Categories
Homesteading Preparedness Travel

Day 1986 and Non-Doms In Anarcho-Tyranny’s Future

I hate to be feeling anything but patriotic as we get closer to America’s 250th birthday this July 4th. America has so much optimism in my corners of the world from nuclear energy to artificial intelligence and I want to celebrate this with my countrymen.

Alas there is always the nagging feeling that no matter one’s dedication to one’s nation, having a plan B in place has proven wise. Historically speaking in times of great change, technological shifts, and generational hand overs it has paid to plan ahead and be flexible.

Maybe I feel this more keenly with the rise of antisemitism from populist camps both left and right. I’m not Jewish, but my husband is culturally Jewish.

The fear that lurks in the back of the mind can’t be dismissed. They are history’s favored scapegoat. And I can’t help but feel technology is right behind as the next source of blame.

Add in the challenges of getting travel visas for unfavorable passports in my extended family, and I am always abroad. I never excited visa issues to prevent someone from being allowed to visit my own family America and we’ve never found a solution in a half a decade of work and advocacy.

So now we consider having a hide-y hole secondary residency sometimes. Never in my life did I expect to lose years of our lives to trying to manage visas that simply cannot be granted or to decide that perhaps it might be wise to have another residency just in case.

Many other nationalities are “Non Doms” in cities like London for similar reasons. You may want to get further from the front of a kinetic conflict or perhaps your government is looking messy or corrupt, perhaps your work has caught the attention of Leviathan in your home but other nations will welcome the work you do.

So I have been keeping on the on other jurisdictions I could see us living in if only for vacations for now. I see the value in owning a plot of land and having residency on another country should my passport become a “bad” passport in the future. Being prepared has new boundaries.

Categories
Finance Politics Startups

Day 1983 and Socialism is Bad

There is a lot of chatter as to the eventual ownership makeup of the frontier artificial intelligence labs and their economic surplus. One question that came up this weekend is whether equity in the companies should be owned in some portion at the nation state level. I am opposed to this for a host of reasons that I’ll try to get down in whatever garbled form.

I do not own a stake in any of the frontier labs other than owning ETFs that own Magnificent 7 exposure who own portions of the labs. I do invest in compute, nuclear energy and cryptography. I believe AI will change a lot about how we do business, my revealed preferences show I live remotely in Montana, I have a tendency toward emergency planning and Plan B scenarios. As a disclosure of my priors.

There are lots of competing interests in this and the self interests from the labs does no any favors. Especially after months, nay years, of overwhelmingly hyperbole about changing labor dynamics, the potential for mass layoffs due to automation as well as obfuscation and excuses about the reason for layoffs in existing companies. And that’s before we get the singularity which is a religious orientation toward making super intelligence that is Godlike in its framing.

I hate this entire conversation on nationalization and socialism. Part of it is that state actors desiring ownership of private companies reeks of the “you didn’t build that” malapropisms from Barack Obama’s presidency in which he attempted to articulate that America’s enormous wealth is built on generational compacts that no one individual could ever own outright. It triggers socialists and capitalists both.

We all contributed in our own ways to the shared infrastructure, institutions, education, cultural norms and the pluralism embedded in our governance systems that enabled the American Dream.

Unless you are a deep partisan, you understand Obama was trying to articulate that none of us made America alone. But the framing from liberals (and populists of all stripes) automatically make this conversation concerning.

Economics is complicated, central planning has a hell of a body count and your average American can only gesture towards the invisible hand and the benefits of self interested commerce. It’s easy to sell us bad policy from envy and fear.

So I must ask why are we acting like we have suddenly won a national level economic boom with clear winners whose spoils must be distributed by the nation state before we’ve even managed to understand how it will be used, at what level an AI model is a commodity and where the benefits will accrue?

Self interested pluralism with a system of checks and balances at the national federal level coupled with states exercising their own interests has been the bedrock of our national success. Changing this has not gone well for us as a nation nor do we have better examples in other nations.

Sure America has had a few twists and turns. The last time we made an attempt at a New Deal post Great Depression worked only thanks to a global world war industrial mobilization in which we won the war and all our other competitors were decimated on bombed our continents across massive geographical boundaries.

And that boom has been largely spent by the children of the generation that fought this war and their children are looking at a pretty significant bill. So why do labs suddenly want to “compensate” Americans and our collective contributions to the models?

And why are politicians taking this bait when we have so little insight into whether we should funnel cash into them in order to own them in trust for some nebulous future?

