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
Aesthetics Politics Preparedness

Day 1774 and Haywire Hell Handbaskets

It’s getting harder to ignore the crumbles. Everyone on the internet is furious about everything. And everyone offline is just trying to keep their heads down.

I should probably have the good sense to do so as well, but I’ve made my bones being accessible and not at all sure I know what happens in a post-human Internet. I want it to be a human directed future.

2025 as a year has been particularly challenging even though we’ve had some positive moments. More and more things are breaking and it’s just impossible to ignore no matter your insulation from reality.

And quite obviously, I have done more than average to move us as far from the center of Empire as is feasible. We moved to Montana.

Part of me thinks it’s well past time we really took a hard look at the hell in a hand basket direction we are headed in. Things are going haywire everywhere. The brief moment in which it felt like we might accelerate through the turn naturally goes splat if you don’t commit to the bit.

And part of me says fuck’em all. The shit that was done to me in the service of extracting my life force for what, pensions and healthcare costs for a generation who broke all social fabrics? It’s literally Saturn eating his son levels of disgusting.

And yet, I’m still unwilling to consider the centralized approach. We’d be eaten faster just like whales fished into oblivion by mistakes in the Soviet math.

It’s quite canny of Peter Thiel to be ahead of it and it’s a better look than insulting the spiritual leader of the Catholic Church. And I’m not a notably sympathetic person when it comes to institutions like the Church (being a Protestant and all). I’m more of a direct communion with the Lord type.

However when a man well versed in scapegoat theory puts out a sympathetic hand & his most significant rival makes the tactical error of insulting the Pope, you know the tilt-a-whirl is in full spin and there is little space for any of us to cling.

We are on the highway to hell, & I was promised a handbasket but there are none to be had as they’ve been hoarded. The fourth turning is about to show us that even the liberals get the boot. There is little doubt that I am mere scraps of elite overproduction that refused to fuse to my intended spot. I’ll find my own place to stand.

Categories
Culture Politics

Day 1773 and Post-Rats in An Irrational World

Shit just doesn’t feel right. That’s been true for a long time but the edginess of the moment seems nastier, grittier, closer and uncomfortably liminal. It feel like things are changing but into what I could not say.

Whatever we are phase shifting into as a species, or at least one with a shared reality, seems hopelessly fragile. We are coming apart and historical precedents don’t seem to be very helpful. Is this the furthest down the simulation we’ve come?

That is a pretty grandiose way of saying that America’s current troubles are accelerating and it’s hard to ignore how much stress this is causing.

Being on any portion of the internet is like being inside a tense family situation with billions of people who have poor impulse control. And no one is in charge.

Which to some extent means the planet wide project of nation states and the liberal capital system, is buckling under the weight of the network.

We can see too much of each other and the past rationalizations we’ve used to keep our world in check feels ridiculous.

Nothing feels rational to anyone, but only because the complexity of all our lives is now mapped across an enormous overlay of individual players which we can sense beyond our immediate daily lives. And it’s too much man. People are going offline and with it a contraction is happening.

I know more not only about my own country but can feasible access billions of other human players through the data that I have access to at any given moment. And it’s like watching every layer of Dante’s hell as your feed goes up and down the layers of a Hieronymus Bosch painting in an elevator. Except it’s not a metaphor.

Just the mechanics of global human scale seem insane. Player versus player at billions of players seems impossible. I didn’t sign up to be a character in Civilization. I don’t even think I’d like playing Civilization on God Mode.

I studied economics at University of Chicago in another lifetime. An institution started by an industrialist. That investment by one of the richest men to have ever lived did go on to educate minds. And while splitting the atomic changes the course of our societies, so did unleashing number of economists onto unsuspecting countries.

Eventually I realized that all our models are at best approximations, and every input is entirely reliant on mere maps of the actual terrain. Maps made by people just like me. I went to seek my fortune in the markets as a rational actor. Centralized systems did not seem to work.

I’ve got no idea where we are headed. I am intaking information as a totally irrational actor only aware of the hubris of any prior certainty. Is it irrational to behave rationally in an irrational system? Let us all smack into that paradox. Let us just consider that we are all trying to get through it changing as best we can.

