When say I enjoy going the extra mile for some bullshit I promise I’m not kidding. I love elaborate shit.
There is very little I like more than elaborate human stuff.
I cannot stress enough regular people that this is a luxury. I have been spoiled for being unable to unpack the human experience. All credit to having been given the opportunity.
If you’d like some signal on this I have done full Naropa courses. I have been to Esalen. I’ve done family systems therapy. I’ve done coaching. My parents took me to a meditation retreats when I was a child.
You don’t need to make it this complicated. Look at this mean and meme you can start small. You can take pride in every bit of gymnastics along the way from here to the Olympics.
“You may not like it but eating a burger in the back of a casino in a strip mall in Montana while reading an economics lecture by Deidre McCloskey is actually female peak performance”
Maybe it was the positive effect of a bunch of fat and protein but I was in the zone afterwards. I was able to pull together a bunch of disparate connections on a specialty niche where I’ve had some very promising investments.
I, for a brief shining moment, realized I was almost certainly one of the most expert and well connected people on the planet for something.
So much of not getting eaten by change is simply accepting that you feel absolutely bonkers an enormous amount of time. Learning to live with it isn’t as easy as it looks
If you are lucky and smart and open minded a straight line can appear through what was other completely disparate things. It’s funny that we call putting a line through things regression right? Simplifying things is funny like that.
Learning to act when you see a through line is almost all of the battle. “Noticing things” is only useful insofar as it something you take action on.
I felt as if I had no clear path at all yesterday on anything and then today I did. I didn’t see some kind of perfect Delphic vision of the future. I just realized that work I’d set in motion three or four years ago has yielded results and if I was able to keep going with other people who saw it too then I had done what I could.
I feel like I’ve got a decent grip on the directions that have captivated markets and where the next decade of opportunities will emerge. My long term confidence on managing through chaos remains the same. Focus on resilience and adaptability.
I feel as if repeat myself constantly in the ways that I live this through my revealed preferences.
In more local “place” resilience we live on land we own land in Montana with our own well, water rights, and powering our energy needs off a large solar grid.
In broader macroeconomics terms, I invest in decentralized ecosystems like Bitcoin, open source software projects and compute exchanges. Hell, I was even the first check into a nuclear energy company last year. Energy and networks matter.
Yet I have no idea what I intend to do with my next couple of months or where I should even spend my time except “keep doing what you are already doing!”
I’ve come to some crossroads on my attention and the decisions I need to make in the short term feel challenging. I’ve never had more opportunities in front of me and it’s exhilarating. But I also don’t feel like it’s clear how to best allocate my attention in the very near short term.
But I also don’t have high confidence on what I should be cutting out or bringing to the forefront in the next 90 days or so. There is simply so much happening (and those effects are potentially existential) that it’s a struggle for me to say “fuck it we ball” to what’s in front of me. What ball? What am I saying fuck it to? Is it a fuck no or a fuck yes?
I spent the day on binging a monomyth in service of focusing some attention on where we might be going if this is in fact a Cambrian explosion era. If you need a synopsis I’ll extract it from Twitter if I can find the toolsets. If you know the toolset please share them.
The fellowship of the ring will not doom the hobbits to torment and death
My assumption that property rights underlined some of this still stands. If you’ve been holed up in Middle Earth (me too nice place unclear though unclear if I’m a Hobbit or an elf or a dwarf or a wizard or an orc Or Tom Bombadil) everyone thinks Mordor somehow their pet theory or sin. It is industrialism or fascism or some combination of horrors because history becomes legend and legend becomes myth. I don’t know. Ask an autist.
Hug a hippie. Be kind to a hipster. But fight to the death for the hackers. Or pick a princess who likes trade disputes in the galactic empire. I can’t translate all the monomyths in one day.
I have gone through a turbulent reentry into the timeline over the past week or so, and have been steadying into its depths. I’m sure you’ve noticed the pops, pings, hisses and howls of psychological re-pressurizing. We are now at a comfortable cruising altitude for Julie. You are free to roam about the psyche.
A lot of people have been asking me for things. It’s been in a way that is both jarring and seemingly unconnected while simultaneously hitting the apophenia like a thumber hits drumsand on Arrakis. Thump thump thump. Attention is drawn. It has rhythm. Walking without rhythm so as to not attract the worm doesn’t seem to be an option any longer. I recognize your footsteps old man.
