Categories
Internet Culture Travel

Day 1139 and Coming Back Online

I took some time off the grid last week to refocus. I found it to be a bit more tiring than enlightening but I did benefit quite a bit from time offline in the quiet.

I was whisked into some immediate local concerns getting a home base set back up in a city. I speed ran the basics. I feel as if I’ll be coming back online shortly.

This morning, despite a slight cold, I enjoyed the six hour head start I had on the markers today.

After being extremely offline for a week and change, it felt fun to submerge myself in earning season discourse, inflation data, and other concerns of industry.

I’m excited for the problems in front of me, I like my placement on the board, and I trust I will play the hands when the time is right.

Categories
Startups

Day 1125 and Planting Seeds

I like to get to know founders over time. It’s a canonical piece of advice passed down over venture lore that one should invest in lines not dots. Consider the messenger of course.

I’m sure to founders it can feel a bit self serving of investors to want to see a lot of traction before a commitment. That’s not what I’m talking about. I think as an investor, we have an obligation get to know a founder’s character and their approach to problem solving. Especially if you believe their opportunity to be enormous.

At the earliest stage our responsibility is to assess your capacity to overcome obstacles and to improve your skill sets to match. We need to know you will grow and flourish.

Nurturing a seed is the entire metaphor behind early stage investing. A seed round is such an optimistic name. If we must extend the metaphor that we are planting seeds then the work starts before anything goes in the ground. Good soil, good weather conditions, and the right timing matter a lot.

The anxiety inducing part of this is that my approach years I take time to cultivate potential founders for years. I never quite know when someone will go up for a fundraise. I have to wait and see.

But when it does happen. It’s such a miracle. No finer feeling in the world than having cultivated the right conditions for something to grow.

Categories
Emotional Work

Day 1120 and Good Instincts

I am feeling really good about my instincts as of late. As crazy as things are in the wider world, I am experiencing smooth sailing. I trusted myself and I seeing the rewards.

As I consider my capacity to be present I feel good. My attention is well calibrated and my broadcasting is bringing in the right people.

I’m going to trust that I am allocating my time wisely and that I will get the results I am looking for if I continue to trust my instincts.

Categories
Emotional Work

Day 1119 and Capacity for Presence

I trust my ability to be present now. I wish I was less present in some ways. I’ve learned to be present to the ways of the internet in particular as part of my general capacity with the signs and signals of those who communicate with words. I try not to show up in person too much anymore except for my own neighbors.

My capacity to be present waxes and wanes with the attention that I give to the margin. And I like to be present for the weirdos. I am not as detailed as some with effortful thought pieces but I pay very close attention. I diligently note and revise bigger trends here in public. It’s not my job to endlessly footnote it for everyone. That’s thankfully now in the hands of artificial intelligence.

I trust that I notice things when they need to be noticed and that I will curb my attention away from those who do not use me well. I will so rarely take it personally when someone tells me I do not serve them. The favor is usually returned when I say a hard no but I rarely have to give it. The average isn’t that persistent.

I do not wish to be become significantly more scaled than I am now in terms of presence with people. I am picky and I cultivate my taste and I believe I’ve built trust with the people who intend to build things. I will continue to be as widely available to them as possible if they do even a modicum of homework. My experience is not free but I do not horde it.

I believe I’ve shown my capacity to pick not through momentum or hype but early presence. It’s a long road and I’ve got the patience to walk it for decades more.

I leave you with a thing I noticed today from someone who is very effortful and has been for much longer than me. How we distribute our attention matters even in the most intimate of settings.

Attention without feeling, I began to learn, is only a report. An openness — an empathy — was necessary if the attention was to matter

Mary Oliver on Molly Malone Cook in “Our World via Maria Popova at Marginalia

Categories
Emotional Work

Day 1113 and Sorry Can’t

I dislike days where I spend too much of my energy doing stuff as it prevents me from spending time synthesizing stuff.

Of course, and I hope this is obvious, the opposite problem is much worse. If you spend too much time synthesizing stuff then you run the risk that you don’t actually do stuff.

You’ve got to keep your skills sharp with new conditions on the ground but you have to intake as much information in your field as possible.

“Sorry I can’t” is a strong signal. It means you are engaged in the productive middle of focus. Family is a productive middle of focus. Your business is a productive middle of focus. Your friends is a productive middle focus.

Maybe you picked something to focus on that someone powerful wishes you didn’t. Maybe you sold your focus to someone else. Maybe you are on the clock to a wider goal. The calculation of how we do that is best left to market forces in my opinion.

I will redirect my attention for someone that asks and shows me the incentives. I think it’s a worthwhile balance. If I believe my focus being redirected can help someone else execute on taking action I’ll do so. That usually means saying to someone else “sorry I can’t”

Categories
Chronicle

Day 1095 and 2023 Round Up

I’ve been sick for the last week and a half or so, so this round-up is coming on the last day of 2023.

As you may have gathered from my title schema, I have been writing every single day for 1095 straight days.