Categories
Reading Startups

Day 1771 and Virtuous Cycles for Wise Readers

It’s hard to say that there is a best part of living in Montana. If you like mountains, seasons and being outdoors it is hard to beat. One thing I particularly enjoy is how often people will come to our state either as tourists or for retreats with their companies and coworkers.

Alex and I drove down to Paradise Valley today to meet up with the founders of one of our favorite products. Having a company meetup in Yellowstone’s off season is a smart choice and as Montana citizens we love it when folks come to visit and center themselves and their work here.

A villain’s lair in Paradise Valley or a cozy lodge for discerning visitors to Yellowstone?

Daniel and Tristan have made one of our all time favorite and most used set of reading applications. The first is called Readwise. It’s hard to fully describe the product except to say that it makes you a better reader through your own highlights and notes.

I came into the application with more than a decade of highlights from my Kindle and found myself deepening my experience with all of my prior reading. It’s one of the best research tools a heavy reader can purchase and I was a very happy customer.

They didn’t stop there though. To make things even better, they launched a reader product which further cemented a virtuous reading. My highlighting, annotating and review cycle is now integrated with my reading and note taking across all my different content formats and sources.

Majestic vistas help us all feel wonder and spark creativity through nature’s beauty

Taking a few hours to drive through some of the most beautiful countryside in America and catching up with talented and passionate founders is an incredible way to spend a few hours.

The passion and care that Tristan, Dan and their team have brought to making reading an even better experience brings me so much joy. As a power user of their apps, and a voracious reader of all forms of written content from books to Twitter threads, I appreciate the incredible feat of product management they have pulled off. Making reading better is no easy task.

Categories
Aesthetics Internet Culture

Day 1762 and New Nodal Points

I suspect that if I am any good at seeing the future it’s because I enjoy touching the present so much.

I think it’s a fools errand to professionalize “the spark” of active players meeting and exchanging information. Not to say that working at your game is wrong. You should work at it. But know what game you are playing.

I’m experiencing a kind of multi-modal view of my own focus and how it can be turned into more time touching reality. I know it sounds silly but the verbiage of the moment is enabling in strange ways.

I don’t always like consensus. I need to experience the consensus myself before I’ll join up. But I love to be first. I love being your first fan. I love being first to a new trend, narrative or aesthetic. I want to see a thing first.

To engage with others in this market place of ideas and trade in our knowledge for our own priorities, is for me, the stuff of life. I love a market. What is the mood of now so I can find others who might understand the possibilities of tomorrow. Every angle counts

I do think it’s all up for grabs future at the moment. I am leaning into some personal weirdness partially for my own happiness but partially because I think maybe this strange node of “people who want to communicate that they value beauty” to the world will be a vector for finding interesting people working on what is going to explode next.

Put out a little value for people with your own skills and maybe that is the node through which you have the opportunity to see what they see and in return you both learn more together.

I am trusting when everything goes up in “the churn” I enjoy picking up new skills. I am enjoying turning myself in a new direction. I think it might actually get me to my original goals. To invest in founders building their weird chaotic nodes of next should be.

Categories
Aesthetics Biohacking

Day 1756 and Oops I Did It Again

Oh baby baby! So it seems as if, in my infinite wisdom, I did not pay enough attention to the early warning signs from my Whoop biometrics and I did indeed need to worry about the fun and games of a subcutaneous tissue infection.

I swear that this IL-17 inhibitor drives me nuts. Despite its impressive effect on my inflammatory biomarkers, it leaves me very susceptible to skin infections. And I have to be constantly vigilant to the first signs of an issue.

I’ll be fine. I did in fact catch it before it turned into anything serious. Where I am at it’s easily treatable with a short antibiotic course that may formerly be prophylactic. My wound area had not shown any signs of spreading nor was I running a fever or otherwise exhibiting other signs of serious infection.

I just had crappy HRV numbers and high resting heart rate three days in a row and it’s not worth risking it. I threw back some basic antibiotics last night and woke up with a normal heart rate again. My HRV is coming up just a little more slowly. Glad I didn’t wait as this isn’t worth any amount of risk to me.

