Tag: Climate Change

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Community Preparedness

Day 1940 and Spring Runoff Season

I joked to my husband that he better get back before nightfall. He had been in the capital Helena for our work on the digital innovation task force. Sunset was at 8:20 or so. The days are getting longer.

The day’s work went at a good clip as the weather coming in was on all minds. We were in for another large late spring snowstorm.

In our corner of the valley we got maybe a couple of wet inches but even up the canyons it was more than a foot.

It kept snowing all night through early morning. It was also quite cold. We went from lashing dry wind and the first fire of the season to snow in no time. Our AQI was poor from the fire south down range of the valley. Hopefully this helped.

It was snowing when I woke but by the time I showered and finished a cleaning round, it was already shockingly bright. Bright blue clear skies and full sun acted like a solar snowblower.

The clouds cleared so quickly and the reflection of the high altitude sun glinting off the white melting snow had me applying sunscreen twice.

We had warm days recently so the spring melt of April is already rising. Adding to snow today was looking at a picture of the challenges of our summer ahead.

Our snow pack is low, We had a rush of snow after warming which will push growth. But can it sustain itself the dryness? The fear is dried out forests and grasses like tinder by August. I hope by being away we can stay a step ahead. The patterns of the Rockies are becoming familiar to all of us.

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Homesteading Preparedness

Day 1932 and Who Took Off Their Snow Tires Early

We did not have much of a winter to speak of Montana. Sure, Farmer’s Almanac predicted a lot of snowfall but even such an august institution can’t always get it right.

We got almost no pre-season snow fall. Which one can shrug off. We dutifully schedule our snow tire switchover at the end of September anyway. Alex bought his lift tickets with high hopes for a good ski season. Then the openings of our local mountain and Big Sky looked dicey. And yet still we hung onto hope.

We had no white Christmas. The deep freezes of January usually come with snowfall. It was grey this year. February would surely come through right? Alas wrong again. March did not go out like a lion. There was little water to whip up in our non-existent bay. And so, in April we cried and our hopes stepped aside as we waited for pretty little May.

People began to take off their snowtires. This just wasn’t our year. Spring would arrive early right? Any hopes of good days of powder were thoroughly dashed. It was over till next year right? Wrong!

The weight of wet snow

It snowed a big wet mess of deep sloppy powder on Good Friday. Hooray! Indeed it was a good Friday. Except, oh no, our snow tires are off.

Then, last night, when no one honestly believed the forecast for 6-10 inches one bit, we went to bed expecting a normal day. The days had already begun to lengthen substantially. Birds were hatching and the green was growing.

A heavy wet mess dumped onto our patio overnight

Clearly we were wrong. I tossed and turned all night as my joints bubbled and ached. I thought I was using a flare. But when I woke up it was clear my body knew more than my brain and the weather forecast was correct. It has snowed almost a full foot.

The hot tub needed to be dug out

Now the particulars funny aspect of all this is that Alex took the snowblower off the tractor yesterday. He needed to cut the side pasture down before new growth hit so the snowblower attachment was replaced for the trimmer. We’d let long grass grow and then flatten which required more than a riding mower. It needed the Deere to cut through.

So the front walkway was hand dug out but the drive to our road is going to remain snowed in for a bit. The sun will come out tomorrow. I did however have to reschedule a haircut. But that’s the price you pay for trying to get ahead of the weather. We never should have taken off our snow tires early.

Categories
Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.

Categories
Media Politics Preparedness

Day 1916 and Freaked Out Group Chats

I have made a little bit of a side hustle out of being at Cassandra. There was a lovely chunk of time in between Hurricane Sandy and the pandemic when people felt as if the weirdness was contained. It was quirky.

It was novel to know people who had decided to make changes in their just-in-time lives because of a climate catastrophe They had experienced it personally because it happened in New York so the media paid slightly more attention.

It lets media, and the readers of said media, indulge in the fantasy that they might actually change their lives by hearing a rational argument from someone like me. Look at tbis nice young woman didn’t have power after a hurricane in the center of civilization in lower Manhattan while Goldman Sachs glowed in the background, continuing to serve capital in the dark.

