Categories
Aesthetics Internet Culture

Day 391 and Breath

Daily overstimulation is starting to rub the pressure sores of America’s downer induced depression into a full blown mental health crisis. Like, even more than usual. War with Russia in the imagination, inflation and market volatility coaxing a recession, culture war skirmishes over every basic fact in the pandemic, along with generalized anxiety are fucking us up focus wise. And every propaganda outlet and publicist on the planet is having a field day.

I’m listing to The Prodigy’s Breath and mumbling lyrics like pyschosomatic insane. So I guess, come play my game?

I try not to listen too much music as it overstimulates my nervous system to be honest so its kind of rare for me to have Spotify playing. I’ve got a finely tuned propaganda radar that benefits from sensing subtle shifts in tone and extremely online discourse. I can’t do that if I’m too worked up from the rough stimulus that comes from pop music. I mostly use it to run my portfolio and investing but sometimes I think I should really be used in the service of some autocrat or multi-national. I’m the doubt factory

I guess it is nice I can make a buck during the end of the empire. I’m one of those post structuralism, post-capitalism babies. A regular Bane “born to the darkness” of hyper objects like markets and climate change. So I guess I’d better be molded to being the kind of villain that survives a world of agitprop and meme warfare. Thanks Adbusters!

Frankly I’m having a fucking blast. Sure I’m scared I don’t have my homestead property all shored up for civilization hiccups, but I’m of the mind that the crumbles is going to take a while so might as well enjoy the gains that come from a massive upheaval. I guess its true venture capitalists are ghouls. I mean at least we aren’t private equity carrion birds but it is wild that the system rewards a class of people that invest in creative destruction.

But even as I want to paint myself as bad, I do stereotypically think what venture capital does is often good. We can’t predict second order effects. Chaos theory doesn’t let us see all the future paths. But stochastic as shit power laws are just math so we’ve got a shot at accidentally making things better. So while the agitprop tries to sway your opinions might I recommend you just Breath? That is my professional advice.

Categories
Finance

Day 389 and Bear Down for Midterms

I used to be something of a perma-bear. I was always somewhat convinced that bad shit was just around the corner. I guess you can see that in my persistent interest in doomer culture. But as the world continues to experience “the crumbles” I’ve softened my general stance on everything is awful.

Crypto is arguably responsible for much of my stance. For all the bitching about Web3’s lack of decentralization and heady “takes” on how this has all been done before, I actaully do this think is the next wave. Do I think we are due for a lot of crashing and failures and unrealized promise? Also yes.

So when the market decided to do a January bubble bursting I was surprised at how sanguine I was. I kind of didn’t believe it was going to turn into a full blown recession rout. Now this is not to say I don’t think stuff is frothy, as I clearly do. But I think the weirding has so confused markets that who knows when contagion bubble popping is going to hit for real. I don’t think we are there yet.

And indeed I started this post in the morning and by market close stuff kinda bounced. Maybe a dead cat bounce. But who even knows is my point. I don’t think we will see a genuine correction till a real market leader like Facebook or Microsoft pulls a Worldcom or an Enron. I wouldn’t be shocked if it was Tesla but I ain’t playing that short. I think it’s more likely that “Meta” fucks itself in the transition to the metaverse or whatever and then we get a real systemic crash. Right now no one gives a single fuck if all of crypto goes to zero. We need much bigger game to drive a recession. Systemic Lehman brother shit.

Which is long way of me making an elaborate Community joke. That TV show with the Talk Soup guy. They had a plot where someone misspoke or made a bad joke and the theme at their community college dance was “Bear Down for Midterms” and no it isn’t a real phrase. My basic feeling on a recession is that the Fed will toss us a couple rate hikes to deal with inflation. But half of America is convinced the pandemic isn’t over. Congress could be talked into more stimulus since the midterms are bearing down on us and well the Democrats are going to lose. The exponential age, the end of American empire and global weirding means no one knows what is going on. The next real marker on our calendar is the midterms. So bear down for midterms. I’ll be wash trading to get some actual cost basis losses till then.

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
Internet Culture

Day 382 and Your Truth

I’ve always hated when people say shit like “well that’s my truth” as it gives credence to all kinds of elaborate personal fantasies that make living in civilization almost impossible. But also perception is reality. So while it gets frustrating when people insist on their own set of facts, I can’t really blame anyone for relying on their personal feelings.

I’ve often been afraid to share my personal truths. I’m afraid I’ll be judged for my feelings. I’ve got a number of feelings that are easy to dismiss if you happen to be a fan of many traditional systems of morality.