I comforted myself by working on my beauty blog where I’ve got routines coming along for founding subscribers and a fresh post about Shrinkflation at Sephora and a minimalist men’s routine on sale at Amazon.

Retailers are a bit twitchy and everyone needs to be shopping early is the message we are getting everywhere. It’s a weird time. Or at least the retailers need to encourage the top 10%. So if that is interesting to you go subscribe as I’d love to have you in my strange beauty shopping blog meets the business of appearance.

Or if you are feeling adventurous for an honestly embarrassingly low fee I’ll put together a custom routine for you from my sample library or go full autistic and decant you the perfect mix of potions and lotions to meet you precise lifestyle and budget. My autistic obsession is your gain. It’s so much for me for and your skin will look amazing.

Categories
Biohacking Medical Startups

Day 1753 and Vibe Coding for Your Skin Health

Many moons ago, when I was first attempting to get a diagnosis for why I was always in pain and exhausted, I got a battery of allergy tests. I did the “gold standard of allergy testing” called patch testing which is a form of pin prick testing designed to pick up responses that may be delayed.

It was an awful experience. I barely made it through the 5 day trial between the 100 allergen pin pricks and final measurements.

I remember begging the doctor for a way to measure early. I asked if I could take some Benadryl to take the edge off. Alas the only way it would be accurate and covered by my insurance is if I gutted it out.

You are not allowed to shower, sweat, be exposed to UV rays (no going outside) or take immune suppressants that might subdue your body’s response.

I was struggling to breathe, my entire body itched and ached, and I had a migraine so bad I couldn’t see for the stars & dizziness. It’s possible I wasn’t stable enough to have adequately consented to the test but I did get my final results.

Out of 100 common allergens tested it was confirmed I was extremely allergic to 10 of them with another moderate sensitivity set of twenty or so that I should merely try to avoid as opposed to my firm “no go” list.

The dermatologist gave me a sheet with 75 different chemical names and formats that I might encounter in the wild from these core allergens:

Budesonide
Ammonium Persulfate
Benzisothiazolinone
Limonene
Oleamidopropyl Dimethylamine
Formaldehyde
Lauryl Glucoside
Methylisothiazolinone
Propolis
Thimerosal

I instructed to search ingredient lists for these names any time I purchased a household product, personal care item, cosmetic or other item which might include these ingredients which ranged from nail care to vaccines.

It was honestly quite overwhelming. And some of the above ingredients are in basically everything. I dare you to avoid Limonene for a month.

So my husband and one of our best friends did what any practical minded engineer would do and they made me simple Google sheet where all 75 varietals could be checked if I plugged in the ingredients from any item.

I used it for years. I’d plug in the INCI from every brand I encountered into the sheet no matter what. I gave away a lot of products to friends.

Today it occurred to Alex that we should probably vibe code the thing into a proper web application using Replit so other people could check ingredient lists for their own allergies.

Within two hours, most of which was waiting on the kindly AIs to do their thing, we had a fully functional web application.

You can set your own allergens or click a few buttons for common allergens and “clean ingredient standards” and run a check for an all clear.

It isn’t super fancy but it doesn’t need to be. It just needed to keep your data safe, be easy to log into so you can securely check and access your personal list and generally functional enough to change and set allergens. We’ve put it on our own little domain just to see how much this will cost to run (and we’ve set up alerts so it doesn’t go bonkers) but we figured this should be accessible and simple.

And while there are other options on the market, most are bloated, overly paranoid and designed for scaring California moms rather than quickly helping people with clear preferences for avoidance and actual tested allergies. So hopefully our pain can help you breathe easier.

Some options for chemicals and irritants you can select on our app.
My own settings of allergies and sensitivities
Categories
Aesthetics Biohacking

Day 1752 and Too Much Protestant Work Ethic

I am pouring far too much autistic enthusiasm into my pet beauty shopping column that has a roughly half and half ration “theory of appearance culture in Protestantism” and half “specific routines at different price points” but I am enjoying it.

