It being the new year “the new thing” to talk about is “the new you!” As if you weren’t the same person as you were a few days ago. But you have this convenient convention that allows you to decide now is the time for change.
I used to call this time of year “eating disorder season” but GLP-1s have turned down the volume on that noise. We still have New Year’s resolutions and media just love having a topic tentpole to discuss new trends, habits, and opportunities.
We may not have as much of the fat chatter to contend with anymore (thankfully) but I do have reams of biometrics and plenty of concerns about my own health so the season of changing yourself remains even if the material conditions have improved. The app chatter is still in my head.
My Whoop continues to nudge me on the “aging” metrics and which ones are hurting my healthspan the most. I hide it for a peace of mind but on the latest update it is openly admitting that it’s given me goals that are impossible for me given my limitations.
It’s a relief to see the application get better but of course I’ve know the algorithm and my limitations don’t always mix. It’s been workable when I’m in Montana walking outside but it swings my numbers a lot when I’m in a small apartment in a polluted city. It’s a “short hallway” problem.
I move a lot inside (safer and less polluted) but it doesn’t those short bursts and turns as steps so I push to get more steps counted and it overwhelms my nervous system and immunocompromised state.
It’s one of life’s truisms that we may wish for prestige, power and money, but none matter without your health.
“The first wealth is health” by Ralph Waldo Emerson.”
I don’t think it is self flattering to admit I have got some amount of respect, influence and capital. And yet every spare dollar and moment I have I spend trying to improve my health.
The other types of wealth I have don’t matter if I’m in too much pain to think or I am so regularly infected that my resting heart rate is in the mid nineties.
Yesterday I started getting what I call itchy and twitchy. It’s often the first sign of an infection that has broken through an altered window of immunity.
My entire body will itchy. Sometimes it will be accompanied by a rash like eczema. If the rash is bad enough to be opened through itching I can easily get a bad infection. The discomfort of all that makes me twitchy from the anxiety of it all.
I suspect I am itchy twitchy at the moment as I am in a city with polluted air from major construction and high air mold counts from the winter rains. It makes me want to hit the road immediately for dryer climates but I’ll take prednisone first.
That should make me very pleasant. Anyone who has taken the steroid knows it’s a joke as the drug makes everyone who takes it feel a bit crazy. And you get fat and moon faced for added insult to injury. So apologies in advance if I’m going to be a bit bitchy.
The New Year shouldn’t really get going until after Epiphany. I’m not a Catholic, but I think the Holy Nights are a time for prayer and looking inward.
Alas, we seem to start the new near with a bang every year now. Concerns about Iran’s currency crisis was the big story in geopolitics as the chattering classes concerned themselves with socialist mayors in America were going on about collectivism’s warmth. I will take frigid individualism thanks to
Today I woke up to news of an early morning “snag and bag” of the President of Venezuela Nicholas Maduro and his wife being taken my American troops to stand trial.
The front page of the New York Times around 11am GMT
I’m in Europe so we had a bit more time with the news before Trump addressed the nation. It’s a little chilly where I am and I’m still worked up about the the warm fuzzy communism of the Zoomer youth who seem to think all problems are solved with more money and never seem to realize that it comes at gunpoint.
And despite running on an explicitly anti-war platform, Trump is now giving a press conference suggesting American oil companies are up for a forever war run by Marco Rubio. Rough day for our Secretary of State who is also probably as worried about Iran as anyone.
I suppose it’s now or never for a number of things. Toppling regimes named as narco-states and cutting off oil and capital flows as China does exercises in the straits. Things are malleable indeed.
I didn’t feel like writing yesterday. That’s a weird way to start a commitment to a sixth year of writing every single day in public on this blog. I do intend to keep writing daily.
Maybe I should restart. My life was so full on the last day of the year, that the writing I had intended on doing on the last day of year five I simply couldn’t do. I fell asleep. It’s alright I had a beautiful synopsis of the emotions of the experience even if the links didn’t get passed may.
I felt the urge to sleep come on so strongly I wrapped up with a few “oh that happened too” sentences and I was out. Poof! Exhausted. Thankfully fireworks woke me up at midnight so I could ring in the new year.
I was midway into May doing a “best of” round up review by hand when that sudden “consciousness loss is imminent” feeling hit me. I’ve been driving the Dinaric Alps on an adventure that ended up in Sarajevo. I am sure I’ll write about the experience soon.
But now I have a meal and some unpacking to do. My 2026 is off to an interesting start. I’ve crossed three borders today. You can see how I might be tired.
I’ve been trying to coax myself into taking my final biological injection of the year for most of the day. It’s a very painful shot. The feeling of it is somewhere between stinging and hot sauce being pushed into your subcutaneous fat. It’s spicy
I was filled with optimism that this new variant called Bimzelx might be the one that finally brought down my biomarkers. And it did indeed show promising results. My CRP and SED rates have never been better.
Alas, the cost is quite high. I’ve got no immune system response to speak of when it comes to my skin and soft tissues. I’ve had four major skin infections requiring surgicalintervention and many minor skin infections.
My pain is better so long as I can avoid picking up an infection. I’ve been on antibiotics most of the year. Alas I’ve only had maybe 2-3 weeks without an infection brewing or being beaten into a retreat.
