Categories
Chronic Disease Emotional Work

Day 330 and Vitamin Not Pill

I was reading a fellow investor’s thesis page and noticed one lens they use for investing is whether a product is a “vitamin or a pill” with the insinuation that pills are inherently better investments than vitamins, as one is a nice to have for a business and the other is a must have. Now I can’t speak to this as an investment thesis, though I largely agree, but I do disagree on a wellness basis.

Preventative medicine is just as necessary as interventional medicine. In some cases more so, as getting ahead of a disease’s inflection point should be the humane way we handle our medical needs. We are just often too focused on short term impacts to see the value of solutions that build over time. Think of it as the quarterly reports of healthcare. Why build for the future when the market judges by each 10K?

The nature of panic may make us inclined to spend heavily on something that has become acute. But that does not make it inherently more effective or worthwhile. It’s just the immediately necessary. It just means we need higher minimum effective doses to see a result.

What we often ignore is compounding effects of wellness interventions are far superior to the mitigation of a pharmaceutical over time. Most of us would prefer to not require the costly (both biologically and financially) medicines that keep us together. This is not to say that I am not deeply grateful for all the drugs I take. But rather that I have seen incredible value in what we deem “lifestyle interventions” and other “nice to have” vitamin style supplements and protocols.

And while it takes much longer to see their effects, the compounding positive effects often wildly outperform anything that might be dubbed a pill. The trouble probably boils down to switching costs and time to pay off. Which is why an investor would prefer a pill to a vitamin. But just because something has a longer lifecycle doesn’t make it inherently less sticky. Or less effective. Or crucially any less profitable. The only way we ever see the deeply positive effects of habitual practice and dedication is to do the work. That work is boring, repetitive and low payoff. Until, most times years in the making, you see how putting your future self over your present self is what is giving you the future you always dreamed would be yours.

Categories
Emotional Work

Day 329 and Thanksgiving

I have so much to be thankful for this year. I don’t have a lot of poetic thoughts on it, though I have written extensively about my feelings on some of the bigger moments of the year. So click those if you want essays as this is going to be mostly a list.

I’m grateful to have recovered my health in 2021. I’m equally grateful I had the money, support and willpower to achieve it.

I’m grateful I have a husband who understands me and gives me the love, support and freedom to be me.

I’m grateful for having a space to share my thoughts daily, and rather than be punished for speaking my mind, I am rewarded for it. That includes WordPress, Twitter and all the people who made the internet possible.

I’m grateful I can live in Colorado and still do the same work I previously thought I would only do in New York or San Francisco.

I’m grateful my mother sent me to Waldorf school. I’m grateful I have a father who supported my development as a full human being.

I’m grateful I can afford to buy whatever dumb shit I like for my hobbies which range from expensive skincare to preparedness.

I’m grateful I can consider buying a home that will have the capacity to provide safety even as the world around me has risks.

I’m grateful to have business partners who share my vision for investing and founders and entrepreneurs who allow me to help them.

I’m grateful I never have to worry if there is enough money in the bank to buy a book.

I’m grateful that the supply chains have held so that I have an apple pie that I ordered online the day before the biggest holiday of the year which I picked up in my car that I was able to buy even as global trade was strained and our currency was inflated.

I’m grateful for the time to pursue emotional capacity and the money to pay for it.

I’m grateful for chemistry and the wide variety of pharmaceuticals and supplements that I take every day.

I’m grateful for my iPhone, it’s applications and games I use daily on it that have connected me to a world of people virtually that I love as truly as the people I interact with physically.

I’m grateful for shitposting.

I’m grateful William Gibson still writes. And I’m grateful that Twitter has let me interact with my favorite writers.

I’m grateful for West End BBQ and Spruce Confections.

I’m grateful for my raw milk dairy cooperative and it’s farmer Daphne.

I’m grateful for sunscreen and for apple cider vinegar.

I’m grateful for Costco.

I’m grateful for my parents making good decisions when I was younger that have compounded into incredible luck and prosperity for me.

I’m grateful to be American and I’d like that to remain a thing for which I am grateful.

I’m grateful for democracy, the enlightenment, free elections, a free press and liberalism.

Categories
Emotional Work

Day 328 and Cultural Pause

I love America’s big holidays. Thanksgiving and the week between Christmas and New Year’s are my favorite. But not because I am particularly attached to any festivities. Though I do love everything about Christmas. I love holidays because I feel like it’s finally ok to pause.