I have a few reasons in no particular order that I put on Twitter as to why I am opposed to this format of American state equity being the means through which we compensate the people who theoretically trained these models with our output on the wider open web and its content.

1) We don’t know who the winners will be or where the benefits will diffuse (as in post liquidity the current winners might not be the eventual winners) so compensation for model training when the eventual benefits disperse elsewhere isn’t ideal. Why aren’t taxes at state & federal level aren’t adequate enough here should be answered before we make moves

2) Existing IP law doesn’t account well for culture which is a shared co-creative process (i recommend Susan Scafidi of fashion law institute “who owns culture” ) so compensation is already not easy to track back

3) A state entity w the monopoly on violence can do a lot of damage on the margin by not fully understanding who created what and where it is applied especially in non deterministic systems

4) Much of what the models were trained on was open source licensing including the company where my own family made money Stack Overflow. We got paid sure, but none of this would exist without the effort of its users who contributed on those open license terms. But clearly the final value of the content created & company’s value itself were harvested much further down the line in enterprise contracts for coding models. It was not in the management of an open source license community product created by users or managed by engineers, so who should have been paid? The users who wanted their content to be open sourced? The volunteer moderators? The full time employees? The shareholders of the company, the buyer of the company or the users of that data set at Claude or Cursor or OpenAI? Or is it Americans that never even heard of SO? Where does value accrue over time versus point in time? It’s not an easy question to answer is it?

Categories
Community Politics Startups

Day 1968 and Abundant Optimism

I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together.

The Abundance Institute hosted the Operation GigaWatt Summit in Park City to bring together entrepreneurs, engineers, financiers, legislators and policy experts to discuss America’s energy needs.

I was lucky enough to be invited to the gala where one of our founders Isaiah Taylor gave an incredibly uplifting fireside chat

As some of my longtime colleagues know, I was the first check into Valar Atomics. It was a leap of faith to invest. At the time, we were in the doldrums of negativity towards capital intensive industrial efforts, from both state and capital.

Yet I saw in Isaiah a force that neither leviathan nor fund manager would wish to hinder. I also happened to believe that every other technological trend that was booming rested on our capacity to power it. So I did everything I could to support him in his efforts, including write few more checks. And thank goodness I did as my what a difference a few years make.

Utah’s Governor Cox and Isaiah Taylor of Valar Atomics

To see Isaiah on stage with Utah’s Governor Cox amongst a crowd of hundreds speaking on a vision that a mere three years almost no one thought was a good idea (well except us) is testament to the work and faith of hundreds of men and women.

Many other amazing companies are pursuing a vision to produce abundant clean fuels and I myself believe we will need every one of them. I’m just glad that my crazy bet happens to be running full steam ahead in front.

From artificial intelligence & medical research to new home construction and industrialization, all our biggest opportunities will win on energy costs. Regular people need cheaper, cleaner, more sustainable energy. Our needs can’t be met with what we’ve got. We need nuclear in that mix.

And it is a choice to embrace abundance and not scarcity. A zero sum mentality will not get us where we need to go. Not in America, not on our home Earth, and certainly not in the stars. I believe with effort and ingenuity our best days are not behind us but can, indeed must, be ahead of us.

Utah is focused on delivering to the public by gaining its truth through transparency and accountability.

I’ve come out of the last two days refreshed and filled with positivity as I’ve seen sincere people dedicate themselves to finding solutions to our pressing problems. I was able to see much beloved friends, treasured colleagues, and it was family friendly so I brought along my husband too.

Here we are waiting for me to record an interview with MTS who very kindly asked me about Montana’s right to compute law.

If you care about a future that’s not fighting over what’s left, but building something that makes more for all of us, I hope you consider supporting the work of the Abundance Institute.

And also Montana’s right to compute law.

Oh and if you have a chance to invest in the future of nuclear energy I hope you pick Valar. As we are fond of saying in El Segundo circles, we are going to win.

Categories
Politics Travel

Day 1967 and Up In The Air Boss Don’t Care

Will you spare a prayer for the pitiable management class as they fly back and forth on their jets from capital to capital in the hopes of securing any kind of policy that remains in place long enough to do planning? No, I didn’t imagine you would. But maybe you should.

I’m not in anyone’s C-suite and I’d be surprised if I ever am. Being the CEO of even a small privately held company isn’t a great deal of fun. The burden of a fiduciary duty can clash with your instincts as a human.

