Tag: Chaotic

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Finance Startups

Day 1775 and It Is A Lot Easier To Just Be First

I often wonder how it is that venture capital remains so male-dominated when most of the work is the same skill set as a fashion editor or a style writer.

Sure, you occasionally see a man with good taste, and the twinks and gays are obviously the best of breed in both venture and fashion. But the game is basically the same. And yet fashion is dominated by women and venture as an esoteric sub-asset of private equity is very much not.

Let’s compare. Venture is a small, tight-knit group of people, who run on backchannels and gossip, and absolutely everything is determined by being the first person to land the next hot thing.

Now there is an avant garde who sets trends which then get validated with market success. In venture these are the earliest angel investors. In fashion, it’s the indie publishers who slog through the upstarts and pick who to champion.

The angel investor hopes their deal will go to later stage investors just as the trendsetting editor hopes their designer pick makes it to Vogue. Picking the next “it” thing and riding the wave to fortune is the goal for editor and designer, just as it is for investor and founder.

I personally think my skills are validated just as much being the person to get Mansur Gavriel added to the right boutiques as I am being the first check into Valar Atomics.

I took my bag to a breakfast at a boutique investment bank (you know the one with the summer camp) and happened to be meeting with an investor who loved the bag so much that the founder of their luxury ecommerce investment picked up the bag to stock immediately. Well over a decade later, I still carry that bag almost everyday and so do millions of other women.

Now ask yourself if this next story sounds pretty similar. I sent a direct message on Twitter to a young founder who seemed interesting. He had a quickness to his thought I respected as well as humility that set him apart.

Alas I didn’t like the company he was working on at the time and I didn’t like that he wasn’t its CEO. Sounds like “the food was bad & the portions are so small” sort complaint right? Well, I just thought he was so good he should be the lead in whatever he did next.

The young man had partnered with an experienced elder (which was probably wise for that industry) but the founder was clearly the dynamo in that situation. I told the founder that straight up. He had earned complete candor from me.

We began talking about what he really wanted to build. His intensity was awe inspiring. And his vision was just so crazy that I knew I had to back him. Many phone calls and strategy sessions later I wrote a check. It would take less time than I’d dared dream for others to see what I saw first.

Two years and change later, that young man is the founder and CEO of Valar Atomics which just raised 130 million dollars to make small modular nuclear reactors. Isaiah Taylor may have been a diamond in the rough when we first met, but I knew he’d sparkle in any setting.

To see him now as the jewel in the crowns of many much larger funds and backed by much more impressive and capable people than me feels amazing. I’ll always have the satisfaction of being the first to know he was going to be the next big thing.

And that’s not so very different from helping select the hottest hand bag of the last decade. Like Jeremy Irons’ character in finance classic Margin Call, I know the value of being first.

There are three ways to make a living in this business: be first, be smarter, or cheat.

Now, I don’t cheat. And although I like to think we have some pretty smart people in this building, it sure is a hell of a lot easier to just be first.”

If Isaiah’s work is successful, it will be an awful lot bigger than the hottest handbag. It will materially change the conditions of fueling our lives.

And while I am pretty smart, I knew enough to act first. Because it was a hell of a lot easier to just be first. And if I’m lucky, I’ll carry my bag and own equity in Valar for a long time to come. Read the full story in Bloomberg with a gift link.

Categories
Aesthetics Politics Preparedness

Day 1774 and Haywire Hell Handbaskets

It’s getting harder to ignore the crumbles. Everyone on the internet is furious about everything. And everyone offline is just trying to keep their heads down.

I should probably have the good sense to do so as well, but I’ve made my bones being accessible and not at all sure I know what happens in a post-human Internet. I want it to be a human directed future.

2025 as a year has been particularly challenging even though we’ve had some positive moments. More and more things are breaking and it’s just impossible to ignore no matter your insulation from reality.

And quite obviously, I have done more than average to move us as far from the center of Empire as is feasible. We moved to Montana.

Part of me thinks it’s well past time we really took a hard look at the hell in a hand basket direction we are headed in. Things are going haywire everywhere. The brief moment in which it felt like we might accelerate through the turn naturally goes splat if you don’t commit to the bit.

And part of me says fuck’em all. The shit that was done to me in the service of extracting my life force for what, pensions and healthcare costs for a generation who broke all social fabrics? It’s literally Saturn eating his son levels of disgusting.