Having an moment where it feels culturally acceptable to be at rest is deeply comforting to me. I feel it slightly on the weekends. It’s like the ambient environment around me lifts the expectation of being “on” and everything I do is a bonus. I finally let myself relax. And more crucially I don’t beat myself up for feeling relaxed.

It’s a fairly profound feeling for me. Normally I have something in my gut that says I must be productive if other people are working. It’s hard for me to shake honestly. I struggled with vacations and I initially hated sick leave (even though I needed it badly) because I felt I should be accomplishing things along with everyone else.

I’m working on it and it is getting better as I do more emotional work on myself. But I still relish the feeling of rest that comes with a holiday.

Categories
Internet Culture Politics

Day 326 and The Long Now

A culture lacking optimism is a culture without a future. Even before the pandemic, American youth had plenty of reasons to temper their optimism. Inequality, corporate dominance, rising debt particularly for school, unaffordable housing, lack of social support for family, the changing climate and the frequency of natural disasters all tend to weigh on you.

I’m a optimistic person so I always presumed I’d find a way around things. And I largely did. I got an education. I started my own company. I sold it. I found I had developed a valuable skill set. I met a man through one of my best friends and we got married. All was well in my American dream for many years.

But cracks had always been there. Little details that made me question common cultural, social and political assumptions. I discovered the limits of modern medicine with a chronic disease. I saw the disaster that financialization could wreck on families with a bankruptcy. I wasn’t naive about our systems and their inequalities.

But the knowledge that the future could be worse than today wears on you. Once you start living in a liminal state it gets worse. The pandemic made it harder for me to believe in the future because the present became a holding pattern. Ben Hunt at Epsilon Theory calls this The Long Now.

The more we put off investing in a future the more the long now stretches on. We borrow against all the things that could build us a better tomorrow. And we fall back. We put off doing things that would make our future better because it’s rational to do so. What if things get worse?

I’m tired of living in the long now. I’m investing in myself. I have been investing in my body and my health. And I’m ready to invest in a home. Not because I particularly want to own property but because I want to stop the long now and believe that my future is something I can build.

Categories
Preparedness

Day 324 and Seneca

I was once asked by someone how I can act so quickly on major life decisions when they needed to mull a change over for months. I found the question confusing as I don’t think of myself as being particularly fast or even impulsive.

Well, that’s a lie, I’m impulsive about lots of shit but never anything of consequences. When it’s a major life decision I gather information for years so if the opportunity presents itself I’m prepared to act immediately. I take the bias towards action seriously.

But I only make a move when I believe I’ve crossed a threshold of information where the benefits of action clearly outweigh the benefits of inaction. I’ll make a move when I think I’ve got a better chance of winning than losing. Or when it’s clear that if I don’t act at all I’ll have a losing hand. But I generally only needs the odds to be tilted to a plurality of probability. Especially if it’s an action I can undo later. It’s not always easy to know if you can win. Sometimes the best you can do is recognize that inaction is weakening your position.

Part of my comfort in my process for taking action is I am a researcher by nature. If I’m interested in a topic I’ll begin with exposure right away. I’ll do the light skimming research the internet has enabled through articles and videos. I’ll dive deeper and purchase books. I’ll find experts in the field and begin following them. If I have questions I’ve got a habit of emailing the source. And then I’ll start doing what I can to implement my research with small scale experiments.

Chances are if you see me making a major move it’s because I’ve been considering the possibility of action for years. I like to be prepared to act immediately if an opportunity presents itself. If a situation presents itself I want to be ready. That way I’m positioned for luck. Seneca had it right. Luck is when preparation meets opportunity. But you can only have luck if you are willing to do the work of preparing and be ready to take action if opportunities present themselves.

Categories
Chronicle Internet Culture Startups

Day 321 and Distracted

I was so excited for today. For the first day in weeks I didn’t have a single appointment on my calendar. I had finally run the gauntlet of bullshit obligations that has been chopping up my focus and my days.

I went to bed last night sure that’s I’d finally send out all the emails to folks I wanted as limited partners in my fund, follow up with a bunch of founders, and organize all the various materials and research just waiting to be published. I was going to make progress! I was going to pull the future forward with my own willpower.

But what did I do instead today? I sat in on DAO governance calls in Discord. I accepted an invite to a new working group for a stateless crypto project that is being rebooted for its second round. I listened to token and ecosystem rooms on Twitter for projects I’m invested in. I watched some bitcoin maxis fight against some side chain projects. And I read a bunch of newsletters and financial papers. Which all sounds productive but is basically me just fucking off.

