The fracturing of the social web has made it harder to connect person to person.
The enjoyment of sharing a platform or a protocol with other humans is undermined as grifters and opportunists bang against artificial intelligence slop and algorithmic manipulation. It’s just not as fun to be online in that atmosphere.
I happen to like putting a little more of humanity out here on the edges of the great social media seas. I am not everyone’s cup of tea but at least you know what flavor I am.
Context windows are important because they help AI models recall information during a session. Have you ever forgotten someone’s name in the middle of a conversation a few minutes after they’ve said it, or sprinted across a room to grab a notebook to jot down a phone number you were just given? Remembering things in the flow of a conversation can be tricky for AI models, too — you might have had an experience where a chatbot “forgot” information after a few turns. That’s where long context windows can help.
Part of my affection for “blogging” whether it’s on my own WordPress powered website or Twitter (remember when we called it a microblogging service?) is that it gives the chance to establish a large context window for me.
You can definitely make predictions about me based on what I’ve shared. If I am as complex as million token window (which is what Google’s Gemini can now handle) I would honestly be surprised. So go ahead and augment any conversations you have with me with the wider context of Julie. It’s my goal that it allows us to connect better.
I think a lot about media, and in particular the technology that powers media. An informed population can still act in its own best interests but what we get told affects what we perceive as our best interests. And as we become more informed naturally some skepticism of the intentions of power arise.
Media affects how nation states wage wars. As we’ve evolved from print to television to radio to the internet how we sell the costs of war changed. But there are always populations who pay enough attention to be skeptical.
The open internet was born of that skepticism of government even so much of the technology emerged thanks to America’s heavy investment in defense industries.
Scientists used to have a wide range of politics and it’s not a surprise that defending American interests is a popular idea amongst people who work for the government. But maybe you see things and fight for more accountability along the way.
The GWOT unevenly affected millennials. If you were middle class your kid probably didn’t join up unless being in the service was how you got to being middle class. There was no draft.
Being in Colorado I had exposure to folks who worked for defense contractors as a lot of the private sector had settled around the cluster of talent from Boulder’s science labs down to the Air Force Academy in Fort Collins.
But there has been skepticism in all the branches of government as it became harder to control the narratives. And Americans don’t particularly like the idea of having propaganda even though I’d argue we produce and consumer enormous quantities of it as a nation.
I wish I could be more cogent about any of this. I am regularly shocked by how little people seem to remember how we prosecuted these long wars. We quickly forget.
Don’t be too sure human nature had changed. Don’t be too keen to give the government power because you are afraid. We’ve already seen what they do with it.
Dedicated roamers of the internet are people who like to notice things. Cyperpunk aesthetics made it romantic to experience global abstractions even as the reality of the power of oligarch, state and corporation blended into murky dystopian reality.
I said recently on this photo that we’ve got to stop hyperstitioning William Gibson. We keep finding ourselves further into the future. Just look at these anonymous accounts (so you can enjoy being a participant in the propaganda) joking about a drone operator in Ukraine.
We have netrunners. They’re autistic Ukrainian drone operators and their ice baths are niccy rushes
It’s hard to remember that real people exist on the other side of the abstractions. And yet here we are about to be those real people facing history. And it does seem like the time for taking action is now.
Venkatash Rao wrote an essay “many shoes are dropping” that gave me the kind of frisson of living in future, but as Gibson famously says, a bit unevenly. Across all narrative and technical arcs and and inside geopolitical realities we are starting to see the change.
In this I can’t help but see Gibson’s Jackpot. The elements that Rao calls out are multiple significant elections (not the least of which is the final installment of Biden vs Trump), the capital and nation state power consensus he calls “after Westphalia” and the intertwined fates of artificial intelligence and crypto.
The fictional “jackpot” described in the novels is an “androgenic, systemic, multiplex” cluster of environmental, medical and economic crises that begins to emerge in the present day and eventually reduces world population by 80 percent over the second half of the 21st century
I myself think it a privilege to even be a bit player in this moment in time. That I can allocate resources in any way feels high leverage in a way I didn’t anticipate experiencing.
