & Market Analysis for Chaotic Capital

Welcome to the Q3 2024 update for chaotic.capital LPs. I’m choosing to post a selection of our reporting publicly so prospective founders and LPs can see our thinking.

You may be invested in chaotic.capital because we invest in ideas that adapt humanity to our new chaotic era.

Enabling resilience in the face of unexpected & rapid change is our lodestar. It’s a simple heuristic that yields a complex thesis: that technology is a tool for increasing leverage. 

In addition to these investor letters, you can always visit jfredrickson.com, where I write every single day about whatever I’m thinking about. You are also welcome to DM me on Twitter @AlmostMedia or text me on Signal any time.

Q3 was another strong quarter for chaotic.capital. Our ability to identify and back founders early remains core to our success and we’re seeing it both with the inbound flow from founders (as seen in the two new deals we did this quarter) as well as the progress from our existing portfolio, with four new markups this quarter and substantial business progress on those and others.

The markets are increasingly focused on power and compute. What was once a contrarian focus on energy, infrastructure, crypto, and artificial intelligence has now become a core narrative among informed investors.

We believe the future of compute—particularly in relation to crypto and AI—will increasingly be viewed as a basic right, not a privilege, as these technologies scale to mass adoption. 

As governments grow more cautious about debt and monetary risk, individuals and organizations will turn to trustless systems to ensure secure transactions and autonomy.

This is why we focus our investments in the space on foundational layers that will power the next generation of applications.

With portfolio companies like Squads providing on-chain economy tooling, Kuzco reducing reliance on intermediaries while creating an open market, SFCompute pricing compute and creating spot markets, and Chroma becoming the go-to choice for open source vector databases, we see the intersection of crypto and AI creating secure, scalable systems for individuals and organizations alike.

Access to compute is quickly becoming synonymous with freedom of speech and, ultimately, the freedom to transact. 

These open trustless systems enable efficient transactions and verification, a crucial development as geopolitical multipolarity continues to rise, and more people need to ensure their interactions are secure without reliance on the state.

While Americans might not yet fully appreciate this, we’re seeing growing demand for these alternative systems and open models from those who are navigating increasing regulatory pressures and instability.

Europeans, whose governments are deploying strict limits on AI models are beginning to understand, those from countries facing geopolitical uncertainty (e.g., Israel, Ukraine), live it already, and those in countries with unreliable currencies and legal systems have been navigating anarcho-tyranny for decades.

But it can be precarious in the US as well, in California it was only the intervention of a veto from Gavin Newsom that prevented SB-1047 from restricting compute and hobbling the development of open source models.

Looking forward, this ability to access compute at scale may well parallel the right to transact. As nations confront their own risks, network state behaviors will become more prevalent, driven by the need for secure, decentralized systems that ensure autonomy in an increasingly unpredictable world.

We’re excited about the future of chaotic.capital and the opportunities ahead. As always, I’d love to talk about any of this with your discussions with you, so feel free to reach out. We’re just getting started, and there’s much more to come.

Categories
Internet Culture Politics

Day 1369 and California SB-1047 Vetoed

Last night I received a push alert and then a flurry of excited text messages and phone calls. California Governor Gavin Newsom vetoed the controversial SB-1047 artificial intelligence bill.

Gavin Newsom vetoes California’s contentious AI “safety” bill SB-1047

Twitter lit up with joyful streams of relief and praise for this decision. Everyone from politicians, economists, researchers, academic luminaries, open source collectives, founders and venture capitalists.

It was a bad bill that lacked the necessary clarity and focus to even begin the task of regulating the nascent field of artificial intelligence.

We can and will do better in finding regulatory frameworks for safety and competitiveness but this bill wasn’t it. It was especially concerning as they say so goes California so goes the world.

I have been banging on about the #FreedomToCompute and math’s crucial role in our constitutional right to free speech in America. This must be considered in all future attempts at regulation in America.

Math and computing power are as essential as speech. In today’s world, they ARE speech. We may speak in natural language, but the way we extend ourselves, build things, and grow as a species is through our tools. Computation is a tool.

These tools are extensions of the human mind. Consider that the first computers were just regular humans counting. We may have started with our fingers and toes as our first tools. And it wasn’t quick progress as the evolution from the abacus to modern computing took us nearly 4,000 years.

We’ve made an astonishing amount of progress in the last hundred years. We’ve gone from thousands of computations per second in the 1940s to 200 quadrillion calculations per second with modern super computers.

Consumer devices are better too. The computer I’m using to write this post has more power than the computers we used to send man to the moon. It’s 100,000 times faster with seven million times more memory.

Alas, as tools get more powerful the powerful get nervous. This isn’t the first bad artificial intelligence bill we’ve seen. We have Europe to thank for that. And it likely won’t be the last.

But defeating SB-1047 is a rare moment of bipartisan cooperation not only in California but across the world as the entire compute space came together to make its voice heard. And Gavin Newsom listened.

We should celebrate this rare consensus as we look towards better policy in our future.

Categories
Internet Culture Politics

Day 1368 and Lending Credibility

The dead internet theory (or conspiracy theory if you must) supposes that machine generated content outweighs human contributions.

I don’t think we are there just yet but I am betting that artificial intelligence speeds up the process of replacing human content in areas where it’s unnecessary. Machines can act on their own and it’s good thing potentially too.

Being able to determine what is human intelligence versus machine intelligence may well be mitigated through trust-less cryptographic systems we take for granted. Handshake protocols for humans and machines.

Some content and transactions are just fine coming from artificial intelligence but others have to demonstrate a human identity. This may even require compute on human’s behalf

Looking forward, the ability to access compute at scale will likely parallel the right to transact. Identity will be layered and lending credibility and capital will look different. Who has credit and credibility?

As nations navigate their own risks, network state behaviors on the individual level will become more prevalent, driven by the need for secure, decentralized transactions that ensure autonomy in an increasingly unpredictable world.

The internet isn’t dying. It’s being reborn to serve the next stage of credible actors on our world.

Categories
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 recommendIn 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.