Categories
Startups

Day 392 and Deal Flow

I wrote about my general philosophy about the futility of the typical hour long deck based venture pitch two days ago. I explained that I’d rather have a conversation with founders.

So if you want to pitch me just hop on over to a Telegram chat or my Twitter DMs. Let’s talk and learn and share and then I can really see your passion and vision and we can both avoid canned performative shit.

Well since then my Twitter DMs have been filled with amazing chats with founders of companies as diverse as consumer products, marketplaces and web3 games. The stuff people are cooking up in crypto is wild. Thought not enough SaaS tool pitches though so clearly I’ve got to get more mindshare there. Note to self to impress Jason Lemkin or something.

I’ve taken a dozen pitches now through direct messages and chats. It’s worked amazingly well. Maybe I owe a drink to Sam Lessin as he came out strongly against Calendly right after I wrote this post.

So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?

So I’ve got to say I hope I became known as the slide into her DMs VC as this has been a lot more fun than trying to play calendar sync with dozens of people. That game sucks.

Categories
Aesthetics Finance Startups

Day 390 and Pitches

So I think pitching is bullshit. My husband has a great analogy. He thinks an hour long pitch to an investor is like a white board coding interview. Have any of you ever done developer work that didn’t have access to StackOverflow and Google? Yeah didn’t think so. It’s a completely artificial environment. Real work is collaborative and input driven and not at all tied to your capacity to memorize and perform on the spot.

I think this is pretty revealing. We force intuitive input driven thinkers, our founders, into a situation where they have little to no feedback. They can’t get anything from us as investors for like twenty minutes. They lead an investor by the nose through a narrative but what if it’s a narrative the VC doesn’t care about. Then what you lose the deal? Fuck no.

You should anchor a conversation based on expressing interest and seeing together where the biggest vision might lay. I’ve legitimately talked to founders who can see their way into imploding corporate legal apparatus or building clean energy through on chain gaming. That is some science fiction level shit. But could they tell me that in a 12 page deck? Fuck no they would look insane. But I want to see you for who you are.

So if you want to pitch me just hop on over to a Telegram chat or my Twitter DMs. Let’s talk and learn and share and then I can really see your passion and vision and we can both avoid canned performative shit.

You want an investor that sees you for you. I want a founder that is building with such a keen passion it’s all I can do to stop from wiring the money that day. Our incentives can align from first contact. So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?

Categories
Internet Culture

Day 386 and Pressure

I have been feeling a little disconnected the past couple days. The rising feeling that the zeitgeist isn’t coalescing around a shared narrative has been unsettling.

I usually feel a strong sense of narrative. Maybe because I’m a veteran of the internet’s propaganda class. I was a mercenary in the marketing and media space for the formative years of the social web. If anyone has natural immunity to disinformation it’s the people who manufacture it for a living.

But I can’t tease out who is placing what stories right now. I can’t even get a read on what stories are common knowledge right now. It’s like nothing is winning. There is no story capturing all our imagination at the moment. At least nothing beyond West Elm Caleb. We can agree that Tik Tok is toxic but we aren’t sure where the pandemic is headed, what politics will prevails, or where the markets are headed.

You’ve got to be careful in a toxic information climate like this. You can easily get suckered into attention holes. The more we fixate on the story of the moment the more anxiety you will feel. The zeitgeist isn’t legible. The only way you can protect yourself is to anchor what you know in core beliefs. Don’t let any one stop dictate your mood or shift your focus. Center yourself and you will be less affected.

Categories
Emotional Work Startups

Day 383 and Good at What I Am

Startups are a privilege. You meet people who are exceptional at what they do. Brilliant qualified people who are so capable you could spend your whole life working and only achieve 10% of their innate capacity by natural talent. But the real differentiator is never the talent. It’s the acceptance of who you are. You can’t just be good at what you do. You have to be good at being yourself.

Be good at what you do. Then be good at what you are. Startups require both.

I struggle with this and watch many others who struggle as well. I am brilliant at connecting and amplification but terrible at details and logistics. I used to hate this about myself. I’d beat myself up when I’d get performance reviews that said I wasn’t detail oriented. I thought it was a moral failing. But guess what? It’s just a regular failing. I doubt I’d be great at my actual natural talents if I also had to be good at my failures. Accepting your light means accepting what cast shadows equally.

It’s hard to do. Our coping mechanisms praise us for our good traits and claim full responsibility for achieving them on our own merits. Equally we disown and assume divine intervention or forces outside our control drive our vices. We cannot be responsible for our failures. We only like to take responsibility for our wins.