Working with founders who have these obligations is largely an exercise in providing psychological safety so they can see the truth their hearts don’t want their eyes to see.

But I don’t expect anyone who hasn’t had to shoulder the burden of stewarding resources responsibly and profitably to be sympathetic. People who leverage collective resources to build something that is more than the sum of its parts may only think only of their part.

Still I’d hope anyone who is a parent has experienced the basics of it. Someone relies on you for their needs. Imagine it’s not just your immediate family but workers, investors and customers all demanding that their needs be met.

This isn’t meant to be mere apologetics aside, I feel bad for the technology executives who were told to show up in Washington D.C today for a last minute executive order from the president on artificial intelligence. Only hours before they were told actually it’s off sorry. The ones who could make it had already made the trip for a ceremony in which they were meant to smile and nod in obeisance to Leviathan as personified in America’s executive branch.

Either the president didn’t like how the executive order had turned out (something about staying in the lead ahead of China) or not enough of the fanciest executives could show up.

After flying to China last week to bow and nod, they needed to be whisked off back to another capital to bow and nod some more. And then oops sorry it’s canceled. As if they didn’t have other places to be. Heck one of the places they were meant to be was in Utah for a summit on providing the energy necessary to power this next step in America’s technological ambitions.

Instead it’s just all pissing and moaning and horrors from the peanut gallery about how much our bosses don’t care about us. As if the bosses didn’t report to some other big boss. They report to their board. The board reports to their shareholders.

And all of us in the shareholder class (which is most older Americans, a decent chunk of middle aged ones and anyone with social security) are all waiting on the approval of the state, who may or may not give any of us the clarity necessary to know what comes next. Better hold on tight and keep gassed up. Shame for most of us it’s not a jet. Still I’m happy with my Subaru.

Categories
Internet Culture Startups

Day 1953 and Helter Skelter

It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry.

lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged.

While I’m not primarily an investor in the LLM boom, I have invested in compute markets, vector databases, neolabs and most importantly I have invested in energy.

I am not someone who is all that worried about fast moving changes even though I clearly take both the changes in the world but also the changes in technology serious. I moved to Montana to stay out of trouble and I’m betting the ranch this will be a bumpy but successful ride.

I believe it will be good for those who open themselves up to the possibility that Americans can handle themselves. I won’t lie and say that we have unknowns ahead of us but that was true before we got powerful tools to solve problems at a much faster pace. It might get weird but we believe in our adaptability.

Categories
Aesthetics Culture

Day 1951 and Melt Downs

Meltdowns seem to be a going thing at every layer of human interaction. Something in consensus reality slips, a schism arises and then you have to hard tap at the glass to decide to see if it’s a mirror.

In preparedness communities they talk about “normalcy bias” as the preference of individuals to avoid looking at a problem straight on. Adjusting to bad news is like grief. It has some steps.

I think that it’s relatively clear to anyone watching that the world is in a particularly malleable place. Old assumptions about institutions and power are tested.

I think it’s never been easier to have your grip on reality rocked. We are all getting rocked daily by meta-narratives and players of games because the internet is a sea of competing games and stories.

Maybe that level of instability is too much to manage for any of us so we install pressure sensors and we let off steam and we carry on with whatever seems manageable. So someone has a meltdown. Seems to be going round.

Categories
Community Politics

Day 1949 and Swimming in the Contextless Sea Beyond The Dock At The End of History

There is a popular theory that Zoomers and Alphas are struggling with temporal context in culture because their consumption of culture is decoupled from the context in which it was made and consumed. It’s all one long scroll without the punctuations of reality.

The general theory goes that post internet generations see niche algorithm-driven content rather than say cultural or historical touchstones. Past touchstones might have unified past generational experiences.

I don’t know if unified experienced are all good. Sure all of the Boomers have heard the Beatles but all millennial woman recall tabloid headlines about Britney Spears getting fat. The water we swim in can be hard for us fish to spot.

If the younger generations have a problem, it’s being far too unified in their experience of their global position. The pandemic was a surprisingly effective reboot of expectations for all of us. But the older you were the easier it was to contextualize the impact of the pandemic across your entire life.

We all ran a dress rehearsal for collective responsibility at global scale And depending on your personality, you were funneled into perspectives you preferred.

So you saw us either shoulder or shirk responsibility. Not that other generations haven’t had to do some version of this, but being able to see it at networked global scale seems to have done something to the capacity to see the future.

