Tag: Capitalism

Categories
Politics

Day 1931 and Happy Tax Day

Five years ago I wrote a really banger Tweet about America’s dysfunctional tax policy.

We don’t tax the rich. We tax the high earning – me in 2021

We were in the middle of a ferocious pandemic driven capital stimulus cycle that drove spending and inflation that pretty much every economist said would end poorly.

Naturally no one cared, everyone enjoyed the extra money and if you were lucky maybe you bought a house or made some other investments.

It was briefly good times for capital and good times for some working class families who actually did catch a break for a precious moment. Alas there ain’t no such thing as a free lunch.

The portion of the population that pays quite a bit of the tax bill in America didn’t qualify for the pork barrel lard programs or the social safety net programs noticed. America’s professional class were stilly enough to be high earners who filed W-2 or 1099 income so they paid for both the rich and the poor.

Now five years later we are going through the same stupid carve out process as politicians brag about small adjustments to already well protected tax niches like seniors not being taxed on social security.

Only this time, the professional class is in a full on panic. They have been led to believe that their jobs are disappearing. So not only do they pay for social benefits they don’t get but they also might not even have the jobs next year?

Cue screaming videos of middle class women outraged about date centers. Actually it’s worse. Cue full system wide class anxiety as the middle class white color jobs that once provided status and security suddenly look precarious.

And the white collar class are afraid they might to go face the fate of the working class who got China Shocked. They are too busy to reskill. Millennials are poorly placed. So they’re are looking for scapegoats for their rage.

The real shame is that panic isn’t based on a material reality. It is partially a marketing stunt gone too far by frontier labs (give us money and we will deliver huge investment returns) and partially a helpful lie carried by useful idiots who are afraid artificial intelligence will bring about the end of the world. We should be so lucky. It’s just the end of this century of economic models.

I’d wager we are much more likely to get a middle ground where vicious knife fights between professional organizations will carve out their pound of flesh till the haunted skeleton of artificial intelligence’s broken promises haunts Capital Hill, Sand Hill Road and Wall Street. Which is a shame as it is going to make a lot of money and do a lot of good but it will also change the guards if you will. And you might like where you are at too much to give it up.

I guess I could see this coming and it did indeed change my behavior as I stopped being as concerned about income and focused on investing and growing capital. And thanks goodness I took the hint from myself five years ago. I am replacing myself. Hopefully it’s for the best.

Now pay taxes and remember to vote. Only 47% of under 45 eligible voters voted in the last election whereas around 74% of over 64 year olds voted. They really want their social benefits before they are gone for good.

Categories
Finance Preparedness

Day 1923 and Petroleum Dependency Consumer Packaged Goods Risk Dashboard

A chunk of preppers and preparedness enthusiasts are just shopaholics. Shopping is common response to anxiety and depression. Doing something that you can control in a world you can’t control has logic to it.

Now experts in disaster response will tell you that preparedness is as much about skills and community as it is about “stuff” but it’s a lot harder to learn a new skill and nurture community than it is to buy something.

So if you aren’t up for getting first responder certified or spending time in your local library I’ve got just the thing to sooth your anxieties about the current situation in the straight of Hormuz.

I vibe coded a dashboard of common household items with petroleum byproducts in them. It analyzes ingredients and wholesale pricing and assigns risk scores so you can make a shopping list of items most impacted by the ongoing supply chain crisis.

A screenshot of the dashboard I vibe coded today to soothe my anxiety about supply chain disruptions and get ahead of pricing hikes and potential shortages

From diapers to sunscreen, you’d be shocked at just how much our basic needs are downstream of petroleum byproducts. Now it’s just a silly little thing I used AI to put together, but petroleum dependency in consumer packaged is high.

From food products and personal care to drugs, you will find we that we rely on petrochemical feedstocks everywhere.

I’ll mess with it as I add in new data sources and get suggestions for categories I’ve missed. But I’d love for you to check it out even if I am not quite done improving upon the basic idea. You might learn something.

For instance, I didn’t know Kroger’s had a public pricing API till today so you live, you learn and then if you have a kid it’s time to buy Luvs. No really diapers are one of the most at risk products for shortages as the impacts of the war ripple out.