The future arrives whether I pull it in on my force or will or not. Distraction probably has no meaning. But I did finally find a house in Colorado that I could see myself buying. So the only appointment on the calendar tomorrow is visiting the property. So perhaps that’s as much progress as was necessary.

Categories
Internet Culture Startups

Day 319 and Chaotic Labor Markets

If you follow me on other social media you may have noticed that I recently launched and am fundraising seed stage venture capital rolling fund we’ve named chaotic.capital. Since this is a blog for my friends if you are an accredited investor I’d love for you wander on over to take a looksy. Or feel free to send me a DM on Twitter or slide into my email inbox which is just julie AT chaotic dot capital.

The TL:DR on the fund is that the world is getting exponentially more complex and that is making living life chaotic as fuck. Humans don’t like chaotic. We like predictable. So we invest in seed stage technology startups that help individuals, families, organizations, and even whole communities, adapt to living with chaos.

I’ll be talking about all the areas we invest I’m sure but today’s post is about about how we might adapt to a more chaotic labor market and what kinds of companies we’d like to see in the space to capitalize on the chaos of the future of work.

The pandemic has accelerated a lot in the labor markets. Hiring in developed economies has been getting harder. The great resignation has a large chunk of the skilled workforce in movement. But student debt is making it less appealing to pursue traditional credentials like a four year college degree. Skilled workers have at once never been more competitive in the labor market but it’s also never been more expensive to pursue those skills. Where there is tension there is opportunity.

So how do we get more people skilled and let those with existing skills deploy their labor more effectively? I think that web3, or if you prefer the decentralized web, presents a unique opportunity to decouple skills & compensation from identity and corporations. Flexibility drives innovation. Web3 let’s us step clear of concepts like one full time job per person.

Workers are seeking replacements for the centralized stores of skills & proof, socializing, and networking we’ve used in the past. The hodge podge of self reported credentials and certificates we put up on LinkedIn or a personal website is a mess and only allows us one centralized identity. That sucks for privacy and also for people with a diverse set of skills. Recruiters see what we present but that’s never the whole picture.

Some would argue that political polarization will require we either prove identity and in-group or lead us to pseudonyms (identity on/off switch) that let us be judged by work product and proof of skills rather than in group approvals and social validation. Regardless, regulatory capture and special interest groups are now being viewed negatively as younger workers see them as expensive obstacles to career progression. If Kim Kardashian can take the bar without ever going to law school why should you go to law school?

One reason that chaotic is particularly interested in is stores of identity, proof of skills and proof of work capacity is that Web3 and decentralization will pick up the slack in labor markets for younger people.

We won’t want to polish our entire lives in order to get one job with a single employer when we know corporations shows us little loyalty. We’d rather find ways to optimize for our preferred compensation package. That could be flexible contracts and hours, remote first work arrangements, healthcare subsidies, or maximum pay; whatever we chose there should be a recruiter that can find us a job and a workplace that will leverage our skills. If you want inspiration on how this might work I’ve got a list of crypto science fiction to read.

In order to avoid falling into low level service jobs we will need to pick up proof of work and proof of skill jobs. Automation is less of a threat than low level service jobs and dead end work for most young people. Finding ways to get get paid for learning is going to make the jump from play to earn video games to play to learn universities one day.

Portable and “fractional” identities will be required in a future where one person with one job isn’t the norm. So how do we build different identities that keep us safe from context collapse while still giving flexibility and portability on our achievements and documented skills?

All of the above is food for thought. If these problems interest you hit me up. I’ve got a request for startups below. If you want to talk about any of them find me on @AlmostMedia on Twitter.

Request for Startups

  • Skills repository Github for provable disciplines beyond coding
  • Web3 LinkedIn where we can turn on and off elements of our credentials
  • An identity wallet
  • A social capital wallet
  • Influence & social capital graphing & portability
  • Fractional identity platforms

Categories
Aesthetics

Day 317 Walk Without Rhythm

I struggle with accepting the reality that humans have natural rhythms. I struggle even more with the idea that living by them is to my benefit. Circadian rhythms and seasonal rhythms control our days and nights. The body craves the repetition that rhythm brings even as the mind rejects the idea that we are behold to it.

Call it a Calvinism of the body. We are predestined to our rhythms. We’ve got freedom to chose how we live, so even though rhythms bring strength to our bodies, our mind strains against the constraints. We must have free choice we say. Except what good does it bring us to reject our natural physical rhythms?

