Tag: Chaotic

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Emotional Work

Day 494 and A Place to Stand

It took me a long time to come to terms with the idea of investing in a home. I’ve moved 38 times over the course of my life. The constant instability in my childhood gave me the capacity to tolerate a lot of uncertainty. It’s an incredible piece of leverage for living life. But it’s a super power born out of trauma.

Give me a place to stand, a lever long enough and a fulcrum and I can move the Earth

Archimedes

When your normal is starting over again and again, eventually you become comfortable living in chaos. I can achieve a lot things fall apart and life starts anew. It’s why I work with early stage startups. The current market and the volatility inherent in the chaos makes me feel safe.

But there are limits to chaos. I can’t live in it perpetually and make gains without some kind of safe harbor. Otherwise it’s just a repeat of my childhood and I’ll constantly be starting from zero. What I really want is a safe home so I can take advantage of the chaos around me. I want a place to stand so I can move the world. While everyone else is out surviving the chaos I want to have a firm ground under my feet.

The world is going through massive changes and constant upheaval. That’s an opportunity of a lifetime. All of those moves I made prepared me to shine during this moment. But if I cannot have some about of safety, the land on which to stand, then I’ll merely be surviving yet another move. And I’m over that. This time the world moves for me.

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Preparedness Startups

Day 474 and Unsettled

I don’t own a home. It was never a financial reality before the pandemic. But then the world accelerated and suddenly we had options and money. But still it seemed impossible to commit to another asset with a long time horizon even recently. We were startup people so every other asset was a long hold.

I don’t feel that way anymore. I have written about how I would like to buy a home now. I feel like it’s time to find a place where we can build some stability. But of course the chaotic thesis haunts me.

The chaotic thesis is the one that undergirds all of my investing. The world is getting more complex. That breeds chaos. The biggest macro-level mega trend of the next decade will be adapting to the chaos.

And as it turns out adapting to chaos is really hard. Everything that allows you to cope with the chaos in high demand. A safe place to call your own? Sorry, it’s never been harder to become a homeowner.

I wish I could say that knowing this is our reality makes it easier to adapt. Knowing isn’t the battle as it turns out. Acting on the knowledge is the hard part. Making good decisions under pressure is what will separate out who thrives and who merely survives.

I don’t think it’s going to be pretty and I’m genuinely worried it’s either hit the singularity or a new dark age. There is a reason we think we need the metaverse and it’s not because reality is getting better. It’s because it’s getting worse. I allowed all the web3 kids working out there working on Plan B.

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Internet Culture

Day 469 and the Discourse

On the one hand, the discourse today is horrible. Elon Musk threatening to buy Twitter is breaking people’s fucking minds. On the other hand, it’s the height of culture to be so singularly obsessed with a topic of such little consequence. The zeitgeist is full on psychotic.

This isn’t about free speech. Fuck that. No one gives that much of a shit about corporate governance that they’d super impose a civilizational problem like free speech onto securities law. This isn’t an episode of Billions. In except that both make me want to scream “that’s not how this works, not how any of it works” into the void.

This is all an elaborate publicity stunt to feed the narcissism driven logic of markets obsessed with celebrity and personality. Because everyone knows what everyone knows, pricing discovery is a function of lurching forward a narrative for the vox popli. Except everyone is convinced they are uniquely brilliant so they can’t possibly also be manipulated by the transparent agitprop. Yeah yeah sure I’m a galaxy brain too. We’re all playing 4D chess. Everyone is winning and the markets only go up.

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Internet Culture Preparedness Travel

Day 464 and Miami

Miami is a real American city. You know those criticisms lobbed by conservatives against New York, San Francisco and Los Angeles? It’s not a real American city. It’s bullshit in plenty of ways as our urban populations define America as much as rural, but it’s also true. Places like Miami maintain an essence, a kind of “here-ness” that reveals a thriving ecosystem of all classes, backgrounds and beliefs living in the same place.

It’s a thriving cosmopolitan city with an extremely wealth ruling class. It has welcomed it’s new leadership in the form of startup expats from “fake cities” moving in. The irony is that those are fake places and no one lives there. It’s transient wealth moving in and out for opportunities. Which is exactly what they are doing to Miami. The churn comes for us all. Before it was tech it was drug money and mortgages. It’s a free enterprise kind of place.

But it’s a relief to see mix of people. To see the shitty neighborhoods and the anxiety about crime, reminds you we have to do better for each other. To see the luxury houses and the amenity industry pop up to service everyone rich from yuppie to billionaire. It’s a vibrancy of hustle that isn’t everywhere. It’s a positive thing. For me it smells like America. A belief in the future where things could be better. A sense that capitalism is working.

As I write this my Uber driver is complaining about the local cops. How unfair their targeting is of everyone going too fast. A real class solidarity moment against the fuzz. Lambo owners and ride share drivers. I feel like that doesn’t happen in striated societies where the top use the police to torture their plebeian neighbors.

I didn’t really enjoy my time here. It’s way too hot. It’s facing intense pressures from climate change so I’d like to come more often before it’s too late. It it’s already too late maybe.

