Tag: Chaotic

Categories
Startups

Day 1163 and Women in Tech

A lot of emotional energy has been directed at the “problem” of “women in technology” in the last decade or two. Stupid campaigns get run with degrees of condescension in which it’s insinuated the only way women could see the value in crypto is if we make a perfume. It’s the rankest form of sexism and extremely effective. And I’ve proudly worked in cosmetics. Chemistry is cool.

So today on International Women’s Day I’d like to remind myself that I’ve l been “in tech” since the moment I fell in love with a personal computer as a young teen. I’m on that edge of elder millennial that did things in the real world as children but had access to the virtual early.

Plenty of men mistakenly assume that because I worked in fashion, beauty and ecommerce. I was early before the ease of hosted Shopify accounts or even Heroku instances for an app. It was a lot more roll your own.

And yet some think my experience doesn’t count. Despite it being a clearly sign of capital markets having underpricing occasionally. Ifs a good thing. You go where market rewards you and you learn to learn skills along the way.

I think so much less about my gender now. Almost resent ever having been talked into it. You do it right then you, like an anyone else in the market, can benefit when someone misallocates.

If you are lucky enough to steward your own capital, then get to be part of the investor bases to build the next generation. I do that now. I am still a woman.

I’m proud to use the resources I have to invest in what I believe in based on my experiences and the thesis I invest under. Not as some smoothed over marketing narrative with a gender hook. No I price like an actor you can do business with. I am willing to show my revealed preference.

I learned in previous eras so I may serve the generation that is coming up. And I’m happy to invest in the ares I believe in most. I am happy as a woman to invest in men as I am in women.

The focus I see in founders I have invested in across energy, artificial intelligence and crypto are ones I believe in. I believe in them as people. I believe in them as founders. I believe in them as men.

I am lucky to be seen as an individual with capital and insights that can help them carry a better future forward. I hope all founders are seen as individuals.

Technology innovation has been the driver of improved human life. Material prosperity is good for women. It’s good for men. So I’ll celebrate doing stuff for the boys on international women’s day.

Alex Miller visiting with me at one of our favorite portfolio company Valar Atomics. I believe in Isiah and his team.
Categories
Travel

Day 1162 and AirTag

Heathrow remains a bit of a shitshow and impossible to navigate. I got lost in a liminal space where all I could hear was announcements about their staffing shortages but I could see no other human in sight.

A long concrete hallway in Terminal 5 at Heathrow without any people

I got in a nice peaceful 20 minute walk without another soul. And then I was thrown into the maw of baggage claim and lost luggage.

I typically use a 3 bag cascade system anytime I’m on the road for an extended period. A checked bag, a small roller and a backpack.

I was doing a short positioning flight to get my Heathrow transcontinental. At the originating flight on British Airways I was told you can’t check in for the transcontinental so for the 3 hour “hop” flight I should check both (full flight and no overhead storage is a constant issue these days) so I should collect them at Heathrow and re-check in the morning.

Always travel with AirTags.

Somehow despite me not flying BA for the transcontinental, and the most salient fact of me not even being checked in for my longer transcontinental flight, the damn bags got “checked through” and are lost somewhere in Heathrow. They were at another terminal as the tags show waiting for my flight overnight. This was a mistake on almost everyone’s part at the various airlines.

I’m wiped as I spent spent two hours of my evening trying to locate last night but thankfully in my backpack I always carry an overnight PJ set, my medications, electronics & the “wet” toiletries that Heathrow polices like the Stasi in a quart baggie. I overnighted in a hotel just find.

I’m trying to find the luggage and AirTags insist it’s at Terminal 3. The airline says it’s in “The Bin” and should be sorted into my flight. I’ve got no other way of assessing if that’s true so I may I’ll end up in El Segundo with nothing but black Gap sweats.

My usual system is designed for this chaos and I rarely let the small grey roller out of my sight and never let my backpack be taken from my person except at security. I won’t deviate from it ever again.