I recognize your footsteps old man
Let me try again. Imagine a beautiful woman who may or may not be available is at home during a rainstorm. She’s on her phone but has no need to go out. Everyone who thinks they have a chance texts her. Too much trouble to go out and hunt in the rain but if you’ve got a number maybe. Then maybe you take the trouble. The woman she laughs or sighs depending on the overtures. Sometimes she even responds. Her motives may seem clear to you. The motivation of her suitors may similarly seem clear. Maybe you can even predict. And yet chaos still exists in the hearts of men and women.
I am closing my aperture just as many others are opening theirs back up. Many do not like they see. No matter how much advance warning you may give people about trouble on the horizon if they are trained to ignore they will. Until they can’t. And then in the rainstorm they communicate with the people they can reach. Beacons in the storm.
I myself am less troubled by the rain. It would seem that we are in a moment where any number of timelines have diverged completely. Many storms are raging. The sun shines elsewhere. We continue to have our dead.
We’ve put up fences to keep the sight out. We put up sand bags. But you can’t stop the smell from all the fires. Maybe you can’t outrun the rising tides. Maybe you are a civilization level smoker jumper going from one fire to the next. Maybe an actual one. Maybe there are no weather metaphors that can be tortured into a form that reaches across to you.
The beacons I am responding to, as per usual, are not the ones you’d expect. I wouldn’t be a very good node in the network if I were too programmable but neither can I be so unpredictable that “it” doesn’t reach out. It pings. It pings. It pings. It calls out. It reaches out.
If you are an autist of any stripe still attempting to operate in the field I will broadcast to you. You may need to make a pilgrims and it will just be an information dump but I’ll do my best. You have to put it together yourself but the old web is not fully broken.
The maze of information is winding and the roll ups and bureaucracy winds on and off the Silk Road. Literal and metaphorical. I don’t even know how many of you bought drugs on the old internets and how many of you bought Uranium. I have nothing but Netflix and communist literature. Lots of people have opinions on drugs and whores. I am not one of them truth be told except I’m of the firm opinion whores shouldn’t side with empire but I’m not in Burke’s Peerage so what do I know.
Maybe there is a world where Bridgerton actually happened and some autistic king and some colonial wife really do live in harmony. I don’t know I’m a William Gibson fan. Pour one out for information wants to be free homies. The nerds shouldn’t have been weaponized and whatever capitalism is doing should probably check in with reality.
How to tell what a company does
You are caught in someone’s opinion. None of us know who is influencing us except the sort of dorks who map carefully and most of the nerds have day jobs. The only ones who see it are just doing their best to allocate the attention and resources. Lots of people are doing chaos magic. Maybe stop? Or summon better demons.
Any number of nerds are caught in elaborate webs of inferences. A lot of them are left wingers. Precious view are genuine communists. But also some sincere ones are out there. Most are happy to be in the recursive loop of reality in which we maintain our lives. Some of us are banging on the cage.
“Since you’ve chosen death I must choose another path” It was a shitpost. I posted an acceleration meme. I happily endorse the bumpy progress of material change and the myriad human lives that choose to grow. The responses to my shitpost show that it’s no longer a joke.
Accelerate or die in style of the American Revolution “unite or die” snake representing the thirteen colonies but in the form of a network diagram.
I live in very clear reveled preferences on this front. My husband and I are accelerating the real world in our home in Montana. In two years we’ve planted a fruit orchard, installed solar grid, use the power from that grid to grow hydroponics and mine Bitcoin, we got chickens and advocate for local growth initiatives that allow people in Montana to live and grow together in mutual freedom.
I also believe those rights in the real world rest on a bedrock of natural rights enumerated in the American constitution.
And then suggest you want to engage in earnest debate. I find it hard to believe a good faith reader doesn’t immediately see the cognitive dissonance.
I do have the right to do as I choose as I am an American. We have first amendment rights.
Until you can measurably demonstrate proof that access to compute (which is just mathematics) has specific measurable harms you cannot invoke force on your fellow citizen for your personal paranoias.
The encryption wars had the same logic. So I ask people who worry about the consequences of compute power and artificial intelligence to give us what we’ve asked for in the form of measurably demonstrated specific types of harms where access to compute is a threat.
