There are few shocks as jarring as waking up to a war starting. I was preparing to leave for Germany when the current Ukrainian conflict boiled over. I woke up in Estonia today to news of an escalation in Israel. No matter who you are or where you live, the existential dread of a hot conflict finds you.
Trying to orient your life around exogenous shocks of violence and conflict is part of the human condition. One that we seem as yet unable to evolve beyond no matter how much we elevate rationality. Every time a new rift emerges in the fragile status quo of the global consensus, I find myself wishing I were more surprised. But it’s pointless to be surprised by chaos.
I hesitate to weigh in on a conflict as it emerges as no matter how closely you watch the news it’s a mess of conflicting narratives. All I know is that more external risks like war will continue to drive volatility across all our human systems.
Our many complex human systems, from trade to politics, are already riddled with known endogenous internal risks. You start adding in more variables that can impact a given system and we don’t fully understand what is exogenous anymore. What’s outside the system if we’ve networked the whole planet?
I wish I believed a sunnier outlook was reasonable in the immediate term. Destiny remains in the hands of men. And we are a species prone to reactionary behavior. We are evolved to it. But we are tied together on this planet and every conflict, shock and unexpected event can ripple out to touch us all.
I’ve been working on my Q3 investor update all day. I am a little behind my own artificial deadline for it as I believe it’s good to get it out in the first week of the new quarter. I am chasing down a bigger theme in my market insights section that is being refined as I rework my own narrative understanding in real time.
I feel that there is a collective disagreement on consensus reality. We’ve got multiple worldviews that are being hotly contested. Epistemic status humble as the kids say. And so I am doing what I can to get outside the presumed worldview of my own geography and nation and see if a more global perspective is helpful.
But being able to see any of these different vantage points and narratives will require me to be accepting of other competing or adjacent narratives. The presumption is that I can control my own reactions. My body has to be open. So I am here with my Apollo Neuro band sending sound waves to my body while I listen to Endel’s chill program on my noise canceling headphones. I plan to do a Non-Sleep Deep Rest mediation after I’m finished.
I can only give my best performance when I’m sure my body is in a non-reactive place. Parasympathetic is sometimes called “rest and digest” versus its more active sympathetic nervous system partner “fight or flight.” We must assess our world and the many competing perceptions from a place of non-reactivity. It is the only way through the fog of the moment. Never let the stress of the moment distract you.
My fund is an early stage pre-seed venture fund that backs weirdos. Our thesis is simple. The world is increasingly complex, chaotic if you will, and only the most agile will win. We look for those that have the agency to adapt to the one true constant; change. Circumstances changed by the moment but humans remain reassuringly the same.
I have felt a bit disappointed in my recent writing. I’ve not felt the urge to produce anything of much substance or synthesis in a week or two.
The exercise of writing daily isn’t meant to produce anything but the consistent repetition of a habit of critical thinking about my daily experiences. I sometimes have to accept that there will be weeks where it all feels a bit half baked. I’ve got no conclusions to share.
He is grappling very well with these themes considering the deep sense making challenges facing all of us. Attempting to find workable worldviews that are manageable to our human minds is a challenge as consensus reality is a competition between thousands of different competing narratives.
To retain fluidity, you must retain an unmediated connection to reality. But the unaugmented brain is clearly not enough for that connection to be tractable to manage.
How do you resolve this paradox?
I think the trick is to inhabit more than one interposing intelligence layer. If you’re only an economist or only a deep-state institutionalist, you’ll retreat to a fixed logic of caring; a terminal derp.
I’m doing my best to stay out of terminal derp but I’m still feeling like the fog is impeding my view. I’ll just have to keep putting out my own beacons and hope the lighthouse network illuminates enough for us to navigate together.
There are few pleasures in life as gratifying as having a good conversation with someone. I recorded a podcast with one of my absolute favorite Twitter mutuals and LP in chaotic.capital this morning. I don’t want to ruin the surprise (click here if you do) but it was a very good time and a very good conversation. I can’t wait to share it with everyone.
I’ve had the good fortune to be in a few deep dive podcasts recently if you want a preview of the kind that of thinking and conversations that bring me joy.
One of the most challenging aspects of doing the earliest stage investing in technology, and startups in general, is that we simply have no idea what the future will bring us. We have our best guesses.
And it’s through conversations with others do we get to improve our best guesses. Sharing insights and history helps us refine our process and worldview such that our knowledge broadens and deepens.
In conversation we share what’s worked for us and what we’ve seen across our own experiences. A good conversation is a pleasure unto itself but it’s also a window into the world of someone else. And I cannot imagine a more joyful way of improving yourself.
