I’m with a group of some of my favorite eccentrics. It’s a barn raising kind of vibe as we collect our wits in real life.
It’s a real weird group that operates under Chatham House rules so I’ll keep it to my own experience.
One of my favorite discussions came from a a successful financial executive who farms. He’s an inspiration to anyone who wants to be think about their relationship with the industrial scale world. He came from a family of farmers and returned.
He told a story about how his grandparents farm produced the food that his own family ate as recently as three generations ago. Now they don’t eat any of the food they produce anymore. It is sold into a systems.
I feel a kinship with this experience as I worked for an American heritage brand that had lost its way but had once dressed a generation of American women living American lives.
When the new president had one firm expectation for the quality of the work our product must demonstrate she had a sins tear. Every one of us needed to make clothing we would wear ourselves.
It was a group of luxury executives so their expectations for style and quality was more LVMH than mall brand. And not did force a higher standard. What could be sold and what we ourselves would wear were entirely different beasts. And we had to build the skills to make the clothing we’d wear as consumers of artisan clothes.
It was not a financial success. Private equity came to eat it. No one I know is still at the brand. But for a brief moment of time we made clothing we’d would want to wear ourselves.
Yesterday we enjoyed the uncomfortable tension of a cease fire announcement in the Israeli-Iranian conflict that America had just entered that no one was sure was real.
Sure the president had said so inside the heaven ban built to purpose social network Truth Social, but we had no basis for belief in that without hearing from Iran or Israel.
Newspapers sent out alerts that resolved into “unconfirmed” once you hit the landing page. Thanks guys but maybe cool your jets on the alerts?
I read Naomi Klein’s Shock Doctrine when it came out in 2007 with a mix of skepticism and head nodding. Her thesis was that disasters are used to push through unpopular market reforms. I remain skeptical of presenting neoliberalism as exclusively disaster capitalism.
I alas myself lack the crucial qualification for being a fan of Klein’s work as I am not a socialist. I like the market reforms and doubt chaos is the only vehicle through which they can be passed. At this point in our history, chaos is leading us more towards statist solutions
Nevertheless I remain skeptical of the narratives from state power no matter what solution the state is pushing. I like a market based solution as much as the next bourgeois pig, but I’m no fan of the state overriding its people or its businesses.
The problem we have now isn’t just Shock Doctrine or disaster capitalism driving outcomes. It was mostly disaster authoritarianism in my opinion.
The reason it is so unsettling to have no source of reliable information or institutional trust in our information is because we are now living in the age of Slop Doctrine. You can take it if you like Naomi.
It’s impossible to sort out what reality is winning even when it’s coming from a head of state. A million competing narratives from untold decentralized sources of information now compete to confused and unsettle us. The psy-ops aren’t even run by humans anymore.
I’d love for us to collapse that state of uncertainty that comes from multiple entangled competing realities into consensus reality.
Alas when I searched for quantum reality collapse terminology all I found was a LiDAR imaging company for architectural documentation. Their website doesn’t suggest much of anything invoking quantum states except insofar as one hopes that by using their imaging your buildings won’t do so.
And so we are left swimming in the slop doctrine confusion in which old ways of validating information are entirely useless to us. Slop Doctrine is here and it sucks.
As anyone who binges an TV show over the weekend can attest it’s best when you wrap the storyline cleanly and quickly.
And so it would seem we’ve got a clean wrap on the whole Israeli-Iranian conflict. Or says the narrator of America the TV show. Yes, I mean President Donald J Trump.
I must be having some sort of Taoist moment personally as the prospect of war seems very improbable in the energy of the world. We’ve not got the resources to keep dicking around.
And yet we are in news limbo as other countries are involved and don’t have an incentive to wrap it up clean by Monday.
This being the fundamental viewpoint of the cynical and self centered American with the bunker busters but also a flavor of Melian power politics. If we can punch some dickbags in the nards shouldn’t we do it with those big ass bombs right? It’s funny how American runs better on semiotics than policy.
Finally we get some X Files shit
Now I’ve got no idea what happens next except to say that the “nothing ever happens” camp has to realize we are dealing with a lot of variables and everyone involved is egotistical and old.
So standard fare insofar as our historical record and fictional characters usually deliver. Your years of foreign service policy study gets put into dank memes. Hopefully we don’t have a season two as Americans don’t like those $100 barrel of oil vibes at all. Naval superiority? Air supremacy? Nah memetic supremacy.