The story has a happy ending even if I don’t know if my bags will make it yet. I was able to enjoy a dim sum breakfast at the Cathay Pacific lounge and get a copy of the Financial Times.

Dan Dan Noodles and fresh bao
Categories
Travel

Day 1160 and Head West Young Woman

I’m wrapping up my current trip through the southern Mediterranean and the Balkans. I have been doing travel as part of my own effort to do on the ground work cultivating networks.

“I cultivate movements, memes, degenerates, eccentrics and engineers. I’ve made many trips to far flung corners of the European continent including extended stays in the Baltics and the Balkans.”

Day 1155

I particularly enjoyed getting to see the practical efforts of crypto communities in the Balkans. The road to success is long and I like to walk the early paths and less popular trails in my searches for the weirdos who I believe make the best founders.

I’ll be heading to Los Angeles soon. I will be touring El Segundo where I’ll finally get see one of my portfolio founders in person. If you are in the area and working on something you think I can help with as an investor or advisor send me a DM on Twitter or drop me an email Julie at chaotic dot capital.

Categories
Finance Media

Day 1157 and Maybe Things Are Good

I remember learning about economic malaise, inflation and oil wars in the seventies at school.

The grand narrative I was raised on was that deregulation led to the go-go eighties as Reagan leaned into free markets as the mood of America changed.

I’ve read a lot of takes in the financial news and on Twitter that suggest we are in a similar period. I tend to land more towards Kyla Scanlan’s position that the Vibecession may be over. And yet we cannot agree on if things are getting any better. We are confused.

So we have this number that no one knows where it’s coming from, yet we are using it to make informed decisions on headline text which informs what is happening in the economy – but also informs how people should feel about what is happening in the economy. No wonder the sentiment is off! No wonder people are confused! It’s hard to understand what’s happening, and that makes all of this so much harder

Kyla Scanlon “Why We Don’t Trust Each Other Anymore” on Epsilon Theory.

I’ve got lots of reason to be optimistic. I see the shock and confusion and culture wars and I still see people who are optimistic.

I’ve taken to joking around about decisions by saying “fuck it, e/acc!” I am extremely online and it’s a contagious cultural meme to root for the future. And so maybe things are getting better.

There is a same shit different day quality to the long now. But I see more and more people committing to build things. Gold rushes are a patten humanity seems to follow at every changing of the generations. Maybe we’ve got reason to think we can come out of this moment better. Or at least work to make it so.

Categories
Aesthetics Emotional Work Uncategorized

1156 and On and Off

I don’t have anything to say right now. I had an offline day in which I stayed in the moment and reflected.

Sometimes it’s simply a choice to be in the problems of a given moment. You could just not fixate. The frictions of any given day are a choice. If you choose to experience a problem more then once it’s not done teaching you.

I’m always hopeful that I’ll learn my lesson. That each time I’m “on” and experiencing the same problem again is because I’ve chosen to keep at the lesson.

Maybe it’s fine to get comfortable. The older I get the more I envy my stupid younger self who has the energy to be a total moron. Now if I’m a total moron my life stands still. I have to actively choose to learn from the problems in front of me.

And so as I chose to jump back into another round of action I can only hope I’ve learned my lesson. Truly sometimes I wish I was a faster learner. But then I see I learn at all and that’s not at all a guarantee. Plenty of people work hard at just staying in the same place.

Entropy tugging at our bodies erodes the coastlines of our personal boundaries. Hopefully whatever is reshaped by the pressure emerges stronger. Mostly it’s just cliff’s falling into the sea. In other news, I drove up a long coastal road and contemplated thermodynamics. It was lovely.

Categories
Internet Culture

Day 1148 and ayyy lmao

Ayyy lmao

One of my Twitter mutuals Visa of Friendly Ambitious Nerd fame has a meme format he’s perfected with the Scylla and Charbrydis mythos that has become colloquially known as ayy lmao.

If one must sail between monsters representing inescapable and opposing existential threats (yes that’s a metaphor for life) then the only path through is to just sail on.

