I suspect that if I am any good at seeing the future it’s because I enjoy touching the present so much.
I think it’s a fools errand to professionalize “the spark” of active players meeting and exchanging information. Not to say that working at your game is wrong. You should work at it. But know what game you are playing.
I’m experiencing a kind of multi-modal view of my own focus and how it can be turned into more time touching reality. I know it sounds silly but the verbiage of the moment is enabling in strange ways.
I don’t always like consensus. I need to experience the consensus myself before I’ll join up. But I love to be first. I love being your first fan. I love being first to a new trend, narrative or aesthetic. I want to see a thing first.
To engage with others in this market place of ideas and trade in our knowledge for our own priorities, is for me, the stuff of life. I love a market. What is the mood of now so I can find others who might understand the possibilities of tomorrow. Every angle counts
I do think it’s all up for grabs future at the moment. I am leaning into some personal weirdness partially for my own happiness but partially because I think maybe this strange node of “people who want to communicate that they value beauty” to the world will be a vector for finding interesting people working on what is going to explode next.
I am trusting when everything goes up in “the churn” I enjoy picking up new skills. I am enjoying turning myself in a new direction. I think it might actually get me to my original goals. To invest in founders building their weird chaotic nodes of next should be.
We may have some room for improvement technique with it so I am encouraged if the is as bad as it gets. I am not seeing any benefits from it yet and ugly bruising and a bit of an opening on an incision isn’t so bad.
A lot will depend on how well I recover and how much the hormone actually helps when I’m not healing. I’m also in the luteal horrors phase where my hormones are most ridiculous so I’m curious to see the curve.
The best part of this remains that I have a world class treatment for skin wounds on hand. Hyperbaric chamber oxygen therapy’s best research has been in wound management from burns to slow healing diabetics. So if I have to nurse a wound doing it with oxygen at pressure is actually pretty baller.
And to make it even more on theme, I spent most of my time in there writing out a column on skincare and the Great Male Renunciation of Appearances as part of my beauty shopping column and excuse to write about the secret history of appearance and its power.
Every time life gets intense I wonder to myself why am I speeding into the turn? And then I look back at the last almost half decade (which is easier than I’d expected as I’ve written every day) and I feel the achingly slow pace at which we tackle the challenges of our lives.
We’ve had really big wins and really glass chewing teeth grinding bloody inch by inch progress that barely feels like a win at all.
Some pain has given me relief and some has been so heartbreaking it crushes me that it’s beyond my control. Bodies and borders are often beyond the control of mortals.
I’m a bit beat down and experiencing some type of sundowner type pain so apologies that I don’t have a tidy synopsis or incisive commentary to add to the great Nick Land kerfuffle that has gripped right wing and Christian discourse over the last few days. I do however have some thoughts as an active participant & practitioner in futurism.
A gentleman named Auron MacIntyre caught strays with Berry insinuating some vaguely maybe “not a friend of the Jewish people” haze by associating Land and Auron.
Nick Land getting a brief mainstream moment because Robert Conrad’s grandson shared a numogram with Tucker prompting Joel Berry to defend Tucker from charges of anti-semitic Lemurian digital teleoplexy in order to smear Auron MacIntyre is exactly how this was always going to go
Now most people have to admit that they have not read Land. You need to have a firm grounding in critical theory and Marxist dialectical materialism to manage the language and a background that forces you through a lot of Kant and Heidegger. As the villain in Die Hard once said “benefits of a classical education.”
Before you go off the deep end, and take his accelerationist theory in any particular direction, he himself is involved with transhumanism only insofar as a network is a fundamentally alien thing compared to the human mind. As such we are in a transhumanism era arguably since the days of Adam Smith.
This body of theory escaping containment amongst academics had the pleasant side effect of getting the fundamentally alien artifact of old Kabbalah mathematics out front to distract the folks who skipped doing the homework. No jokes from the peanut gallery please.
While some of us (say myself and Lomez and Land) had a grand old time being absolute terrors on the timeline, the whole affair made it especially apparent how tense it is when the new right’s less informed sects clash with the renegade futurisms crowd. And as I’ve been discovering painful all year, it mostly ends in misunderstanding.
It has been a bit bumpy as let’s just say Patrick Deneen and I make for strange bedfellows but there are clout chasers with much less intellectual firepower who do far worse and they are active, preening, and willfully ignorant.
And yes it’s always a tad embarrassing when the Bannonites go on an Ulster Scot terror campaign against fellow Christians who have chosen to pursue work in technology. Insisting on a new Satanic panic by way of Land is a solution barely wrapped in a Machiavellian hidden truths play.
