Tag: Energy

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Startups

Day 1518 and FOMO

I’m not fit for travel this week as I’ve got a couple physical issues that would do better without additional stress.

I am missing an event for a startup that is close to my heart. Being the first person to believe in a company and a founder is a special thing.

The people who said yes first on my own companies still years later mean so much to me. Their opinions still matter to me and succeeding for them remains a goal across decades and investment vehicles because that faith is so precious.

Being a part of someone’s story is risky. Especially on the first chapter you don’t know where the story goes. And that’s the beauty of it. Faith when there is nothing to go on.

I want more than anything to be the first believer. To see what no one else can. That’s part of my drive in investing. To be early is rewarding beyond the finances of it.

And so tonight I’ll have FOMO, or maybe just MO, as I will be missing out as Valar reveals Ward One. I feel like I live a pretty cool life if it has been writing checks into nuclear reactors. Hopefully soon I’ll be able to see it in person.

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Emotional Work

Day 1513 and Forcing Function

I’ve not in one thousand five hundred and thirteen days of writing in a row set forth a m standard for how I might quit. Four years (or 216 weeks) is plenty of time to come up with a criteria for making a decision.

I have in that time embraced the haziness inherent in self trust. I’ll just know when it’s time. That’s obviously a rationalization. I assumed that circumstances would decide for me which meant I’d never need firm criteria for stopping. It would just happen.

Given my health and the general state of the world surely in this long timeframe some calamity, crisis or mishap would keep me from writing one day and that would simply be that. The chain would be broken.

It has not yet happened. No forcing function has stopped me from my writing practice. And I’ve not yet set worth anything firm about how I’ll know.

So far 2025 has tested me. There are many short posts. I have been hampered by health and home issues which sorely make me want to give up some days.

I’ve tried to included more sporadic “linking and thinking” to make my writing space more blog-like and less essay oriented. Backing away from narrative forms is a fine way of introducing flexibility into one’s writing.

I can’t help wondering if I should introduce a forcing function and create a set of criteria for when I’ll stop. But the truth is I’m scared to give myself a clear way out when I’m struggling. Perhaps it’s better to keep that trust that I’ll know.

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Reading Startups

Day 1510 and Turning It On

Almost two years ago I sent a Twitter DM to a young founder named Isaiah. He was intellectual, curious and humble and I was impressed by his authenticity.

He was strong enough and driven enough to ask for hard feedback. So I told him the truth when he asked. I hated his first idea, gave a prediction about how it would go and said I’d invest in him on whatever he did next.

Lucky for me that feedback turned out to be accurate. We talked for months as he worked through a plan for his true passion for abundant clean nuclear energy.

I was blessed to be put in a position where I could commit as his first investor. His progress since then been extraordinary. Their goal is to make the world’s energy by building nuclear reactors at planetary scale. Today Valar Atomics announced they raised a 19m seed round.

When I say extraordinary I really mean it.

First, we have completed the construction and pressure certification of our thermal prototype, Ward Zero, at our Los Angeles facility—the fastest in history a thermal test unit has been developed and built. Ward Zero will be unveiled next week at an exclusive event in LA. Isaiah Taylor

We are in an age of acceleration. To be able to design and test a prototype this fast is a sign that we can expect better solutions to arrive and quickly if we should so will it. I wouldn’t be surprised if they are able to turn on a working reactor in the near future. If you are interested in Valar (working for them or investing in their growth) hit me up on DM.

Reading

Leading Edge newsletter “What Woo Works?”

Spooky, scary, technology is witchcraft

Media

Want to see an android art direct as if it were in the cremaster cycle? The Protoclone is a faceless, anatomically accurate synthetic human with over 200 degrees of freedom, over 1,000 Myofibers, and 500 sensors. Clearly they are doing this just to scare us into giving them attention so here you go. I hope they don’t execute as swiftly as Valar.

Protoclone, the world’s first bipedal, musculoskeletal android
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Chronic Disease Emotional Work

Day 1508 and Dorymaxxing

I am pushing myself to continue with the daily writing habit even as I am on a rollercoaster of health and home challenges that have put me well on the back foot.

I want to rage against the symptoms, the system that can’t solve anything, and even my own body for being tricky. But that won’t fix anything. I’m need to give the new protocols the space to work.

So it’s one foot in front of the other. Whatever is happening out there in the real world I just need to put one foot in front of the other. Or if you prefer a meme. Just keep swimming Dory.

