The center does not hold. It is not holding. We are just not adapting to the changes in reality quickly enough.
If you get too close of a look at the basics of what’s necessary to survive a world where the trust is breaking down it’s hard to look at.
It doesn’t feel like we are going quickly enough adapting to a world where the state can’t perform its old functions and smaller entities like businesses and families need to maintain a heightened awareness of the larger context.
The joke has always been “don’t invent the torment nexus” but we seem to always invent the torment nexus if it will have a good return on capital. And we need to take this outcome quite seriously.
I’m starting to think the more optimistic you are about the future, the more cooked you think we are. I didn’t expect this.
The Doomers have a coherent worldview. It’s simple to imagine involving losing your humanity to machines. This is at least legible and a call to our common humanity. Change is scary and bad and we don’t know how any of this is going to go. So why not be cautious?
The optimists are all excited about different things though. And that opens us to a lot of attack paths. And yes I’m calling myself an optimist though I have a lot of downside scenarios on my radar.
Some of the outcomes that you might find dystopian are the utopian outcomes for someone else. Think Caliphates or Communist surveillance states.
The complexity of our reality is so far beyond the grasp of your average person it seems cruel. And we sympathize with the struggle to adapt because it appeals to our common humanity.
It’s no wonder America has had so many revivalist movements. We have changed so much in our 250 year history, we are always rediscovering the value of faith. What else do you have when the future is uncertain? If we are cooked anyways we may as well all take Pascal’s Wager?
I don’t quite know what it is about San Francisco but it’s just not my town. I love so much about it San Francisco. And it has much to love. But I’ll never love it the way it deserves.
I love what once represented in culture, technology and history, I love its portrayal as the epicenter of a certain kind of future. Whatever universe got us to Star Fleet Academy seems even if 2025 was pretty bleak for them too. Most importantly I love my friends San Francisco. It’s impossible to base a career on startups without spending some amount of time here.
But I just do not love being here for any amount of extended time. I find myself in an absolute misery adjusting to it every time.
Even when I lived and worked in neighborhoods with microclimates more suited to my preferences, I struggled. Dry, sunny and friendly is surrounded by gray, damp and miserable. And you can’t easily get out of where you live. Everything is 30 minutes away by car and the only way around that is biking.
The rolling hills in the 7×7 block that make up the core metropolitan area are a fair representation of my moods and the city’s fate. You can enjoy spectacular highs but you see the lows spread outward before you and it makes you question why you should have this unfair vantage point. Right up until you are trapped by the mountains at the horizon. San Francisco makes it easy to forget the rest of the world.
Some people manage to find an entire world here. I envy that. All I ever feel is hemmed in. It deepens whatever mood I am in, and heaven forbid I experience a depressive fit as you can roll very dark and deep here.
The expense, the hassle, the status games, and somehow (still!) the lack of women are all points in its disfavor. You can tell it’s a boom town because it’s where men seek their fortune and women don’t seek the men with fortunes. San Francisco is probably the best advertising for women seeking men beyond their utility. And they have tried importing the art hoes it just work. I promise it’s been tried.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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