There really are issues related to inequality and the challenges it manifests via societal issues. It’s got crime and infrastructure issues and intense political culture war currents.

If I’m honest I’d rather be in a colder less populated state where some of the existential risks of the future are better mitigated. But I admire the optimism of people who do. They are the optimistic people we need for a better future.

Categories
Travel

Day 454 and Up In The Air

When I first started this experiment in daily writing my schedule was quite predictable. We were in the middle of the pandemic and each day could be relied upon to deliver some consistency. But now that era of at home living is slipping away for abled people, even marginally at risk folks like myself have to contend with new challenges.

In this case, the challenge is writing before being offline. It’s noon in Frankfurt. I’ll be catching a flight back to a Colorado early this afternoon. I’ll land in the late afternoon Mountain Time but for me it will be Thursday already. So I have to consider if writing on the proper day in both Germany and Colorado counts, or if I could leave it till when I land. I decided to do it ahead of time as it is both in the spirit of the daily consistent writing pattern but also I’ll be far too tired to do it after a ten hour flight.

What’s a fascinating to me is that this one big travel block felt like a one off. But once I broke the seal on being up in the air I felt like I could do it again. So I’ve booked a trip to Miami next week. And then Montana in May to spend time with friends working remotely and scouring for homesteads. And from there I’ll be headed to Austin in June. And so the schedule of travel renews.

It’s not exactly the new normal. Travel is still a nightmare. I just had a wheezing fit of tachycardia because of a security line issue and had to beg to have my mask off so I could take medicine and slow my heart. Flying is still a bit of a nightmare. But it feels good to take flight again. I am spiritually ready to be up in the air again.

Categories
Travel

Day 436 and Got A Guy

“I have a guy” was the most reassuring phrase my godfather could say to me as a child. I’d be trying to get something done or get access to something and he’d tell me a story about “his guy” and how we’d fix the problem. I decided when I grew up I wanted to be someone that “had a guy” for everything just like my godfather.

Before I give the impression that my godfather is a mafioso I should probably clarify he’s a nice Irish boy from Long Island and is a music agent. But agents do have to solve all kinds of weird problems. Heck, I went to him when I was thinking of getting married but wasn’t sure if I was emotionally prepared and he said “I’ve got a therapist” and well I’ve been seeing Dagmar for seven years now.

Needless to say I’ve prioritized networking as a life skill. Not the grimy kind you associate with parties or LinkedIn, but the sort where I take time to meet new people and shoot the shit. If you spend any time on Twitter you’ve probably noticed my greatest joy is just talking with folks. I follow all kinds. And I’m pretty hooked up because of it. I’m usually only one or two people removed from the person I’m trying to reach. Maybe that’s why venture capital has worked out so well as a career for me. I’m a master of the warm introduction.

But after the last 48 hours or so I’ve finally found an institution that I cannot seem to crack. I’m running headfirst into the limits of what my “I’ve got a guy” skills can do. And that system is the United States Immigration System. Apparently I am just not good enough to get an appointments for a tourist visa. I cannot even imagine how hard an actually immigration or work visa would be.

And I’ve tried everything. I’ve tried my Congressman. I tried my Governor. I tried people that have worked for the state department. I’ve tried folks that work in foreign affairs. I’ve tried rich folks that are immigrants. And holy shit I’m getting absolutely no where. I feel pretty fucking defeated. I’m not giving up but I’m starting to realize that Americans have no idea just how broken our immigration system actually is in the wake of 9/11 and the Trump years. We can’t even get tourist visas done. And frankly I’m angry about it. But mark my words I’m going to find a guy.

Categories
Finance Startups

Day 432 and Send Me Dealflow

The markets are struggling with the chaos of the Russian invasion of Ukraine. Nickel prices doubled. Gas is skyrocketing. Central banks are due for rate decisions but it’s anyone’s guess as to whether hikes will manifest. But in my neck of the woods uncertainty is our business. Chaotic.capital was founded on the belief that an increasingly complex world would present opportunities. And I’ve never felt more confident in our thesis.

With chaotic.capital we’re identifying, investing in, and supporting companies that adapt our lives and systems to the opportunities that chaos brings. We like companies that are adaptable. We like companies that help others become more adaptable. If you are still building in the chaos and want an early stage pre-seed or seed stage investor I’d like you to drop me a line this week.

I believe it’s possible to find leverage in chaos. As scary as this moment feels, it’s possible to profit off of the many ways the world may change. Geopolitical instability isn’t going away. That’s got downstream effects. Think supply chains remaining strained and snarled. Commodity prices continuing to be wonky. People on the move from immigrants to refuges. All of these problems will be opportunities for businesses to improve lives and make money. Everything from logistics software to temporary housing falls under the chaotic remind.

We are not scared of weird bets. We like unsolved problems. If it’s easy to model your growth and the exact trajectory to success, we may not be your partner (though we’ve got friends who will love you). But if you have a point of view on how chaos will enable your success, we don’t need a perfect plan, just a possible future.