And I get it. Accepting your shadows is hard. Our parents and our social circles show us who we are supposed to be. Show us what to strive for in the good life. If we are loud we are told to shush. If we are shy we are urged to socialize. Acceptance oh who we are isn’t encouraged. And for good reason. We must push to grow. To become an adult requires effort and work. But we must always remember the ultimate goal in becoming an adult is to become who you are. If you never accept yourself you will never be truly great. And the road is long so start getting good at being who you are.

Categories
Emotional Work Preparedness

Day 380 and Decisive

I’ve felt decisive recently. I’ve been confronting significant and life changing decisions the last few weeks and sailing through them. I’ve never felt more at ease making commitments in my life.

It’s not that I’m particularly prone to paralysis by analysis. Generally I’ve been able to move quickly and without undue agony over my choices. But I think within the last two months I’ve simply got my limit with taking the safe course. Maybe it’s a Covid thing and now that I’ve both been vaccinated and had an infection I no longer feel like I can continue with the same safety practices that the early pandemic did. With the election over and the existential threats of insurrections and instability now existing as a permanent worry, I just put off major decisions. I can’t wait for better times or more information. I need to live adaptability now.

So I bought a house. I committed to the process of buying land in another state for a long term resilience based homestead. I’ve planned trips travel. And not nearby regions like travel. I’m going international. I’m meeting people I haven’t seen for years. In some cases I’m meeting people I’ve only ever known online because socializing has been entirely remote for going on three years. That’s an inhumane way to live for extended periods. Even the most introverted person still needs connections. I’ve started making decisions to live my life. I need to live like a future exists or I will never ever escape. As soon as I made the decision to believe in a future again decisions flowed easily.

Categories
Emotional Work

Day 370 and Grindstone

Today felt like the first day everyone was really back at work after the winter holiday. As much as Americans like to bitch about how Europe takes off August or China takes off January or February or whenever the Lunar New Year lands, we take off much of December. Around mid-month folks drop off the radar and nothing gets done till about Epiphany or so. And they say we aren’t a Christian nation.

So while technically we all came back to work on Monday, today is the first day I really felt like I was back. Maybe it’s because December was such a clusterfuck of a month for me. I had Covid, I tore a ligament, Boulder County burned down. I know this is a petty complaint but I didn’t get a Christmas tree because I couldn’t walk and then I was quarantined. So it was going to take a few days to really shake that off and come into the energy of January.

But I felt back today. Like maybe I could fucking do this. Like all the catastrophic nonsense was shit I could mitigate. And all the optimistic stuff was achievable. And I am going all in on optimism. I’m going to Montana soon to check out towns as I’m just ready to own something more rural. I’m wrapping my head around owning something that is a winter seasonal home. I booked a trip to Europe in a really extreme leap of faith that Omicon will run its course by spring. And I am ready to close some deals I’ve been working on for the last month or so. So fuck yeah grindstone. Im ready.

Categories
Finance Internet Culture

Day 359 and SOS

A few days ago I wondered what project or cultural artifact was going to grab our mutual cultural attention during the Christmas vacation week? Something always does. One year it was fucking Quora if you can believe it. This year I’m ready to call it for $SOS at least if you are into Web3 and crypto economics.

On fucking Christmas Day these degenerates drop a contract to let anyone claim tokens who has ever purchased an NFT on the OpenSea marketplace. And people went ape shit. Suddenly someone had taken all the visible contributions from OpenSea and manifested them in a token and said this is ours. Fuck corporate dominance of profit your users hold the real value. I’ve never seen anything so ballsy. Last year when Wall Street Bets decided to taken on hedge funds I felt like we had entered a new era of community behavior.

An emergent community has swum up from the sea and eaten the lunch of a supposedly greedy centralized platform. Web3 just attacked what we didn’t even realize was Web2. A crypto darling turned parable for centralization in the space of a few years. $SOS seemed to say community owned this value all along. The airdrop showed us the balance of power in a web3 community if we all work together. I’m so impressed by the sheer cultural force of the statement. It could all go horribly awry but god damn if it isn’t utopian.

I’ve got not fucking clue if this is a legitimate contract or not. I’m not going to FUD. But from a first principles, we are building a new internet where the incentives of the users align with the technology statement, then this is quite a shot across the bow. Also I’m pretty sure this makes it harder for OpenSea to IPO if their user base is in open rebellion against who gets rewarded.

