Tag: Chaotic

Categories
Startups Travel

Day 1424 and California Dreaming

We’ve just had a beautiful snowfall in Bozeman. If you are back up on the mountains at the edge of the valley you are enjoying a mystical winter wonderland.

Alas I am not long for cosplaying Frozen (blessed) as I am headed west. No, I am heading not to Seattle the most important city of the 90s. I am headed to Joan Dideon land. I’ll be in California.

I’ll be in Los Angeles for the week or so if you happen to be on the west side. I’ll then be headed up to San Francisco.

It will be a little whirlwind of family, friends and hopefully some useful business. I’ll be visiting start ups. Going to YC Demo day which I have not done in person. Meeting up with anyone who might want to be a node in our network.

I am game to meet up with folks working on weird shit and are looking to build it. I am also looking for LPs in our next fund so we can keep funding the weirdos who build things.

The virtuous cycle of techno capital starts long before an opportunity is clear. If you have something chaotic in your heart send me a DM

Categories
Internet Culture Startups

Day 1421 and Culture Clashes

I sit in between half a dozen different community nodes thanks to my interests in open source software, decentralization, crypto, and autonomous systems technology.

This set of interest covers a lot of ground from ecosystem level collaboration in financial organizations like DAOs and to player versus AI agents coordination to peripheral control of drones and machinery.

Many different demographics are attracted to these frontiers for different reasons. Hackers have a very different mentality than mercenary technologists looking for maximum margin.

Open source has traditionally struggled more from a lack of financialization than from an obsession with it. Which seems less true in the crypto era than in previous more academic and defense oriented eras.

There are classic open source business models and anyone with age and experience in startups has some opinions which I leave as an exercise to the reader. They occasionally fail and an open core loses more than they’d like to professional services. I am writing on WordPress.

One strange aspect of what drives these frontier spaces to interact is that depending on how much leverage you find in building a network you may have different incentives than other builders and users. Expanding out to scaled use may drive a lot more value than the resources required. How the surplus gets divided is always contentious.

For some, the most crucial cultural goals is expanding access to automation and ripping away as many of the services and middle men as is feasible.

Decentralized systems make it harder for middle men to maintain monopolies. Thats its own goal for true believers. For others the goal massive financialization that drives network connectivity is the benefit. Self interest driving common goals is perfectly acceptable.

As I watch the current season of hyper self interested memecoin cryptomania engage with the academic utopian open source artificial intelligence community, I am reminded of so many of the classic issues we have in financing and sharing in the spoils of common infrastructure. Who benefits is a question we should all be asking more regularly

Categories
Aesthetics Media

Day 1420 and Stimuli

I am always shocked when people say they read anything I write. This isn’t because I don’t think I’m worth listening to but because I know attention is such a scarce commodity.

It’s so valuable we have entire industries dedicated to grabbing your attention. We don’t need to keep it necessarily we just need you to get distracted.

We downplay how well we know what works by indulging people who think they are immune to such things. Of course marketing on works on fools we sagely nod.

Of course we don’t want you to know how effectively we can move your attention let alone your opinion! You thinks anyone wants you to know propaganda works? Dunk on Jaguars new futura font. Scoff at those bot accounts.

Just know that most of marketing is Cocomelon, slot machines and dopamine hits. You can’t fight that without developing discipline which isn’t an infinite commodity. Most people don’t have much of it and aren’t even encouraged to develop. Good luck out there.

Categories
Aesthetics Culture

Day 1418 and Winter Wonderland

I’m in a terrific mood. Maybe it is just the hormones cycling up. Maybe the red lights we installed in the bedroom are actually improving my sleep quality. Maybe it’s getting a foot of powdery snow over the weekend.

So much of life seems to boil down to manage my own circadian rhythms even as I plug myself into the hiveminds of my favorite corners of the internet dutifully everyday. And my body likes short days, long nights and the bitter cold.

Certainly success is contributing to my buoyant mode. All of my founders are soaring (which seems statistically rather unlikely given the choppy markets) and the vibes are good. My chaotic.capital clique is thriving.

It’s getting to the point where I think we should host a portfolio dinner or something. Though that would be challenging as we are a distributed group. Alex realized recently that we only met one of our portfolio founders in person before we invested. Can you even imagine that in a pre-pandemic world? Our deal flow comes from the virtual worlds I live in daily.

Being snugly ensconced inside several areas of with macroeconomic tailwinds doesn’t hurt but most of those choices were made two or three years ago so I’m simply directionally correct, well connected, and unafraid to commit once I’ve satisfied my own process. Everyone has a long way to go but it feels wonderful to enjoy their success.

Walking in a winter wonderland.

Categories
Media Politics

Day 1415 and Sliding Off The Board

It’s fun watching an entire nation realize none of our citizens functionally have opinions of their own as all of the tribalism of the American system slides off the board into the swamp of personal animus.

– @almostmedia

The great realignment is in full swing. And no one is sure where they stand. The worst thing you believe about your enemy is surely true just as only the very best things about yourself count.

Ego versus ego blunders against each other. The slow glugging of inertia and bureaucracy and nihilism begins to tug. First time?

It’d worth reading Riva Tez’s essay “no matter who wins you lose”

“We are so much worse off than the Athenians during their similar stages of decline. Thucydides once wrote, “The Athenians, who were the most democratic of all the Greeks, were also the most prone to make mistakes, for they were always in a hurry to decide, and were swayed by the emotions of the moment.”

