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
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
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
Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.

Categories
Media Politics Preparedness

Day 1916 and Freaked Out Group Chats

I have made a little bit of a side hustle out of being at Cassandra. There was a lovely chunk of time in between Hurricane Sandy and the pandemic when people felt as if the weirdness was contained. It was quirky.

It was novel to know people who had decided to make changes in their just-in-time lives because of a climate catastrophe They had experienced it personally because it happened in New York so the media paid slightly more attention.

It lets media, and the readers of said media, indulge in the fantasy that they might actually change their lives by hearing a rational argument from someone like me. Look at tbis nice young woman didn’t have power after a hurricane in the center of civilization in lower Manhattan while Goldman Sachs glowed in the background, continuing to serve capital in the dark.

In fact I did have friends that had to go by foot to their offices while they went for weeks without electricity in other boroughs of Manhattan it was just particularly surreal to live near City Hall, have absolutely no power but still see the glowing lights of techno-capital operating in the aftermath of the crisis. My husband literally got buckets to remove water from the server room of his startup but the banks were fine.

I had a speech on entropy and chaos that was fairly compelling and turned out to be a very correct investment thesis. We might have to get used to more chaos in our lives because of geopolitical, climate and other instabilities that we could not entirely predict.

That meant getting out ahead of the major controllable factors we had at our disposal as individuals and as a nation. I actually meant it as did my husband as if it could happen in Manhattan imagine what it would look like elsewhere.

Having been a prepper before the pandemic gave a little bit of structure to the first months of the pandemic unfurling in which I had the tools to do a dry run and the experience. I got a lot wrong.

And you must remember we really did not know exactly how bad things would be. The things that actually turned out to be quite detrimental to the economy did not turn out to be the ones we thought. Much of the pain of the experience was self-inflicted. Sound familiar?

But we thought we knew more than we did about the situation we were going into. In reality, we had very little predictive capacity on that front because the last time we had had a pandemic of any novelty, the world wasn’t nearly so well connected.

We overcompensated for a lot in our fears and reactions. I suspect that is going to continue being the way we handle networked global crises of any sort.

The thing is, it’s getting harder and harder to pretend that the things that affect our global lives are not actually happening because people look the other way when their economic situation works well for them. It’s a bargain that democracies and authoritarian governments make.

So right now if you work in technology or finance, you’re in a bunch of group chats in which everyone is freaking out. Even though you could make good arguments that we’re the only ones that have a clear view of some of the contours of what we’re about to face it’s quite clear that our visibility is limited.

I don’t know a goddamn thing about Iran or how it’s going to react, but I know more than I ever thought I’d need to about energy markets because nobody in my line of work had much choice over the last three years if they wanted to be ahead of the computing demands we already struggled to meet.

Now this demand may be coming from America companies, but feeding it is a global phenomenon of investment. One that lets all of the worlds capital pile on into a country that has a few domestic issues.

We all saw changed coming the second we had a mass market, large-scale compute-intensive process that enabled artificial intelligence interface that users felt they could meaningful talk to at scale. There’s something amusing to me about that because in Star Trek’s goofiest movie, The Voyage Home, the chief engineer Scotty picks up a mouse and uses it as a speaker phone. Hello he says, “Computer, are you there, computer?” He then proceeds to type in a number of commands when he says, “Ah a keyboard. How quaint.”

I imagined we’d get to this phase of computing ourselves a little faster than we did, but it turns out that we have finally reached the point of knowing how to type in a lot of solutions that could give us steps and instructions to use tools to make transparent aluminum. I mean this metaphorically, not literally, as we actually do know how to make transparent aluminum.

Transparent aluminum is a polycrystalline transparent ceramic made from aluminum, oxygen, and nitrogen. It was developed independently and is commercially produced by Surmet Corporation. It’s sapphire and funnily enough we use it in bullet proof glass. Which I’m sure is a great business to be in these days.

So be as freaked out as you want in group chats because all kinds of weird shit is coming down the pipeline. If you work in finance or technology, you probably know that you’ve got about two weeks before some irrevocable decisions start cascading.

None of us have any idea what it looks like but you’re probably not as prepared as Elon Musk or Sam Altman. Nevertheless we’ll have to get through it.

Categories
Travel

Day 1906 and Woo Spring Break

Starting a journey from a small regional airport subsided by billionaires is the way to go when airports are understaffed for lack of pay.

A partial shutdown of the Department of Homeland Security means the TSA isn’t getting paid because of a lack of agreement on annual appropriations from Congress.

You may dislike the TSA, but most Americans are sympathetic to the pain of missed paychecks. And if you are headed somewhere for spring break you will feel their pain as the lines through security are getting worse and worse at the major hubs.

Getting out of Bozeman was a breeze. Sure my first flight was 8am but that’s the second round of flights for the day. Chicago O’Hare on the other hand, was a bit more chaotic.

The Dinosaur is a hockey fan

Families with multiple children hoping for quality time together on their spring break looked exhausted coming through the security lines.