You swim in a sea of history and at any point you can get out of the water. But you jumped off the dock is at the end of history so you can see how getting out might be a problem.

McWorld triumphed over Jihad right? But that is content for a paid Substack where Fukuyama and Zizek both still write. It must have been more convincing in hardcover.

Categories
Politics

Day 1939 and Everybody’s Free To Be Civically Engaged

To paraphrase Baz Luhrman “If I could offer you only one tip for the future, being civically engaged would be it”

If I could offer you only one tip for the future, sunscreen would be it
A long-term benefits of sunscreen have been proved by scientists
Whereas the rest of my advice has no basis more reliable
Than my own meandering experience, I will dispense this advice now

Everybody’s Free (To Wear Sunscreen)

Ironically there is some controversy on types of sunscreen and its downstream impacts, but my own skin shows that Baz did well by millennial audience by recommending sunscreen. I look good and have no risk factors for skin cancer.

Now I have no scientists with long term evidence to back my claims, but if you want the long term benefits of civilization being civically engaged is well supported by our historical record.

Both my husband and I volunteer time to local civic bodies and you can too. We are both appointed members of the Montana Blockchain and Digital Innovation Task Force.

What is this fancy task force you might ask? Well it was created by our state Senate Bill 330 in 2025. Governor Gianforte charged the task force with studying digital asset regulation and economic development. You too can find opportunities like this at every level of government.

Our task force is co-chaired by Senator Gayle Lammers and Representative Curtis Schomer. It includes state officials, legislators, and industry experts. You can show up and comment if you like. Isn’t participatory democracy fantastic? No seriously go visit the website and join us for the next meeting if you like

Alex drove to Helena today for this month’s session while I Zoomed in. Act local and consider the national is my edit on the old bumper sticker. And really doesn’t this look like fun?

Alex Miller and Montana Senator Daniel Zolnikov

Categories
Startups

Day 1936 and Life Inside The Jackpot or I Remain An Optimist

I did not expect to spend so much of my time on politics. Or maybe that’s the wrong word. I look being in voluntary service to American governance as my civic obligation. It can look like politics even when it’s mostly trying to be helpful to the running of our polity.

After 2016 I felt regular citizens like myself needed to recall Kennedy’s patriotic inaugural address from 1961. “Ask not what your country could do for you, but what you can do for your country.” America is a complicated place but we get a say in it. And I’d like to help people understand what I know so it might be useful in serving America in very strange times.

My mother loved Kennedy’s profiles in courage. Boomers have beautiful mythos on facing the new world together. He was the first president born in the 20th century. The social compact of America changed quite a bit then. I wonder who the first president born in the 21st century will be. Maybe it will be another young Catholic man.

The optics of progress aside, it was clear as a new generation in Kennedy’s era took on a new obligation to come together when the American experiment felt at risk. So much about who benefit from the military industrial complex rested in the transition from Eisenhower to Kennedy.

I think the context is a little different when progress feels inevitable. Our moment is scary. Though the Cold War was not primarily optimism. They experienced as many breaks with institutional trust as we do in 2026.

Tines are different but I do not think the prescription is different. We owe it to each other to embrace change together. What can we do for America?

I am not the son of a mobster nor am I a nepo-baby of America’s great cultural surplus. I wish. I’m not presidential material or Tiktok star material.

I do have some singular cultural advantages. I am a regular person from slightly unusual circumstances that happened to enjoy some upwardly mobility which let me to participate as an equal in an important transition point. I am actually rather surprised to matter at all. But I do and I intend to advocate for America succeeding together in this change.

I do take technology as a force in society seriously. I believe surplus is an amazing thing. My life is completely different than my biological history. Given how my human DNA was programmed and what I can do daily beyond that you bet I take artificial intelligence seriously. Material progress is real.

I take the physics of demand seriously. It seems like not everyone is confident we can speak to the general public about what it means that the technology industry has found a way to automate itself. It is a scary thing to say. And we begin with ourselves. It is actually our jobs that go first. If we believe it can be better on the other side of the Jackpot live like it.

And I do. I live a little further from civilization for the peace and quiet and because I am a little uncertain. But artificial intelligence’s new incredibly malleable models have changed my capacity by an order of magnitude. How wish I could have had this when I was a software and cosmetics founder.

I am a heavy user of all the hosted commercial models because they are in fact very good. I can do so much more across all the areas of life where I have to figure things out on my own.