And yet, I’m still unwilling to consider the centralized approach. We’d be eaten faster just like whales fished into oblivion by mistakes in the Soviet math.

It’s quite canny of Peter Thiel to be ahead of it and it’s a better look than insulting the spiritual leader of the Catholic Church. And I’m not a notably sympathetic person when it comes to institutions like the Church (being a Protestant and all). I’m more of a direct communion with the Lord type.

However when a man well versed in scapegoat theory puts out a sympathetic hand & his most significant rival makes the tactical error of insulting the Pope, you know the tilt-a-whirl is in full spin and there is little space for any of us to cling.

We are on the highway to hell, & I was promised a handbasket but there are none to be had as they’ve been hoarded. The fourth turning is about to show us that even the liberals get the boot. There is little doubt that I am mere scraps of elite overproduction that refused to fuse to my intended spot. I’ll find my own place to stand.

Categories
Culture Politics

Day 1773 and Post-Rats in An Irrational World

Shit just doesn’t feel right. That’s been true for a long time but the edginess of the moment seems nastier, grittier, closer and uncomfortably liminal. It feel like things are changing but into what I could not say.

Whatever we are phase shifting into as a species, or at least one with a shared reality, seems hopelessly fragile. We are coming apart and historical precedents don’t seem to be very helpful. Is this the furthest down the simulation we’ve come?

That is a pretty grandiose way of saying that America’s current troubles are accelerating and it’s hard to ignore how much stress this is causing.

Being on any portion of the internet is like being inside a tense family situation with billions of people who have poor impulse control. And no one is in charge.

Which to some extent means the planet wide project of nation states and the liberal capital system, is buckling under the weight of the network.

We can see too much of each other and the past rationalizations we’ve used to keep our world in check feels ridiculous.

Nothing feels rational to anyone, but only because the complexity of all our lives is now mapped across an enormous overlay of individual players which we can sense beyond our immediate daily lives. And it’s too much man. People are going offline and with it a contraction is happening.

I know more not only about my own country but can feasible access billions of other human players through the data that I have access to at any given moment. And it’s like watching every layer of Dante’s hell as your feed goes up and down the layers of a Hieronymus Bosch painting in an elevator. Except it’s not a metaphor.

Just the mechanics of global human scale seem insane. Player versus player at billions of players seems impossible. I didn’t sign up to be a character in Civilization. I don’t even think I’d like playing Civilization on God Mode.

I studied economics at University of Chicago in another lifetime. An institution started by an industrialist. That investment by one of the richest men to have ever lived did go on to educate minds. And while splitting the atomic changes the course of our societies, so did unleashing number of economists onto unsuspecting countries.

Eventually I realized that all our models are at best approximations, and every input is entirely reliant on mere maps of the actual terrain. Maps made by people just like me. I went to seek my fortune in the markets as a rational actor. Centralized systems did not seem to work.

I’ve got no idea where we are headed. I am intaking information as a totally irrational actor only aware of the hubris of any prior certainty. Is it irrational to behave rationally in an irrational system? Let us all smack into that paradox. Let us just consider that we are all trying to get through it changing as best we can.

Categories
Politics

Day 1769 and Not So Nice on Election Day

I don’t know what it is about election day in America, but it has ceased to be a joyful, exciting day for me. I wonder about the lost version of me who ever felt positively about elections.

Now it’s a day of dread and worry. And not even having day 69 in the post’s title can make an old internet native like me chuckle. Nothing about democracy in America feels nice. I have no idea if it ever will again. And I swear I am not a cynical person, just a very tired one.

The civics education I got as a child taught me to see Election Day as a momentous moment in time where the will of the people is heard and considered and eventually enacted.

And in my heart of hearts, I can’t really let go of that, no matter how much reality shows me otherwise. I’m not sure if will is even the right word for a collection of such a diverse array of individuals that make up the American population. What could we possibly will as an entity?

And certainly I understand that America is not literally structured in ways meant to showcase the preferences of the plurality of the people. I understand this to be a good thing even. We balance a lot in a republic and never did it terribly well.

Somehow we always persevered. And so you presume that America will keep on persevering because what else is there to do?

And now, in this very plastic, protean in-between time, all feels far too malleable. Boundaries that I never thought could be crossed have been crossed repeatedly. The fourth turning is upon us and my generation is woefully behind. The changing of the guards isn’t going well and the choices only seem to get worse.