Just keep swimming

I’m doing my best not to get it get me down. I’m afraid of the setbacks. I am afraid of the length of recovery and the potential for things to be worse. But I’ll Dorymaxx. It’s all I’ve got in me

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Chronic Disease Emotional Work

Day 1506 and Breaking With Convention

I am in a challenging spot at the moment with our household mold issue and my attempts to accelerate changes in my care protocol for my autoimmune condition.

When things are challenging physically I find myself in tension. I want to share and be open in my experiment to write every single day. I am afraid that I’m doing nothing but share weakness by doing so.

I don’t want to telegraph only strain, illness, and struggle. Sure things are hard at the moment, but I am more than my current local minima conditions. Things are quite good.

Just because I feel too weak to articulate all the areas of strength doesn’t mean they don’t exist. I just can’t put them front and center right now.

This frustrates and even angers me. Large long term projects and investments are thriving and rather than focus on those I am curling into the fetal position and wishing I could disappear until I’m able to advocate loudly and proudly for my wins.

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Internet Culture Media Medical

Day 1499 and Not Up to Speed

I enjoy my daily writing as it forces me to put my sensory apparatus to work at summarizing the inputs on my systems for the day. Being a human, my processing is laggy.

I came across this graphic from Hinterland’s Twitter. They created it show compression of the our body’s sensory inputs. A lot hits our mind and very little of it gets to conscious thought.

The human body sends 11 million bits per second to the brain for processing, yet the conscious mind seems to be able to process only 50 bits per second. – Britannica “Information Theory”

It seems to me we are not prepared for this moment of unprecedented complexity given the hardware we are working with.

Some of us may have slightly different software so it’s not all hopeless. It just seems like as a species the complexity of our environment relative to our baseline physiology is looking a little iffy.

I have a kind of optimism that we will find a way to meet the moment. Right up until we can’t?

I’m am looking to do whatever upgrades I can to hear the signal in the noise. But maybe a booming voice from the sky is easy to hear than the endless chatter of our world. Or maybe we have to find another way to achieve resonance and hear.

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Homesteading Politics Preparedness

Day 1493 and Familiar With Our Game

I’d love to go on a long rant about the new tariffs America intends to impose, but a big winter storm is approaching and being prepared for that is likely the more important task.

Yes I am aware a much bigger looming economic storm on the horizon. I’ve been a “doomer” a while so I’ve come to gripes with that many years ago.

In joking about choosing what fine Canadian products like All Dressed Chips and Letterkenney we should be importing before the new Trump 2.0 tariffs kick in, I shared the preparations we’ve done to mitigate future dislocations. Someone said we should stock more electricity. Well, good news on that front.

That would be true except we have a giant solar array that provides enough electricity for heating, lighting, our bitcoin mining (whose heat exhaust exchange warms our barn where we keep the hydroponic greens)

For those not familiar with our game

The expectation we had when we settled in Montana was that those who prioritized resilience would be in better shape. Chaotic times means being able to handle whatever changes are thrown at you.

It’s been a great life choice. If we have oil shocks or supply chain implosions we are more prepared than average to muddle through it.

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Chronic Disease Politics

Day 1490 and Healthcare’s Sin Eaters

I went to see a rheumatologist today. I had the baffling experience of them wanting to actually get to know me. Which was surprisingly unhelpful in the moment but really nails vibe we’ve got with healthcare in America.

I kvetched on Twitter that I spent my week defending hot girls and open source software while I deride Big Pharma and public employee unions. That’s more of a humble brag about my priorities. But I felt bad that I picked on pharmaceuticals. I got replies. Why harsh on pharmaceuticals? And actually fair.

Drug companies are the least bad of some very bad actors. For all its faults, drug companies are not just existing to be parasitic like pharmacy benefit managers or generate wealth through regulatory capture like Epic.

If anything pharma is the sad scapegoat in healthcare. We pick one drug a decade to laud & then like clockwork do a hard reversal on it in a decade or two. Patients get hurt and doctors did their best. We saw with statins, SSRIs, opioids, adderall, and I’m sure soon GLP-1s will be next to have Netflix documentaries. Someone is always to blame and it’s usually the drug companies.

Some category is designated a sin eater for the system’s horrors. Which isn’t at all fair as all those drugs serve real needs. Sorry Oxycodone you remain a villain. But why is American in so much pain?

Which gets back to my surprise as having a doctor who wanted to get to know me. We came in with a typed up diagnostics sheet with a timeline of treatments, protocols and medications and the bastard has the audacity to ask me about the quality of my life.