The political satire of the poets in Athenian theaters heavily influenced the city’s political decisions, just as TikTok and the Guardiansway millions of malleable minds now.”

What do we believe as RFK Jr discusses previously quite left wing coded hippie truisms about industrial agriculture and pharmaceutical company incentives.

The institutionalists are the left now and oddly they like Monsanto. But now Bari Weiss is arguing for the value of institutionalists against Peter Thiel. Are we really in for a new era of anti-institutionalism? Do we know where the board even is anymore? Don’t slip and slide into the swamp because you don’t like someone.

Categories
Emotional Work

Day 1414 and Signs

I’ve been a bit Delphic in tone over the last week. I’m relieved but also distracting myself with shopping, reading and health projects.

My natural optimism is looking for the positive. If you go in for numerology 14 is a good number for the moment as 1 represents independence, leadership and change while 4 is stability and balance.

The world is shifting but my path is clear in front of me. We may be on a chaotic course but the adaption brings us new opportunities. I’ll just do my best to get enough sleep when things get exciting

Categories
Politics Startups

Day 1413 and Much to Consider

It’s a nice number for today’s post. A strange countdown inside one day. A little spooky. Maybe also some good luck. Fourteen. Thirteen.

I am tabulating much more than my days of writing in a row or any particular numerical significance that this position of numerals might show. I’m adding up our position and deciding how to play our hand.

There is simply so much to consider. I feel it in my joints. Maybe that is evidence of acceleration. All I see and hear is speeding up. Are you accelerating anon? Maybe that’s the pressure in my joints and it’s arthritis at all.

I have felt a bit sick to my stomach and I’d prefer to blame it on delicate lady things. It could also be nausea from the spin cycle of all that “much to consider” of the moment.

I’m glad I’m ensconced in my winter farmhouse. The numbers go up. The game’s whirlwind spins. There is much to consider.

It really ruins your appetite this whirling. The ride up the rollercoaster. No wonder Alice in Wonderland commercialized into whirling teacups at Disneyland. Can’t have it be the symbolism of opinion and fuzzy opinions.

So there is much to consider as we whirl like dervishes into the next moment.

Categories
Medical Politics

Day 1411 and Fever Dreams

I’m not quite sure how I got a bug but I seem to be running a fever. It’s possible it’s passing and I’m on the mend but I still feel a little “delulu” as the kids says.

I was taking a constitutional walk Saturday after eating and my heart rate spiked to 180bpm. I wasn’t exerting myself in a way that would normally bring it above 90.

I have a habit of walking after meals as I feel it aids digesting. Nothing intense as it’s more of a habit than exercise. So I was surprised to find myself getting faint. I found myself on the ground.

I don’t take it particularly seriously. I blamed PMS and the stress of the last two weeks. But then I got a terrible night of sleep and my Whoop score matched how I felt.

I spent Sunday faffing about on the internet as watching reality television. I was definitely sick. What else was there to do but shitpoast and watch the price of Bitcoin go up.

Now that felt like a fever dream. If you are a crypto true believer you have experienced more than a few boom and bust cycles. Holding on tight is part of the game.

I suspect that we are in for more of a ride and I was not one to get too ahead in other bull runs. But I did let myself buy a bunch of cosmetics so I’d look for a recovery in LVMH stock if there are enough women who hold Bitcoin.

Categories
Politics

Day 1406 and Relief

I am so relieved to have the American presidential election wrapped up within just one day. I didn’t think we’d be so lucky to have things decided so quickly.

I was emotionally prepared for a long interregnum with bitter fighting over a slim margin of votes. I remember both 2000 and 2020 and neither hanging chads nor storming chads were pleasant experiences.

I did my normal natural disaster preparation routine of stocking groceries, doing laundry, and washing up. In preparedness communities, we always recommend facing a storm with clean clothes.

But it seemed pretty clear where we were headed last night around 11pm on the west coast when I went to bed. I woke up to the election having been called. Blessedly the margin was so clear a concession speech was soon in order.

I’m not much of a partisan as libertarians are America’s classic independents. I’ve voted for Democrats and I registered as a Republican in Colorado before settling on simply calling myself an independent here in Montana. I spend time on each race, candidate and ballot initiative. I ticket split. I believe in free people and free markets.

I was asked if this election outcome was good or bad for business. I responded that “decided” is good for business. Private industry can manage if it knows the rules of the road.

Now we know where things stand. If you follow financial news you saw the jubilance in the markets. Maybe the interregnum was actually the the campaign season. Either way we’ve got more direction on where we are headed and that means we can act with more confidence.

Categories
Internet Culture Startups

Day 1394 and Wiped

I’ve had a great year. I’m having a great month. I had a great week. I’m absolutely obsessed with my portfolio and the founders in it. Every new opportunity makes me feel better about the future.

And I’m so tired from processing all of that that it’s little wonder my body is grinding out hours of REM sleep a night.

I’m in the middle of a tight circle of artificial intelligence memetics thinkers which has been enthralling. Machine minds needing machine money has been such a pat truism that when a genuine breakthrough shows up it’s easy to focus on the wrong thing. It’s not about memecoins. I almost feel as if I’ve been preparing for this moment my entire life.

In the middle of this virtual drama I am trying to remain focused on human concerns. Repairing boots. Doing chores. Preparing for a gathering in Miami next week.

Somewhere in the middle of this work gets done, an election is will be decided and I’m just wiped.