I have health problems that are expensive and challenging. I’m lucky to be able to explore extensively the web of issue that drive having a body which has decided it must overreact. And I am in the process of fixing it. In ways that I’d never have had access to before Claude or ChatGPT. I have comfortably setups in spreadsheets and web apps and we can map years of bloodwork and experiments.

I think America is having an autoimmune reaction to the idea of automation as the end product of artificial intelligence. We sense it as a threat and it’s both terrifying in its potential but also a bit of the optimism has waned as the culture of technology fails to engage the mainstream as normal or even beneficial.

It’s the same process of making life better we have run. We took all our brain power to make our physical jobs easier. This has largely been viewed as a benefit to everyone except by strict biological determinists. Bronze Age romanticism is just that.

Thanks to progress in mathematics, we can now make knowledge that was extremely expensive to find, query, and organize as as accessible as asking an expert a good question.

Which is actually still tricky. Most Arthurian legends seem to resolve on knowing what to ask in order to receive wisdom. Knowing what to ask is not easily solved by mathematics. It’s not actually a cheat sheet but rather a powerful way to enable yourself. If you wish to take on that responsibility.

I feel I am somewhere between Hill and Valley in that I work in this world and I chose to become civically engaged. And I am concerned about where we are at. I am genuinely an optimist though as I think humans are so very adaptable. So I try to translate between the tribes who run our system and the tribe of people who make the systems run by the first tribe.

Maybe it’s be being somewhat in between that lets me be a node between the hill and the valley in America. Or as others frame it as a tripartite of Athens, Jerusalem, and Silicon Valley. I think that’s a bit grandiose only because maybe empires run on roads and plumbing but let’s not get forget that power is diffused in a network era. Every node that can route information has power.

The criticisms technology rightly takes from our body politic is that we are going quite fast. I know. I am inside the Gibsonian Jackpot with you. And I know it’s hard to believe that living through the change can be good even if we have inklings of the way life is already better right now. So we have to work together to figure it out.

Categories
Politics

Day 1931 and Happy Tax Day

Five years ago I wrote a really banger Tweet about America’s dysfunctional tax policy.

We don’t tax the rich. We tax the high earning – me in 2021

We were in the middle of a ferocious pandemic driven capital stimulus cycle that drove spending and inflation that pretty much every economist said would end poorly.

Naturally no one cared, everyone enjoyed the extra money and if you were lucky maybe you bought a house or made some other investments.

It was briefly good times for capital and good times for some working class families who actually did catch a break for a precious moment. Alas there ain’t no such thing as a free lunch.

The portion of the population that pays quite a bit of the tax bill in America didn’t qualify for the pork barrel lard programs or the social safety net programs noticed. America’s professional class were stilly enough to be high earners who filed W-2 or 1099 income so they paid for both the rich and the poor.

Now five years later we are going through the same stupid carve out process as politicians brag about small adjustments to already well protected tax niches like seniors not being taxed on social security.

Only this time, the professional class is in a full on panic. They have been led to believe that their jobs are disappearing. So not only do they pay for social benefits they don’t get but they also might not even have the jobs next year?

Cue screaming videos of middle class women outraged about date centers. Actually it’s worse. Cue full system wide class anxiety as the middle class white color jobs that once provided status and security suddenly look precarious.

And the white collar class are afraid they might to go face the fate of the working class who got China Shocked. They are too busy to reskill. Millennials are poorly placed. So they’re are looking for scapegoats for their rage.

The real shame is that panic isn’t based on a material reality. It is partially a marketing stunt gone too far by frontier labs (give us money and we will deliver huge investment returns) and partially a helpful lie carried by useful idiots who are afraid artificial intelligence will bring about the end of the world. We should be so lucky. It’s just the end of this century of economic models.

I’d wager we are much more likely to get a middle ground where vicious knife fights between professional organizations will carve out their pound of flesh till the haunted skeleton of artificial intelligence’s broken promises haunts Capital Hill, Sand Hill Road and Wall Street. Which is a shame as it is going to make a lot of money and do a lot of good but it will also change the guards if you will. And you might like where you are at too much to give it up.

I guess I could see this coming and it did indeed change my behavior as I stopped being as concerned about income and focused on investing and growing capital. And thanks goodness I took the hint from myself five years ago. I am replacing myself. Hopefully it’s for the best.

Now pay taxes and remember to vote. Only 47% of under 45 eligible voters voted in the last election whereas around 74% of over 64 year olds voted. They really want their social benefits before they are gone for good.