Categories
Aesthetics Politics

Day 1549 and Productive Primates

We are in a moment of narrative collapse. The elites who we’ve typically take our “consensus reality” cues from don’t know where to land in order to manage the revolt of the public and you can see the recycling of big ideas happening at a rapid pace.

If you’ve been on the internet at all you were probably exposed to both Ezra Klein’s Abundance book tour and the Studio Ghibli mania using AI to turn iconic images into Miyazaki animations.

I think these two events are more related than you might think. Labor is becoming simultaneously more and less productive in the face of artificial intelligence. This naturally has consequences for power.

This progress is either “an insult to life itself” if you are Miyazaki or offers the potential to improve human productivity in ways we’ve not seen since the Industrial Revolution.

Which brings us back to the moderate state capacity liberals. They are out in the cold politically and yet rather than produce a new narrative they’re re-heating the work of the meme movement effective accelerationism

I’m pleased to see total narrative victory for e/acc over the effective altruists. Sustainability (or worse degrowth) has simply failed to resonate with our primate hierarchies that demand more. We want more of whatever other monkey’s have be it bananas or status.

Socialist zero sum politics encouraging sharing and managing resources having been roundly beaten in the zeitgeist, the moderate left are insisting that actually public state mechanism are the best means to achieve abundance. Government is good actually.

Making the case for the state’s role in creating abundance is about all they have left while they wait for the pain of Trump’s tariff policies to kick in. The private markets not having the necessary time frames for long term planning is a perennial issue.

Even our most productive technology companies are feeling the pinch to perform immediately in the short term. Alex Danco dropped on essay on where we might be in the S-curve of artificial intelligence.

He argues that perhaps in the scaling of this infrastructure we may change our thinking around code as “the primary asset” of software companies and reorient it back to the shared labor, management and final product of the traditional corporation. Software companies were valued for capital efficiency by the markets but perhaps that constant no longer applies.

All this worry about creating abundance is a battle of who decides how we allocate future resources (which we don’t yet have) and who will receive the biggest share of power and plaudits in the process.

The fact that we can replicate aesthetics in an instant or do the document work of a dozen legal associates with a program isn’t really the issue at hand. We are worried that how we divvy up the sum of all our hierarchies is changing. Of course that worries every primate. It’s bloody stuff.

Categories
Internet Culture Media

Day 1543 and Buffering in the Network

Being that so much of modern work is done online it is a challenge to ever really unplug. I feel as if startups, finance and media have it particularly bad.

I try not to let myself burn out on the dopaminergic waves of the network. But I am a citizens of the internet and just like Molly Millions I’m suffering from the central nervous system stress the Cyperpunk future promised us.

I am however going to attempt a pull back to refocus myself so that I don’t get pulled by the strong currents of the network. A lot of low roads will be traversed between here and wherever we land.

Categories
Finance Startups

Day 1542 and Future Blind

I am confident in my capacity to judge directional trends over time. I’ve been doing it consistently for close to twenty years. I’ve made solid bets that outweigh the wrong calls.

But right now I feel lost. I feel blind to short and medium term outcomes. I don’t know what happens next or in what order.

I’ve got a lot of working theories about how we orient over the next decade or two but I’ve got low confidence on anything nearer.

Perhaps this is because I simply don’t want my near term predictions to be true. They are too depressing and too cynical and too heartless.

An essay from Venkatesh Rao today titled Low Roads to High Places emphasizes why.

If a necessary historical evolution can occur via a low road or a high road, it will almost always happen via the low road.

He notes the law of the low road may simply be a an emergent consequence of thermodynamics. Entropy being what it is the path of least resistance wins.

Or maybe, as Rao suggests, the low road is a corollary to Abraham Thomas’ principle that to call macro-trends correctly you have to have “boundless optimism about technology and bottomless cynicism about humans.”

I’m just not ready to have bottomless cynicism about humans though I have optimism about technology. It’s possible to change our consensus and narrative direction and we do so regularly. Vibe shifts happen once an hour these days

Abraham Thomas has a theory that venture investing is temporal arbitrage. We are front running narrative consensus.