The sex rationalist doomers at Berkeley do themselves no favors by misunderstanding the deep currents of those who wish to fight against the future (and why) when they get involved. I’d be a better ally to Bannon than these useful idiots and I doubt Land wants to be dragged in to any of this either. It’s messy as all power plays can be.
Elizer Yudkowsky on Steve Bannon’s War Room
I rather think it makes everyone involved look a bit silly when we get tripped up on Lovecraftian horror. Yes I love Charles Stross too but if you believe in chaos magick don’t go around provoking magicians.
It’s unclear to me whether “the runes and sigils on microchips are harnessing demons” crowd is any less embarrassing to the public than we should sacrifice ourselves to the pagan old gods if we are to remain truly human advocates.
I’ll admit that having spent time with the Dark Aeons crowd myself and I rather prefer them to the Luddite machinic “end of the Anthropocene” peek oil Abbey types who are a tad too Malthusian for my taste. They seem like they actually would prefer Gaia exist without humans.
A post human world with new intelligence types is likely to contain a lot more humans than a fallen world where we’ve all died off.
The future arrives independent of our opinions and rushing in only expedites pretenders to the throne. To think otherwise is to usurp God’s power. Peter Thiel’s anti-Christ lectures are not reaching all the ears necessary.
And to save you some trouble; if you had done the reading, you’d know numograns were dropped in by Land as an example of somewhat alien notation practice as alien intelligences from markets to networks to numerical systems were all part of his body of theory.
Once set theory and decimal notation became standard practice numograms were abandoned. But Kabbalah still serves as a hilarious attention sink for celebrities, numerology fans and occasionally the anti-semetic. And this has been a Nick Land acknowledgment.
The only certain things in life are death and taxes. Death only happening once seems like the sort of thing that shouldn’t be taxed. Everything in-between is taxed? Or maybe it’s the ultimate tax. We disperse back into the system.
Taxes are not necessarily monetary (try saying that five times fast), rather we are always paying with something to stay alive.
To live amongst each other we pay bigger and bigger prices for the privilege of that life. Sometimes we wonder what is left of ourselves as we integrate further and further into civilization. Others times you wonder what you are getting back.
Taxes are what we pay to live amongst each other. You might ask what taxes did we pay on the Savanah or the steppe? You hunted to be in the tribe. To be honored by the tribe. To get laid by your bride. You gathered and cooked so you would not be hooked or hawked.
I’ll stop with the wordplay but you get the idea. It’s not just civilization that has a cost. It’s the whole damn enchilada. There ain’t no such thing as a free lunch. TANSTAAFL.
Humans adore fantasies of getting more for less. What a steal! But who are we stealing from? We know everyone ultimately pays. There are costs for everything in life.
Those damnable laws of thermodynamics seem impossible to get around. And we humans don’t have a clue about which systems we are nested within. Isolated systems? Pfft. We can only wish. At least within a tribe you knew the exchange rates. Within the planet or the galas or the universe who can say. Nobody wants to hear about the light cone.
Entropy feels as if it’s always increasing no matter how much energy we put back in. If entropy is measure of energy dispersal and we bring as much chaos as we do organization, really who is to say where and when we pay our energy tax for existence.
And so we pay the taxes when we must. Even if only in death. Even if it’s at the heat death of the universe that we find point of maximum entropy that still theoretically exists.
Can we out run it? Unclear. Thump thump. Big bang disperse. Thump thump. Condense. Expand. Contract. Expand. Contract.
Never horde what you have if paying a small price makes your civilization larger. If paying a price makes everything you have smaller, make a better civilization. In death you should feel the price you paid was worth it. If not well you can always blame the kids.
While I’m not economist, because, well there wasn’t money to pay for graduate school, so I could not dedicate myself to the study of monetary policy. I had to go make money in the markets like a capitalist should.
So I’m aware that my thought experiment is not how any of this works, it’s against free market principles to arrange markets like this, but let’s do a thought experiment about buying back our industrial capacity.
That “industrial process” is a technology that lives in the heads of people and that it was a mistake to let so much “low value” industry be offshored due to the loss of tacit process capital
So what kind of companies would America want to acquire if we were so inclined to pursue a strategy of industrialization? Our biggest success is that we are a highly financialized economy.
So why not use that cash to buy some shit? I know I don’t like planned markets either but for our industrialists let’s say we find a way for America’s markets to buy us back some process knowledge.
Let’s take a stab at what we’d even want in that day. For me my starting point is the top ten Korean chaebols, we take back AMD from Europe (we licensed it anyways) and look to acqui-hire former Nokia Finnish & Baltic system engineers.