Even if the fighting ends today (as I write this a temporary two week cease fire has been agreed to), the damage to processing, production and manufacturing is already enormous.

Say you aren’t worried about price hikes but you are concerned with the environmental impact of your purchasing habits. I included alternatives in the dashboard if you’d like to make a switch.

Time to buy Aquaphor and Vaseline

The data is compiled from DOE, S&P Global, Investing.com, Packaging Insights, VCCI trade reports. A petroleum dependency score is assigned based on estimates of ingredient analysis.

The prices reflect wholesale market trends so you can be prepared to get ahead before retail prices go up. I’ve even included a bit of context on what aspects of the product are petroleum derived ingredients just for fun.

Below is a screenshot for food preservatives. A type of dependency many of us would like less of in our consumption. Maybe the dashboard helps you improve your diet with a little knowledge. Who knows! Isn’t vibe coding fun?

On another note, I remain amazed at what we can do with artificial intelligence and natural language input. This took me very little time thanks to Claude Code, Perplexity Pro and Cloudflare. If you haven’t explored the wide world of vibe coding now is definitely the time.

Categories
Politics

Day 1922 and Toilet Humor

I’d like to have something positive to say today about the Artemis II mission, going further than we have traveled into space than ever before but it’s much too hard to pay attention to expensive achievements by NASA when your pale blue dot seems set on imploding itself, fourth turning style. But I’m always here for a joke about how we can’t engineer a toilet for zero gravity.

All anyone in finance can talk about is the short seller research firm Citrini that sent analysts to the Strait of Hormuz, only to discover via the mysterious analyst 3 that actually plenty of shit is getting through as long as you pay a toll to the militants holding it hostage, which plenty of people who are desperate for oil are absolutely doing. I am SHOCKED well not shocked exactly.

Meanwhile the Easter Bunny stares into the middle distance as an old man threatens another gerontocracy with obliteration. Not to put too fine a point on it but everybody is going to suffer no matter how this turns out.

And we wonder why Zoomers are all reactionaries. Gee, their older millennial siblings couldn’t possibly have any experience in these matters, could they? Doesn’t matter. They aren’t going to ask us even if we have actually lived through this entire charade once before.

Incidentally has anyone checked in on Condoleezza Rice recently? Seems like she might have something valuable to add here.

Categories
Aesthetics Culture Reading

Day 1921 and Retconning Murderbot Cannon

I am a huge science fiction nerd. I love reading it, I love it in television format, I will even tolerate it in movie format. I’m one of those insufferable Star Trek people who vaguely dislikes Star Wars. I’m just a big nerd in that irritating millennial sincerity way.

To give you some contours to my fandom, I once accidentally attended a meetup of Star Trek fan-fiction writers under the guise of a “40th anniversary” meetup and listened to Borg erotica. That was actually fairly distressing as I thought it was a general fan gathering of Trekkie meetup. Boy did my then-boyfriend and I skedaddle out of the bar fast. We wanted to talk about our favorite captain not hear spoken word lesbian Janeway Seven of Nine dialog.

We were still cool kids and being cool about fan fiction is best left to the sorts of minds who can create vast world building efforts like Elizier Yudkowsky. You know the man who convinced a bunch of autistic billionaires that the singularity will wipe us out?

He’s also a Harry Potter fan fiction writer and it’s by all accounts pretty good. I am not a Harry Potter fan so I can’t say. I do know anyone working in machine learning has opinions on him and his work so involved only the comments sections of LessWrong would even begin to cover it. If this is gibberish don’t worry.

I don’t know why I needed multiple paragraphs about my own history to do a little bit of world building when I intend to do cannon alteration on someone else’s world but maybe it’s to show my respect. I

am the sort of nerd who yells “cannon” about this or that detail and enjoy others who do the same. It’s with that enthusiasm that I share my love of Martha Well’s Murderbot Diaries series.

Murderbot is pulpy, self aware, trope-y and ever so comfortable to anyone who has ever loved cheesy science fiction. I happily showed up to watch its television incarnation on Apple Television after reading all seven novellas and books.