So today may be my last spicy shot. I’ve gone it a full year of adjustment. I don’t relish the prospect of adjusting back to my previous medication as it takes a full year to fully dose on and off these things. But maybe I’ll be lucky and on my final shot in the year I’ll see a change for the better
I have had way too many minor (and major) health problems emerge over the course of 2025. Adding in personal life tragedies (the death of my father) and I had a challenging year.
So I trying to keep the last few weeks of the year crisis free. I have already pulled myself out of the day to day to try for a slow wind down of the year. No holiday parties or appearances for me. I am gone.
As I slow down and put distance between myself and the world, I maybe stupidly see it as an opportunity to nudge myself on little health promoting efforts.
After the year I’ve had, I so desperately want to see improvements. Even if simply not collapsing into another infection cycle is a win.
I’ve been trying to consistently work on body basics like muscular compensation patterns and getting more steps each day, but I’m so terrified that even a minor miscalculation in exertion will upset my proverbial apple cart.
I went for a walk on a high mold count day and reached for prednisone. I’ve been teetering on the wrong side of recovery for so long I don’t think I can recall a genuinely good day. My sleep is similarly impacted. I want to have a long night of deep sleep and dream cycles but the best I can manage is just a long night.
Tis the season of “unwrapped” data round ups as technology companies owe remind us that they have very capable data teams without unnecessarily freaking out users.
The marketers get all the glory, as everyone figures it’s a few MySQL queries gussied up with a creative hook but I always wonder what happened to the great data and behavioral science fad of the early teens. We’ve moved beyond IFTT and Zapier into natural language vibe coding. It’s a time of incredible change in understanding the data we’ve lived inside for years.
I got my fifth year of Whoop end of year marketing when I woke up today. Which was a little annoying as I wanted to see my sleep from last night but who wants to rush through the end of year review right? Finding it again can be tricky.
I keep wondering what more can we get from the hardware that knows us best. I’ve given half a decade to Whoop and mostly what I’ve learned is Covid really took 20 points of my heart rate variability.
I’ve been frustrated of Whoop’s progress in the integration of a chat AI as it seemed like any commercial LLM could analyze screen shots of the Whoop as well as their own chat did with the data it already. But tenure counts for a lot and it’s still the tool we have all relied on for half a decade now. Or at least 2% of us have worn it everyday for that long.
Clearly the data l could be used in many more way more than the management team ever seems to enable their data teams to do regularly. And I’d like to get more out of my Whoop. So being reminded of the length of use makes me wish they would deliver on that future before another year goes by.
The days becoming shorter has hurt my attempts at getting out in the sun for a walk every day. This matters to me as I’d like to get regular readings of my V02 maximum and my heart rate. I rushed out without sunscreen to get in a mile.
I hit an important milestone in my current biohacking regimen this week. I made it to my 40th session of hyperbaric oxygen chamber therapy or HBOT. I began on September 13th and did session 40 on November 20. I only traveled once during this period (a five day trip) so I could have fit it all in within a two month period but I was consistently doing two hours a day.
I intend to get bloodwork for comparisons next week, but in some ways this was a terribly experiment period. I had a small procedure to insert testosterone and estradiol into my left buttock which turned into a saga when I got a skin infection. Not the procedure’s fault and I’m glad I did it as my numbers are already better.
Fortunately HBOT is renowned for healing soft tissue infections so if I was going to suffer for having compromised immune health across my skin biome, then at least I had the state of the art treatment available.
We didn’t purchase the HBOT for its skin benefits. In fact, I didn’t even know I’d be have skin immunity issues. They began with my new IL-17 inhibitor which I started in January We’d acquired the HBOT around the same time but I had no idea how challenging Bimzelx would be. It could have gone worse.
We had originally acquired the HBOT as several of our friends and acquaintances had succeeded in managing impressive inflammation rate reductions as well as progress with a slew of autoimmune issues from long COVID to mold toxicity. The kind of troubles we only test in fancy labs with extreme athletes or the enterprising technology brother.
My wound has mostly healed save a small lump, my V02 max has improved despite virtually no exercise (hard to do much cardiovascular exercise with an infection in your posterior chain) and I have overall found the balance of improvement in my energy and pain to be significant.
Thanks for noticing Whoop
If I could just get a month without a health crisis where I have enough energy to workout consistently I just might make some progress. So if I disappear for a bit that will be what I’m doing. Once I’ve got bloodwork I will share obviously.
I have spent a lot of time in various states of concern, sadness and frustration this year. Which is too bad, as so many incredible things have happened to me. We passed a right to compute law. Valar Atomics took “accelerate” way more seriously than most.
It’s hard to balance knowing the future won’t be anything like the past, but still having to make decisions made on that being the only data you’ve got. Engaging in governance and investing in energy seem like sensible ways of approach a strange future. Organizing energy is civilization 101 stuff.
I can predict a world with increasing chaos but how it will affect demand for things like energy, compute and decentralization are directional bets. You know it’s coming but how and when? And the downsides are hard to consider. Nobody ever thinks the entropy will apply to them but it’s already begun.
Every time future shock gets me I’m surprised I’m managing an imitation of Cayce Pollard at all. I’m practically a poster child for “sensible takes about various concerning challenges” as I get asked about various eccentric revealed preferences.
The Fourth Turning is coming about and we aren’t ready. I use short hand like the Churn, elite overproduction, The Sort and other minor terminologies and schools of thought to signal to others. I understand this to be my best way available way signal. But who knows as the humans retreat from shared networks it won’t stay that way.
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.
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.
