Tag: Early

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Startups

Day 2008 and From Running On A Dream to Running On Our Reactor

I’ve got to remember to keep tissues in my purse. I’m prone to crying when I’m proud. I am a crier by nature and the experience of pride and awe is becoming distressingly common. Woe is me right?

My very early bet on Valar Atomics (I wrote about it on Day 1145 but met Isaiah closer to day 900 early 2023) is paying off years, if not decades, ahead of my expectations. Never did I expect arguably the hardest operational bet in my portfolio to be such a fast breakaway hit. And I owe it to an executive order from Donald Trump and the efforts of patriotic Americans committed to regulatory reform. Which is crazy.

As it turns out, if the government gets out of the way of talented people, nay, if it demands that our state institutions help them, the impossible becomes possible in shockingly short order. The reports of America’s death are greatly exaggerated.

Today in front of a crowd of hundreds of current and potential investors, employees, Orangeville community members, government officials & scientists and most importantly our family members, we watched a reactor (that might not even exist without my first check), power an Nvidea Blackwell chip.

In a demonstration rivaling the greats (Ballmer, Jobs) Isaiah brought up NuclearWebsite.com and asked the audience to load it with him.

“Oh no it’s not loading?!!?” What’s happening? Do we have any electricity on site? Quick someone run the GPUs to the nearest electricity! Go go we can’t disappointment all these people!

And then the Blackwell is rushed into the Ward250 reactor. In real time the chip is run to the control room, gets hooked up and boom the website loads.

The first entirely privately funded nuclear startup was critical, stable, producing electricity and powering state of the art silicon.

We actually did it. The mad lads and ladies of Valar Atomics swept ahead of the competition in a frenzied year of progress (Day 1510) from seed round and Ward Zero to producing electricity to power GPUs.

After a twenty four hour travel marathon to get from the Ionian in the Mediterranean to the southern Utah desert, being back at the Valar Atomics reactor facility for a demonstration of this magnitude felt surreal.

Just a few weeks ago (Day 1969) the reactor was days away from being shielded and then fueled. We’d driven down to see her before she was wrapped up in shielding.

Proud first investors in front of Ward 259

Now not only has she gone critical (Day 1996) but I was able to walk into the running reactor room and see the live reactor for myself. The operator Ben (a former naval nuclear operator) seemed surprised and happy to see me. “Julie! Hi!” He exclaimed as me and the other early lead investors piled in for a tour.

I won’t lie it felt really cool that the team knows me on sight. The perks of being the very first believer (Day 1145) are worth the risk. Sure you get called crazy quite a bit, and only half the time does anyone mean the good kind of crazy, but sometimes you get to enjoy being right.

Jason Calacanis (also a master of the live demo) never lets anyone forget he invested in Ubers seed round. I get to brag I wrote Valar’s very first check

And while success has a thousand fathers and failure is an orphan, I’ll always enjoy the satisfaction of being the very first to take a chance on a long shot no one thought had any business even trying. And well they were wrong. And I was right. Not just right but really fucking right. I backed the long shot dark horse (somewhere around day 950) because my gut told me that the kid had the right stuff. And wow did he.

I only had a dim hint of exactly what we’d be seeing today as the invite said “Watts Next” cohosted by Nvidia and Valar. Clearly a number of us connected the dots because it was packed. The atom would power the compute and we’d get to see it live.

The team after the demo

Every existing investor, and quite a few later stage firms, came out to the middle of nowhere to see if these longshots had really done it. And indeed in just three years the impossible became reality. I’ve never felt prouder to be American. And clearly everyone around me felt the same.

This is a win for all of us. The families who gave up time with their loved ones so their loved one could pursue a dream. The policy makers and scientists who did everything in their power to prove we could make nuclear work again. The investors who wrote checks that no one else wanted to write as it was too risky.

And most importantly, it was a win for the team, led by the indomitable spirit of Isaiah Taylor. Their long nights and constant doubt paid off. The road ahead is long but no one is likely to doubt that we are serious contenders anymore.

I always say there was never a doubt in my mind. I had faith. Isaiah joked he had moments of doubts. I say I’m blessed that I got to be that first believer to say “I think you can do it and I’m going to help.”

And whenever he doubted that we’d make it (there are always near death experiences in any startup) it was my privilege to remind him that doing the impossible is just what we humans do.

Like Captain Kirk, I don’t believe in no win scenarios. I hope you consider joining me for more impossible long shots. Because sometimes taking the shot is worth more than anything else you will ever do.

Want to run your compute on clean renewable cheap American energy?
Categories
Aesthetics Culture Travel

Day 2005 and The PMC Olympics Or Transcontinental Logistics: Couples Event

If professional class workers thin out as a function of artificial intelligence taking some of the work done by the professional management or PMC class, I suspect we will see nostalgia for the time they were seen as aspirational. I’d like to explore that near-future science fiction today with the PMC Olympics.

After the initial decade or two of upset (possibly even rage) at the power shifts & new status dynamics subside, we fondly remember business class types like lawyers & consultants with the same wistful fondness as we recall switchboard operators or the stenography pool.

