Categories
Startups Travel

Day 1969 and A Very Nice Day

I am in the middle of the Utah desert returning from a site visit to Valar Atomics. If you have the means to tour a nuclear facility I highly recommend it. It is so choice. That’s Ferris Bueller for the Zoomers.

I’ll use another choice line from the John Hughes classic to illustrate how gratifying it has been to drive a remote Utah town for a chance to see our investment in action.

Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it. – Ferris Bueller’s Day Off

We hadn’t planned to drive down to the Ward 250 facility after Abundance Institute’s Operation Gigawatt. Life is busy, it’s a holiday weekend, I’m flying out to part unknown from Montana in two days.

But what’s another three hours on the open road when there is one of America’s sustainable energy labs and a tour from your favorite engineers on offer? Yes they are all working this weekend. They have a deadline for July 4th that’s pretty important. It’s crazy that this wasn’t in my itinerary in the first place if I’m honest. What a way to kickstart the summer.

Getting up close to “our” reactor is a privilege I never conceived of experiencing. I’ve been lucky enough to invest in some very cool things over the years, but to actually place a bet on a serious industrial effort and have my choice end up at the forefront of a major national push for nuclear energy? Not a thing I saw coming.

So in the hustle of the moment, I am glad to slow down and admire that it is actually possible to do things. That’s a very nice day to have. Yes that’s a Day 69 joke.

I’ll treasure this moment forever. Even if we fail, at least we tried. And who wouldn’t want to put yourself on the line and try when it’s something that matters this much? So we speed up to slow down and see. Because it’s true if you don’t you might just miss it. So yeah it was a nice day.

Utah desert near sunset.
Categories
Community Politics Startups

Day 1968 and Abundant Optimism

I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together.

The Abundance Institute hosted the Operation GigaWatt Summit in Park City to bring together entrepreneurs, engineers, financiers, legislators and policy experts to discuss America’s energy needs.

I was lucky enough to be invited to the gala where one of our founders Isaiah Taylor gave an incredibly uplifting fireside chat

As some of my longtime colleagues know, I was the first check into Valar Atomics. It was a leap of faith to invest. At the time, we were in the doldrums of negativity towards capital intensive industrial efforts, from both state and capital.

Yet I saw in Isaiah a force that neither leviathan nor fund manager would wish to hinder. I also happened to believe that every other technological trend that was booming rested on our capacity to power it. So I did everything I could to support him in his efforts, including write few more checks. And thank goodness I did as my what a difference a few years make.

Utah’s Governor Cox and Isaiah Taylor of Valar Atomics

To see Isaiah on stage with Utah’s Governor Cox amongst a crowd of hundreds speaking on a vision that a mere three years almost no one thought was a good idea (well except us) is testament to the work and faith of hundreds of men and women.

Many other amazing companies are pursuing a vision to produce abundant clean fuels and I myself believe we will need every one of them. I’m just glad that my crazy bet happens to be running full steam ahead in front.

From artificial intelligence & medical research to new home construction and industrialization, all our biggest opportunities will win on energy costs. Regular people need cheaper, cleaner, more sustainable energy. Our needs can’t be met with what we’ve got. We need nuclear in that mix.

And it is a choice to embrace abundance and not scarcity. A zero sum mentality will not get us where we need to go. Not in America, not on our home Earth, and certainly not in the stars. I believe with effort and ingenuity our best days are not behind us but can, indeed must, be ahead of us.

Utah is focused on delivering to the public by gaining its truth through transparency and accountability.

I’ve come out of the last two days refreshed and filled with positivity as I’ve seen sincere people dedicate themselves to finding solutions to our pressing problems. I was able to see much beloved friends, treasured colleagues, and it was family friendly so I brought along my husband too.

Here we are waiting for me to record an interview with MTS who very kindly asked me about Montana’s right to compute law.

If you care about a future that’s not fighting over what’s left, but building something that makes more for all of us, I hope you consider supporting the work of the Abundance Institute.

And also Montana’s right to compute law.