In fact I did have friends that had to go by foot to their offices while they went for weeks without electricity in other boroughs of Manhattan it was just particularly surreal to live near City Hall, have absolutely no power but still see the glowing lights of techno-capital operating in the aftermath of the crisis. My husband literally got buckets to remove water from the server room of his startup but the banks were fine.

I had a speech on entropy and chaos that was fairly compelling and turned out to be a very correct investment thesis. We might have to get used to more chaos in our lives because of geopolitical, climate and other instabilities that we could not entirely predict.

That meant getting out ahead of the major controllable factors we had at our disposal as individuals and as a nation. I actually meant it as did my husband as if it could happen in Manhattan imagine what it would look like elsewhere.

Having been a prepper before the pandemic gave a little bit of structure to the first months of the pandemic unfurling in which I had the tools to do a dry run and the experience. I got a lot wrong.

And you must remember we really did not know exactly how bad things would be. The things that actually turned out to be quite detrimental to the economy did not turn out to be the ones we thought. Much of the pain of the experience was self-inflicted. Sound familiar?

But we thought we knew more than we did about the situation we were going into. In reality, we had very little predictive capacity on that front because the last time we had had a pandemic of any novelty, the world wasn’t nearly so well connected.

We overcompensated for a lot in our fears and reactions. I suspect that is going to continue being the way we handle networked global crises of any sort.

The thing is, it’s getting harder and harder to pretend that the things that affect our global lives are not actually happening because people look the other way when their economic situation works well for them. It’s a bargain that democracies and authoritarian governments make.

So right now if you work in technology or finance, you’re in a bunch of group chats in which everyone is freaking out. Even though you could make good arguments that we’re the only ones that have a clear view of some of the contours of what we’re about to face it’s quite clear that our visibility is limited.

I don’t know a goddamn thing about Iran or how it’s going to react, but I know more than I ever thought I’d need to about energy markets because nobody in my line of work had much choice over the last three years if they wanted to be ahead of the computing demands we already struggled to meet.

Now this demand may be coming from America companies, but feeding it is a global phenomenon of investment. One that lets all of the worlds capital pile on into a country that has a few domestic issues.

We all saw changed coming the second we had a mass market, large-scale compute-intensive process that enabled artificial intelligence interface that users felt they could meaningful talk to at scale. There’s something amusing to me about that because in Star Trek’s goofiest movie, The Voyage Home, the chief engineer Scotty picks up a mouse and uses it as a speaker phone. Hello he says, “Computer, are you there, computer?” He then proceeds to type in a number of commands when he says, “Ah a keyboard. How quaint.”

I imagined we’d get to this phase of computing ourselves a little faster than we did, but it turns out that we have finally reached the point of knowing how to type in a lot of solutions that could give us steps and instructions to use tools to make transparent aluminum. I mean this metaphorically, not literally, as we actually do know how to make transparent aluminum.

Transparent aluminum is a polycrystalline transparent ceramic made from aluminum, oxygen, and nitrogen. It was developed independently and is commercially produced by Surmet Corporation. It’s sapphire and funnily enough we use it in bullet proof glass. Which I’m sure is a great business to be in these days.

So be as freaked out as you want in group chats because all kinds of weird shit is coming down the pipeline. If you work in finance or technology, you probably know that you’ve got about two weeks before some irrevocable decisions start cascading.

None of us have any idea what it looks like but you’re probably not as prepared as Elon Musk or Sam Altman. Nevertheless we’ll have to get through it.

Categories
Preparedness

Day 1813 and Prepper Mindset Holiday Grocery Shopping

Before the pandemic turned preparedness into a global obsession, being a “prepper” wasn’t seen in a very positive light. We’ve really lightened up the idea of thinking ahead.

Now everyone preps. Americans love shopping so this isn’t a surprise. Who doesn’t love avoiding hard work when you could be buying shit instead?

Being a quirky gearhead or having a momma bear mindset is maybe a bit cringe but everyone saw the upheaval of a global pandemic first hand.