I see a lot of “fuck it, we ball” energy in the air now. It’s been emerging slowly but surely over the last two years or so. The inclination to say to hell with the odds represents a commitment to action. With Safetyism everywhere who wouldn’t simply want to say fuck it ayy lmao?

Categories
Community Startups

Day 1145 and Vitality

The most gratifying part of early stage startup investing is the vitality. When you are in the mindset of optimism, all things are possible.

I first met Isaiah Taylor about a year ago. We found each other on Twitter. I cold DM’s him with “you seem interesting.” We’d hop on the phone and go through what he was working on in long strategy talks.

I think in our first conversation we spent half an hour just discussing origin stories. We’d both had strongly American west families and we were neighbors in the upper Rocky Mountains. We shared a Christian faith. I liked his style.

Those early rambling sessions when a founder is discovering their market and their unique talents is a precious time. I knew I wanted to invest in him long before Valar Atomics had come into focus.

Ambition and vision are honed over time as you broaden your horizons. It’s the most fascinating tension. The bigger you dream the more you must see your path clearly and pursue it relentlessly. Vitality begins with knowing where to apply your will.

I feel the optimism that Isiah has brought. And I admire how he has taken it to a bigger community. Watching the El Segundo community self-mythologize in real time during this weekend hackathon has been an exercise in collective application of will. Like its cousin in techno-optimism e/acc , the American dynamism “new vitalism” egregore values building for the future.

@ADoricko and @isaiah_p_taylor opening up the Gundo Defense Tech Hackathon via Rasmus

Categories
Aesthetics Internet Culture

Day 1141 and Blind Optimism

The specifics of it aren’t important, the fact of the matter is that it’s been “one thing after another” for me. I bet you know the feeling.

I felt grateful be enjoying a lower friction global homo cosmopolitanism for the night. I need something be smooth brained for a little bit.

I got middle rent generic Mediterranean street food delivered through an intermediated mobile app for dinner. And then I turned on Netflix to settle in for the most middle brow content. There is another season of Love is Blind.

I am a sucker for this show. There is something so optimistic about a blind dating marriage reality show. If you had been doom and gloom for so long imagine opening up all post-pandemic with your shiny therapy emotional journeys.

It strikes me as a pop culture cousin to effective accelerationists. Nothing says accelerate quite like committing. Marriage markets would be very e/acc.

If I have to keep living I may as well do it with the hopeful optimism of someone who throws themselves into their future. All in. I really admire the optimism.

Categories
Travel

Day 1140 and Gridlock

I got myself stuck in downtown city gridlock today. Abs boy am I glad I rarely have to navigate the kind of bumper to bumper traffic of an overbuilt city without a grid. It is no picnic.

There is a category of city that has little in the way of urban planning. They may have legacy of a time with much fewer cars when only a small portion of the citizens could afford to drive.

As cosmopolitan creative classes become wealthier they too want to be able to drive in their city. The money pours in to invest in newer developments and more modern amenities get built. But they never really solve the lack of a grid or roads built for driving.

A lack of proper investment in public transportation only compounds the issue.

Attempting to criss-cross a mess of cars, motorbikes, scooters, and couriers all competing against each other with few clear routes is a slog. I hope I don’t have to repeat it again but I fear this is a permanent feature of some cities.

Categories
Emotional Work Travel

Day 1123 and Drawing In

I spent some time packing today as I’ll be on the road a little more frequently in the coming months. The joys of the cozy Montana winter have had their comfort and I sincerely wish I’d never have to give them up. But there is work to be done.

I find travel to be a bit stressful but crucial to keeping a good read on reality. The more chaotic the narrative the more I think I prefer to do a bit of on the ground work.

I am feeling the urge to keep some of this close to my chest. I don’t know if that’s temporary as I am tired or if I think it might be beneficial to pull back as I know the road is going to be hard this year.

The uncertainty is palpable. I’ve had an interesting influx of people seeking out my opinion. I’ve got a reputation for being the woman you call when shit is chaotic. I’ll be busy so my introversion may increase as I lay ground work. We sit at a number of crossroads and it seems everyone knows it.