Now maybe you want 1 or 2 Indian pharmaceutical generics providers to come to American. And for fun let’s buy the Japanese fastener company YKK. And also buy back the meatpackers. I asked Grok what it would cost and I was honestly pretty pleased by the price tag.
Based on current data (Sep 2025):
Top 10 Korean chaebols (flagship mkt caps): ~$879B
AMD: $261B
Nokia: $26B
Top 2 Indian generics (Sun Pharma, Cipla): $61B
YKK: Private (N/A)
Major meatpackers (JBS, WH Group): $30B
Total: ~$1.26 trillion. Note: Estimates for groups; exact values fluctuates
We would probably need to buy the shareholders and the workers so let’s assume it’s kind of a buyout but you are getting the talent too.
We get the best possible new Americans and we make their shareholders money. Capitalism buys American bonds. Usually. So then I think how much of our GDP would that be?
Current US GDP (2024): ~$29.2 trillion. 2025 projection: ~$29.7T. The $1.26T total is about 4% of annual GDP. Affordability for acquisitions would depend on financing, government subsidies, or private capital, but the economy’s scale makes it feasible in theory
Now I start to get greedy. I want the top 10 best Shenzhen manufacturers and asked for Grok’s best estimate on cost. No facts checked here it’s vibe economics ok?
Based on Sep 2025 data and estimates (public caps in USD; privates approximated via valuations):
Huawei (telecom/electronics): ~$300B (private)
BYD (EVs/batteries): $133B
Luxshare Precision (components): $70B
Mindray (medical devices): $41B
ZTE (telecom equip): $25B
TCL Technology (electronics): $20B
Inovance (automation): $20B
Goertek (acoustics/wearables): $15B
Sunny Optical (optics): $12B
Han’s Laser (laser equip): $6B
Total est. acquisition cost: ~$642B. Feasible under your presumptions, ~2% of US GDP
So just vibe economics here but like how much did we spend on pandemic stimulus?
Total US COVID-19 fiscal stimulus (2020-2021 packages) was about $5.6 trillion, per Tax Policy Center estimates, including spending and tax relief. That’s roughly 19% of current GDP—way more than your 6% shopping list. Feasible in scale, if the will is there!
So again just vibes not how it works but stay with me here to keep the American consumer spending (which I am not saying didn’t work because it did) but we spent 19% of our GDP in stimulus. And we didn’t get better companies or better Americans.
My husband and I are both sick. It’s the kind of “not quite respiratory, not quite sinus, not quite right” viral infection that always seems to take twice as long to clear as you expect.
Aging and stress is part of it but so is the damage we both have from covid-19 infections that turned into pneumonia. We’ve never been the same.
The good/bad news is that everyone we know seems to have the same basic set of physical degradations that we do. Varying levels of impact are met with varying levels of healthcare and wellness routines. From peptides to hyperbaric oxygen chamber therapy, no one is taking this shit sitting down.
I was already chronically ill before the world changed forever. It’s now common to have a flavor of autoimmune inflammatory chaos. I feel both less alone but much more frustrated at the crisis in American healthcare.
My medical billing codes as ankylosing spondylitis (arthritis in my spine) and psoriatic arthritis (psoriasis but it’s inside your body and it hurts!) but the tldr is constant pain, occasionally losing the capacity to walk, and the persistent exhaustion of chronic inflammation.
As we both cancel travel plans (for a charity event we’ve supported for years) and struggle to manage food and medication, I am reminded of the grief we are all carrying around.
As the world goes on with the “before times” as l memory for older generations, and the idea of any kind of positive “before” is unimaginable to the young, the grief comes and goes. The elders we stopped civilization to keep alive are dead or dying and our youth are distraught.
I remember being so angry and afraid for him when he left for cruise as lockdowns went into effect. I begged him to cancel the trip. I was afraid he would get sick or die.
He didn’t share those fears. He got stuck on the boat for an extra week or two, as no port would let them dock. He had the time of his life. I was locked in an apartment in Manhattan.
I don’t think he ever got Covid. For which I am grateful. I know far too many who did. I know many angry Zoomers grieving lost high school and college years.
Housing went up by 50% as we printed to survive the crisis. Strange times for us all and now we face the Great Ravine where the choices we made catch up to us.
My investment thesis of an increasingly chaotic world was novel when I first began and now it’s the same pitch every Tom, Dick and Harry espouses. What was once unclear is now the consensus. I am I am alive to see it and find no satisfaction in being right. The grief is all around us. Grief is for the living.