Little girls pulling sparkling backpacks behind them on the ground or riding dinosaur shaped luggage tugged by their exhausted parents clogged the tight “under construction” hallways.

My flight to Washington D.C. didn’t have as many kids as I would have expected. Maybe touring our national monuments isn’t as exciting as going to Disneyland.

Co-branding for citrus 🍊not history

The original gate was reallocated to an Orlando based flight and based on the number of families with three kids headed to Florida our natalism issue isn’t so bad among the six figure vacation set.

The workers that keep Disneyland the happiest place on work might be struggling with other issues based on the terrifying bathroom signage. I wonder if the men’s bathrooms have these signs

Servile marriages?

May you all enjoy spring break without weather delays, labor issues, geopolitical conflict, or basic operational problems like crew and aircraft shortages as reset flight legs and fuel costs begin to get in the way.

I’m looking forward to getting to the capital. Maybe I’ll see more spring breakers at the Smithsonian. Just deposit your cannabis if headed to a destination where it’s illegal.

Categories
Community Internet Culture Politics

Day 1903 and Ranting About Bentham

The tyranny of small differences can be the most vicious. I love vendettas in fashion and venture as they are connoisseurs of grievance.

Small communities with insular structures simmer embittered for years. You always know where someone, who is otherwise quite close to you, has committed a venal sin which cannot be forgiven.

But many times these small differences are actually the stuff of the breach. Once crossed you can never return. The opening cannot be closed without a great sacrifice. And these sacrifices are your character.

I am as well versed in the ridiculous schisms of my own affinity groups. As libertarians I’ll go on about the Cato libertarians, I’ll support my an-caps but I I’ll blood feud with the rest.

I feel this way about rationalists and the way they have introduced utilitarianism to Silicon Valley. And I want to be sympathetic here because there are aspects of effective altruism that are perfectly reasonable at first. I like prudent spending and reducing suffering with effective allocation.

But utilitarianism, taken to its end, has issues that anyone who has read Jeremy Bentham has to grapple with. The means do not justify the ends. We are all struggling with the horrors of the problems this creates in a modern society.

I saw the value of the manufactured meme campaign of effective acceleration as it oddly ended up dragging us to the middle. That was the intention and it achieved it. One can have many disagreements in the details.

However I do not think that political actors as far apart as Steve Bannon and MIRI agree on anything philosophically except “we want control over artificial intelligence so the people who are lesser than me can have no say.”

I cannot see how opposing forms of populist control can travel together without fear for character.

Everyone tries to be agreeable right up until coercive violence from Leviathan is required. And I guess some of you don’t think too hard about hard power huh?

I happen to find the request to have so much control over your fellow Americans to be an offensive view.

You think so little of the citizens of your own country when our core constitutional values require us to have so much more responsibility for ourselves?

I do think it is actually a moderate viewpoint that I believe in all of us. I believe in Americans no matter how stupid we can be. Remember that whole being a libertarian thing. I think personal responsibility requires more and Americans have delivered more despite our many failures.

I recognize that my personal stance here is not the final stance, especially as something of an outlier but because we have checks and balances, I know my involved citizenship demands that I declare where I stand.

Which is why the right to compute law that Montana adopted was a largely uncontroversial and popular when it was a bill. Before politics got involved, regular citizens, who were not whipped into a froth or frenzy, could understand that participating in the digital economy is crucial to living in the modern world.

It impacts our first, second, and fourth amendment rights directly because it demands we answer questions about property.

The wider existential issues on artificial intelligence do not get to be more important than our existing jurisprudence nor the opinions of our citizens.

The way we legislate and the value of our system of government, both state and federal, have a part to play. It’s funny the libertarian is making this argument I know, but it is a good revealed values exercise. Don’t get trapped by charlatans who have already declared that the ends justify the means. We both know they don’t.

Categories
Culture Internet Culture

Day 1902 and Cynical Victories for Hollow Lies

I know it’s sweet bordering on stupid to engage in good faith when it comes to politics, but maybe I’ve grown soft in my old age. I really do believe that Americans are capable of building wide coalitions in a pluralistic society.

Call me naive but most Americans, even most humans, have more to bind us together than to break as apart. We are social animals even the most introverted of us.

So I hate seeing groups who share common values fall apart over schismatic propaganda pieced together explicitly to worsen your weaknesses and widen your vulnerabilities till you are both tied to horrors you’d never have condoned.

The trouble with Utilitarians is they say up front that the ends justify the means. Thats your starting baseline. Which is at least clean. Then the Machiavellian’s say it’s alright to obfuscate. The noble lie and all. And then suddenly the enemy is inside your gates and you are being gutted.

This is roughly what is occurring between Bannon-world who hates technology so much they have accidentally teamed up with a gaggle of one world government rationalists to…use zoning rules to save the world from…industrial parks with rack servers?

I know it doesn’t sound very sinister but everyone involved is sure the anti-Christ is going to be involved. Peter Thiel is in Rome giving lectures so the buggy man has involved.