We are the adults in the room. It may not be mich but we have agency. I feel good about putting my focus on crypto, AI and nuclear energy. Like Rao I can tie together past thoughts across a wide corpus by writing here every day and make decisions based on what has emerged.
I am laying prone in bed hopped up on DayQuil and the good codeine cough medication. I have Covid and apparently this bout will be no picnic.
Being sick can feel vulnerable. I imagine to most eyes I am economically and socially unproductive in this condition. I am not able to labor.
When I am sick I am grateful I get to be capital. I feel capitalism should appeal anyone with a disability (as I do) simply because comparative advantage allows us to exist without being at of the mercy of the state. Illness being disabling doesn’t mean low productivity.
My ability to be capital relies on the comparative advantage of specializing in startup kinda of startups. Practically it means I got to play a part in helping further the labor of others looking build a company.
Today was a big day on that front for me. One of my investments (humble brag I was their first commitment) Squads announced their Series A today.
They began with a vision of DAO tooling and ended up simply dominating code Solana primitives. They are doing the work of developing smart account technology and products that make it easier for businesses and individuals to securely manage and own digital assets. And they continue to make crucial tooling like Fuse.
For all the mania of meme coins and tokens, we can forget it’s real companies making real infrastructure.
These things have to be built for grander vision to exist in crypto and Squads has clearly been the team to do it. They have worked relentlessly shipping tools people want to use and build with.
Everyone on the team practically wanted to do the work of building out what was needed for us to transact and govern in a trustless environment as individuals and as groups. I was inspired by their commitment to execution.
I am just a small part of their journey. But being able to provide the kind of specialized capital that could understand what they wanted to build from the start is a huge source of pride for me. Without early stage oddity investors like me it would take just a little longer for the entrepreneurs like Stepan, Deni and Sean to get to market. And the market deserves a company like Squads. Their hard labor built something of value.
I sometimes wonder why venture capital hasn’t coded more feminine. The cynic in me say because it makes money and money accords status. Where there is status there are men competing for it. Which is a good thing in my book.
I just happen to find the kind of investing I do to be so feminine in character. I’d never really thought of my gender when I got into startups simply because I was a founder with a problem and technology solved it for me. I was a nerd about a few very specific things and the market agreed with me.
But now as the wider world has forced me reconsider gender and how my identity gets used by others in how I do business. And I do see that I approach my investing in traditionally feminine terms. I wasn’t that kind of founder. But I am that kind of investor. 
I nurture. I love finding a weirdo working on something in a weird corner of the internet. Nothing makes me happier than telegraphing out that I am weird and getting back other weirdos. I like to listen. I like to learn. I don’t mind unpolished or outlandish or even absolutely crazy. My best deals all started in DMs
Nerds aren’t a polished people. They may lack all kinds of social graces. They will often not care about anything but the thing they are obsessing over. And I happen to find this to be a good thing.
I am just absolutely here for the weird nerds. They are my tribe and I see it as part of my path to help bring more of them up behind me. To nurture is a feminine virtue. I am happy to bring it to my founders. They should all feel safe coming to me because they know that I am one of them and my goal is to see them thrive.
But suddenly I was getting all good news from all sides. A startup with a round. Another founder preparing to go out for an enviable raise with exceptional traction. An SPV for a round everyone wants in on. A colleague who had been thinking of taking action on a thesis is going to run an experiment. It’s just all very much my investments and my ecosystem thriving.
I felt like I was in William Gibson’s Jackpot. Incredible things are happening across so many industries and the world is an absolutely chaotic mess. It’s nothing but wars, gerontocracy and resource constraints out there. But here we are working.
Chaos pulls acceleration out of us because we must solve the problems in front of us. War and geopolitical turmoil and climate change require us to shoulder more.
We have real engineering challenges in compute, nuclear, decentralized systems, artificial intelligence and open source to solve to get to meaningful breakthroughs.
