Categories
Emotional Work

Day 653 and Flat Lay

I am “enjoying” the monthly gift of a horrific migraine pattern courtesy of my Aunt Flo. It appears to be one of those all day twenty four hour beasts. I am laid out flat from it.

My suspicion is I made the symptoms modestly worse by barreling through the past two weeks in my enthusiasm for my life. Life is good and that presents some challenges for me in over doing things.

The world may be unraveling but the personal realm of Julie Fredrickson has rarely been better than it is now. As it turns out, moving to Montana was an inspired long term investment right from the get-go. So naturally I want to share this good fortune with my most beloved. We’ve had an influx of friends and family.

One of the spiritual guardians of the the homestead is Elle Morrill. She was with us when we found the farm and made an offer on it. As we built out our guest rooms, Elle’s Room, has been name that stuck. As you can imagine, I was beyond excited to have her come visit for my birthday.

It is a beautiful thing to feel loved and cared for on one’s birthday. This whole week has been a rush of joy and support, running the gambit from being fed and nourished by Elle to being welcomed and aided by wider the startup community with my fundraise for chaotic.capital.

I can feel myself expanding and reaching for new competence and new horizons through the efforts of my friends. Elle made a Coq au Vin. Is there anything that says a love language quite like feeding someone? My love language might be writing but I think this gesture is easy to translate.

Coq au Vin or Chicken in Win with rice pilaf.

But nothing sweet can be enjoyed fully without a hint of bitterness for contrast. Light is only illuminating against the presence of the dark. A painting without shadows is flat. And so the flat lay photographs of sumptuous gourmet meals made with love and care by someone I love perhaps has to be contrasted by being laid out flat with a migraine.

So as I lay flat in bed yearning for the energy to be with Elle, with my work, and with my life, I must remind myself that the work of art that is my life needs the shadows too.

Categories
Finance Internet Culture

Day 651 and Best Guess

I’ve loved the discourse of indignation that has surrounded rich men doing deals via text messages. There was lot of hand waving about the death of genius and the meaning of it all. Isn’t it such a scandal our best and brightest are just saying shit on Twitter DM?

I suppose if you never worked in startups or finance it might come as a genuine shock that rich techie people are no better or smarter than anyone else. Why the fuck do these dorks control all the money and resources then? I’d say it is because they are willing to make their best guesses.

One of my favorite scenes in Star Trek is Spock struggling through a series of calculations and informing Captain Kirk that he may need to make a guess. Kirk’s response? That’s extraordinary! Spock is naturally confused. Dr McCoy or Bones has to do some translating.


Bones: He means that he feels safer about your guesses than most other people’s facts.
Spock: Then you’re saying… it is a compliment?
Bones: It is.
Spock: Ah. Then I will try to make the best guess I can.

Star Trek IV The Voyage Home (The Whale Movie)

Everyone is just muddling through and making their best guesses. Even the best and brightest among us are struggling to make it all work. I’m not suggesting the folks making the Twitter deal are as good as Spock but they are just making their best guesses too.

And for whatever reason they are willing to put a lot of money, time and reputation on the line to see where their best guess might go. That’s pretty courageous in its own right.

Categories
Aesthetics Community

Day 650 and Reaching

Yesterday was quite a day. I decided to commit to doing a fundraise for chaotic my fund in public as it was my 39th Birthday

I would like to raise $5m for chaotic.capital’s rolling fund before I turn 40 next year. #5Before40 has a nice ring as a hashtag right?

If you would like to be a part of the fund grab a spot on my calendar and let’s discuss!

But lest you think I only thought about venture funds on my birthday I promise I did some celebrating with my family and friends. One of my favorite girlfriends came up to visit. She went straight from the airport to the food cooperative and stocked our half empty fridge with a full harvest of food.

A well stocked fridge

She then proceeded to cook a gorgeous dinner with grilled chicken and roasted cauliflower along with kale chips and a big mixed green salad with a shallot and fresh fig dressing.

Gorgeous, health and nourishing.