The heavier lift is going to be the work I am putting into the individual routines for the founding subscribers who have paid good money for help and I intend to give them my absolute all. I admit I’ve put way more thought than is probably necessary into each one but it’s a joy to track down specific products and geographic needs. It’s a shame that market editor was never a well paid enough job at a fashion magazine as I am pretty good at it.

Like, of course, I have opinions on the German drugstore market and its cost effective actives lines versus the old school naturals brands and where to acquire them. I don’t have quite as extensive a sample library of the market staples on hand but you know I spent hours browsing the grocery and retail shops when I was living in Frankfurt.

And on that note I’m going to bed early as I’m healing from my various biohacking experiments and I’m exhausted even with all the effort I’m putting into wound healing it still takes a certain about of rest to actually knit things together no matter how much time I spend with HBOT or what peptide stack I’m taking (it’s a spicy boy on the way in I’ll say that much).

Categories
Aesthetics Internet Culture Media Politics

Day 1741 and Land Acknowledgment

I’m a bit beat down and experiencing some type of sundowner type pain so apologies that I don’t have a tidy synopsis or incisive commentary to add to the great Nick Land kerfuffle that has gripped right wing and Christian discourse over the last few days. I do however have some thoughts as an active participant & practitioner in futurism.

The TLDR is that Joel Berry the Babylon Bee guy took a swipe at philosopher Nick Land because Tucker Carlson interviewed an unknown tulpa like white conspiracy theorist who butchered (in his own admission) Landian theory.

A gentleman named Auron MacIntyre caught strays with Berry insinuating some vaguely maybe “not a friend of the Jewish people” haze by associating Land and Auron.

All of this was enormously funny to anyone who actually reads Nick Land. Which includes myself and his current publisher Passage Press.

Nick Land getting a brief mainstream moment because Robert Conrad’s grandson shared a numogram with Tucker prompting Joel Berry to defend Tucker from charges of anti-semitic Lemurian digital teleoplexy in order to smear Auron MacIntyre is exactly how this was always going to go

Now most people have to admit that they have not read Land. You need to have a firm grounding in critical theory and Marxist dialectical materialism to manage the language and a background that forces you through a lot of Kant and Heidegger. As the villain in Die Hard once said “benefits of a classical education.”

Yes I did the homework.

Land is obtuse and most enjoyable to the schizophrenic extremely online types due to his association with the CCRU or Cybernetic Culture Research Unit.

Before you go off the deep end, and take his accelerationist theory in any particular direction, he himself is involved with transhumanism only insofar as a network is a fundamentally alien thing compared to the human mind. As such we are in a transhumanism era arguably since the days of Adam Smith.

This body of theory escaping containment amongst academics had the pleasant side effect of getting the fundamentally alien artifact of old Kabbalah mathematics out front to distract the folks who skipped doing the homework. No jokes from the peanut gallery please.

Excitingly the rest of us were treated to a two and a half hour debate between Nick Land and Alexander Dugin hosted by Auron MacIntyre that has such tidbits as the Anglo-Protestant Whigs being a unique people who by encountering capitalism and the invisible hand at a crucial historical juncture obtained a paleo-liberal Christianity.

While some of us (say myself and Lomez and Land) had a grand old time being absolute terrors on the timeline, the whole affair made it especially apparent how tense it is when the new right’s less informed sects clash with the renegade futurisms crowd. And as I’ve been discovering painful all year, it mostly ends in misunderstanding.

It has been a bit bumpy as let’s just say Patrick Deneen and I make for strange bedfellows but there are clout chasers with much less intellectual firepower who do far worse and they are active, preening, and willfully ignorant.

And yes it’s always a tad embarrassing when the Bannonites go on an Ulster Scot terror campaign against fellow Christians who have chosen to pursue work in technology. Insisting on a new Satanic panic by way of Land is a solution barely wrapped in a Machiavellian hidden truths play.

The sex rationalist doomers at Berkeley do themselves no favors by misunderstanding the deep currents of those who wish to fight against the future (and why) when they get involved. I’d be a better ally to Bannon than these useful idiots and I doubt Land wants to be dragged in to any of this either. It’s messy as all power plays can be.