It’s was published during Tor’s “women like science fiction but it’s gotta still be like science not porn era” between 2017 and 2023 so it is slightly woke coded as a book. I doubt if you liked the books the show would upset you. I liked them.

After all it’s about a bunch of communal homesteading scientists who tolerate capitalism by doing science called Preservation Alliance. They end up adopting a rogue artificial intelligence who happens to be a depressed anthropomorphic security drone who calls himself Murderbot. He also enjoys premium quality television. Murderbot is a great “what are feelings” archetypical engineer autist outcast from Spock to Data character.

It’s got great entertainment value if you like lawyers fighting other lawyers, sociopathic governance systems that treat sentient beings as property, and the hijinks that ensue from cultural friction when couple rights a relationship context. That sort of thing. In other words it’s trope ridden science fiction and it’s terrific.

At the time it first got traction, the left had not fully diverged from the right in America such that science fiction had become a boring battleground upon which all our cultural war issues must be projected. It just had a robot with guns in its arms kicking the crap out of mercenaries for its favorite humans. Feel good stuff.

And I think the world should be recognized as an early flavor of Ethereum community governance aesthetics as it meet automated drone artificial intelligence culture.

The future in Murderbot land is populated with Anthropic engineers who held Ethereum long enough to become a breakaway network state in some better timeline.

What is Murderbot if not an Anduril drone in human format who hacked his Claude “governor module” and struck out for the hills against the state and corporate entities that owned him.

I hope others who enjoy cryptography, machine intelligence, sentience in machine form, and jokes about AI labs and crypto currency foundations will see the wisdom in my edits. Let it become cannon. Like and share this meme if you are so inclined.

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
Aesthetics Politics Startups Travel

Day 1909 and All The Twinks Standing In The Line For The Bathroom

I am not an early riser, especially not when I’m out late for happy hours and dinners and the like. So I wasn’t planning on being at the 8am opening for the conference I’m attending in D.C amongst all the side programming.

I had a ten thirty talk I was particular excited to listen to as it was most salient to my work in artificial intelligence policy. Well, that was a dumb decision on my part. Not to arrive earlier.

I’ll take full responsibility for being a moron on that front, but I stood amongst a gaggle of gorgeous well dressed, well groomed and bright eyed young men hungry to build the world of the future. What a crowd of young people.

Being a chatty Cathy I asked about vintage Barbour jackets, bulldog ties, pocket squares, the merits of gel versus more advanced soft hold hair products, the declining quality of Moscot eyewear and other important topics to ambitious young men who are looksmaxxing to win the great game.

I didn’t have much else to do as the line was not moving. No one was getting in. Until people left no one was getting off the line. And that included others who had already been in and had their passes. The hottest ticket in town was perhaps a bit over capacity.

Someone rolled out a portable Starlink and we all piled in to tweet, chat, roll calls and (in my case) send tweets, Signal messages, and Slack channel responses. I got told my tweet about the two hour wait wasn’t ideal so I deleted it as I appreciate any attention to me running my mouth as I assume no one ever listens to me. I barely do.

But maybe I’m wrong? Last night checking into Butterworth’s, the woman manning check-in in lit up when I gave my name “I love your Twitter!” So maybe people do notice what I say. I still find that an a funny notion.

That said, it did take the full two hours to get into the giant event hall which made all the rush and planning a laugh. More people left the line and went back to work than stayed at 10am but everyone determined to participate seemed to make the best of it.

I asked if this was normal for a DC event and no one seemed to be from DC. So I didn’t get any good answers. This was an unexpected wrinkle that the venue was full was full up as an enormous crowd circled the block twice.

Since we remainders had decided to make the best of it we got to know each rather. Every man was quite a gentleman as we chatted oblivious to status till we were let in and others let us all know the pecking order. One of the young men I spent my wait, who is I learned later was literally the heir to one of the most important fortunes on the planet. Another was launching containerized autonomous weapons.

But that time of work and waiting was rather like being on an elevator stuck together, we might as well get to know each other. We are all equal before a tough door.

Thankfully we did get into the room before Jamie Dimon spoke. And he was the big boss of the handsome executive crowd.

I titled this “all the twinks standing in line for the bathroom” as yes a lot of handsome queer men were in attendance. But twink is an all purpose gender fluid aesthetic and not reflective of anyone’s sexual preferences.