And lest you think the most important part of a birthday was forgot here is a picture of the most impossibly beautiful chocolate cake I’ve ever seen.

A chocolate birthday cake

I had a wonderful day filled with love and support. It’s only taken a couple decades but I am finally feeling like I’ve built a life where I feel secure, loved and cared for by those I’ve chosen to be in my life.

Categories
Finance Startups

Day 649 and Build in Public

People love building in public. The universe loves a specific ask. Today for my 39th birthday, I am doing both.

I would like to raise $5m for chaotic.capital’s rolling fund before I turn 40 next year. #5Before40 has a nice ring as a hashtag right?

Chaotic is the first check into founders and companies that adapt humanity to complexity. Personal flexibility, organizational agility, and societal sustainability.

Our founders capitalize on chaos.

You may have noticed I’m a bit of a doomer. I keep close tabs on the opportunities presented by an increasingly unstable world.

Climate change, distrust of institutions, geopolitical unrest, resource scarcity, rising tides of populism. There are founders who can help us address and survive these pressing issues.

My goal is to raise $500K per quarter via a rolling fund. There is 155K per quarter committed from folk like Joel Spolsky of Stack Overflow and Michael Pryor of Trello so you will be in good company.

With a base like that, I want to do the rest in public here on the blog and Twitter. You can read the fund overview here. Building in public has generally been my preference and it has felt weird doing any of this fund work quietly behind the scenes.

You can sign up on Angellist through the above link or get on a call with me and we can discuss the fund, our portfolio construction and my thesis.

I’ve got big ambitions for accelerating into maturity as I have no intention of letting entropy win.

Humanity deserves progress, and I demand growth for myself. I’d like to make us both money with that. 

______________________

FAQ TIMES

Haven’t you been investing through chaotic before? 

Yes but just with personal capital and an SPV. I want to scale it up as we believe our performance warrants it.

Go check out some of our best investments here. https://chaotic.capital/fund-overview

______________________

Why didn’t you raise more during good times? Why the fuck are you raising a rolling fund at the end of the world?

Did you miss the part where I am a Doomer? We are a bad times fund. This moment is where our thesis matters.

Good times return and you’ll appreciate having written a hedge check or two into weird companies that are designed for the power laws of institutional chaos.

Or if the fear of the moment feels overwhelming you can sit back and die the slow death of uncertainty. Trust me I’ve considered it as well.

But personally, I’d write me $10,000 check and come along for the climb back. Entropy only wins if we don’t fight back.

Categories
Emotional Work

Day 647 and Socializing

I thought I was being quite careful this weekend about not over socializing. Last weekend I was hitting up pancake breakfasts and running errands and I thought I was going to pass out come Monday. So I was much more conscious of needing to rest and privacy this weekend.

But no matter how much I dial it back it seems like any amount of interaction is just too much. I backed it down to two hours on Thursday, Friday and Sunday with a recovery day on Saturday. But here I am on Sunday afternoon fighting off a migraine from overstimulation.

Folks bitch and moan about Zoom and how it takes away from the human element of interaction but fuck me if that isn’t the entire appeal of it to me. I myself prefer asynchronous communication to buffer myself even further from the onslaught of audio, visual and emotional inputs. But I’ll take a day full of Zooms as it’s still so much less input.

Perhaps the downside of having the hair trigger central nervous system of an autist is I am simply absorbing more from the inputs than the average person. Every noise, every visual cue, every smell is hitting me. Others may need all those cues but I absolutely do not.

I wish there were a way to articulate this to friends and family that didn’t make people feel rejected. But socializing in person is simply so taxing for me that I need much less of it. And it’s not because I don’t like you. It is just because I’m absorbing way more of you than you think!

Categories
Startups

Day 645 and Progress

I was recounting a few pieces of work that have been ongoing to some family last night. Both items were the result of choices and trends I’d been following and cultivating for well over two years. One of the items was even set to debut next week. I had some demonstrable proof points that I was right and right long before anyone else took any notice.

I was extremely pleased to recount the long arc of work that had gone into these trend lines and how they were manifesting in successful investments and media attention now.