Oh and if you have a chance to invest in the future of nuclear energy I hope you pick Valar. As we are fond of saying in El Segundo circles, we are going to win.

Categories
Politics Travel

Day 1967 and Up In The Air Boss Don’t Care

Will you spare a prayer for the pitiable management class as they fly back and forth on their jets from capital to capital in the hopes of securing any kind of policy that remains in place long enough to do planning? No, I didn’t imagine you would. But maybe you should.

I’m not in anyone’s C-suite and I’d be surprised if I ever am. Being the CEO of even a small privately held company isn’t a great deal of fun. The burden of a fiduciary duty can clash with your instincts as a human.

Working with founders who have these obligations is largely an exercise in providing psychological safety so they can see the truth their hearts don’t want their eyes to see.

But I don’t expect anyone who hasn’t had to shoulder the burden of stewarding resources responsibly and profitably to be sympathetic. People who leverage collective resources to build something that is more than the sum of its parts may only think only of their part.

Still I’d hope anyone who is a parent has experienced the basics of it. Someone relies on you for their needs. Imagine it’s not just your immediate family but workers, investors and customers all demanding that their needs be met.

This isn’t meant to be mere apologetics aside, I feel bad for the technology executives who were told to show up in Washington D.C today for a last minute executive order from the president on artificial intelligence. Only hours before they were told actually it’s off sorry. The ones who could make it had already made the trip for a ceremony in which they were meant to smile and nod in obeisance to Leviathan as personified in America’s executive branch.

Either the president didn’t like how the executive order had turned out (something about staying in the lead ahead of China) or not enough of the fanciest executives could show up.

After flying to China last week to bow and nod, they needed to be whisked off back to another capital to bow and nod some more. And then oops sorry it’s canceled. As if they didn’t have other places to be. Heck one of the places they were meant to be was in Utah for a summit on providing the energy necessary to power this next step in America’s technological ambitions.

Instead it’s just all pissing and moaning and horrors from the peanut gallery about how much our bosses don’t care about us. As if the bosses didn’t report to some other big boss. They report to their board. The board reports to their shareholders.

And all of us in the shareholder class (which is most older Americans, a decent chunk of middle aged ones and anyone with social security) are all waiting on the approval of the state, who may or may not give any of us the clarity necessary to know what comes next. Better hold on tight and keep gassed up. Shame for most of us it’s not a jet. Still I’m happy with my Subaru.

Categories
Aesthetics Travel

Day 1966 and America The Beautiful

I’ve written about my love of road trips and in particular the Eisenhower interstate highway a few times. If a destination is within a day’s drive in the west, it’s often worth piling into our trusty Subaru and heading for the hills.

Heading to the West Yellowstone entrance through beautiful Madison County Montana

With a portable mini-Starlink, you can work from even the most remote corners of the mountain west. Nothing is quite so satisfying as being in some of America’s most remote areas and having enough connectivity on call if it is needed.

Driving hundreds of miles in a day is often more enjoyable than attempting to fly and you can take in rolling hills and jagged mountain tops without the haste of the TSA rummaging in your bags and needing to show up hours ahead of time. The open road is freedom in the psyche of Americans.

I’ve done this in Europe as well where the infrastructure is not quite as well suited to this type of transit. There are more borders to manage and no consistent roadways.

Europeans generally seem to regard my fondness for road-trips as selfish folly though I rarely do them alone. I’m almost always with friends and my husband.

The freedom to traverse easily over some of the world’s most beautiful land is a privilege. to see rolling green hills and bright sky as spring overtakes the mountain west is just about the best way I can imagine spending a day.

Verdant Idaho
Categories
Media Politics Travel

Day 1965 and Don’t Drown in Manic Waves of Algorithmic Surf

It’s hard not to feel like you are drowning when you open up a newsfeed. Every day you are watching people on tilt across every topic and demographic. Is this the singularity?

The doomers and Luddites are being courted by money with shadowy religious grants to “prepare for the dangers of super intelligence.”