That’s why we look like herd animals eventually no matter how contrarian the bet was at the start.

Because being optimistic about the material changes that technology can bring has been the road to success. But I can’t decide how cynical I am able to be about my fellow humans.

Categories
Emotional Work

Day 1538 and Reason About the World

There is a pet theory that I ascribe to that precious few changes their minds without experiencing a failure in social consensus. Being pushed outside of culture lets you map it more accurately on the way back in.

There is nothing more valuable than your ability to reason about the world. We sense-make with all kinds of inconsistencies and have so little incentive to step out of what we think is true about our world. Go along to get along is how humans stay alive.

I have had a wildly inaccurate model of the world in the past and I’m confident I’ll say that same soon in the future.

But I’m comfortable falling out of social consensus if it clashes with the model of the world that I work within. I’m not saying I’m smarter than anyone but I do know that I regularly weigh my faulty priors even if it’s embarrassing. I’ll keep searching for people who can reason about the world. We can see better together.

Categories
Aesthetics Culture Politics

Day 1537 and Copy Cats

A friend of mine has managed a career as a tastemaker of the sort that hardly exists any longer. It’s hard to find a term that’s even appropriate without both identifying them and understating the power of their influence.

Influencing the direction of culture isn’t so much a job as a point of view with a paycheck. It used to be a bit simpler. We had a hierarchy of influence caped by physical realities.

Maybe your pastor or your employer influenced your daily culture. Even when I was younger it wasn’t much broader than your local news and what you could get at the library. Now we live in a mass market of influence.

Influencer, creator, journalist, editor, blogger, hell we even have Twitter accounts that move culture now. So it’s not surprising that it can be hard to keep track of who is truly influential and who is just popular.

Being heard out and being really listened to and considered are very different things. It’s a weird moment for taste. Especially culturally. We keep having vibe shifts. The people who are paid to make sense of it all are as clueless as the rest of us.

The only thing anyone can seem to agree on is that it’s all very chaotic. Which is a point of view with which I’m quite familiar. And naturally that unsettles me. Once everyone agrees on a cultural moment is exactly when the tastemakers look for something new and when the masses really come with the big bucks.

Categories
Community

Day 1532 and Friendly Service

Much of our winter has revolved around various maladies that require the help of professional from doctors to industrial hygienists.

Alex and I (let’s be honest mostly Alex) have been scheduling a lot of consultations and procedures. While I’ll certainly caveat that selling a service does generally mean being friendly to the customer. But it really feels like like we’ve got friendlier people in Montana.

Even our government is friendly. We’ve has cause to call the county and it’s just so pleasant to engage with a kind, present and helpful fellow human.

We’ve really run the gamut. Our trash needed replacing after a hard winter and the company who does our pickup sent us a new one the next day. A recycling service for mattresses excitedly told us about community programs. The eye clinic got us in the day we called. And on the follow up let us add in an eye exam since we were already there.

We are all accustomed to the frustrations that come from indifferent corporations with private equity minders. Healthcare is by far the worst offender here.

So it’s nice to be reminded in a vulnerable world that American towns are filled with everyday people like you and me. And that genuinely makes me happier. We are all in this together and being friendly makes everything for everyone.

Categories
Aesthetics Media

Day 1527 and Wayback Machine

I just finished watching the 8th season of Netflix’s mega reality TV hit Love is Blind.

It feels as if they produce a new America version every quarter but if that’s not enough content for you there are spinoffs in Sweden, Japan, Mexico, the United Kingdom and Argentina.

They shoot them roughly a year ahead of time. Which, in any other era in my lifetime, would have been fast turn around time. You could figure basic values would hold from year to year. But culture changes very rapidly now.

So reality tv that was shot even a year ago now makes for some very odd viewing as America’s politics and “current thing” are in constant flux.

February and March of 2024 did not have the vibe shift we are in now. I won’t spoiler it should you be considering the show but I will say it’s fascinating to see how much politics played into the women’s decisions.

Now maybe it’s because it’s the Minnesota season they felt they had to address certain topics in race relations after the summer of 2020.

But they also went to places on queer issues, religion and national politics that did absolutely nothing to make any situation better.