I was hit hard by a week of poor health which meant I missed a policy gathering in Helena today which I was really excited to attend. One of the topics was autonomy and choice in medical care and health.
He is an excellent public speaker and has a rare gift for clarity which benefits the entire software ecosystem. And we are an industry who disproportionately see the value of sharing in real time the changes we are seeing as we build. This generation built the networks and seeded the data with our content that enabled these models.
I saw in the talk the long lineage of technical cycles, access expansion and autonomy expanding that I have been a part of since my childhood. I’ve seen a few development and deployment cycles to use the theories of Carlotta Perez
Each cycle granted more power to sharing. The excess value generation of making our tools open to more external use has proven itself. And that has generally made for cycles of innovation that are shared mid deployment by the people as it happens.
And yet we still struggle with the right way of interacting with the tools. Math is fairly abstract. Your average human doesn’t much care for conditionals. We developed mathematics over such odd timeframes that it’s somehow easier to think it’s not in tandem with a culture and a commercial environment.
Maybe some only look at the industrial or military applications for tools and they care little about how they were made. The level of autonomy and control and abstraction that is enabled by software baffles. The more accessible something becomes the more we need to think of the user of the tool. Specialists can use special tooling and need not be so accessible. When it becomes a tool for masses things change. And we are in a changing moment for software as a tool just as the world has the highest expectations for them. Because we are perhaps at the edge of the great buildout.
Karpathy said that working with LLMs can feel like using the command line. It’s an intuitive framing for many programmers. He believes we have not yet found the graphical user interface for this era even as we are perhaps building new operating systems.
A screenshot from Karpathy’s YC Startup School 2025 talk
That change in access built enormous businesses and was the stuff of nasty backstabbing in the commercialization processes and the competition was very sharp in personal computing era. My father sold software through an old school reseller called Ingram and I gather it was a pretty wild time in the eighties.
But the fresh paradigm is always beyond reach. It’s there waiting to upend your entire world.
We were all off the Batch, and on the Command Line, interface now—my very first shift in operating system paradigms, if only I’d known it.
We are in an operating system shift now and we don’t know what to think about it it’s structure. It’s modeled on humans so it has all the same problems we have. It has cognitive deficits just as humans do. This annoys normies who don’t understand how it’s built.
We are interfacing with a new kind of compute output and it will slowly change everything around it as the abstraction layers bring more people into the effort.
We don’t really know what it looks like at this order of magnitude but the change is here and we get to make it. It frankly seems exhausting to ponder and a much much much harder problem set for power than generalized intelligence.
How does this relate to medicine and autonomy? Well, it’s become clear that medicine will be one of the areas that benefits from new access.
I care about the way we develop tools for the entire stack of medicine from pharmaceuticals to patient data. I don’t want another era of regulatory capture. The way we build applications affects how much autonomy and freedom we can give both doctors and patients. I know don’t want to be stuck with what we’ve got. More people should benefit from the changes ahead.
Attention is a currency with an exchange rate so volatile even a hardened ForEx trader would find it exhausting.
There is a new set of younger founders who are taking the attention trade to new heights. Rate baiting marketing is to the 2020s what growth hacking was to the 2010s. Now a startup like Cluely could be the new the new Dollar Shave Club with its viral success. Or could go the way of Clinkle.
Because who cares how you widen the top of your funnel as long as you are getting enough such that down in the trenches of conversion you have enough leads.
Surviving as a startup isn’t easy and you should grab the opportunities you are given. Yet I imagine you end up with the Glen Gary Glen Ross “the leads are weak” kind of situation, but does management care? Probably not.
And so we continue to coarsen our shared business environment but who cares right? Always be closing.
A lot of people do care though. I care quite a bit. Because it is a trade you are making. Something may work but are you sure you can live with the trade? I am with my anon friend here.
attention whoring founders with mediocre goals actually do drive us deeper into cultural nihilism. technology is powerful, and the preservation of healthy culture among technologists is critical for civilization.
opportunity cost is real. the more skilled you are the more it matters. metrics do not matter. what happens to people, to the world, matters. everyone is responsible for upholding standards. every VC hungry for a multiple, every pair of captive eyes, everyone slightly more willing to run toward defecting plays while chasing fool’s gold- Bayeslord
I’ll never begrudge a market. I believe we should have more markets. Go ahead and make concrete your implicit assumptions about the world and humanity. Own it. Show the revealed preference.