Competing political lobbyists in all nations are desperately trying to outscream the noise of crashing feeds as news refreshes with propaganda optimized to reach you.

From celebrity individual contributors making moves to worries about the star struck minds of the managers of the biggest funds, it’s all happening at 1000x the scale of sense.

I go outside and I breathe in the cool Montana air and I am settled by the almost impossible beauty of the mountains out our pasture. If you hike out to the public fields before the canyon you can see the whole valley spread out before you.

Public lands out my backdoor that look like a Microsoft Windows Screen saver

After a weekend snowfall, the grass is coming in spring green and the sky is as bright a blue as a screensaver. The resolution of reality has yet to be surpassed but I don’t know for how long that will be true and if it’s even true for most people.

It’s impossible not to feel as if one is being torn apart as each successive wave of new information comes at you. It’s all on tilt. It’s all faster. It’s all getting better. Or is it all a horror? It depends on the wave.

If you refresh at the wrong moment it’s all getting worse. What about the Vatican and their new encyclical from Pope Leo? Industrial Revolution Leo? Nah Intelligence Revolution Leo. Anthropic is sending a vegan atheist as their emissary.

You best start believing in singularities!” Cthulhu Dread Pirate by way of ChatGPT Image 2.0 reminds us as we just might be in one. Do we dare laugh back? “This is the day you will always remember as the day you almost caught Captain Jack Sparrow (in a Singularity).”

In other house keeping news, I’ll be driving from the mountains to the desert to participate in the Operation Gigawatt Summit in Park City Utah later this week. If we are accelerating into a new future of intelligence, someone has to provide the power and the compute. And that’s my crew. Lots and lots of white boys apparently.

Categories
Internet Culture Startups

Day 1953 and Helter Skelter

It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry.

lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged.

While I’m not primarily an investor in the LLM boom, I have invested in compute markets, vector databases, neolabs and most importantly I have invested in energy.

I am not someone who is all that worried about fast moving changes even though I clearly take both the changes in the world but also the changes in technology serious. I moved to Montana to stay out of trouble and I’m betting the ranch this will be a bumpy but successful ride.

I believe it will be good for those who open themselves up to the possibility that Americans can handle themselves. I won’t lie and say that we have unknowns ahead of us but that was true before we got powerful tools to solve problems at a much faster pace. It might get weird but we believe in our adaptability.

Categories
Community Politics

Day 1949 and Swimming in the Contextless Sea Beyond The Dock At The End of History

There is a popular theory that Zoomers and Alphas are struggling with temporal context in culture because their consumption of culture is decoupled from the context in which it was made and consumed. It’s all one long scroll without the punctuations of reality.

The general theory goes that post internet generations see niche algorithm-driven content rather than say cultural or historical touchstones. Past touchstones might have unified past generational experiences.

I don’t know if unified experienced are all good. Sure all of the Boomers have heard the Beatles but all millennial woman recall tabloid headlines about Britney Spears getting fat. The water we swim in can be hard for us fish to spot.

If the younger generations have a problem, it’s being far too unified in their experience of their global position. The pandemic was a surprisingly effective reboot of expectations for all of us. But the older you were the easier it was to contextualize the impact of the pandemic across your entire life.

We all ran a dress rehearsal for collective responsibility at global scale And depending on your personality, you were funneled into perspectives you preferred.

So you saw us either shoulder or shirk responsibility. Not that other generations haven’t had to do some version of this, but being able to see it at networked global scale seems to have done something to the capacity to see the future.

You swim in a sea of history and at any point you can get out of the water. But you jumped off the dock is at the end of history so you can see how getting out might be a problem.

McWorld triumphed over Jihad right? But that is content for a paid Substack where Fukuyama and Zizek both still write. It must have been more convincing in hardcover.

Categories
Startups

Day 1936 and Life Inside The Jackpot or I Remain An Optimist

I did not expect to spend so much of my time on politics. Or maybe that’s the wrong word. I look being in voluntary service to American governance as my civic obligation. It can look like politics even when it’s mostly trying to be helpful to the running of our polity.