For instance, I don’t think marriage needs to be about nuclear families. I’m perfectly fine with it being for political or financial power. I think people should start dynasties by combining resources. Which if you go back to really traditional systems of human civilization this take wouldn’t be super shocking. But it certainly sounds shocking to my family and friends that I’m all for multiple spouses. Do I think this works for most people? No, I think paired coupled monogamy is probably right for most normies. But I’m all for people trying shit that isn’t normal if it meets their life goals. Go start your empire king!

Now I’m not saying I’m living this way. Obviously I am a married white woman from the upper class. But I’d be lying if I said my marriage was all about the romance. I do want to build something with my husband!But I think it’s perfectly fine to say different people can live in truthful ways that are different from me. I’m not remotely trad. I’ve got different values than people who marry their high school sweetheart and raise kids. But explaining that makes it sounds like I’m so terminally online normies can’t ever relate. I’m conservative but not trad. Which if that is legible to you I’m glad we are friends. If it’s not then whatever. I hope it’s ok that my truths might be different than yours. Don’t worry I’m a libertarian so I won’t impose it on anyone but myself.

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
Politics

Day 379 and Red vs Blue Poverty

I’ve been scouting for homesteads so I have been making forays further from the city enclaves and blue liberal towns that are my normal haunts and out into rural America. Poverty in the context of blue cities has generally meant homelessness and panhandling. But poverty in rural america looks different.

NIMBY (not in our neighborhood) cities won’t let you just pull up a double wide on the outskirts of town. That brings down property values. I mean theoretically so does tent cities, but that’s an argument for another day. But I haven’t really seen a lot of RVs or mobile homes simply because I’ve lived in yuppie Boomer cities. NIMBY land has “standards” and if you can’t meet them we’d rather you be unhoused than accommodate uglier but more humane options.

As I’ve driven through industrial western cities I’ve seen a fuck ton more rural poverty than I expected. Which is naive and stupid of me. I’m aware of median American incomes. Not everyone can afford suburban townhouses and most developers aren’t interested in building that kind of housing outside of well gentrified places.

As I’ve gone further afield to towns that rely on commodity products like oil or minerals or cattle, I’ve noticed a reliance on temporary or low cost housing. You see a lot of decent well maintained working trucks. But a lot of the housing is as bare bones as you can imagine. And it’s ugly as sin to the NIMBY eye but at least it’s fucking housing. I’ve seen a lot of trailers in various states of decay but I’ve got to imagine it’s better than a tent.

I don’t have a real point here other than to say that America is hurting. No one can afford inflation and if we’ve got stagnating opportunities it’s going to blow up in our faces. Blue cities should be embarrassed as fuck by allowing massive unhoused populations when we’ve got prefabricated options. But the American crumbling is bad in any form.

Categories
Startups

Day 378 and Greenhorn

I’ve been running around the mountain west as I’m looking to buy a homestead. I’ve got kind of an elaborate master plan involving mountain houses & ranches and finding a set of living circumstances that works with climate change and social uncertainty. It’s a lot.

This means I’m doing a lot of social signaling to show people that I’ll be a good neighbor. Every place has its own social mores and expectations. I’m trying to show folks that I’m a good daughter of the inter-mountain west. But I’m also someone with the means to acquire property and invest in their community. But I’m also someone who appreciates the ins and outs of rural living. And well the list goes on depending on who I need to impress and about what. Every niche has its hierarchy.

It reminds me a lot about the process a first time founder goes through when fundraising. You are frantically signaling to different constituencies that you will fit into their expectations and worldview. But you do this dance while being completely new and naive to what matters. Being a greenhorn is bad for business. Doesn’t matter of that business is ranching or raising a seed round of venture capital. Alas everyone starts somewhere. So first time founders are often distinguished by how fast they can figure out all the shit they don’t know and fix it.

I’ve got a first time founder I’m excited to be investing in that I’m coaching through a fundraise. He knows his field and business, but he is a total greenhorn when it comes to raising a round. Just charmingly naive to the ways a round comes together. Alex and I are both frantically trying to school him on manners and customs before you can accidentally fuck up something that can’t be unfucked. It’s hard work getting someone schooled up on all the little signals that can doom a deal. But it’s also our specialty.

The particularly challenging aspect of a first round founder is just how much social signaling can be life or death for your company. Maybe if I’m up in Montana scouting property I need to show a certain set of mannerisms but the worst that can happen is someone won’t do business with me. If you fuck up a crucial deal point for ignorance or send a social signal you don’t mean, in venture it can sink your deal and your reputation without you even knowing it.

In venture, someone not doing business with you probably means your company dies. Early stage angel and pre-seed venture investors teach their asses off with new founders to avoid this fate. We can’t afford you being a greenhorn because we know it means death for the business. So if it’s your first time as a founder and fundraising, do yourself a favor. Recognize you are a greenhorn. Find an angel investor or advisor who you can trust that will teach you the manners and social signals you need. Good ones love this work. And you can reward them with advisor shares and pro-rata on your cap table down the line. If you are looking for someone like that drop me a DM.