Elizer Yudkowsky on Steve Bannon’s War Room

I rather think it makes everyone involved look a bit silly when we get tripped up on Lovecraftian horror. Yes I love Charles Stross too but if you believe in chaos magick don’t go around provoking magicians.

It’s unclear to me whether “the runes and sigils on microchips are harnessing demons” crowd is any less embarrassing to the public than we should sacrifice ourselves to the pagan old gods if we are to remain truly human advocates.

The Neo-Jungle of the open network is an implacable force with inscrutable intentions.

I’ll admit that having spent time with the Dark Aeons crowd myself and I rather prefer them to the Luddite machinic “end of the Anthropocene” peek oil Abbey types who are a tad too Malthusian for my taste. They seem like they actually would prefer Gaia exist without humans.

A post human world with new intelligence types is likely to contain a lot more humans than a fallen world where we’ve all died off.

The future arrives independent of our opinions and rushing in only expedites pretenders to the throne. To think otherwise is to usurp God’s power. Peter Thiel’s anti-Christ lectures are not reaching all the ears necessary.

And to save you some trouble; if you had done the reading, you’d know numograns were dropped in by Land as an example of somewhat alien notation practice as alien intelligences from markets to networks to numerical systems were all part of his body of theory.

Once set theory and decimal notation became standard practice numograms were abandoned. But Kabbalah still serves as a hilarious attention sink for celebrities, numerology fans and occasionally the anti-semetic. And this has been a Nick Land acknowledgment.

Categories
Chronic Disease Politics

Day 1730 and Steering The Titanic of Adult Habits When Icebergs Are Ahead

We are all us humans on the good ship Lollipop. I mean this as a stand in for Mother Gaia/Terra/Earth. We are all in this together right? Wrong? Who knows.

I happen to be on the America decks, so even if I can see the sea is perilous the orchestra is still playing. Maybe I’m rearranging the deck chairs. Is there anything that can be done to steer myself away from collision other than seeking a life raft?

It’s a kludgy metaphor but I am personally trying to move around several of my own ingrained adult habits with the hopes that I can change the direction of life for smoother sailing.

It’s hard to retrain your body after years of pain, compensating biomechanics and environmental factors beyond one’s control.

I’m putting on my life vest and trying to steer myself well so that I save myself and maybe in doing so save others.

If anyone has physical therapy videos they recommend I am working to retrain muscles that are compensating for my thoracic ankylosis. I also intend to go in person to physical therapy if possible.

And onto other topics less bleak than avoiding disasters, both personal and political, as you can indeed do more than you imagine to steer your own life here is some inspiration.

I enjoyed reading this piece on the rise of the online schizo and how to protect yourself as someone who is burdened with a strong case of apophenia. Worth a browse if you are concerned about your cognitive security online as no one wants to catch a Babylonian death cult meme virus.

Audrey Horne has a new substack called Secret Ballot where my friends and mutuals make some appearances and it includes a good calendar of social events in D.C if that’s your thing.

If you are following AI and eschatology (and really who isn’t these days) you may have heard about the Peter Thiel anti-christ lectures. I’d love to brag about being invited but I didn’t have the chance attend what with death and illness. However this two part interview with Thiel at the Hudson Institute covers the basics.

I spend a lot of time on artificial intelligence policy thanks to my advocacy on Montana’s right to compute law as well general interest in enabling more people to maintain the level of control and access they seem appropriate for their own lives. The right to repair movement is the seed for a wider right to compute movement.

On that note Alex is building automation into the sauna being built and has put the code up on GitHub if you are into that sort of thing. You have a right to build things and own them and no one is forcing you to buy convenience if you would prefer to keep your data on your own servers. Even if it’s the data for your air conditioning or your sauna.

We’re building a sauna and I don’t like anything at home connected to the cloud, so I’m building my own fully local controller
ESP32 as the brains, 60a 240v contactor for heater, even has RGBW LED controls
UI/ final control via Home Assistant and HomeKit