Usually when someone asks me what I do I have a tendency to stumble around a few more or less goofy bits. I am retired from working in propaganda. I am a house wife that manages the family budget (this works only with stay at home mom or high net work wealth managers). If I’m feeling chatty I explain the Thursday Styles Problem. If I’m not feeling chatty I’ll just say I’m an investor. Occasionally I will make an attempt to explain the founder to angel investor to venture capitalist career arc.

It’s not actually that easy explaining work that involves years of waiting. If you work for an established name brand venture capital firm it’s probably easier than being an angel investor with a small syndicate or seed fund. But even if you are Sequoia it still takes a decade on average to prove out your bets.

I’m thrilled to have concrete examples to point with any of my investment thesis points. I’m lucky that I have exposure to media so I occasionally get the chance to share what I work on online and in print. Not everyone has the skills to be as visible as I am. But it sure felt great to make some progress. And yes I promise I’ll share publicly when I can.

Categories
Emotional Work

Day 643 and Courage

My courage is uneven at the moment. I have a specific professional project that I am struggling to push myself on. I tell myself that it is something I want, but if the truism “having is evidence of wanting” is any indication, I am struggling to convince myself I really want it. Except I am fairly sure I do want it and I’m just scared.

I used to love it when people said no to me. I was the kind of “chip on my shoulder” young person that used a no to fuel myself. “I’ll show them” was somewhere between a mantra and a battle cry.

But now I find myself anxious to publicly go out and see just how many people will say no. I don’t know if I find it as motivating as I used to. I tell myself I don’t mind but perhaps some other unexamined element of reaction makes me afraid.

This could all be an elaborate ego protection ruse on my part. Maybe I still love the motivation that comes from no. Maybe I hate it. But I have not really done enough fucking around to find out yet to know one way or other.

My gut instinct is to simply declare in public my goals and a timeline to force myself into it. But then I’ve been working through my tendency to rely on willpower and force to motivate myself. Perhaps a big forcing function will simply send me back into my old coping mechanisms of addictive overwork.

I’ve always punished myself by doing things. If I am anxious I almost always find ways to kick a hornet’s nest to force an action rather than gentle build momentum.

Whatever I do I would prefer I do it with as much gentleness and respect for my inner child as possible. I am prone to abusing my inner child’s feelings by disregarding her fear or her desire to keep distance from the rest of the world. I deserve better than forcing misery onto my inner child.

Categories
Community

Day 639 and Act Local

I grew up in a hippie college town that was fond of bumper sticker activism. Showing off your sense of humor and your political priorities was a fun thing to do with your Subaru Outback in the late nineties and early aughts before Facebook and the rise of social media.

A classic of the genre was “Think Global, Act Local.” I found this example on Etsy. And no I’ve got no idea what charity it ties back into.

Think Globally, Act Locally Bumpersticker

Maybe it was just less cringe to have this sort of thing on your car before we all spent half of our days yelling at strangers on the internet. I personally remember thinking Visualize Whirled Peas (a band from Austin) was a hilarious way to protest American war mongering as a teen. Of course, I still wrote Amnesty International letters at the time.

Now I’m not even sure who to donate money to at the end of the year as institutional trust continues to break down. Thinking globally is often the source of much anxiety. Currency collapses and the threat of nuclear war from Russia might be throw backs, but doomscrolling and feeling helpless is too modern. What is old is new again but in more potent anxiety inducing form.

So it was a bit of a relief to enjoy the “act locally” part of the classic bumper sticker this morning. Our local volunteer fire department had a pancake breakfast. Now as an adult my husband and I live outside of a completely different college town in the wider surrounding Gallatin Valley.

The rural (as opposed to city) county fire departments operate with a lot of local good will. They have a professionally trained but all volunteer force and cooperate with other districts through mutual aid frameworks. Practically, that meant a lot of college students taking advantage of living at the fire station to offset their costs while deepening ties to the community. A pretty ideal set up for a tight knit rural community. We get talent and they get skills and housing during their college years.