The problems are not easy. But our tools are getting better and the compounding effect of this renaissance in intelligence is that we might be able to build for bigger things.
Doomerism wants to focus on how bad things are. And I am the last person to disabuse you of a realistic model of what we are up against. I live off grid in Montana, I own crypto and I like my freedoms.
Humans are resourceful. Given ingenuity and incentive incredible talent has the will to say that I will take on this piece of the future for all of us.
It’s such a privilege to be woven into the ecosystem that is getting us through the Jackpot. And dare I say maybe the application of our ingenuity gets a better result and we can improve on Gibson.
The fictional “jackpot” described in the novels is an “androgenic, systemic, multiplex” cluster of environmental, medical and economic crises that begins to emerge in the present day and eventually reduces world population by 80 percent over the second half of the 21st century
Maybe we can improve on these numbers. We’ve got the doomer version in our imaginations so now we can find a solution. Life, as Jeff Goldblum reminds us in Jurassic Park, finds a way.
I am a bit tired so this could all be jet lag speaking but I’m feeling slightly disappointed. While I’ve found great inspiration in the work of my peers, I see the failures and venality too.
I am at Consensus and I’m unsure if I feel like we’ve got enough people building the future I want to see. I fear for the unraveling of the old powers and what the transition looks like. It seems like a lot of people will be voting for a convicted felon for commander in chief.
And yet there is hope. The conference coincides with the annual Coincenter dinner which is an industry wide non profit effort to work towards policy goals for decentralized computing like Bitcoin & Ethereum and the wider cryptocurrency.
Our mission is to defend the rights of individuals to build and use free and open cryptocurrency networks: the right to write and publish code – to read and to run it. The right to assemble into peer-to-peer networks. And the right to do all this privately.
Erik Vorhees delivered an incredible moving keynote address and I found myself with tears in my eyes as I considered the long history of fighting to become your own master. We separated church and state. We are fighting to separate money and state. I feel these philosophical lineages across my entire life.
And so I am slightly disappointed at this point. But I’ll try to sleep and it will pass.
The conference coincided with the annual Coincenter dinner which is an industry wide non profit effort to work towards policy goals for decentralized computing like Bitcoin & Ethereum and the wider cryptocurrency.
Our mission is to defend the rights of individuals to build and use free and open cryptocurrency networks: the right to write and publish code – to read and to run it. The right to assemble into peer-to-peer networks. And the right to do all this privately.
In that vein, I’ll be discussing the intersection of artificial intelligence as the #FreedomToCompute at Consensus as this is THE issue for everyone who uses compute as a tool to solve problems.
It’s an opportunity to discuss the big public goals around the future of machine money and machine intelligence.
I’d argue this includes the entire software industry and by default anyone who is reading this post. Our most important rights will be decided by how we handle policy on these issues. Math is leverage.
Crypto has the basic problems facing artificial intelligence. Both spaces rely on open, available and trustless compute. Both are under intense scrutiny and face significant regulatory capture risks.
It’s never been a better time to get involved in these topics. We need open protocols and interoperability standards far more than we need fretting about safetyism and hysterics about science fiction.
Doom solves no problems but software does. We need safe harbors and policy sandboxes so we can continue to nurture algorithmic innovation for us all.
As I age from maiden into crone (many millennials missed mother) I find myself uncovering emotions I missed during the forced march through corporate feminism & Girlbossism. The meritocracy takes its pound of flesh.
I climbed the chaos ladder & am grateful for my perch but I did not understand what I sacrificed to participate in this climb. I doubt your average person does.
American Millennials intuited that we had an opportunity to class jump through the meritocracy of institutional human capital games & were encouraged to do so if we showed capacity. Largely that meant raw intelligence & affinity for playing by unwritten social rules. If you could get out you were told to do so. Social mobility is one of America’s great strengths.
It is not without costs. I sacrificed family & place. To climb above the station of my origin & “achieve” the American dream of education & assets you leave behind a lot. To go from the lower rungs to prosperity and security we leave behind parts of ourselves.
