Categories
Culture Preparedness

Day 883 and Ride the Edge

If you aren’t comfortably with the current standards of living on average, I’d consider shoring up your resources now. As our planetary resource situation doesn’t appear to be getting better.

As more first world countries come to terms with slowing growth (perhaps even degrowth), resource scarcity is going to affect daily life in uncomfortable and visible ways we can’t smooth over with shrinkflation. If you aren’t prepared to live life on a harder setting, you should begin as soon as you are able to prepare for that reality.

I’d like to think about this problem with a bit of distance. What if we have a coercive state and social consensus for something you’d consider a personal preference or choice, but civil society views as as deviant? You will need to find ways to look like you are conforming even if in private, you are not. So how do you do so?

You may find it helpful to not stick out. In that situation there are two ways to survive an attack. Being protected and in the middle of the herd. Or be as far away from the herd as you can be.

Anyone on the edges of the herd of social consensus, but still within the second or third standard deviation from the norm may get hurt. Forced metaphor of the brutal blue curve but you get what I mean. Better to be a true outlier, as the secondary standard deviation will be forced by a brutal bell curve to fit in better.

If we add in artificial intelligence to the equation, we’ve got even more effective tools for monitoring and surveillance of out-group behavior and even easier mechanisms to deploy social shaming force at scale to insure social adherence. The panopticon is us. An army of Karens armed with the probability you will deviate waiting to pounce.

See for instance a social shaming quote tweet campaign. Now imagine it’s state sponsored propaganda but organized, through the seemingly spontaneous egregores of populism, add a dash of rule by authoritarianism and you’ve got yourself quite a problem. The wisdom of crowds can look like mania.

I got a small taste of being shamed yesterday by my neighbors in a Frankfurt Airbnb. Air conditioning use is frowned on in Germany now for both social reasons and also failing energy policy. Shutting down the nuclear power was a bad idea.

I’ve been suffering from an autoimmune issue, exacerbated by allergies and pollen, so I’ve used the air conditioning on 80 degree days. This was enough to get my neighbors to complain to me twice. I attempted to comply by going to a hotel but quickly found that no hotel would let me turn the thermostat below 72 degrees.

I decided to brave the noisy neighbors and run the air conditioning at the Airbnb in the end, but I didn’t appreciate having to lay our personal health problems to justify a private decision. Now extrapolate this out to genuinely serious situations. The disability issues are often an early lens into wider social attitudes on freedom, choice, value and worth.

You have to decide now if you want to hide in the middle of the herd. Can you pass? Are you able to fit in or do you have some deviance in your life? If you aren’t sure you can pull off average, you must ride the edges. Be as far outside the herd as you can. Maybe on the edge you can find a pack that will defend you.

Categories
Finance Travel

Day 878 and European HVAC

If I were a betting women, and I am, I’d be placing them on European heating, ventilation, and air conditioning corporations. Yeah, I think HVAC is a growth industry for the continent.

HVAC is use of various technologies to control the temperature, humidity, and purity of the air in an enclosed space. Its goal is to provide thermal comfort and acceptable indoor air quality.

You’d think after the pandemic brought the importance of air quality to everyone’s attention, that decent ventilation would a priority. Add in the increasing frequency of deadly heat waves and you’ve got real tailwinds for HVAC technology being crucial not only for comfort but for life.

So why are European apartments somehow both poorly ventilated and poorly insulated at the same time? Is there even a term for this? Finally I viscerally understand why bad air (mal air) is one of the canonical health problems of the Western Cannon. All those nerdy writers inside were suffering.

I’ll grant 1700 era European cities have more excuses than modern cosmopolitan ones for having stuffy, dusty, stinky, hot and yet somehow also cold and drafty air. They didn’t have electricity so no fans, pumps or air exchanges. But why the fuck haven’t they fixed it yet?

The worst plague of the great indoors is shitty HVAC. We have no excuses for it anymore as it’s an environmental health hazard on its own before we even consider the current energy crisis (don’t even get me started on what counts as being green). Refusing to keep your apartment’s ventilated and insulated is bad for your body and your budget.

So if anyone has suggestions for investing up and down the value chain of improving HVAC systems I think we’ve got a growth industry on our hands. Europe can’t refuse to air condition forever and it sure can’t afford to continue to burn coal and Russian gas to heat drafty apartments either.

Categories
Community Politics

Day 871 and Collaboration in the Time of Cultural Cholera

Perhaps its a function of being an American abroad in Germany, but I’ve been giving a lot of thought to the social contract and the expectations we have for free association and collaboration.

Germany’s democratic socialism is abutting against the challenges of global market capitalism and cultural pluralism. And the strain is evident. Frankfurt is expensive and there are many competing populations from refugees to globo-homo cosmopolitans

I think only one in five people I’ve encountered appear to be native born German. It’s almost enough to make me feel like I’m in America. Which is to say I see the in-group and out-group competition clearly.