Looking back on one’s previous view of the world is not always pleasant. That we have a way back thanks to media makes for a strange continuity of views that probably do little to do with stuff of a happy love filled life. Perhaps a good reminder to not look too much to the past to decide your future. Or a reminder to focus on what never changes.

Categories
Culture Politics

Day 1523 and Do Not Disturb

It is in the nature of dysfunction to misuse resources. Something goes wrong and a system that once grew or self sustained finds itself in decline.

What to do? One can apply palliative care certainly. But you can go to the root of a problem and hope systems can be righted by bitter medicine.

I’ve had some degree of measured doom about topics like debt and monetary policy my whole life. I grew up with concerns of peak oil which turned to climate change. There is always a new crisis anytime we find ways to be resource constrained.

But we are resource constrained. That’s just a variable to be accounted for in the engineering of a solution. I care about energy. I mean it in the abstract as in fuel. But I also mean the energy I control.

I don’t have to expend expensive attention for all problems. Maybe becoming “do not disturb” is a scarcity mindset. But sometimes the poison is in the dose. And I want to keep pushing for better.

Categories
Startups

Day 1521 and Reconsidering

I’ve been rereading the work of my internet friends Luke Burgis recently. His hugely influential book Wanting: The Power of Mimetic Desire in Everyday Life introduced popular culture to philosopher Rene Girard. 

I’d first encountered Girard at university and through Peter Thiel’s influence pursued further understanding of the work thanks to Luke’s scholarship on the topic. A quick orientation on the thesis is as follows. 

What Gravity Is To Physics, Mimetic Desire Is To Psychology”

I’ve found Luke’s thoughts on topics like existential safety and mimetic collapse to be regularly illuminating and would recommend reading his newsletter.

I am reconsidering some of the mimetics that are driving my life. We’ve had some amazing startup investments. I’ve been able to move policy issues into law. And I do it all with the added weight of chronic health issues.

It brings me joy to help the next generation of founders. It’s as close as I’ve come to a deep desire. I do it believe I love it.

I also have an idea of how it should look. The formality of funds and institutional investors has been the default way things are done in startups. I’ve never been too concerned with prestige but I have some attachments to what it should look like.

The irony being startups and the venture business are all about the big hit. There is no right way of achieving them as playbooks get rewritten every time we have a new technology.

So I wonder why I want things to look any way at all when the ultimate objective is to achieve a type of performance that is already emerging. Am I stuck wanting only because I want to mimic others? It seems possible.

That realization makes me want to let go of any preconceived notions of structure or aesthetic and to simply commit to my own process and how I find outliers.

Categories
Startups

Day 1516 and It Has To Be Carefully Taught

I love science fiction. The current generation building artificial intelligence builds on decades of thought experiments (aka science fiction) on how we might responsibly build and interact with a machine intelligence.

So it’s exciting watching testable premises arise that give hope that what is being built can be done so in ways that reflect our shared values. That is at least broadly the project of alignment.

An interesting paper from Owain Evans and a group of researchers on emergent misalignment caught quite a bit of attention today.

They finetuned GPT4o on a narrow task of writing insecure code. Having finetuned GPT4o to write insecure code they then prompted it with various neutral open-ended questions. It gave misaligned answers 20% of the time, while original GPT4o never did

You can see the work and verify the numbers yourself here. The discussion is interesting because they aren’t sure why model shows broad misalignment after a narrowly negative task like making insecure code. But it’s pretty interesting right?

Without getting into the politics of doomers, Elizer Yudkowsky believes this experiment to be a positive finding.

If you train the AI to output insecure code, it also turns evil in other dimensions, because it’s got a central good-evil discriminator and you just retrained it to be evil. Elizer Yudkowsky

The moral valence of intelligence is an open question and whether the values we have as humans will follow through into an alien emergent intelligence raised all kinds of questions.

But if we can teach values simply through conduct that has bad intent it might mean we can and in fact capable of teaching what we see as the right conduct.

But for all your sloppy coders out there be warned. Writing bad code leads to Nazism. Nobody tell Curtis Yarvin.