Most of my life I’ve been been awash in assurances. Maybe this wasn’t so bad when I was a child. Approaching life with confidence in the world breeds positivity.
We’ve come to expect certitude. Our institutions and elders deliver most of their hard-earned knowledge with certainty.
Nuance and shades of grey feel dangerous these days. Too much room for interpretation leaves room for confusion. After all, if it’s just a small percentage on the edges, why give people cause to worry?
Except we all find ourselves in the small percentage at some point. As normal as we may be in some areas, or even most, you will probably find yourself being on the edge.
You will want assurances. And as it turns out we are not yet good enough at math to know many things. You can get close to the limit. Infinitely so. But we can never get there. Just try calculating out Pi if you are skeptical of my math.
In one of my group chats, I hang out with a bunch of rationalist machine learning engineers who are happily climbing the rungs of accelerating life.
I really love the energy of the community as it’s centered tangibly around making things. It’s a little less talk and a lot more action. It’s got a bit of a feeling of Stack Overflow’s early helpfulness but without the Hacker News nerd sniping culture. It’s like the best of a small Reddit thread but for dudes who want to make shit with artificial intelligence.
Now, of course, every community finds itself with disruptive members and turf fights over social mores. Virtual spaces are notorious for clout chasing and personal dramas. Veterans of green text wars are familiar with Geeks, Mops and Sociopaths in Subculture Evolution.
I spent an hour watching it play out last night and then went back to reading before bedtime. I’ve got some personal investment in the space and it’s people, so of course that’s what I’m doing on a Friday Night.
But as I got up the next day and saw everyone going back to work, a insightful lowbie named bmorphism (slang for smaller anon accounts on Twitter within subcultures) introduced me to a term I’d never heard before. Autopoietic Ergodicity. Or how do multi-actor dynamic systems self regulate?
He introduced me Autopoietic Ergodicity via a link on PerplexityAI which seemed appropriate. And it got me thinking about how we as individuals interact on a much wider system and how it interacts with us.
The term combines two ideas by positing that complex adaptive systems (like living organisms or ecosystems) exhibit self-regulating behavior that enables them to maintain persistent patterns while also experiencing change from external influences. These systems are capable of minimizing changes caused by random factors, ensuring their essential dynamics remain stable without needing to undergo a complete reset or cycle back to the initial state. It’s like having a dampening mechanism that continually adjusts for fluctuations, allowing system resilience and long-term persistence in an ever-changing environment.
It’s my suspicion that something special is happening across portions of the fracturing social web as most of our platforms go back under more centralized control. The system is fighting back.
A meme using a Dune visual that originally has the elder Etreides saying to Paul “we need to cultivate desert power” with a substitution “autist power”
The grey tribes that have populated Silicon Valley have an opinion about the future. And it’s a positive one. We’ve got to find ways to be resilient in the face of memetic interference on our systems. There will be high energy distractions. We’ve got to be reminded that it’s a competition for efficient use of energy and we shouldn’t let it be drained. We’ve got to focus on making things that speak for themselves.
Humans are horny for hierarchy. We are eager to give our power away as a species. Please will someone else just be responsible for making our decisions for us? Can someone point me to the person in charge? “Take me to your leader!”
If someone seems smarter, richer, more capable, more aggressive, heck even if they have better taste than us, they become an instant candidate for us delegating our authority over to them. My most popular blog post ever was about dickriding. Yes it was about Elon Musk’s fans.
I’ll be the first to say that people who court you to gain power should be viewed as suspect. But someone who has power is not themselves always suspect by default. I know it’s a fine distinction. But people fall into positions of authority simply by going out and being competent. Competence is a fast route to power.
Sure being competent has a lot of downsides. Suddenly you’ve got power you maybe didn’t want. We have an incentive shunt power off to someone else as it generally sucks to be in charge. It’s energetically expensive to be responsible. Just ask one of your friends with a toddler.
Sometimes we have to wield power because it’s our job to take care of our corner of the universe. Again ask someone with a toddler. We are in charge of sustaining some portion of the grand experiment called life. Even if it’s just our own families. Even if it’s just yourself.
So why am I titling this post “I am Beff Jezos?” Right now online there is a movement gaining recognition for encouraging people to have agency and build for the future. It’s a movement that wants you to own your own power. And to help others get more power of their own.
One of the anonymous posters associated with it calls himself Based Beff Jezos as a play on Jeff Bezos the founder of Amazon and the meme “based” as in Lil B’s “based means being yourself.” It’s a silly joke.