There are many types of rhythms. Our world is built out of them. Regular, random, progressive, alternating and flowing rhythms give shape and order to everything around us. All of our art forms leverage the beauty of rhythms freedom and constraints. Nothing is new under the sun but the combinatorial possibilities are infinite.

I’d do well to retain that sense of wonder at the infinite as I fight against the sense of indignation that I am limited by rhythms. We are all limited by the forms in which we exist. Until I get to discover what is beyond the veil of physical existence I’m stuck. Maybe beyond that I’ll find the formless freedom of pure comprehension. Or maybe I can learn that freedom always comes with the constraints of its medium. That doesn’t mean I’m not free to be creative within the form I have.

Categories
Politics Preparedness

Day 316 and Prepper Intolerance

I came to the topic of preparedness through personal experience. I lived in lower Manhattan during Hurricane Sandy and lost power for over a week. My otherwise comfortable urban life had a wake up call as friends and neighbors suffered through natural disaster. So I got interested in how to prepare myself and my community from something worse.

Despite the clearly accessible resonance of preparing for storms and everyday issues like losing power or having food instability, preparedness folks are often not that focused on how everyone should be prepared. There is a purity politics in preparedness. They simply in it for the politics of what might bring on a social or economic disaster. And it’s fucking annoying.

You’ve got the gun folks who are concerned about their rights. You’ve got the gold standard types who think the Fed is driving us to an economic collapse. You’ve got the system is corrupt and cannot be sustained types. You’ve got the suspicion of globalization types. Admittedly it’s a diverse bunch.

But more recently as the culture wars rage on, preparedness communities are overlapping with variant politics of the American right wing. MAGAs came to the preparedness community sensing the possibility for affinity. So now you’ve got folks who whine shit like “all liberals are communist socialists” variant in preparedness with the explicit politics of things like a national divorce or the Boogaloo (that’s slang for civil war 2 if you don’t follow these communities).

Resilience and self reliance and the ability to survive should matter more than your opinions on Democrats. Sure preppers have traditionally had theories on why you should be prepared but it wasn’t obviously exclusionary. Well except for the militia dorks and the white nationalists but those weren’t preppers so much as people who had to be survivalists because they rejected society. Since well society hasn’t actually collapsed yet.

I think it’s a massive disadvantage to be intolerant in preparedness. Going on about how much you dislike “the libs” and your annoyance with various buzzwords just makes you sound like you are interested in resilience and preparedness not because you think it’s responsible but because your culture war opponents are coming to…I don’t know take our guns and insist your children read about racism? I honestly don’t follow the through line sometimes.

It’s not that I don’t sympathize with some of the political concerns. As libertarian I am for self determination and limited use of government at the federal level. I am a gun owner and supporter of the right to bear arms. I just don’t think that the culture wars are firm ground for community building.

I’m much more concerned with issues like infrastructure, the increasing frequency of natural disasters, and unsustainable macroeconomic conditions. That’s why I’m a prepper and why I want more people to get into it. And a lot of the politics of the American right wing is hostile to traditional prepper topics like climate change. I don’t see how you overcome some of that cognitive dissonance. So my fellow preppers I hope you won’t engage in purity politics as it’s not going to help your build out the resilience and diversity of skill set required to manage something catastrophic together. Being welcoming on the other hand will do exactly that.

Categories
Finance Internet Culture Startups

Day 315 and Probably Nothing

The aesthetics of most crypto backlashes feel easy to dismiss if you have bought into the optimism that web3 might release the stranglehold of the Big Tech monopolies. Bomers & losers griping are just copium right?

Bitching about scams and grifters is fair. But every leap the tech industry has ever had has come with it’s share of idiotic opportunists. They usually get wiped out out. Well except the accidental millionaires. You kind of have to learn to live with that. Plenty of underserving fucknuts will be richer than you. NFT parties in New York isn’t inherently stupider than Comdex. Life is unfair. And yes it sucks. Go to therapy.

The reflexive criticism of crypto tends to break into more nuance when it goes from “but scammers” to “but utility!” But no one thought Twitter would be useful either and most of my social and actual capital has been derived from social media. The downside of web2 is that only a small portion of people benefited. And it’s true that the rewards weren’t terribly even. The accumulation of power and capital has been disastrous. But that should be more of an incentive to push for a decentralized future not less.

I had a lot more thoughts on this topic earlier in the day and I had planned on diving deeper with citations but I’m tired so I think I’ll leave it at that. If you are angry and defensive about something new it’s worth asking yourself why it scares or upsets you. Maybe the defense mechanism is hiding something important from you.