But it’s worth knowing how we do that price discovery on these attention trades. In this world we have grounding validity for all kinds of disappointing facts. The world is made up of many noble lies. We all decide how we want to make our trade with reality.
And as to attention whores? Well, the oldest profession surely knows a lot about the soul of man. I’m sure we all share a desire for a greater spirit of man and aspire towards something greater. But sex sells.
That is big job and a large office and an important one even if it may sound a bit dry to the average person. They oversee everything from securities fraud and data breach reporting to Medicare and health insurance markets.
I overstrained myself the last couple of days (Alex’s birthday was worth it) so my Whoop was blinking red but but I wasn’t going to miss an important public meeting on a topic crucial to Montana’s future.
On June 13, 2025, at 10:00 A.M., CSI will hold a second public hearing in the Cottonwood Room of the Bozeman Public Library at 626 E. Main St., Bozeman, Montana 59715, to further consider the public’s comments regarding digital assets and possible regulation of such digital assets.
It drew quite a crowd both in person and over the internet as Montana has quickly gained a reputation of being future and freedom focused. And quite reasonably so.
The Commissioner is the statewide elected official responsible for administering the Securities Act of Montana. As part of his duties, the Commissioner is responsible for the regulation of securities in Montana, including encouraging capital formation while also safeguarding Montana investors through mechanisms such as registration and disclosure, as well as antifraud enforcement powers…
The market for digital assets has rapidly expanded in recent years, and the unsettled regulatory landscape at the Federal level has left several questions open. Some bad actors have also exploited the market expansion and the public’s interest in digital assets in fraudulent ways. The public’s perceptions, experiences, and knowledge of digital assets may aid the Commissioner in determining whether rules or definitions regarding digital assets may be helpful for the people of Montana.
We hope we can help Montana can help her citizens flourish with the right tools. In the past we mined “pro y plata” with picks and shovels but in the future we may use Montana energy to mine Bitcoin and other cryptocurrencies and tokens. So make your voice heard!
Today is my husband’s birthday. He genuinely is a very low key guy and when his birthday falls on a weekday he isn’t into big to-dos. But he said he’d be up for a Costco date.
No surer sign of enjoying middle age than loving the finest buyers club values of Cost. But to be honest we’ve both always loved Costco. And you can really get into Costco when you have a multiple barn freezers and backup power so no apologies for our love of a practical Costco date.
Bounce house for sale? Birthday win
Though it didn’t go entirely to plan. If it means anything to the pulse of America the Bozeman Costco was a chaotic in a “concerning operational decay” way.
But other things were off. Staffing wise you had to wonder if they fired half the staff or no one planned for managing checkout flow for June in Montana high season? Nothing is as predictable as tourists going to Yellowstone if you’ve got a manager with any tenure or common sense. but maybe they don’t. I have a Twitter mutual who burned out on a Costco job so two strikes guys. Talent is part of the Costco brand.
Alex works New York hours so we got there around 2:30 or so which you’d think would be quiet but is not in midsummer in southern Montana. It was summer high season traffic you’d expect on a Saturday though.
We walked every aisle and there was a lot of fun oddities. Japanese toilets, water bottle drying racks, sound absorbing wall panels. And there were some less fun selections.
We usually do a better business with bear spray
There was a disturbing amount of slop packaging products and rapidly prototyped TikTok trends follow ons. Dubai chocolate ice cream bars? The zoomers will enjoy their summers up here I’m sure.
Lots of grouchy Boomers and exhausted families were looking for basics in the middle of the store as we perused the sides of the store for fun. Everyone is in Montana it seems. As we waited checkout I heard discussion of how JD Vance meeting with the Murdoch family at their ranch in Dillon.
We had intended to go end it with a hot dog and pizza slice respectively but it was so intense at the checkout area we didn’t even try. The lines were unmanageable which is how we got so much gossip. Montana isn’t so big that you can fly Air Force 2 to Butte without chatter about which ranch you are visiting.