But calling them volunteers makes it sound less professionally run than the reality. I was impressed with not only the depth of knowledge of the entire department but also just how well maintained all of the equipment clearly was. Sure they probably cleaned stuff before letting their neighbors come in for a visit but everything was so shiny and new. I came away feeling a lot more secure about making a 911 call.

Now maybe that’s just function of meeting the fire chief and chatting with EMTS. And that’s probably exactly why they host these pancake breakfasts. But after two hours of touring equipment, and talking to everyone from the Medivac helicopter pilot to the youngest college kid on the squad, I felt like this was a team that has its shit together.

Now I’m actually excited to vote for a bond issue to get another fire truck or two! But in the meantime we dropped a few twenties into the boot on the table.

Pancakes and a fire boot for donations to the county fire department.

Categories
Aesthetics Travel

Day 637 and Loyalty

I was discussing with a friend their planned to trip to London to capitalize on sterling parity. The pound and the dollar being worth the same amount is an opportunity for American travelers. The conversation turned to optimizing for travel points structures, maintaining status, and other loyalty programs. I suppose anyone who finds traveling opportunities during a currency crisis almost certainly enjoys a good deal and being rewarded for consumption during hard times.

The pandemic upset so many consumer patterns that it’s a little bit hard to remember why we bought some of the things we did in the past. We’ve got vague positive memories and we are attempting to recreate them. Travel is inarguably one of the most confused spaces in the wake of those upheavals. Status got rolled over so when travel opened back up stuff got weird. Lounges got more crowded just as business travelers were being removed from the financial base of the space. It led to a lot of chaos this summer as the economics got reliance’s.

The most loyal travelers got back on the proverbial road in the aftermath and were met with materially worse products despite paying just as much as the remembered in the past. For all of the rich yuppies who showed up to say Italy or other Mediterranean vacations, they were reminded that travel wasn’t so glamorous without the perks. And it certainly made more than a few of us consider the economics of being on the road.

There are other industries where loyalty is being rewarded with worse producers and shittier user experiences. I’ve been experiencing quite a bit of disappointment with the offerings in cosmetics recently. I’ve complained endlessly about shittier packaging and lower grade formulations even though I haven’t really cut down my spending any. Like the loyal travelers, I am putting up with less quality as I don’t really want to simply stop a hobby I enjoy.

But how long will residual loyalty and affection remain? If travel to London must be combined with currency debasement and travel rewards perhaps our loyalty is not endless. Consumers often underestimate our power with industry because it takes them some time to adapt. But if we don’t change our behaviors in response to dwindling quality or service the incentive structures don’t force improvements. The balance is cost of loyalty.

Categories
Emotional Work

Day 635 and Wide Horizons

I am absolutely wiped at the moment as I rode a wave of enthusiasm all day. I felt focused, energetic and free of self doubt. I felt like my life was open to possibility.

Perhaps it’s the regular reminders of personal responsibility I get in therapy. Perhaps it’s it’s the sense of accomplishment I got from completing my wilderness medical incident certification last week. The case of the Yips that I felt a few days ago is swiftly resolving.

The strength in my marriage with Alex has always been our commitment to working through our emotional journeys together. He was able to be reassuring my through slow climb back from the depths of my health challenges. He helped me turn it into a source of strength. Next year will be ten years together and Alex really got the “in sickness” portion of the vows a little earlier than anticipated.

This is the first time in both of our lives we’ve ever truly been stable. And that’s a strange thought. That our lives have been so chaotic for so long. We finally have money and a home we own and good health and it’s all at the same time. All of the instability of startups and limited resources and bad health are over. And only really in the last six or seven weeks has that been true. As we just finally bought our first home. We moved to Montana in August.

We climbed through the aftermath of the Great Recession together, made our first angel investments together, raised venture capital together, and now finally thanks to the pandemic we’ve been able to secure a place to live and a wide horizon to plan how to use our resources and time. I am responsible for talking this blessing and letting it provide the foundation for our long term goals. Millennials might just accelerate in middle age just yet! I know it feels like I am.