Folks must enjoy being useful idiots as it’s strange to me to think you might align with people you loathe just to fuck up the other team. The goal is flourishing for all no? You came at me and my boys for whom all I wish is flourishing.

Which is funny as I was always under the impression that end times eschatology required the Antichrist to be quite well liked. Everyone involved in this is universally despised.

I guess if you are certain that you are in danger of being stomped out by an evil, and believe any of your actions are justified by this premise, you may as well embrace all kinds of evil.

But you do have the options of not using millenarian tactics to scare the shire. Hobbits are brave or so said the neomonarchist who can’t tweet. But I won’t forget people who threw me over for propaganda they were too dim to understand or cynical enough to believe no one else would.

Categories
Chronic Disease Culture Politics Preparedness

Day 1901 and Burying Ehrlich

For as much time as I spend kvetching about my own petty problems (and I know that it is a not insubstantial amount of time), I am what my husband calls a macro optimist.

This is somewhat in contrast to him, who is on a day-to-day basis, a micro optimist but doesn’t quite see the long-term horizon as positively as I do.

Different temperaments are a good thing when it comes to balancing outlooks and outcomes. This is arguably why we are a good team and have managed to stay married for a decade.

I look out for the macro level future and optimize for it being successful and he optimizes the day-to-day, making sure that the micro level is successful.

I titled this post “Burying Ehrlich” because Paul Ehrlich passed away at the age of 93 last Friday. You might know him as the co-author of the 1968 best seller Population Bomb.

An entomologist by training, his book jumped to much bigger claims saying Earth faced imminent mass starvation urging governments to reduce population. That has not so far proven to be true. Even now the New York Times obituary said his claims were premature. We just love an impending disaster.

It’s a cruel historical irony that a man who wrote his thesis on butterflies would end up having such an enormous butterfly effect on the number of human beings being born. His neo-Malthusian insights were a huge hit.

And unfortunately we will experience the consequences of his public intellectual adventurism. We will have fewer humans and the famine he predicted never materialized. And now if we have more troubles facing us, we have far fewer humans able to take up the task of finding the solutions we will need.

Maybe if he had been a little bit more of a macro-level optimist, he would have been able to see what I see everyday. Despite daily travails due to my chronic disease, I see the micro-optimism of humans like my husband every single day. While I can’t always be positive every day, I remain positive that together we can find a way to improve on yesterday.

Humans are incredible at finding a way around life’s intractable problems. We produce little innovations, little inventions, little tweaks and little solutions. And they add up.

We are social animals whose evolutionary pressures seem to have yielded a culture of engineering. These little fixes we constantly produce when added up together have made for major improvements.

We even occasionally see extraordinary catalysts that allow us to go much faster with our improvements. We’ve had a number of revolutions, industrial and otherwise. Indeed the last 50 years or so have shown the Malthusian fears of food production to be histrionic in comparison to the progress we’ve made.

We have fed the planet but we will never get back the babies who were not born either because of China’s one-child policy or simple cultural attitude acceptance that one or two children should be enough. In my generation it may end up being more common to not have children at all.

Now it may seem rich that someone who goes in for quite a bit of preparedness should speak against a man who saw the value of taking action in the face of what he saw as long odds.

But next time someone tells you that the end is near and all is lost, remember that Paul didn’t end up being correct in any of his assumptions.

Not because at the time it was so crazy to think we weren’t producing enough food, but because he couldn’t conceive of a world in which we were able to solve our problem.

So I pray as his family buries him that we as a species can remember to bury some of our own alarmism. Our job is to keep on going in the face of long odds, just as every one of our ancestors has done before us.

Categories
Chronic Disease Startups

Day 1889 and Recovering from Normalcy

I had such a lovely day touching grass (and sand) yesterday. I slowly worked through a 36-48 hours of of talking, walking, strategizing and occasionally reapplying sunscreen (I still got burned a little on my shoulders) with a friend who is preparing for big life and company changes.

These are the activities of normal life that I cherish, but my body seems hardly able to manage the strain this week. Now perhaps these activities are stressful on the mind and soul, but should they really be so physiologically taxing for me?

My Whoop is showing high strain

Now yes I am recovering from some dental work and on antibiotics but shouldn’t I be able to have a calm day that most would consider restorative? The serene peace of sitting on sandy shores should surely outweigh any areas from consequential questions of power, compute, realism and human purpose right?

I have barely been able to get out of bed today and the ten minutes of squats and planks I did to test my capacity spiked my heart rate into the stratosphere.

Which is odd as I woke up with my RHR in the 60s which is much better than usual. I only get into the 60s or 70s consistently when I am on heavy antibiotics.

The two weeks I was on Cipro recovering from surgery this summer my RHR was in the mid sixties so clearly I’ve got something going on with low grade infections.

I struggled mightily to organize my thoughts enough to write even this post. I feel I might even have it in me to go for a walk. Which is encouraging as I missed the sunset. The sunsets are obviously an event when you have a beach or far off horizon to enjoy with then.