After 2016 I felt regular citizens like myself needed to recall Kennedy’s patriotic inaugural address from 1961. “Ask not what your country could do for you, but what you can do for your country.” America is a complicated place but we get a say in it. And I’d like to help people understand what I know so it might be useful in serving America in very strange times.

My mother loved Kennedy’s profiles in courage. Boomers have beautiful mythos on facing the new world together. He was the first president born in the 20th century. The social compact of America changed quite a bit then. I wonder who the first president born in the 21st century will be. Maybe it will be another young Catholic man.

The optics of progress aside, it was clear as a new generation in Kennedy’s era took on a new obligation to come together when the American experiment felt at risk. So much about who benefit from the military industrial complex rested in the transition from Eisenhower to Kennedy.

I think the context is a little different when progress feels inevitable. Our moment is scary. Though the Cold War was not primarily optimism. They experienced as many breaks with institutional trust as we do in 2026.

Tines are different but I do not think the prescription is different. We owe it to each other to embrace change together. What can we do for America?

I am not the son of a mobster nor am I a nepo-baby of America’s great cultural surplus. I wish. I’m not presidential material or Tiktok star material.

I do have some singular cultural advantages. I am a regular person from slightly unusual circumstances that happened to enjoy some upwardly mobility which let me to participate as an equal in an important transition point. I am actually rather surprised to matter at all. But I do and I intend to advocate for America succeeding together in this change.

I do take technology as a force in society seriously. I believe surplus is an amazing thing. My life is completely different than my biological history. Given how my human DNA was programmed and what I can do daily beyond that you bet I take artificial intelligence seriously. Material progress is real.

I take the physics of demand seriously. It seems like not everyone is confident we can speak to the general public about what it means that the technology industry has found a way to automate itself. It is a scary thing to say. And we begin with ourselves. It is actually our jobs that go first. If we believe it can be better on the other side of the Jackpot live like it.

And I do. I live a little further from civilization for the peace and quiet and because I am a little uncertain. But artificial intelligence’s new incredibly malleable models have changed my capacity by an order of magnitude. How wish I could have had this when I was a software and cosmetics founder.

I am a heavy user of all the hosted commercial models because they are in fact very good. I can do so much more across all the areas of life where I have to figure things out on my own.

I have health problems that are expensive and challenging. I’m lucky to be able to explore extensively the web of issue that drive having a body which has decided it must overreact. And I am in the process of fixing it. In ways that I’d never have had access to before Claude or ChatGPT. I have comfortably setups in spreadsheets and web apps and we can map years of bloodwork and experiments.

I think America is having an autoimmune reaction to the idea of automation as the end product of artificial intelligence. We sense it as a threat and it’s both terrifying in its potential but also a bit of the optimism has waned as the culture of technology fails to engage the mainstream as normal or even beneficial.

It’s the same process of making life better we have run. We took all our brain power to make our physical jobs easier. This has largely been viewed as a benefit to everyone except by strict biological determinists. Bronze Age romanticism is just that.

Thanks to progress in mathematics, we can now make knowledge that was extremely expensive to find, query, and organize as as accessible as asking an expert a good question.

Which is actually still tricky. Most Arthurian legends seem to resolve on knowing what to ask in order to receive wisdom. Knowing what to ask is not easily solved by mathematics. It’s not actually a cheat sheet but rather a powerful way to enable yourself. If you wish to take on that responsibility.

I feel I am somewhere between Hill and Valley in that I work in this world and I chose to become civically engaged. And I am concerned about where we are at. I am genuinely an optimist though as I think humans are so very adaptable. So I try to translate between the tribes who run our system and the tribe of people who make the systems run by the first tribe.

Maybe it’s be being somewhat in between that lets me be a node between the hill and the valley in America. Or as others frame it as a tripartite of Athens, Jerusalem, and Silicon Valley. I think that’s a bit grandiose only because maybe empires run on roads and plumbing but let’s not get forget that power is diffused in a network era. Every node that can route information has power.