It’s principles are simple. The future will arrive and we should build like it’s coming. Slowing things down, or even worse, going backwards, is not a solution to our problems. We can only go forward. If you’d prefer a driving metaphor, we should accelerate into the curve. Slowing down just spins out the car. Civilization is the car.
So what, you want to just uplift humanity, build AI and populate the universe with the maximum diversity and quantity of life?
The movement is more of a meme space than anything else. It is decentralized. I’ve not met anyone that runs it though I’ve spoken to many vocal supporters. And I’ve chatted with folks that are at the nexus of of its online presence. Everyone is positive and friendly. Most of them are anonymous. I’m not even of sure if some of the accounts are singular or plural. Which is pretty cool. It doesn’t have a president or a CEO or even a founder who owns anything with any amount of authority. It could be one dude or multiple dudes gender non specific.
It’s just a bunch of people who make stuff. It’s popular amongst engineers but it’s an ethos that to anyone who can make something. Even this blog post counts. I am e/acc as much as anyone.
Naturally if no one is in charge it’s a bit threatening. If there is no hierarchy how do we control it? If no one is in charge then what will we do if someone under their banner does something bad?
Such is the beauty of an idea. A meme can’t really be owned. A decentralized group of goofballs on the internet can’t really be snuffed out for bad think. Maybe a few nodes go down. They literally cannot kill all of us.
I Am Spartacus
The messages does seem to be resonating. I know being hopeful has improved my mood. A decent number of people who make shit want the future to come a little faster. They want more people with more ownership of the building process.
More complexity and more abundance is appealing even if it seems impossible to achieve. Don’t worry, just build for your corner of the world. Put power and responsibility in as many hands as possible. We can build it together.
You too can have a toddler and own the joy of being responsible for your corner of the universe. It’s dangerous for sure. Folks will tell you for your own good you need to have a hierarchy and someone responsible for the power.
But guess what? It can be you. And sure heads will get bonked. Crying will ensue. Remember I said ask someone with a toddler? What if you are the competent and in charge parent? Shit right?
We’ve got to go forward. I am Beff Jezos. You too are Beff Jezos. And they can’t stop us all from arriving at the future. Go ahead and accelerate into the curve.
I’m starting to feel like summer is losing its grip on me. I cannot even begin to express my relief that September is almost here. I loathe summer and this one has been particularly hot and horrifying.
Being in Montana for the summer has given me the nicest possible version of summer still possible on a warming planet. You wouldn’t imagine being a mile higher than sea level and in the Rocky Mountains would make for hot summers. But you’d be surprised. Thankfully it’s not a persistent condition like Houston.
I love being home. But I love winters in Montana about hundreds times more than summers. Ironic then that I usually find myself traveling for work during the times I most prefer to be at home. I struggle to remember the allure that travel once held before the Great Weirdening collided with the Pandemic Years. I remember yearning for Hong Kong and Dubai. Now I’m avidly negotiating Airbnb so I can stay put in a relatively centralized European city.
Can you imagine thinking that going abroad to do business was a sane use of time before say 2016? 2019 and onwards has given us closed borders to the lawful and state capacity collapse and immigration and visa panics. Hard to imagine that doesn’t feel like some kind of change to American idealism.
I truly pray if my writings are ever preserved for any kind of historical usage in some artificial intelligence that you will remember there was a time when New York and San Francisco were the gravity wells of an era. It’s been a long fifteen years since the Great Recession.
Whatever that time was it’s not the current moment. Maybe it comes back. I was a post 9/11 New Yorker who came from the country to do patriotic things like build businesses. Let’s not get into the war that happened in the process.
I’m glad I’ve gone home to the west. But I know you’ve got to journey from home to appreciate it too. I’ll keep my corner in the edge of the empire as renewal comes from the edges. Fall may turn into winter but you know in all seasons things turn.
It’s clearly the deep dog days of summer as I’m in a bit of a mood. I’ve got all kinds of things on my mind and yet it’s slow going executing on anything. The doldrums has certainly gripped me. And yet I take hope.
This corner of Twitter is going through a paroxysmal fit of whether it’s rational to be embracing pro-social behavior. Without having to cite all my sources we had Jane Goodall being packaged into a deceleration meme about removing a billion or so people.
So I think my entire mood when staring down the barrel of the future is “what’s it going to cost me in my soul?”
At this stage of the simulation I have to ask What color are the pills, and how many people are dying?
The cost of knowing it’s not just about us is slamming into the hard reality that you can’t do a damn thing about other people. And so we have to ask if we preserve what we have or do we leap into the great unknown. I don’t know anyone who is in the mood for much safety at the moment. There doesn’t seem like much to be had.