There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the world today.
Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.
If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.
Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.
Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net
He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.
It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.
In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.
I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability).
We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.
And that supporter like you? Heck yeah those supporters are me and Alex. .
You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.
An auspicious pair of numbers for today’s date and I started something new which has been in the works since January began today. Our long awaited hyperbaric chamber has arrived and been fully set up in our yellow barn.
A lazy boy lounger and oxygen under two atmospheres of pressure.
It feels good to begin a positive focused wellness activity after what was otherwise a chaotic week of travel, geopolitics and violence.
As expected, it is not fun living through my own investment thesis. So you better believe I test my theories on myself. I want to survive the Jackpot.
Before Trump’s inauguration, we decided to purchase a hyperbaric chamber after one of our mutuals told us about his HBOT trial at a conference in the fall. It went very well for him and the research is promising for inflammatory conditions.
Over the winter break I happened to be in a city where I could test HBOT cheaply and was very impressed with the results in only ten sessions during a flare in my autoimmune condition. Crimping from Bryan Johnson
Hyperbaric Oxygen Therapy (HBOT) involves breathing pure or nearly pure oxygen (95-100%) in a pressurized chamber at anything above atmospheric pressure (2 ATA is equivalent to being 33 feet under seawater).
The increased pressure enhances the lungs’ ability to absorb oxygen, boosting oxygen levels throughout the body. The therapy aims to promote rejuvenation by increasing oxygen concentration in tissues, supporting healing, cellular repair, and vascularization.
This sent me down a rabbit hole as I did a bunch of deep dives, got some text books and came to a simple conclusion after a lot of medical papers that it’s pretty simple.
It’s almost philosophically the way of life in the mountain west. Oxygen and pressure work on the biomechanics of a functional body. Alas getting my basic market model to Montana ended up being a cluster fork of issues. We placed the order in January.
For months we waited for what we’d been told would be a 6-8 week process. Alas all hell broke loose. We had tariffs uncertainty with the importer and the OEM.
I have now, in September, after a long journey but a simple set up process, begun my first intensive protocol for autoimmune diseases on our own hyperbaric chamber.
Love your body enough to put it under pressure and take a deep breath.
I will complete a minimum of 40 sessions (5 sessions weekly) at 2 atmospheric pressures, in a hard chamber from OxyRevo with each session 90 minutes while breathing 100% oxygen for 20 minutes separated by a 5 minute break.
If you are interested and see strip mall options note that these are not consumer grade machines. The protocol requires a hard chamber to achieve that pressures. It’s quite a bit higher than soft chambers on the market.
There are risks associated with HBOT from correct pressurization issues to impacts like tinnitus. The more prepared you are to adapt to changing pressure with breathing techniques and equalization (looking to divers for these protocols) the happier your central nervous system will be.
I am quite jet lagged today so I am unsure if this will be coherent but “it’s practice” so here I am.
I am in the middle of my own biochemical storms as the wider algorithmic storms of the web remain at hurricane strength. My own teapot tempests hardly matter against the gale force nihilism of the raw power games buffeting us all about this online.
The phenomenon KiwiFarms calls “Zoomer sadism” — surreal, absurdist cruelty now endemic to so many online spaces, is not confined to the right alone. The disembodiment and desensitization that define life for so many under 45.
Since I began writing specifically about online nihilism in 2022, the FBI has even created a new domestic extremism category: NVE (nihilist violent extremism). These aren’t fringe concerns — or even new ones, the Internet didn’t invent this particular despair, it only gave it new outlets — they’re central to understanding what’s happening online. Default Blog
Nihilism being algorithmically amplified has given audiences to people who might have otherwise been dismissed as cranks, loons, and agitators in the past.
To have a counter culture meant having a dominant culture to press against. Now we have a thousand splinters and millions of different audiences to that splintering fighting symbolic battles. That they are spilling into real violence isn’t new, surprising or even native to the Internet.
It’s merely that we are being fed into the maw of reinforcement learning and algorithmic preferences until we have nothing left but smoothed archetypes battling tribal signals.
That we see people who takes these symbols to a violent extreme should be the expected outcome of persistent othering by algorithm. Digital cultural scissoring breaks apart the collective “we” of all types affinity from national and ethnic identities to sexual preferences and other more abstract ideologies.
Just remember that if a group kicks out too many people they may find themselves with nothing left but sycophant audiences driven by adaptive code. And while that may sound scary, I agree with Lebowski that nihilists are nothing to be afraid of when you are sure of your own principles. So take stock of what matters to you and feed that back to the algorithms. Despair only wins if you let it.