The criticisms technology rightly takes from our body politic is that we are going quite fast. I know. I am inside the Gibsonian Jackpot with you. And I know it’s hard to believe that living through the change can be good even if we have inklings of the way life is already better right now. So we have to work together to figure it out.

Categories
Community Culture Politics

Day 1926 and Who Gets To Be Albanian?

One of the more frustrating debates in current American life is who gets to be an American? This did not used to be such a hot topic. I grew up in America in which if you swore to uphold the Constitution figures, no less than Ronald Reagan welcomed you to our shining city on a hill.

Now your best chance of becoming an American is apparently crossing the border and waiting multiple years in legal purgatory. America is a country of ideals not blood right? Well, other countries are also having the debate in reverse. See today’s amusing story about Eric Adams

New York City’s former mayor Eric Adam’s became an Albanian citizen and it is exploding into a debate as to who gets to be an Albanian. He seems to like the place so why not. This is a fun sideshow.

But is he Shqiptar? Definitely not Arbëreshë right? Wikipedia is now in a fierce debate as to whether he should be considered an Albanian American. He holds citizenship but he’s not an ethnic Albanian. But he holds an Albanian passport? Much to debate.

Ethnic Albanians being massacred is whole tragedy that believe it or not America once went to war over. No I’m not kidding read your nineties history.

So when Eric Adams says stuff like “New York City is after all the Tirana of America” it’s a diaspora issue. Lots of Albanians left in that era and came to New York.

When Adams goes to Tirana it’s just confusing. But that is a thing he would say about any place he’d visit and vice versus. It’s a bit Adams does.

You might not know it but I’m a fan of Albania. My husband and I vacationed there last summer and I go regularly to the Balkans to visit with family. They are not blood family but besa. It’s a whole thing. I’m not Shqiptar. And I have no Illyrian blood. But I wouldn’t mind being an Albanian American for a publicity stunt.

Categories
Culture

Day 1918 and Other Lives You Could Have Lived

I was talking with my mother today as I was organizing some logistics for her birthday. Don’t tell her that though as it’s a surprise. Just kidding she knows I’m up to something.

As we talked shared pictures from a recent work trip where she was able to visit our extended family. Her brother lives in Texas after a long military career. It got me thinking about the very different lives it’s possible to live even within one family.

My mother has siblings that she is not related to by blood that are nevertheless our family. Her mother was unable to stay with her father. She married a man I consider my grandfather and gained a large family in the process.

One of my cousins (not by blood but through love) had her children when she was still a teenager. We are roughly same age. She has nearly fully grown children while I will likely never have children. We had very different life trajectories.

She didn’t have an easy time when she was a young mother, but seems to be in a good place now. She is married to a kind man (not to her children’s father though they were married for a time), enjoys watching her son play varsity baseball and football, and lives near her parents. She earned a beautiful life the hard way.

My aunt and uncle are hard working, deeply kind and patriotic people. They supported their daughter every step of the way. Which in the late nineties and early aughts was harder than it looked for a conservative military family in Texas.

I feel lucky my mother got to have such a wonderful brother (and other amazing siblings). My grandmother was an incredible woman. She got remarried at time when single mothers had it even tougher than my cousin did.

I think of the lineage of my mother’s family and wonder which of us made the right choices, which one of us thinks we made the right choices, and how we feel about those choices in the grand scheme of things. Lots of my family believe I made all the right choices. And maybe they are right.

Both my mother and grandmother heavily encouraged my interest in academics and the sciences in particular as they both wanted to pursue scientific careers and were unable to do so. I know I am their pride and joy.

But as I think of my mother’s upcoming birthday I know she won’t get to see her grandchildren playing varsity sports under Friday night lights in Texas with her mother sitting beside her. Her mother, my grandmother, has passed.

There won’t be three grown generations to coincide together because that’s just not how it works any more. And I don’t believe she is disappointed. And I know my grandmother wasn’t either. They wanted this life for me.

And it’s a good life. But I am also glad that my cousin was able to have a good life too. If only it were easier to balance some of the choices. If they were choices at all.