That means I’ve been doing this for three years which is a satisfying achievement. If you’d like see my favorite posts of 2021 here is a link to my first year round up. My round up for the second year of writing in 2022 was quite comprehensive as well.

Below is a list of categories that held my attention in 2023 and the posts I wrote as I tried to make sense of my rapidly changing world.

It probably tells you a lot that the largest sections are artificial intelligence, startups and community. I think this includes almost 50 posts so it’s a testament to how busy the year was that I couldn’t narrow it further. I spent time in Prague, Puerto Vallarta, New York City, Austin, Seattle, Frankfurt, Tallinn, Helsinki, and Amsterdam which is way more travel than I expected. Much of my focus was on investing work for chaotic.capital and is reflected across almost all categories.

Artificial Intelligence

Day 1078 Why We Keep Centering Ourselves

Day 1072 and Math is Leverage.

1055 and Freedom to Compute

Day 989 and Autopoeitic Ergodicity

Day 980 and Beff Jezos

Day 897 and Cruft and Email Bankruptcy

Day 826 and Alignment

Day 780 and Copernican Crisis of Meaning

Community

Day 1070 and Allocating Social Capital

Day 1055 and Shipping, Smoothing Narratives and Making Reality or Effective Acceleration Is About Choice

Day 1053 and Neo Revivalism

1033 and Agency Explosion & The Network State

Day 1025 and Petit Aristocracy

Day 978 and The Great Twitter Unfollowing

Day 932 and Schisms

Day 847 and Erasure in Crypto

Aesthetics

Day 1040 and Being First

Day 1023 and Automatic Doors

Day 1007 and Half A Decade After Premium Mediocrity

Day 961 and Repeating 2003 Aesthetics.

Day 748 and Molly Millions (William Gibson Casting Choices)

Travel

Day 1038 and Travel, Middle Markets & American Exceptionalism

Day 1030 and Helsinki

Day 1029 and Nordic Ferries

Day 1019 and Old Town Tallinn

Day 876 and Americana in Germany

Day 863 and Abstract The Pain Away

Day 749 and Beef in Prague

Economics and Politics

Day 1019 and Tallinn’s Free Enterprise & Alcohol

Day 1010 and Exogenous Shocks

Day 907 and Unaccountable Bureaucracy

Day 904 and Wardogging on Mobile Phones

Day 817 and Mourning A Bank

Day 811 and Hierarchies

Day 807 and Hyperinflation

Day 803 and Killing Strangers

Day 799 and Black Friday in Silicon Valley

Day 740 and Immigration Failures

Emotional Work

Day 1014 and A Fragile Birthday

Day 1000 and Milestones

Day 987 and Eggs

Day 902 and The Singer Lasts A Season

Day 895 and How to Stop Being An NPC

Day 845 and Fucked Fertility

Day 791 and Bathing Suits I’ve Never Worn

Day 784 and Endocrine

Day 731 and Auld Lang Syne Motherfuckas

Startups

Day 1001 and Circumstances Change

Day 970 and I’ll Be Your Publicist

Day 962 and Milestone Based Seed Rounds

Day 939 and Culture Wins Not Culture Wars

Day 906 and Resilience Tech

Day 840 and Chaos Magic

Day 783 and The Alliance (Vanity Fair Magazine coverage of chaotic.capital which is covered in two pieces on the blog)

Homestead & Montana

Day 976 and Chores

Day 969 and Hot Chicks

Day 958 and Civic Engagement

Day 940 and Buying Dishes

Day 856 and Springing Into Action

Day 766 and Weather Station

Categories
Startups

Day 1091 and Do What You Love

I am feeling relaxed. This feeling has eluded me for nearly a week as the race to Christmas holidays left me mostly feeling sick and in pain.

I was getting tension headaches from the long hours and stress of the last two months of work. In an attempt to improve my muscular skeletal compensatory issues, I triggered a “this gets worse before it gets better” healing crisis. While my C1 and C2 upper spine feels much better, every other connected system was also contorted to accommodate the problem. It’s a bit of an adjustment.

But I slept a solid ten hours last night and I managed to get several naps in the past few days. By the time I made it to my first working session today after Christmas, I was ready to enjoy my work again. There is no finer pleasure to be found in startup life than a team you enjoy working with.

I am lucky that I do what I love. It doesn’t feel much like work to help founders you admire take action. The limber approach of answering to your best judgement is a joy. A startup dynamic that’s productive can feel as if you are intaking information and updating your prior working models at a rapid clip. And if you are lucky see results from your actions. It’s invigorating

I hope I feel a bit better and more rested as the week rolls on as I’d like to do a 2023 roundup but my priorities remain the work and my health so what gets done will be ordered as such. I hope everyone has work that engages them thusly.

Categories
Community Internet Culture

Day 1082 and Local Maxima

It’s not an original sentiment but one aspect of Internet culture that has been most challenging is seeing how much less special you are when compared to the entirety of the species. Rather than choosing to find this humbling or inspiring some find it threatening and destabilizing.