Just to give you you an idea of how serious I am about finding weird shit let me tell you the deals I’m excited about this week. I’ve seen an occult marketplace, a real time DeFi data platform, a marketplace for vegetable gardens, logistics and 3PL software for influencer boutiques, and AI assisted direct to consumer abortions. No problem is too weird for us. So come on and slide into my DMs.

Categories
Finance Politics

Day 430 and History Rhymes

If you aren’t following along I am in spending the month working from an Airbnb in Frankfurt. I picked Frankfurt on a whim when I decided to go to Europe. I wanted to work from “somewhere” else after two years of being home. It seemed like a nice central city and I’m a finance nerd (it drives my investments in crypto) so the home of the European Central Bank felt like a great pick.

When I booked the trip the war in Ukraine wasn’t even on the horizon. I was simply trying to get a change of scenery after two years of Covid lockdowns. But now I feel as if it might have been accidentally prescient to be here. Like I’m in some world historical nexus as Europe reorients itself to the next era of geopolitical reality. I couldn’t have picked a better place to absorb the zeitgeist that is going to drive the financial future.

I am going to spend my time here absorbing everything I can about about the currents of past intellectual movements like the Frankfurt School. I am going back to Weimar history and the interwar years. I will go further back to Goethe.

I have this gut sense that there is something I am supposed to learn about history so I can navigate the next decade. While I founded chaotic.capital on the thesis that the world was going to become more complex and thus inherently more unstable I didn’t expect those trends to unfold quite as fast as they did. I thought I had a decade. It turns out the future was already here. History doesn’t repeat but it does rhyme. And if I’m going to predict the next stanza I better start with the past.

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Emotional Work Preparedness

Day 425 and Toxic Positivity

One of my friends Josh Centers became the main character on Twitter yesterday. He’s a stellar writer and I absolutely recommend subscribing to his Unprepared newsletter as he’s my go to guy to for responsible even-handed insights on being prepared for emergencies large and small.

Josh got in trouble for pointing out that survival depends on keeping a positive attitude. But since it’s Russia war time it included the caveat that nuclear war is bad but also survival might be possible.

Nuclear war is bad. Very bad. Don’t get me wrong. But based on my research so far, it’s more survivable than you think. The key to survival is realistic optimism and a positive mental attitude. In the meantime, here’s how anyone can start food prep.

People don’t love being reminded we can in fact take care of ourselves. At first I was surprised. Of course having tenancy matters. But I think people might have disliked it because it suggested our chances met rest on our actions. Sure it’s scary to let go of any sense of victimhood and know in your heart you are responsible for your family.

Josh got called out for toxic positivity. Which if it is legible at all, it is in a millennial woke community. I see it most used when millenials are exhausted from a corporate job that treat them badly but as workers they are expected to be good sports. The idea what we must boot strap our way out of bad times is upsetting but pretty prevalent in a capitalist driven and individualistic society.

Toxic positivity has also become a catch all for substituting personal responsibility for problems like mental health when they are causes by society level public problems. So meditation, fitness, exercise etc can all be labeled toxic positivity if you use them to cope with systemic ills. Church would be considered toxic positivity as well. It’s a classic liberal conservative through line I think. Why should the individual be forced to shoulder a society level burden asks the socialist. The capitalist says why should I be forced to shoulder the burdens of these individuals.

The reality is that in an emergency it won’t matter your philosophy. You will have to cope with the issue, no matter big or small, as it comes and hope that others can improve on your response. But expecting that you will be taken care of or that you can take care of others is just as useless. That’s why preparation is crucial. It’s not toxic positivity but rather the cold harsh reality that only you can save yourself.

Categories
Internet Culture Preparedness

Day 423 and Hot Takes

I am a prolific shit poster. I am a haver of takes. I am a full fledged member of the discourse. But Jesus Christ I never thought I’d see the day where the galaxy brains are feeling good about having nuclear war takes. Literally the hottest of takes.

I am in a preparedness Discord with a number of very level headed people. There are people that I would trust to help me think through surviving a disaster. But none of us are foreign policy experts or plugged into the state department. Nevertheless we are speculating on the possibility that Ukraine’s invasion by Russia could take us there. But we are just speculating!

Now I’m not a Bluecheck media personality on Twitter but I do know what it’s like to have an influential opinion. I’ve got a small platform and I try to use my voice responsibly. Or at least make clear when I’m shitposting. Because people will take you seriously. So you have to occasionally do a double take on your takes.

It doesn’t feel like most people are being particularly careful today. There are a few voices that have got things right in the past that are working though thought experiments. That’s valuable. But the bulk of folks are engaging in some terrible information hygiene. Opinions are being had. But also propaganda is being circulated and disinformation warfare is being waged. So far the West is being clearly won by the scrappy Ukrainian narrative. But who knows what will stick. So he careful out there. We are literally at war. Don’t rush to conclusions or to share shit that looks too good to be true. You don’t want to end up pushing an agenda that isn’t your own.