Even if we didn’t experience the pandemics consequences evenly. It’s hard to ignore reality. Sometimes you should have a little extra on hand.

The last few days before a major holiday like Thanksgiving or Christmas is always a crazy time to be shopping from this perspective. Christmas especially is one of the few times you really experience the full force of the entire world trying to be prepared for everyone wanting to buy at the same time. And we still can’t quite get it right.

I went grocery shopping today and the crowds of people, even with a week to go before Christmas were astonishing. Even independent of weather events, the traffic jams and throngs of shoppers felt intense.

When everyone needs to get ahead of a day off it’s clear our system is capacity constrained. And we all know the date is coming a year ahead of time. Imagine what happens when you don’t have notice of something?

Most people don’t have the luxury to do much to harden themselves against the cruel nature of life. I on the other hand can buy prosciutto and almonds without a care in the world. A very merry and very prepper Christmas indeed when eating cured meats and calorie dense nuts.

We’d all better get used to being lost in the crowd of the polycrisis. It’s full time political and economic instability, weather volatility and varied consequences of our current material conditions. Bring an extra bag and get in line right?

Maybe if we all put more energy into thinking about what we do next, we can better focus on meeting our collective demand a bit better. Coordination problems are hard. They are a challenge when trying to plan to buy a ham let alone GPUs or transformers.

Categories
Culture Politics Startups

Day 1796 and I’ve Got Billions in My Inbox Julie!

I’m not new to the boom and bust cycles that have defined not only technology startups, but American herself. Most millennials have opinions about their malign status in an economy designed to borrow from the future for a dubious present.

Much of the world is in a state of panic over “the churn” of the old rules changing and the new ones not being quite clear. But it’s really not clear what happens next.

I think anything goes as the networks speed up our connections to each other through artificial intelligence. The end of the age of scaling means it’s time for the era of deployment is it not? Or are none of us Carlotta Perez fans.

I enjoy speculating as is the fashion. Do I think corporate debt financing of data centers is some time bomb in private credit? Not really, no. I think it’s way more likely that don’t understand the full demand case for coordination in a mediated world.

I don’t know if we can meet the demand to be perfectly honest. I will say I am way more worried about us not meeting the moment. Changes to our cultural environment are as hard as our material ones.

If I had to read sentiment, I’d say that everyone is absolutely sick of having their attention used like a fiat currency. We cannot inflate our capacity for focus as easily as we can inflate the dollar. And we will demand simplicity by any means necessary just to exist. And artificial intelligence will smooth our world to manage with what we’ve got.

I think running a decentralized world will prove to be far too complex for most humans and it will be mitigated by layers of choices in governance that will probably not always maximize for the freedoms we’v come to expect from the liberal world order.

And yeah I think we will need a lot of data centers for that coordination effort. That the state might be the ones with the most demand seems a little rich though. Every individual on earth will want to be on the right side of the ratings. That’s more network state than state and it will be a longtime horizon.

I know it doesn’t sound great on its face. And yet I think it has had upsides. The demand for real businesses that operate in some world of efficiency has never been higher.

And to some extent, I believe that was always the entire point of computing. Make things so much better and cheaper we move on to bigger projects.

Giving you video games and porn might have been a weird way to get to Mars but medicine is as driven by vanity as much as survival so I don’t judge reality. I just want us to get more nuclear power. I don’t ask for much.

We didn’t want a legion of information processing professionals. We wanted to change the material conditions just as the Industrial Revolution did. The invisible hand is a strange thing.

I expect we will see quite a bit of opposition to the people believe that we need more energy, more industry, and more science. The future and its enemies are legions. I always did find it funny that fashion critics had a better read on the future than anyone else. Virginia Postrel and William Gibson both have good taste.

Categories
Biohacking Homesteading

Day 1788 and Where is Our Winter?

We’ve not had any real snowfall in our corner of Southwest Montana just yet. It’s not unusual to get snow in September but it is now late November, and I can only recall a smattering of frost and a light dusting of snow. We’ve not needed to shovel the walkway, let alone plow out the drive.