I hope Costco has made some margin on selling gold bars to happy men like my husband. We also found a few other things
Group chats were popping off like it was holiday weekend and absolutely pandemonium reigned on every newsfeed. Major newspapers were maintaining timelines updated tweet by tweet. These are the WSJ and the New York Times late afternoon mountain time.
Today will take time to dissect and I’m sure the Wikipedia page for Thursday June 5th 2025 will be chaotic. So much ridiculous fighting and there was nothing anyone could do to stop it. It was an ugly spat and a public display of contempt for the millions of Americans who just want our government to function.
But holy shit is it funny to see grown men lose their absolute minds publicly when the stakes are literally our government and the most important currency in the world. Honestly I’m so disappointed I can’t even take comfort in being at the very edge of the empire.
I am sympathetic utopian communities of all flavors. I myself have many dystopian worries because I’d prefer those utopias. I believe we are capable of more when we work together. America is a strange coalition even when we strain at the boundaries of pluralism.
It feels so hard to do this right now as we come up against our alienation from each other. Everybody is in pitched battles for control of the narrative of our future while so many of us battle individual nightmares in the here and now. We can do so much better in reaching for a future for each other but it’s all politics up and down.
The podcasting tech right are three years late to the effective altruists versus effective accelerationist meme wars (EA vs e/acc) as we we are subject to yet another round of Anthropic fear mongering over its potential power as a developer of artificial intelligence. Screaming its the end of white collar jobs tends to rattle.
If I had 3 billion in revenue, the horniest model on the planet and some weird Benthamite fetish I’d probably say less catastrophic shit personally but Anthropic is battling the eye of Sauron SaaS brotherhood of OpenAI’s aggressive financialization needs.
Meanwhile even the most determined of religious nationalist Rod Dreher is experimenting with transhumanism. Or he let an artificial intelligence write an essay in his style responding to the New York Times. Or that is how much he respects David Brooks. The professional pundit class might be listening to the doomers but they experimenting with optimism.
This is a funny way of getting into the New York Times having a panic attack as an institution as its way through various forms of nationalist and revanchist thought.
I myself am not very sympathetic to many veins of nationalist thought I was intimidated to be seated on a panel with Deneen this spring as he is a formidable scholar. Speaking on the aims of technology he is much more of the academy and the Citadel than I am.
I feel I have an obligation to engage with all types of political thought as technologists have found themselves with power in America on where. We have to consider how we build and to what benefit. I feel in some way that technologists (especially the optimists) are a political constituency but also a worldview and we coexist among others.
The diverse array of opinions and different constituencies in America are battling over what constitutes the good. America is the land of some degree of diversity and we cannot only serve a narrow band of interests. I am often afraid of the other parties in that debate because I do understand that it is power at stake but I engage because we all have the power to do so. Even if it seems ridiculous sometimes.
To quickly summarize, there has been a joke amongst the financial set about TACO trades.
The “TACO” trade, which is short for Trump Always Chickens Out. The tongue-in-cheek term, coined by a Financial Times columnist, has been adopted by some to describe the pattern in which markets tumble after Mr. Trump makes tariff threats, only to rebound just as sharply when he relents and gives countries more time to negotiate deals.
It’s been a reliable dynamic of the spring that high tariffs or “negotiating tactics” are introduced and the market drops and then we get a reprieve when the White House reacts and the cycle continues. Robert Armstrong noted the trade maybe a month ago but it’s been ongoing since Liberation Day in April. I don’t know why you’d ask Trump about this as of this as of course he’s going to react poorly but maybe some shorts decided to wag the dog.
“Don’t ever say what you said,” Trump told the reporter, calling it “the nastiest question.”
I have a bit of a monkeys paw relationship to this entire administration. I am in favor of significant reforms to the federal government and I am an avowed skeptic of central banking’s role in a complex and chaotic economy.
But I’m also a business woman. We can do all the TACO trades we like, but that’s not building anything and no one can do meaningful investing even medium term investment this climate.
As much as I appreciate criticisms of corporate power they are the only constituency who is fighting back on this. Like it or not, they represents the interests of shareholders and workers and this is wreaking havoc on everyone from Shopify storefronts to Procter & Gamble.
I’m not opposed to changing things and seeing what happens but the roller coaster makes it much less appealing to do business.
In other news, I am still waiting on an import nod a hyperbaric chamber so I’ve get some personal skin on this game.