And so to sooth my own soul, day in and day out, have something to say about the times I live in. All seventeen hundred and sixty nine of them. Even as nothing really seems to get better, I try to get better. I do what I can because I can do more than most, and even that is just never, ever enough. I take on more responsibilities because who is there if not me? If not us?

And so, all day, I have been dreading the results of a mayoral election in a city I no longer live in, in a state that was never my home, safely in the comforts of a county that isn’t having an election outside of a city which is having an election which will affect me though I have no say in it. It’s a bizarre state of affairs.

I’ll be impacted by a mayoral election in a city that I deliberately chose to live outside of because we wanted to be beyond its reaches so we could live as we like. Which is a fantasy as the mayor of Bozeman obviously has a significant impact on the residents of Gallatin County.

And I’ll have to wait to see if a candidate for mayor, who has one of the worst possible plans for housing growth that I’ve ever seen, succeeds in taking the town further in a direction that sunk my own hometown two states down the mountain range.

And there is nothing I can do about it, because I chose to live outside of the city limits so that I wouldn’t be affected by those very politicians whose decisions will obviously have a knock on effect to everyone around them.

There is no winning in a networked world where our interconnection increasingly feels like a Chinese finger trap. The more you pull away the tighter its grip.

Because of course I will be affected. If Bozeman can’t build more housing because no one can afford to do so thanks to bizarre water allocation scheme the entire valley will suffer.

And all this because we wanted to live somewhere we could chose to build as we like on our own land and keep a few chickens. Another reminder that there is no other choice if America falls prey to the many maladies that collapse republics. Whatever comes next will be faced head on by all of us.

Categories
Aesthetics Internet Culture

Day 1762 and New Nodal Points

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.

Put out a little value for people with your own skills and maybe that is the node through which you have the opportunity to see what they see and in return you both learn more together.

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.

Categories
Aesthetics Medical

Day 1751 and On Brand with Protestant Renunciations and Wound Care

I really misjudged my healing time on the testosterone pellets even though I pretty much always assume a worst case scenario for myself. I’m not really hurting but I am pretty bruised which is typical for me.

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.

Categories
Biohacking Emotional Work Medical

Day 1749 and Some The Worse For Wear

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.

It’s easy to focus on the bruises when they aren’t a metaphor like yesterday’s adventures in scalpel driven hormone treatment. But the the wounds that are more emotional are just as easy to spot.

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.

So I’m just rushing headlong into fun things like shopping columns and biohacking and my portfolio companies and my political engagement and hopefully we find the money and solutions to all the bottlenecks which range from family and pain to visas. And yes the bruise on my butt is literal.

Categories
Aesthetics Internet Culture Media Politics

Day 1741 and Land Acknowledgment

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.

The TLDR is that Joel Berry the Babylon Bee guy took a swipe at philosopher Nick Land because Tucker Carlson interviewed an unknown tulpa like white conspiracy theorist who butchered (in his own admission) Landian theory.

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.

All of this was enormously funny to anyone who actually reads Nick Land. Which includes myself and his current publisher Passage Press.

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.”

Yes I did the homework.

Land is obtuse and most enjoyable to the schizophrenic extremely online types due to his association with the CCRU or Cybernetic Culture Research Unit.

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.

Excitingly the rest of us were treated to a two and a half hour debate between Nick Land and Alexander Dugin hosted by Auron MacIntyre that has such tidbits as the Anglo-Protestant Whigs being a unique people who by encountering capitalism and the invisible hand at a crucial historical juncture obtained a paleo-liberal Christianity.

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.

The Neo-Jungle of the open network is an implacable force with inscrutable intentions.

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.

Categories
Emotional Work Politics

Day 1731 and Death, Taxes and Everything In Between

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.

Money for nothing? Thats the stuff of MTV music videos and marketing campaigns for Zoomers building nuclear reactors.

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.

Categories
Finance Politics

Day 1729 and 6% of GDP Buys Quite A Lot

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.

Being inspired by Roon’s tweet about Silicon Valley’s grand tradition of acqui-hiring and taking seriously the thesis of Dan Wang’s book Breakneck.

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):

  1. Huawei (telecom/electronics): ~$300B (private)
  2. BYD (EVs/batteries): $133B
  3. Luxshare Precision (components): $70B
  4. Mindray (medical devices): $41B
  5. ZTE (telecom equip): $25B
  6. TCL Technology (electronics): $20B
  7. Inovance (automation): $20B
  8. Goertek (acoustics/wearables): $15B
  9. Sunny Optical (optics): $12B
  10. 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.