Different expectations for a civic polity can range wildly depending on the goal. We enable everything from humanity wide medical breakthroughs to individual physical health through incentives both individual and collective. And yes because I’m American I notice shit like who pays for parks and recreation. I also notice soda taxes. Choices are all around us and the incentives make it look like no choice at all.

Humans live at varying degrees of abstraction. Our capacity to go from whole to parts, and parts to whole, depends on education, temperament, intellect, emotional capacity and preferences.

And that diversity of views is what makes it so hard for us to infer what “chunk” of reality our fellow humans see. No wonder we struggle with collaboration as a species. Your fellow man is as sensitive to elite semiotics as they are to casual racism.

Where our new living history takes us is going to depend a lot on how we design incentives for collaboration that provides benefits to participants that are transparent. Otherwise I’d be strapping in for more civilizational struggles.

My aspirations include us finding ways to collaborate across much wider destinies with as much freedom for all can be managed. I’m hoping AI and crypto go hand in hand. High trust and no-trust are our only options at this scale. But like any reformation it threatens the current powers and worldviews.

Categories
Culture Politics Reading

Day 869 and Novelty

When I was a university student at Chicago we went through a two year core cannon which was mostly meant as a Great Books exercise. I’ve still got a dozen rainbow colored books dubbed the “Western Civilization” readers. I treasure them.

My professor was a scholar named Katy Weintraub. She was the better half of the beloved Professor Karl Weintraub. The classes were famous for good reason. I’ll forever be grateful for having been taught the western cannon by someone as capable as her.

One lesson that has stuck with me is the dangers inherent in the human urge for newness. She brought up the insidious, cumulative effects of novelty nearly every lesson.

History was driven by “newness” and its consequences. Each new historical moment was an opportunity to be reminded how fraught with the peril novel ideas and changing cultural mores could be. Death, war, famine, and conquest lurked behind an original idea.

Every rebellion, reformation, and new republic started with some asshole sharing a bright idea. And it tended to get you killed, even if your particular form of novelty got widely adopted down the road. See Christianity, various flavors of democracy, the printing press, and the Enlightenment to name a few.

The “best” part of modernity appears to be that everyone from yours truly to Donald Trump can constantly float novelty trial balloons from the comfort of their own toilet. Best and worst are doing a Janus double duty of meaning here.

Professor Weintraub might remind us that all forms of novelty are dangerous. New ideas represent change. And change is destabilizing even if we later recognize those changes as positive.

I’m certainly feeling the destabilizing effects of having to be alive during living history these days. I bet you are too. Turns out we don’t live outside of history at all. Maybe I finally understand why novelty represented such a danger in Professor Weintraub’s mind. Change has been, historically speaking, pretty hard on those living through it.

Categories
Finance Internet Culture Startups

Day 853 and Alignment on Our Consensus

Some narrative wars are being fought right right. Who owns the future and who gets to decide on what something is worth? That question is rippling through AI communities and crypto DAOs. And then the Federal Reserve raised another quarter point and Balaji explained probabilistic thinking and it went over everyone’s heads. And the beat goes on.

We are all looking at the consensus making in the market and applying our separate projections onto the great stage of guessing if you think you know what other people think everyone knows. What is common knowledge. Turns out calculus is useful!

You’d think the value of an honest days work would be common knowledge. But labor costs sure have gone up. Or maybe a gallon of milk. Politicians don’t know. How much do you get for a dollar? I’d like to know if you think it has changed. These are things you can evaluate yourself. You do not need a fancy expert. Though sometimes economists on Twitter will answer your questions.

But are we aligned on the measurements and valuations being used? What do you value vs Janet Yellen. I believe we have a right to ask for the people and technologies that run our lives to be accountable.

We have to agree on some collective civilization level norm on what we value and what the boundaries are on what things are worth and how we protect those valuable things.

It’s my personal opinion that we are all performing a bit of chaos magic as we ask that we align on a future that can collectively together build the most aligned consensus of agreement. Maybe it happens at the neighborhood level or maybe it’s a whole state. But we need to agree to some terms.

How gets to do that and how do we enable them? Maybe it’s humans. Maybe it’s humans guiding machines to make us more powerful. I myself believe that machines will need a valuation mechanism to sort priorities on our behalf.

People ask if I’m on team AI or team crypto. AI needs crypto to bridge the many different value sets and marketplaces together. Some of these types of value marketplaces may even be cultural values. That’s the goal of the network state. Align with the state that empowers your values. But then these states will also need to coordinate in various states of mistrust, distrust or if we dare trustlessness.

But aligning on how we govern and what rules we must abide by is a hard problem. We’ve relied on national liberty in America for a good while and it has produced many failures along the way.