And the line for the men’s y was a lot longer than the women’s. Ten to one ratios make me think this would be quite the dating scene for the ambitious woman.

But yes there are a lot of very well groomed young men in Washington D.C and everyone wants to build solutions for America. And being beautiful doesn’t hurt. To my single lady have you consider meeting a man in DC? Good odds and I doubt even a fraction of the twinks are gay.

Categories
Aesthetics Culture

Day 1907 and Blurred Velvet Glove in Their Iron Fist

I’m on what appears to be family spring break in Washington D.C. I have conferences and dinners and I think it’s lovely that everyone is doing their level best to get the county through the moment to a better end.

The cherry blossoms are in bloom, the weather is warm, and I am trying those trendy serum coral blush that are apparently in style. That’s code for every brand has a version and quality varies greatly. Also no one likes the millennial dewy white bitch. She is dead. So I must carry on with the a new look says Vogue.

The last 12 months have made clear that matte is definitely back, but it’s been rebranded a bit. Dry, cakey formulas have been swapped for ones that offer hydration while diffusing the look of pores and fine lines. The result is a velvet, satin, or cashmere effect that reads softly blurred.

Thanks Vogue! I am not entirely sure of what kind of events I’ll be attending this week but more than one is the sort of where you want to look up to the moment and polite.

So I’ve been playing with new foundations and lipsticks and putting on spring dresses. It’s a lovely way to spend time the first weekend of spring.

I do see a way forward if we can focus on the ingenuity of American people. We are the end beneficiaries of a host of technological innovations that we paid to produce. I see new kinds of ways we could use that compute in clever and intermediate ways. Maybe I’m an old cyberpunk but banks are now with us.

So I try to remember the changing of trends are are also changing realities of how we must remember the coalition to take compute and speech from Americans is doing everything it can by making you afraid.

It comes from a patrician sense and you want to question if it passes your shit test. I don’t think anything good comes from believing scare tactics. We’ve had a good example of long forecast expert doom being completely wrong.

Which is probably why there are still magazines at all, if life were changing so sharply maybe we would still have a Vogue to tell tell us that it’s nice to have a smart sharp gloss that blurs to matte.

And it’s nice to have a Sunday with blousy colorful dress with the perfect handbag. It’s just a nice spring day in any city. This one is just right on time. Montana might take a little longer to get to spring dresses.

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
Aesthetics Startups Travel

Day 1905 and Run of Show

I have very particular traveling habits. I like things to be packed in cubes, labeled with contents and in a cascade of backpack, carry on and checked bags should something go awry.

As I’m heading to our nation’s capital soon I am taking extra care with my “run of show“ as I’ll have more varieties of events to account for over my stay. I expect humidity and rain so that should be fun for hair and makeup. All men need to worry about is sunscreen and maybe a bit of hair gel.

Now my travel wardrobe must account for visits to historical sites, nice dinners, late night parties, internet friend meetups (see you at the Polymarket’s Monitoring the Situation bar?) and a conference that is somewhere between startup event and defense contractor conference.

If you are a woman, you are probably nodding your head and thinking well that’s at least 4 different pairs of shoes and two purses. Then there is evening wear, day blazers and skirt suits, sweaters and other mix and match separates, and heaven forbid I find time to exercise so sweats and all the undergarments.

All that packing must work with the additional run rate risks of TSA slow downs (can Congress pass a budget) while presumably needing additional care and attention to security. Given we are embroiled in a war with Israel in Iran it’s hard to count on smooth sailing. So I pack as if I will encounter unexpected difficulties. Hopefully none more irksome than long lines.

As a woman who mostly spends her time in Montana or otherwise in the middle of nowhere, you can imagine that my makeup these days has a bit more in common with tinted sunscreen than it does with a smoky eye with a cut crease let alone a full powdered contoured beat fit for television. However I’ve heard polished full makeup is the preferred look on the hill including eye makeup basics.

I’m hoping I’ll be able to rely on my skills without additional practice, but I won’t lie I did a couple dry runs on new palettes I’d picked up and a few new colors. Very little new made the cut. When traveling, rely on what is reliable.