I hesitate to say “well shit” because I am Protestant from Scandinavians stock because we pride ourselves on being “oh just fine”

And of course I’m the asshole who quotes Kierkegaard at my doctor. Sickness unto death right Doctor? Which I guess is a bit of a downer.

The man actually asked me if I’d consider managing my pain more aggressively. I am absolutely mogged by the audacity of the sentiment that I could suffer less.

Apparently no one scans you for drug seeking behavior when you chuckle and kneel before what God has decided for you. So that’s a good trick I guess for the less sincere.

You can really see how public perception of RFK Jr is so different from what elite narratives would like to see. People are with RFK’s righteous indignation. Why are so many suffering?

The cranks and the crazies are here because America is mostly gaslit by a nest of bad incentives. Doctors don’t want any of this. Neither do the drug companies. But someone has to be blamed and it’s usually the guys with the money. But they are trying as hard as anyone to actually come up with solutions.

Maybe no one deserves to have a righteous Kennedy come after them. But everyone feels a little bit crazy with how the system works now.

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Media Politics Preparedness

Day 1489 and Foggy Frosty

I felt it was very important to get off the internet and soak in some restorative aesthetics. We are in a shock and awe moment almost anywhere you look from national politics to geopolitical technology competition. And everyone is jangling for narrative.

We’ve been a fog of informational war so long we forget we are all subject of multiple intersecting and independent actors who want your attention to be on their issues and their terms. We are living in context collapse hell.

Ans it’s not going to get any better. Many independent minded citizens are arising in these challenging times and they all operate with mindful caution. We have to invent our way out of the most challenging information environment of our lives.

Americans don’t realize we are subject to political and industrial competition and it plays out across social media. Don’t think because you know it is being done that you aren’t heavily affected. America has foreign enemies and quite a few domestic ones.

Extremism exist in some very weird bubbles. I am concerned seeing rationalist singularity cultists. But I’m also concerned about high frequency hedge funders who manipulate markets. We are in a great power competition and I’m sure we all have totally sensible opinions about open source artificial intelligence models. Right?

It’s all very cyperpunk. Manipulation of financial markets is as grey zone a tactic as sniping the telecoms pipeline from Helsinki to Tallinn. And we should be concerned about being competitive. We’ve been snowblind before

It’s a nuisance as neither you nor I have a clear line of view. Some of us maybe have a few months heads up. The lead feels less and less even as I am as much a part of shaping narratives as anyone. I was using DeepSeek in the fall.

When I was in fashion we had this website called “don’t believe the hypebeast” to mog those overly concerned with cool. Don’t get mogged. The same principle applies here. Don’t try to figure it all out.

Go read something with soul, listen to some Bach, and be with your family. Be frosty in the fog and exist in the real while you still can.

Categories
Internet Culture Politics Startups

Day 1487 and Gell Mann Amnesia

It’s a busy day for competitive narratives on social media (and in the markets) as normies are belated reacting to news about a new open source artificial intelligence model from a Chinese quantitative hedge fund called DeepSeek.

The new model been available since Wednesday though many of us open source fans have been using prior versions for quite some time.

DeepSeek even powers the skincare bot my friend Kasra and I have been playing with for fun. We used all the open source models We are early days and hyperscalers have different games they play than us tinkerer types.

I have no hot takes for you on what it means geopolitically or otherwise. You can doomscroll for Jevons Paradox, the possibility of a Sputnik moment for the West, and the benefits of constraints for creativity.

What I think is most useful to remember about media narratives is the Gell-Mann Amnesia effect. Coined by Michael Crichton of Jurassic Park fame it helps remind experts to not expect expertise from normal people.

Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray’s case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the story backward—reversing cause and effect. I call these the “wet streets cause rain” stories. Paper’s full of them.


In any case, you read with exasperation or amusement the multiple errors in a story, and then turn the page to national or international affairs, and read as if the rest of the newspaper was somehow more accurate about Palestine than the baloney you just read. You turn the page, and forget what you know.

Michael Crichton

I am passionate about the right to compute because new technologies should not be in the hands of only giant corporations or controlled by nation states.

Most of the commentary you will see on any given topic of media interest will be a fog of war mismash of competing narratives and ambitions.

Just remember that it’s wise to be wary of any certainty when it comes to what’s going on. What we know changes on what we know and it’s odd how easily we forget that.