But occasionally the utopians win a few rounds. Freedom does indeed reign it just takes a lot of fight. But we work to align as many of us as possible toward a consensus. Nobody said civilization was easy to maintain.

Categories
Community Politics

Day 838 and Wanting

I am no longer interested in living by standards I didn’t set for preferences I don’t have.

Me on Twitter 😑

A lot of what Americans took for granted about the world got a hard dose of cynical reality over the last few years. But the upside of the pandemic was the reckoning it forced on all of it. I know I walked away from those years. changed.

I’d begun my own personal journey into the existential abyss earlier as I was faced with personal health crisis before the global one. And I’m glad I had a head start. It isn’t easy making hard choices.

I’ve learned to prioritize what matters to me. I have resource constraints and it has breed in me innovation and fortitude. I’m a whiney cunt about it too. Because I simply don’t see why I need to live my life for someone else’s preferences, especially if I don’t share them. I can chose to prioritize my life and my values. And I’m free to live that way too.

America as an ideal is nobler than our reality. But as a civilizational ideal we’ve set a society where we value the freedom to live as we chose. Maybe you don’t like my choices but if I’m not harming anyone live and let live.

I want to keep civilization. I think it’s good. I want no Hobbesian war of all against all. So let’s find a way to maintain tolerance and live and let live. Weirdos like me aren’t hurting anybody. And neither should you. Authoritarians please find succor elsewhere.

Categories
Finance Politics Preparedness

Day 800 and Small Potatoes

It’s nice when a round number crops up in my daily journey of writing every single day. It’s even better when it’s colliding with the wider narratives of humans. If you aren’t paying attention to the news, Silicon Valley bank had a run on Thursday and was taken over by FDIC on Friday. Now the powers that be decide our fates. On day 800 we wait to see if anything has changed about capitalism.

I’m small potatoes so I’m scrambling for survival as much as anyone. But I’ve got a reasonably good head on me and I’ve seen this movie before. Literally. I watched Margin Call a dozen times this year. My family also went bankrupt in the 2001 crash and I was working in startup land during the 2008 crash. So this isn’t exactly my first ride on the roller coaster. I still get sick to my stomach though.

I think we are all about to have a significant conversation in America about trust and who is looking out for whom. I have my theories on how it plays out and over what time horizon. Very few of those scenarios and involves actually letting the american economy implode. But some heads will need to roll it’s just going to depend on the fates.

I really don’t feel like writing through some of this as it’s both personally traumatic because I’m a human being but also because I don’t know where this lands any more than you do. A lot depends on who blinks and who we want to scapegoat and how much we want to tolerate the unpleasant realities of who matters most. Not to be dramatic but every empire rests on a pile of skulls. It’s the degree to which this is literally true that changes over the years.

Categories
Politics Preparedness Startups

Day 799 and Black Friday

I suppose it’s now quite clear why I felt like I was driving through a snowblind yesterday. For someone who spent the year telling everyone to watch Margin Call you’d think I’d be pretty prepared for the inevitability of pricing affecting risk.

I am, of course, discussing the collapse of Silicon Valley Bank. We’d discussed in our household scenario planning around what would happen if we saw banks forced to compete on better interest rates. Perhaps the same old story of mis-pricing your risk would play out. Discussions of contingency planning and multiple accounts and insurance policies both personal and professional. I really didn’t expect for any of the emergency use cases to manifest as to even contemplate it is simply too horrifying.

But horrible things happen every day and I am skeptical of my capacity to judge my own need for a comfort in a situation in which there is none to be found. I do however believe that in the wake of the Great Recession we’ve come to believe that money always gets bailed out. And why would Janet Yellen (of all people) hang out the singular shining star industry that keeps the lights on in the hollowed out shell of post-industrial American capitalism.

That said humans have been known to do spitefully stupid things that hurt themselves so long as it also hurts someone they dislike. Cut off your nose to spite your face. I don’t know if the drive for vengeance is strong enough for some populist reactionary spill over. I’d want to at least offer up a scapegoat and I’ll be curious to see who has this fate.

This seems like the crumbles to me. The logic of the Jankening is that we cannot always predict the downstream effects because this is a complex system. All I know is that to let a large chunk of the wider technology ecosystem fail would be catastrophic.

However, we have now effectively put in the minds of a new generation that banks do stupidly silly things occasionally (Lmao) and you have to be careful who you trust with risk. Everyone is running to the big banks and that will have its own consequences. I am curious to see what the downstream consequences will be.

Be careful who you trust, use some common sense and don’t be overly sure of the value of powerful people telling you want to think. They might not have your best interest at heart.