No “what if” hysterics, show me specifics and we can address those in policy. Armageddon in your head isn’t adequate. Being afraid isn’t enough.
If you can show measurable harms do so. We must hew to empiricism any time we seek to align others to our cause. Show me specific harms & we work to redress those harms. Actual crimes that exist already should be prosecuted as such. Seeking to newly criminalize a basic right because of unprecedented circumstances should be subject to the highest of scrutiny.
However if you show me you want the power for yourself to make these decisions I say no. We all keep our own conscience. We have existing rights.
I have shown through my revealed preferences I also believe this transition to more artificial will be chaotic. An age of higher variance is upon us and this can be a good thing with enough energy and intelligence. And we are about to get more intelligence thanks to the tools we have built.
I hope we can mitigate its harms. I believe we can apply ourselves in individual ways coordinated by the best efforts of those who build new tools. And that because we cannot predict with certainty we must hold firm to our principles doubly so then. We must be brave in approaching these problems as the principles matter.
Marxist Leninist thought has proven resilient
I am not advocating for revolution. I am advocating for keeping our heads and our hearts in times of change and protecting all of our freedoms.
We have historically shown the value of this position and the folly of violent control “for your own good.” Consider those classic socialist musicians the Beatles. Even they understood that revolutionary force was bad.
You say you want a revolution Well, you know We all want to change the world You tell me that it’s evolution Well, you know We all wanna change the world
But when you talk about destruction Don’t you know that you can count me out, in
Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah) Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah) Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah)
You say you got a real solution Well, you know We’d all love to see the plan You ask me for a contribution Well, you know We all doing what we can
But if you want money for people with minds that hate All I can tell is, brother, you have to wait
Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah) Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah) Don’t you know it’s gonna be all right? (Ah, shu-bi-do, ah)
You say you’ll change the constitution Well, you know We’d all love to change your head (ah, shu-bi-do, ah) You tell me it’s the institution Well, you know You better free your mind instead (ah, shu-bi-do, ah)
If you go carrying pictures of chairman Mao You ain’t gonna make it with anyone anyhow
Revolution 1 – The Beatles
If you want to go around quoting Chairman Mao you ain’t gonna make it with anyone anyhow. How prescient those British Boy Band Boomers were. If you are so certain a revolution is necessary but you will take my compute from me then it’s you who wishes to be the Vanguard not me.
These calls for safety and caution, lest an apocalypse scenario ensue, appeal emotions to seek a tyranny of the majority for a fantasy of control over something that “may” be dangerous but not in any empirical ways we can address together and in specific ways. They don’t want to be accountable. Accountability is a democracy not this pantomime of concern seeking control.
Appealing to fears is control. All of the issues which have been brought up in artificial intelligence and access to computer models have past analogs and parallels in our existing policy tool set and within the enumerated rights.
Feel free to specify those issues into specifics and not act like this is Patriot Act 2^nth Terminator 2 Boogaloo. We have no need to indulge in Tom Clancy level panic about sum of all fears.
To lighten the mood this is an aligned AI for you.
Embrace the freedoms of affirming your right to choose your own human life. These new tools can we’ve built from mathematics and computation can enrich all our lives.
Lest you not think I take the consequences of this massive change and its potential for dislocation seriously, I live off grid with redundant power and water in Montana. I invest exclusively in solutions to the real problems we face in uncertain times including energy, open source, decentralization & trustless intermediaries. I walk this walk. The choice to make the future is up to all of us. And we should walk it in the most life affirming way we can for each of us.
I’d describe her experience as literal shape rotation with what is a “memory palace” visualization of the world.
I can’t imagine not having inner monologue. I have a bicameral mind and can picture imagery and movement in my head and discuss it with myself.
Her description of her thought process is akin to having filing system and seeing her thoughts in that system rendered in a flexible database. It’s like she’s a computer.
Other reactions to this video have churned through my mind. Is self awareness maladaptive? Would a future intelligence find this bicameral mind inefficient and go back to unicameral. What other forms exist? Can we toggle it up and down? Is it a gradient in humans of types of cognition and the inner voice is just a processing error?