I do not regret this. Many millennials come from dysfunctional families. Boomer can read as slur to some because future shock & greed hurt so many of that generation. The narcissism of the new age experimentation with new cultures and expectations gave us divorce & rootlessness. Those insecure circumstances bred flexible performative children who adapted to incentives.
If I had not leapt onto the ladder of meritocracy I’d be struggling like many in my cohort and I’d still be without a people. The Millennial wealth gap is tearing social fabric because the divergence between our outcomes is so clear. Atomizing is part of assimilating.
I am now in a position in which I inhabit the lower rungs of the very top of the ladder. I have access & assets & a reputation for work in the infinite game of playing for leverage. There is security here to be had. But a Damocles blade hangs over us all.
American success isn’t cheap. And you may not always understand the costs at the outset.
If you’d like to read more about the millennial wealth gap I’d encourage you to look. I am lucky to be one of the “self made” in my cohort in that I picked work that ended up being well remunerated. I started from a decent place but we were poor for portions of my childhood. Startup life isn’t a smooth ride and Silicon Valley produces very uneven outcomes.
I will not however be a millennial heir. I’ll inherit debt. The great wealth transfer will not be coming my way. I’m grateful to have helped my family but equally grateful when they manage to take care of themselves. I am so sad so many of our elders spent so much that their heirs felt the best option was a race to climb out of the crab bucket of the meritocracy. I am glad I made it. But it hurt.
I love cotton. In my Waldorf third grade, our year long class project was to plant, grow, harvest, gin, card, spin & dye cotton. Along with a similar wool project, this childhood experience instilled a love of fibers, fabrics & textiles in me.
The Agriculture Marketing Service of the USDA oversees efforts to improve the position of various commodities produced in America. Other campaigns include Got Milk, Beef: It’s What’s for Dinner, and Pork: The Other White Meat
We work to make cotton the best it can be through research, textile innovations (like water- and wind-resistant cotton apparel and moisture-wicking, wrinkle- and stain-resistant cotton), and sustainable advancements like finding new uses for cotton and cotton byproducts, reducing land and water usage, and modernizing agricultural processes.
We make sure you know about all of cotton’s amazing benefits through advertising, retail and influencer collaborations.
You might be annoyed to find that American cotton growers are obligated to pay into a government marketing program which underwrites social media influencers.
Cotton is the most popular natural fiber in the world with 25 million tons a year produced so it’s perhaps not unexpected American has an incentive to promote it as one of our commodities.
Cotton is crucial natural fiber which means it has its share of a controversies as commodity for things like its water & pesticide use and genetic engineering to withstand the herbicide glyphosate.
In The Fabric of Civilization, Virginia Postrel synthesizes groundbreaking research from archaeology, economics, and science to reveal a surprising history. The cloth business spread the alphabet and arithmetic, propelled chemical research, and taught people to think in binary code.
This thesis suggests to me that fashion bitches are one of the original tribes of technology brothers. To care this much about the feature sets of a base layer clearly marks us as nerds. So I’ll finish this up with a personal anecdote.
I am furious at a brand of upper market cotton basics called Splendid. I’ve been buying the same long sleeve classic tee-shirt from them for at least a decade. It claims to be a 50% blend of Pima cotton and Modal. Both are considered premium fabrics with long fibers. Modal is a semi-synthetic developed in Japan made from beech trees. There are many grades of both fibers Splendid could source and in the past I’ve found the tee to wear extremely well. I’ve got a half dozen that never pilled, held its color & shape, and gave me years of wear.
Last month I bought three new Splendid tees as I becoming fearful of the downward trend in quality of manufactured goods. I’ve been trying to stock up on basics I’ve relied on in the past. Alas it would seem my most reliable shirt in my favorite fabrics has come to an ignoble end.
Splendid no longer manufactures with premium extra long cotton fibers as a new shirt pilled & caught onto other fibers in my tee shirt drawer.