There has been a video going around of a teenage boy, who seems to be a fine young man with a variety of interests with above average marks and test results, who didn’t get into Cornell. The internet has theories which I hope the young man doesn’t read.

Now looking at it with somewhat objective perspective I’d say his scores wouldn’t have got him into a top decile university twenty years ago let alone a top ten one. It’s even more competitive now as we send so many more students to university now. Arguably more than we can afford as a nation but we still do it.

So being rejected from a very selective school isn’t that unlikely with those metrics. Being above average is good. It doesn’t make you the best though. Being above average means you go to an above average university. Traditionally this has meant your local state land grant university. Perhaps you’d study something socially useful like civil engineering. These are good things that we should celebrate.

If you are a bit better than your local geographic average congratulations your life will be better access to a wider world. It will also teach you quickly that you are not all that special. That’s fine too.

This teenager will do fine. He shouldn’t be wrapped in social anxiety. He is at a successful local maxima but is not yet prepared for even softest of global minima. He’s going to have to get better for that. No one should be ashamed of this outcome. It’s actually quite hard to be in the global ten percent of anything. This young man might have a shot at it if he continues to improve. I’m rooting for him.

Categories
Culture

Day 1071 and Easier Than You Think

I’ve got an intuition about performance and prestige. I believe all things being equal, if you are talented it is easier to get ahead in a prestige industry than a performance driven one.

My theory is that when it’s all performance your competition is stiff. When the workforce isn’t compelled to perform, it’s easier for you to win if you are good at what is valuable.

My intuition comes from having worked in several prestige logic areas including media, fashion and cosmetics. Some of the workforce in those industries do it only for prestige so compete merely on metric. If you can the level that makes the business make money or achieves the goal of the organization you out level those driven by only prestige as you perform.

Many industries compete on social capital and prestige which are different simply from doing the job well.

So I’ll say this probably applies to approaching anything considered valuable. Attractive women, the very famous, and similar dynamics. People assume they can’t compete.

But if you have the native skills for what is actually valued you can probably hack it by taking a shot. It might be easier than you think.

Categories
Community Finance Startups

Day 1070 and Allocating Personal Capital

As part the part of Twitter called TPOT comes into its own power the topic of resource allocation and how to route projects to sources of capital game up with Brooke Bowman of VibeCamp. It is a key question for Network State like entities that will need to navigate social ties.

I want to share how I do it as I’ve rooted some amount of capital across very different communities. I do it with some sets of intuitions I’ve gained from existing in a very powerful network of interests that are “The Silicon Diaspora” which is a syncretic coalition.

Much of it comes down to very specific context of what others are looking for in terms of outcomes. Investors with a specific thesis are much easier to work with for this reason. I try to express mine clearly at chaotic.capital and express myself actively through revealed preferences. I assume nothing is personal & everyone is working with some amount of emotional reactivity as it’s a human business.

A lot of it comes down to knowing who is a node in your network that can redirect it to someone who believes their resources can see a good return on their goals that are varying levels of abstract and personal. Skills and passions vary and this is good. It’s a mix of social capital, actual capital, and attention and it’s a giant game of inference

Some folks very good nodes and quite open to a range of different types of projects. Sometimes it’s just as simple as asking if they know someone who knows someone. I see a lot that isn’t in my own thesis but it’s in my own interest to pass it to others for whom it might be. The ecosystem approach has maximum strength when it’s played as a multi-agent pro-social game.

Also you almost never know someone’s full history so taking any reaction super personally is something I find to be too much for my own emotions. And I know a lot of history so if I can’t do it I try to make the presumption others can’t either. Be kind but clear.

That helps avoid a lot of accidental feuds that otherwise can ignite if you try to be delicate. I find transparent assessments of my own incentives goes a long way if I express it as part of my own reason for aligning. This is how I’ve worked with communities as diverse as back to the land doomers and crypto futurists to effective acceleration.

This is a fancy way of saying I don’t think “gossip” aka information sharing is actually bad but part of the empathy process of understanding what people want to work on and pay attention to in how they marshal their capital. You intake the values of your coalition and find shared ground. You keep their confidences by expressing collective goals. I try not to overweight my goals in that process. You have to do what’s right knowing outcomes are uncertain.

Showing you understand their context, their fears and their reputations concerns helps you. An act we denigrate in popular culture actually helps you to deepen the relationships as each signifier breaks down space between two people and builds trust. So don’t knock gossip. It has evolutionary, societal and individual benefit. Just remember the ultimate outcome is about bringing people closer.

Day 146 Gossip

I believe we are in an era where individuals can exercise significantly more agency because of the high leverage nature of the tools available to us. We owe much of this to information access and that is a wide coalition of people who are exercising basic freedoms to self determine because of this march of technology.

It’s my belief that freedom to compute is freedom of speech and these digital communities represent what I hope is more effective self governance through decentralization. We must build up the social trust amongst each other by showing we value each other’s interests. I believe this to be the right thing to do for each other. It’s the human thing too.