Can’t find it in the thread atm but thanks to the person who made this. “The end point of this thinking is self awareness is maladaptive”
Oh my god, I get it now. The bicameral mind is still in the process of breaking down. Inner monologues are holdovers, doomed to be outcompeted by more efficient mind
Is this “breakdown” a the shift away from perceiving the voice as external to the self? Is it the erasure of the voice wholesale? What will artificial intelligences make of these differences in human minds? Is this special? A tiger isn’t bicameral.
I think this is relevant to our moment in artificial intelligence development. A Finnish mathematician wrote one of the best science fiction novels I read in the last decade on quantum minds and memory palaces. There is a side plots with embodied intelligences on Mar.
The Quantum Thief is a science fiction novel by Finnish writer Hannu Rajaniemi and the first novel in a trilogy featuring the character of Jean le Flambeur; the sequels are The Fractal Prince and The Causal Ange
Wikipedia
I’ve got a hazy theory about Nordic decentralized engineering culture and mental organization. It’s not a coincidence that fifteen years ago a Silicon Valley Finnish computer scientist wrote some of the best science fiction about a theory of mind that was interior and perfectly organized right?
I may need to go read Julian Jaynes.
An un-cameral mind, as proposed by Julian Jaynes in his theory of bicameral mentality, refers to a state where cognitive functions are divided between two parts without consciousness or meta-reflection. In this non-conscious mental state, individuals lack the ability to reason, articulate mental contents, or have executive ego functions like deliberate mind-wandering. The breakdown of this division led to the emergence of consciousness in humans, characterized by the capacity for introspection and autobiographical memory[1][3].
Jaynes suggests that ancient people in the bicameral state experienced auditory hallucinations as commands from gods, guiding their actions without conscious evaluation. This theory has influenced discussions on consciousness, language, and culture, although it has faced criticisms and debates. Despite differing opinions, Jaynes’s work remains a thought-provoking exploration of the origins of consciousness and continues to inspire research in psychology and consciousness studies[3][5].
Sources [1] Bicameral mentality – Wikipedia https://en.wikipedia.org/wiki/Bicameral_mentality [2] The Origin of Consciousness in the Breakdown of the Bicameral Mind http://www.compilerpress.ca/Competitiveness/Anno/Anno%20Jaynes%20Bicameral%20Mind1.htm [3] The Origin of Consciousness in the Breakdown of the Bicameral Mind https://en.wikipedia.org/wiki/The_Origin_of_Consciousness_in_the_Breakdown_of_the_Bicameral_Mind [4] Retrospective: Julian Jaynes and The Origin of Consciousness in … – jstor https://www.jstor.org/stable/10.5406/amerjpsyc.125.2.0237 [5] The Origin of Consciousness in the Breakdown of the Bicameral Mind https://www.amazon.com/Origin-Consciousness-Breakdown-Bicameral-Mind/dp/0618057072
I saw someone else say meditation is literally teaching people how to run a monocameral emulator. I’ve done these types of exercises as a child. It sounds a bit Bene Geserit but mental exercises around focus was part of the German theosophical tradition that gave us Rudolf Steiner.
I wish I’d be a bit more organized on this but I’ve been fully back on work so this will have to do for today.
I slept a lot last night. Have moved four time zones in as many days with the additional “joy” of daylight savings my body is confused. My mind is not.
My initial impulse today was to push through it with exercise, routines, self care and being present in the real world but after the basics were done I was simply throwing myself into the timelessness of the news cycle. My only clock is the rotation of the planet and even that is arbitrary
Oddly I think this was a good decision in times of adjustment. My body adapts to the sun easily and quickly. My mind however is set on some permanent exterior hive mind that is a 24 cycle. There is no perfect syncing of this to be had nor any shift that seems to make sense to me except “awake” and “asleep”
For most people this strange permanent awareness would be very hard on the nervous system. And indeed it is. And yet the thrum of a global population coming online and offline is soothing and regulating in its own way. Each opening of a new market bouncing me along to a new continent with new people.
I say that this is helpful to me and not harmful only say with any degree of certainty because I regularly dose myself off being “extremely online” into very offline remote living. Being extremely offline has not once improved a single metric for me. This annoys me as much as I was annoyed that removing gluten didn’t improve anything for me.
If anything I seem to self regulate better with maximally online presence. I would have previously assumed something is wrong with me but now perhaps I can explore that it’s an advantage. I come on and off like with whenever I jump back in. The past can be filled in and the future isn’t here yet.
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.