Categories
Homesteading Politics

Day 784 and Endocrine

In case you haven’t heard, everyone is bracing for apocalypse. Well, that’s just the headline to get your attention. Everyone is watching the decline in American state capacity as we struggle with distrust across all forms of institutional power.

It’s really challenging to discuss this subject as it is unpleasant to look bad things happening straight in the eye. But if you have read some history, maybe own a copy of Gibbon’s Decline and Fall of the Roman Empire, you’ve probably got theories. But I understand that it’s hard to look at worst case scenarios. Your life may still look normal. But know that for millions of people the consensus is that shit sucks.

I’m not placing any moral or ethical judgements on the wide variety of kooks & characters that have traditionally espoused the various flavors of doom. I don’t particularly care for my compatriots in doom included in the Vanity Fair piece. They don’t like me either. I will self identify as degenerate libertarian who is skeptical of governmental and corporate power.

I’ve been called a Bolshevik by the Christian right and a crypto fascist by the DSA so I’ll assume your average rational mind will recognize that perhaps that the common cause of an America in decline is a bigger fight than tribal affiliations. If you cannot retain a calm mind in your analysis I hope I can convince you that this is a problem.

She thought something had gone wrong with us physically too. “Endocrine systems get fried. There’s too much cortisol, you’ve been running on adrenaline, eventually you tap out. Everyone feels nuts right now,” she said, “because what on earth are we supposed to do with the fact that we’ve had this incredible rate of change for so long. We think we’re keeping up with it, but our bodies are like, ‘Oh, actually no. We have no idea what’s going on.’ ”

Dissident Fringe

We are all overreacting to everything because we’ve come out of the stress of three years of a pandemic that has overlapped with such an incredible array of natural, industrial and political disasters anyone would be edgy. Oh and remember how we had 4 years of Trump? We are acting nuts because stress made us more reactive.

Some argue the great weirding goes back much further but the point is that we are all victims of a long now of persistent anxiety, exhaustion and adrenaline. I don’t know if we can even hear each other trying to grapple with problems in good faith because we are just so tired from being driven nuts by all this.

Imagine a future where this kind of endocrine draining stress simply never relents. And that’s the future I’m earning you about. Everything gets a little harder and less reliable. You trust everyone a little less. It’s harder to eat healthy and maintain healthy habits. It’s harder to trust mainstay civic services like schools, police, and the postal service. The roads are worse and infrastructure is crumbling and do I really need to tell you? Use your imagination

Decline is hard on the body and you need to be planning on how to manage disruptions if only so you can keep at the business of raising your family, going to work and trying to have a life.

If your ambitions outstrips these goals and you’d like to make money on the realignment of the world you will need to do more, build more, investment more. So I’d probably do some basic resilience work so you can maintain focus. If you want to make money trying to solve for the many customers all looking for solutions to all the shit that is going wrong you might want to stabilize your life with basic preparedness.

I don’t know what systems will evolve. But if we don’t start investing in them now we are in serious trouble. I’ve been investing in solutions that are venture scale for sometime. If you want to join me on this journey, DM me on Twitter or join as an LP

Categories
Homesteading Politics Preparedness Uncategorized

Day 783 and The Alliance

Yesterday was a bit of a busy day for me. A splashy wandering “state of culture in America” piece in a glossy cultural firmament like Vanity Fair is the ultimate validation of one’s thesis. I am taking a little bit of a bow on it. I’ve been on about this chaotic future and here are my receipts.

And it’s potentially a good thing that so many people are seeing the alignment that a muddy middle ground of chaos means “the rest of us” have to get on with building whatever the chaotic future looks like. We’ve got families, jobs, and health problems. Life goes on even during times of contested authority. Honestly it’s usually where fortunes are made.

Because it’s a surprisingly large cultural alliance. It has a key truly America things in common. That thing? It’s the most American a shared value as I can imagine. We believe the frontier can be tamed and that civilization is a good thing. Americans have always had a pragmatic streak to them thanks to our Protestant work ethic fetish.

“Preppers, techies, hippies, and yuppies are converging on the American West, the safest place to “exit” a society gone haywire.”

The Dissident Fringe

Because look, nobody asked for a million stupid cultural schisms and endless battles over basic human rights and who shares in the spoils of civilization. Just find a damn common ground. Because right now we’ve got problems to fix. Nobody is sharing in anything unless we build shit. Building shit is the beginning of shared prosperity.

If we cannot align on that fact, then yes of course we are going to continue fighting in the grey zone politics of civilizational values. Because you know what progressives have going for them? A shared legal framework on which to resolve disputes is always better than vigilance. Everyone should want that. Sorry accelerationists.

I don’t know what systems will evolve. But if we don’t start investing in them now we are in serious trouble. I’ve been investing in solutions that are venture scale for sometime. Ifyou want to join me on this journey, DM me on Twitter or join as an LP.