Categories
Preparedness

Day 377 and Fucked

I was having a conversation with a colleague today. I didn’t know them well so I was amused and surprised when our conversation took a left turn into “everything is fucked!”

It’s not that I disagree. If anything I strongly agree shit is fucked. But I’m not used to a normie getting apocalyptic on me. I didn’t know them well enough that they would have had much insight into my politics or views on systemic collapse. Rather it was two work related people discussing just how uncomfortable daily living is right now. We laughed about how the massive wildfires that burned two Colorado suburbs was already last week’s crisis. And it’s not funny since it was my town’s crisis.

There is an unsettling realization among regular people that life isn’t getting back to normal ever again. That some rubicon has been crossed and even the most normal among us senses that something is wrong.

Have we all become doomers this last year? Has every little crisis finally piled up high enough that it breaches the preoccupation with daily needs and obligations. I don’t like that it’s now common knowledge that shit is fucked. I’m unsettled we agree that life is on a hard left turn. I miss optimism being common knowledge.

Categories
Finance Internet Culture

Day 371 and Never Work A Day In Your Life

I had almost nothing on my calendar today I didn’t want to do. I had small administrative things that took up maybe two hours and that’s excessive by my standards. It’s rare I ever have more than half an hour of genuine obligations. Mostly I just go where I feel like on any given day. I lay in bed on my phone and I move the world with strangers on the internet.

I’m not sure how I optimized for this kind of idyllic work life. I certainly didn’t used to live this way. When I was a founder I was constantly at the mercy of meetings I didn’t want and obligations I wanted to shirk. I always felt put upon. I never felt more like hustle culture owned my life than during my founding years. I was constantly optimizing and I felt like I never had any relief.

Maybe it’s the pandemic. Once we stopped with offices and workdays and all their attendant events and activities, life got a lot better. Everyone kind of settled into routines that made space for what mattered most to them. We no longer had cocktail parties or conferences. Thought leadership stopped being keynote speeches and started being shitposts on Twitter.

I don’t know what the fuck I did it exactly to free myself from that over scheduled fate. I’m so much happier and more efficient. I get shit done and I am less stressed and working fewer unnecessary hours.

Maybe part of it is that I might be a better investor than I was a founder. I could spend the whole day skipping through direct messages and sharing insights in Telegram group chats or having product breaksdowns in Notion. I’m actually good at what I do now. I bring more value and I do it more quickly. Maybe this is what real optimized work is like. You are so good it’s easy.

I’m so fucking happy right now. Over the last hour I’ve done more to advance my deals, connect my community and dig into shit that I genuinely passionately love than I thought I could do in an week. It’s like winning the lottery. I cannot believe I make money doing this.

I basically gossip all day with super smart people and then trade a bunch of densely coded social signals. Those all translate into money. I plot elaborate stories with fellow degenerates with deep aesthetics and then we send it into media zeitgeist. It’s like I work in fashion but the pay is much much better. So I guess it is true what they say. Do what you love and you never work a day I’m your life.

Categories
Aesthetics Internet Culture

Day 369 and Reeeee!!!

Maybe it’s human nature to be a bit catastrophic. We are so self centered we thought the sun revolved around us. Took centuries of science for someone to propose another framework. Completely revolutionized science by thinking hey what if what we think is true isn’t?

Narcissistic thinking is our vibe. But also Jesus fuck it feels like the world is going to hell. What if I am living in uniquely bad times? Maybe this is just old person thinking and I need to accept I can’t see reality with sparkling clarity. Or at least the most optimistic permutations of reality. Time isn’t linear and all.

I’m simultaneously planning for an incredibly positive future while I’m also freaking the fuck out. It’s straight up Dickensian. Best of times worse of times. On the one hand I have never been more excited about where technology is headed. Web 3 really might move forward a freer more open market capitalism for everyone. But also my county is on fire and a thousand homes were destroyed in a fire brought on by drought and heat and bad land use.

It’s just extremely jarring to be living a positive optimistic life where I’m excited to buy a home and invest in new founders while also incorporating risk from climate change and political instability. And I won’t even get into whether we need to give a fuck about the pandemic anymore

Pepe frog in a rage in red background

It’s enough to make you go REEEEEEE. Which is a meme that I think should freak me out a little as it bubbled up in kek rare pepe memes on 4chan. Which have filtered into some safe uses but are still tightly wound to meme magic alt-right. But that’s part of why everything is so scary today! Am I a Nazi fascist for using this meme? Who knows! Reeeeeee!! Cancel me daddy!