I’d bet in the nostalgia wave, we see competitions, cosplaying and an equivalent of Renaissance Fairs or reenactments pop up where former PMCs and thr youth pretending to be them, compete in a cargo cult display of its cultural identity markers.

And when this does inevitably emerge as a cultural touchstone, I want to compete in the PMC Olympics with my husband in transcontinental logistics events. Think of it as figure skating but for married business partners.

I’m confident we would medal in the transcontinental travel logistics category. I’d get gold in the individual “cosmetic and liquids” category. Think of it as “uneven-bars” of the transcontinental logistics travel competition.

As part of this mirthful sci-fi exercise, I input a prompt to ChatGPT’s current image model and it gave me a very amusing montage of who might compete and win in just such an event.

Naturally the shining blonde California affluence worker (subcategory creative class) took the gold but let’s not forget the New York finance couple nor the European directorate class.

ChatGPT image prompted with:
Make me an image of three sets of couples who are professional management class knowledge workers. They are on an Olympics podium receiving gold, silver and bronze medals for medalling in the “Transcontinental Logistics: Couples” event. I’d like two American couples (one New Yorker finance style and one California Hollywood style) as well as a European couple (Swiss) in the style of a Brussels bureaucrat. There should be suitcases, travel bags for laptops, a 1L cosmetics bag, a medication cold tube, and other travel essentials in the image 

I know this sounds a little goofy, but the work that goes into managing what a couple need when constantly switching between personal life and work on the road involves a surprising amount of logistical support work. And that’s without children. I’d add a category with a toddler as the most extreme form of this event.

Just check this prompt I made for my own PDF for an event involving both industrial site visits and formal galas that I am attending after flying west from London. Some details are changed or redacted for modest privacy. Anyone can easily guess what I’m going to be doing.

Build a 8-10 day travel itinerary for a business trip departing from Heathrow London and arriving to Salt Lake City and a remote desert town in Utah, from June XX to July 2, 2026. Include a day-off rest plan for Salt Lake City, a Department of Redacted event logistics flow chart, transport coordination for a bus to small town and return back to the city on July X of event, and recommendations for high-quality food near event venues.

Include transitioning time and necessary grooming required for a facility floor tour with safety gear and a change for a formalwear gala with an hour buffer assuming an event mid afternoon, there hours transit and evening formal event at 7pm.

July 2-5th include a secondary itinerary for a follow on mountain social event at 8,000 feet Utah mountains with outdoorsman activities.

Format as a structured PDF briefing with time-stamped logistics, travel maps, and weather-appropriate clothing advice for the city to desert climate shift as well as mountain elevation needs. Include medications, standard pharmacy and first aid needs, cooled medications for peptide regimen, sun safety, facility floor safety gear, day event makeup, formalwear makeup, possible television ready makeup as well as hairstyle needs based on 3 day warning cycle.

Make sure personal preferences for all clothing, sleeping, cosmetic, medication and other gear is accommodated in a carry on suitcase, personal bag and one checked baggage.

Pretty fun right? And I might add that it’s relatively easy to spit these itineraries out once you’ve harnessed your preferences and all necessary items in one’s personal stock keeping. Always take inventory regularly when on the road and unpack and repack quickly for fast turn arounds. Oh and use the three pack cascade system. To my fellow flying logistic Olympians I wish you safe travels while we still enjoy global transportation for capitalism.

Categories
Finance Internet Culture Startups

Day 119 and Status Narratives

I’ve mostly worked inside insular industries. There is something about disdaining a club and then slowly forcing it to adapt to me that I find appealing. My handle on Twitter “AlmostMedia” wasn’t actually meant to be a joke about the ephemeral nature of timeline driven content (though it is now) but was an inside joke about my first personal blog.

I wasn’t as comfortable being an outsider when I was younger so a common theme on my blog was about how I “almost” achieved insider totems and status but never quite did it right. I never felt like I was stylish enough, cool enough, rich enough or had enough status symbols. Now I kinda laugh at myself as I realize semiotics is as driven by the out group as the in group. I always had the power to be enough.

But thanks to this insecurity about being “almost” but not quite right I’ve achieved a pretty valuable skill set. I’m able to see what is coming, what will resonate, and most importantly what will have status. I’m not always great at the timing (I’m often too early) but I am very good at nudging narratives into the popular conception. I call this the Thursday Styles problem. Timing what is next is as much about knowing what is coming as when it will hit and doing what you can to control the pace.

I particularly like fashion and startups as as success is often a Thursday Style problem. Status narratives are driven by people who like to show off that they knew something cool was coming. Think of the trope of venture capitalists publishing a post about when they first met a founder timed with a company’s IPO. Music used to be like this too with snobs insisting “I knew them before they were cool” when a band blew up.

Status narratives often revolve around being first. Much of crypto is obsessed with showing off how early they were while also insisting to everyone that “it’s never too late” as they need to drive a status narrative that brings in more adoption. Being early generally only matters if you are also still around when it’s “late” and you always need more people to push you further into early. Even if most of the benefits are seen by late adoption we all want to feel like we won the status game of being early. But it’s important to remember we are all a little too early or too late. We are almost right. Which is enough for plenty of success.