The Bridgers are bare without even a hint of a snowcap. It has been 50 degrees and sunny for too many days. It just doesn’t feel natural.

Last night we set ourselves up for our idea of a wild Saturday night with sauna session after sunset. It was a balmy 180F inside our cedar sauna. Cooling off was a little trickier than usual though.

We set a sand timer for 15 minutes. When it finished we rush out with our felt hats and drop our towels to let the sweat evaporate. It is glorious to go from heat to cold shock.

Alas that doesn’t work as well when it’s in the mid fifties even in the November nighttime. Staring up at the stars, we could see the heat mist off our bodies and our breath but only just. It was twenty degrees too warm for that party trick.

Getting back in the sauna for round two was harder than I expected. The rush from heat to freeze to heat is part of the experience. Without the full range of our normal temperature change it just felt a little off. Stimulating but also a little scary. Where is our winter?

Categories
Finance Startups

Day 1775 and It Is A Lot Easier To Just Be First

I often wonder how it is that venture capital remains so male-dominated when most of the work is the same skill set as a fashion editor or a style writer.

Sure, you occasionally see a man with good taste, and the twinks and gays are obviously the best of breed in both venture and fashion. But the game is basically the same. And yet fashion is dominated by women and venture as an esoteric sub-asset of private equity is very much not.

Let’s compare. Venture is a small, tight-knit group of people, who run on backchannels and gossip, and absolutely everything is determined by being the first person to land the next hot thing.

Now there is an avant garde who sets trends which then get validated with market success. In venture these are the earliest angel investors. In fashion, it’s the indie publishers who slog through the upstarts and pick who to champion.

The angel investor hopes their deal will go to later stage investors just as the trendsetting editor hopes their designer pick makes it to Vogue. Picking the next “it” thing and riding the wave to fortune is the goal for editor and designer, just as it is for investor and founder.

I personally think my skills are validated just as much being the person to get Mansur Gavriel added to the right boutiques as I am being the first check into Valar Atomics.

I took my bag to a breakfast at a boutique investment bank (you know the one with the summer camp) and happened to be meeting with an investor who loved the bag so much that the founder of their luxury ecommerce investment picked up the bag to stock immediately. Well over a decade later, I still carry that bag almost everyday and so do millions of other women.

Now ask yourself if this next story sounds pretty similar. I sent a direct message on Twitter to a young founder who seemed interesting. He had a quickness to his thought I respected as well as humility that set him apart.

Alas I didn’t like the company he was working on at the time and I didn’t like that he wasn’t its CEO. Sounds like “the food was bad & the portions are so small” sort complaint right? Well, I just thought he was so good he should be the lead in whatever he did next.

The young man had partnered with an experienced elder (which was probably wise for that industry) but the founder was clearly the dynamo in that situation. I told the founder that straight up. He had earned complete candor from me.

We began talking about what he really wanted to build. His intensity was awe inspiring. And his vision was just so crazy that I knew I had to back him. Many phone calls and strategy sessions later I wrote a check. It would take less time than I’d dared dream for others to see what I saw first.

Two years and change later, that young man is the founder and CEO of Valar Atomics which just raised 130 million dollars to make small modular nuclear reactors. Isaiah Taylor may have been a diamond in the rough when we first met, but I knew he’d sparkle in any setting.

To see him now as the jewel in the crowns of many much larger funds and backed by much more impressive and capable people than me feels amazing. I’ll always have the satisfaction of being the first to know he was going to be the next big thing.

And that’s not so very different from helping select the hottest hand bag of the last decade. Like Jeremy Irons’ character in finance classic Margin Call, I know the value of being first.

There are three ways to make a living in this business: be first, be smarter, or cheat.

Now, I don’t cheat. And although I like to think we have some pretty smart people in this building, it sure is a hell of a lot easier to just be first.”

If Isaiah’s work is successful, it will be an awful lot bigger than the hottest handbag. It will materially change the conditions of fueling our lives.