The thing is I believe Devin to be a well meaning and genuinely forward thinking guy. He’s a terrific communicator that set out with the utopian intentions that we all do. But we are moving so fast with breaking cultural norms and acceptable societal level rewards for contributions to an economy that I think we might have just spiraled up to some kind of cultural singularity. Crypto might just be moving that fast. Whatever happens this is one of the coolest things I’ve ever seen from a startup. Score one for the anonymous degens.

Categories
Emotional Work

Day 347 and Self Acceptance

Because a huge chunk of this writing exercise has been tagged under “emotional work” I’ve had the good fortune of chronicling much of my emotional growth this year. A huge theme? Learning to love myself. I know, it’s pretty core stuff. You are probably working on the same thing as me. Just because it’s fundamental doesn’t mean it’s easy!

My favorite coping mechanism is working harder. Didn’t get what I wanted? It’s my fault. Maybe if I’d put in make work I would have! I’ve got a whole circle of abuse I pour on myself. It’s always my responsibility if something didn’t work out. Not happy? Time for self improvement. It’s rarely occurs to me that I should simply accept myself and that sometimes things simply don’t go my way. I don’t seek out self improvement for the joy of it. I do it to punish myself.

I’m terrified of letting go of my coping mechanisms. If I was good enough I would have felt loved as a child. This is a horrible inner child logic that I’m applying to myself. As if an infant deserves love because of its efforts. We love our children just for existing. And yet I struggle to express love for my own inner child.

If I stop using hard work as a coping mechanism I am afraid I’ll never be accepted again. If I let it loop even further I am afraid I will die. Because I fear I only overcame my health issues because I throw so much effort into recovery. I am afraid it is only through effort, punishment and improvement that I deserve to be in this world. Any wonder I find Calvinism appealing as a faith?

I tell myself these are rational coping mechanisms. The world does reward me for hard work and continual efforts towards improvement. I pay my bills through hard work. And sure if I don’t pursue basic healthy habits and fitness then yes I probably won’t feel as well. But these arguments are just an excuse to keep myself from accepting that I’m worthy as a human independent of my work or my health. And because I have a hard time hearing this for myself I want you to know you are worthy just for being you too. Our humanity is enough.

Categories
Emotional Work

Day 345 and Trust

I’ve not always been accepting of my own weaknesses. Instead of focusing on how well I can hone my super powers, I’ve occasionally fixated on where I lack innate talent. I’m not particularly adapt at operations or logistics but I feel bad about it. I am however genuinely top tier when it comes to narrative & attention. Somehow I don’t feel equally good about this.

I’ve tried to work in teams where my talents & weaknesses are balanced out by others. I like teamwork now in a way I didn’t fully appreciate when I was younger. I’ve learned to trust my own value. And I am able to emotionally trust the people around me.

The psychological safety that comes from trusting yourself and others is a lifelong process. Even a few years ago I’d struggle to not compulsively overwork to overcome my weaknesses. When I should have been honing my unique talents.

I’ve got an opportunity over the next few days to really trust one of my teams. We’ve got a deliverable that isn’t in my area but I’d crucial to success. I could spend my extra energy worrying over it and making an attempt to contribute just so I felt useful. Or I can emotionally let go and appreciate the trust I have in others.

Categories
Emotional Work

Day 344 and That Was Easy

I’ve been off my feet all week because of my ankle injury. That means no weightlifting, no long walks, no breaks to raise my heart rate once an hour. I’ve been in a state of rest and recovery. And my mind has never felt sharper.

My quantified self data suggests I’m more recovered than I’ve been the entire year. My resting heart rate is a full 40% better than average. I’ve added in a few new routines to facilitate healing including infrared sauna, applied hot and cold therapy, percussive massage and electro-stimulation. But I really think it’s all the extra rest I’ve been getting.

I can feel it in my desire to do frivolous things just for the joy of it. But I can also feel it in my skyrocketing motivation. Some long term projects are coming into fruition in ways that not only meet my goals but wildly exceed them. Like all of the power I’ve ever imagined having is completely reasonable. I don’t even feel like I need to suffer for it. It’s there because I have joyfully brought myself it it.

It’s quite possible the lesson I should take away from this is that constantly pushing myself for improvements through hard work and pain is completely the wrong approach to getting what I want. That real power comes from letting yourself live within the rhythms of your own life. Letting what you want flow through you means sometimes it will be easy. And that’s ok too. Let yourself succeed with the power of your own unique approach. It’s the most differentiated thing. And difference is always an edge.