And while I am pretty smart, I knew enough to act first. Because it was a hell of a lot easier to just be first. And if I’m lucky, I’ll carry my bag and own equity in Valar for a long time to come. Read the full story in Bloomberg with a gift link.

Categories
Biohacking Chronic Disease

Day 564 and Not Exercising

Summer is supposed to be when you are outside and most active. But that’s not been true for me. I’m not entirely when I stopped working out this summer, but I suspect it was sometime this May when I got the flu. When I was in Montana I caught influenza A from my husband while we were buying our new homestead.

I was pretty under the weather for the entire month. I probably extended my suffering by being in a high stress situation for several week. I had to do things like attend a two hour property inspection while I was definitely still sick. And then a few days later I was stuck in a car for 8 hours straight back to Colorado. Thankfully my husband actually did the driving. Negotiating the emotions of buying our first house while sick wasn’t ideal either. That was arguably the most intensive part of the entire experience.

Going into May I was hiking and walking an hour a day along with several consistent months of a 3 day a week weight lifting split routine. My squats looked good and my tracker apps were pleased with my low level ambient activity. I was still struggling with fatigue but I felt like being active was surely the best way of improving my energy levels.

I’m not as convinced this is true anymore. There has been chatter for decades about post exertional malaise in various viral and autoimmune cases. It is regularly brought up now in long Covid as well. I’ve experienced some variant on and off for years whenever I have symptom flares. Even modest exertion like a short walk can lay me flat if I’m not feeling well.

As I had a lot of ups and downs in my symptoms in June in July I let even modest exercise efforts go entirely. Between traveling to hot climates like Texas and the Mediterranean I wasn’t exactly eager to be outside either. Heat is my nemesis. I’m probably one of the few people who can go spend time seaside and struggle to be outside unless I’m literally in the water. There is a reason I am so eager to move to Montana.

Looking at my various trackers and diaries the past three years I have seen aggressive declines in my physical activity levels over the summer. As heat domes and 100 degree days become the norm I just can’t tolerate a lot of time outside. The temperature barely dips below 80 even at nighttime. And if I try to be active in that kind of heat I see set backs in all my metrics.

I’ve got years of data at this point and it’s funny that I’m always at my fittest and most active in the dead of winter. Everyone else enjoys sweater weather and Christmas indulgence while I am lifting heavy, energetically watching my nutrition and reveling in the cold. Maybe you can take the Swede out of Scandinavia but you can’t take the Scandinavian out of the Swede.

Categories
Preparedness

Day 477 and Extreme Risk

It’s been hot, dry and windy today on the front range of the Rocky Mountains. A rare “extreme” fire danger warning was issued for much of the state of Colorado. One hasn’t sent been issued for over a decade even though clearly we’ve seen massive conflagrations just in the last four months.

As is typical for a day where I know a storm or natural disaster is looming I felt anxious. My whole body felt achy and inflamed. It was enough of a challenge I didn’t even try to do my usual shower and clean routine. I made an attempt at doing some food inventory as that seemed brain dead but I barely finished one drawer before I had to stop and rest.

I have been considering packing a more extensive go bag as the risk of evacuation seems to have heightened. If this kind of evacuation is a regular occurrence I’d rather have nice clothing and good skincare in my bag bag when I flee to a hotel or a friend’s place. Right now I’ve got boots, Mylar wraps and other traditional emergency gear. But if I’m going to have to maintain a normal life while the world crumbles I guess I’ll need mascara & little back dress just as much as water purification tablets.

I wish this was just paranoia. In just the past 48 hours we’ve seen two evacuation notices in Boulder. One evacuation was around a trailhead by a neighborhood where I lived in fifth and sixth grade and another one on the north side of town where I used to board my horse.

I cannot tell you how jumpy it makes me to see regular fire evacuation notices in your hometown. Our town sub-Reddit is filled with folks who are still recovering from the Marshall Fire and are rightfully concerned to be facing the possibility of another fire. I personally hate it. It makes me long to flee to somewhere with less existential climate change risk. Of course, those places are getting harder and harder to find.