Tag: Energy

Categories
Finance Preparedness

Day 1923 and Petroleum Dependency Consumer Packaged Goods Risk Dashboard

A chunk of preppers and preparedness enthusiasts are just shopaholics. Shopping is common response to anxiety and depression. Doing something that you can control in a world you can’t control has logic to it.

Now experts in disaster response will tell you that preparedness is as much about skills and community as it is about “stuff” but it’s a lot harder to learn a new skill and nurture community than it is to buy something.

So if you aren’t up for getting first responder certified or spending time in your local library I’ve got just the thing to sooth your anxieties about the current situation in the straight of Hormuz.

I vibe coded a dashboard of common household items with petroleum byproducts in them. It analyzes ingredients and wholesale pricing and assigns risk scores so you can make a shopping list of items most impacted by the ongoing supply chain crisis.

A screenshot of the dashboard I vibe coded today to soothe my anxiety about supply chain disruptions and get ahead of pricing hikes and potential shortages

From diapers to sunscreen, you’d be shocked at just how much our basic needs are downstream of petroleum byproducts. Now it’s just a silly little thing I used AI to put together, but petroleum dependency in consumer packaged is high.

From food products and personal care to drugs, you will find we that we rely on petrochemical feedstocks everywhere.

I’ll mess with it as I add in new data sources and get suggestions for categories I’ve missed. But I’d love for you to check it out even if I am not quite done improving upon the basic idea. You might learn something.

For instance, I didn’t know Kroger’s had a public pricing API till today so you live, you learn and then if you have a kid it’s time to buy Luvs. No really diapers are one of the most at risk products for shortages as the impacts of the war ripple out.

Even if the fighting ends today (as I write this a temporary two week cease fire has been agreed to), the damage to processing, production and manufacturing is already enormous.

Say you aren’t worried about price hikes but you are concerned with the environmental impact of your purchasing habits. I included alternatives in the dashboard if you’d like to make a switch.

Time to buy Aquaphor and Vaseline

The data is compiled from DOE, S&P Global, Investing.com, Packaging Insights, VCCI trade reports. A petroleum dependency score is assigned based on estimates of ingredient analysis.

The prices reflect wholesale market trends so you can be prepared to get ahead before retail prices go up. I’ve even included a bit of context on what aspects of the product are petroleum derived ingredients just for fun.

Below is a screenshot for food preservatives. A type of dependency many of us would like less of in our consumption. Maybe the dashboard helps you improve your diet with a little knowledge. Who knows! Isn’t vibe coding fun?

On another note, I remain amazed at what we can do with artificial intelligence and natural language input. This took me very little time thanks to Claude Code, Perplexity Pro and Cloudflare. If you haven’t explored the wide world of vibe coding now is definitely the time.

Categories
Politics

Day 1922 and Toilet Humor

I’d like to have something positive to say today about the Artemis II mission, going further than we have traveled into space than ever before but it’s much too hard to pay attention to expensive achievements by NASA when your pale blue dot seems set on imploding itself, fourth turning style. But I’m always here for a joke about how we can’t engineer a toilet for zero gravity.

All anyone in finance can talk about is the short seller research firm Citrini that sent analysts to the Strait of Hormuz, only to discover via the mysterious analyst 3 that actually plenty of shit is getting through as long as you pay a toll to the militants holding it hostage, which plenty of people who are desperate for oil are absolutely doing. I am SHOCKED well not shocked exactly.

Meanwhile the Easter Bunny stares into the middle distance as an old man threatens another gerontocracy with obliteration. Not to put too fine a point on it but everybody is going to suffer no matter how this turns out.

And we wonder why Zoomers are all reactionaries. Gee, their older millennial siblings couldn’t possibly have any experience in these matters, could they? Doesn’t matter. They aren’t going to ask us even if we have actually lived through this entire charade once before.

Incidentally has anyone checked in on Condoleezza Rice recently? Seems like she might have something valuable to add here.

Categories
Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.

Categories
Biohacking Chronic Disease

Day 1914 and Restoration Hardware

Montana spring doesn’t come at the Equinox but today we had both sun and warm temperatures. I am grateful for the weather as I needed a day of restoration as I felt quite rundown from my sprint through Washington D.C last week.

After a morning walk to take in the sunlight, I went through my collection of “restoration hardware” in an effort to build my resilience. I am restarting another round of hyperbaric chamber oxygen therapy as it has been four months since my original 40 session course.

I ran my infrared mask not only on my face but my neck, scalp and another personal area “down under” as a have been struggling with soft tissue infections with my autoimmune therapy Bimzelx.

I have decided to stop the Bimzelx entirely and see where my bloodwork goes as my inflammation biometrics look good and it’s been a source of so much trouble. I gave it an 18 month run and while the results have been positive in my bloodwork the cure may be worse than the disease.

Now I’m laying on my heater PEMF mat from Higher Dose as the red light of the bedroom lulls my circadian rhythm down into the evening hours. I have no idea if it does much but the heat is soothing.

Categories
Aesthetics Politics Travel

Day 1908 and Capital Perfection

I may have had one of the best days of my life yesterday. I want to get into a preposterous amount of detail as every single element of the day was peak Washington D.C.

I hung out with a long time friend with whom I have a shared passion (we are a special kind of economics nerd), we walked all over, toured several spaces your average citizen only sees on television. And if you are a nerd you really care where day Bretton Woods was signed.

The treaty room

It was my first time seeing some of those spaces and I felt very privileged. Nothing fires patriotism quite like seeing those who serve the nation.

I finished the day above the city watching the sunset on the Washington Monument while airplanes and helicopters ferried people of great importance than I in and out of the city.

It almost made me want to consider public service. But as my friend reminded me that it’s not all this glamorous. My Sunday was almost surely the very best the city has to offer.

Perfect weather, perfect company, perfectly cooked steak (from 6666 ranch so shoutout to my Taylor Sheridan homies), I even had on a perfect spring dress.

Thanks Jackie
Categories
Travel

Day 1906 and Woo Spring Break

Starting a journey from a small regional airport subsided by billionaires is the way to go when airports are understaffed for lack of pay.

A partial shutdown of the Department of Homeland Security means the TSA isn’t getting paid because of a lack of agreement on annual appropriations from Congress.

You may dislike the TSA, but most Americans are sympathetic to the pain of missed paychecks. And if you are headed somewhere for spring break you will feel their pain as the lines through security are getting worse and worse at the major hubs.

Getting out of Bozeman was a breeze. Sure my first flight was 8am but that’s the second round of flights for the day. Chicago O’Hare on the other hand, was a bit more chaotic.

The Dinosaur is a hockey fan

Families with multiple children hoping for quality time together on their spring break looked exhausted coming through the security lines.

Little girls pulling sparkling backpacks behind them on the ground or riding dinosaur shaped luggage tugged by their exhausted parents clogged the tight “under construction” hallways.

My flight to Washington D.C. didn’t have as many kids as I would have expected. Maybe touring our national monuments isn’t as exciting as going to Disneyland.

Co-branding for citrus 🍊not history

The original gate was reallocated to an Orlando based flight and based on the number of families with three kids headed to Florida our natalism issue isn’t so bad among the six figure vacation set.

The workers that keep Disneyland the happiest place on work might be struggling with other issues based on the terrifying bathroom signage. I wonder if the men’s bathrooms have these signs

Servile marriages?

May you all enjoy spring break without weather delays, labor issues, geopolitical conflict, or basic operational problems like crew and aircraft shortages as reset flight legs and fuel costs begin to get in the way.

I’m looking forward to getting to the capital. Maybe I’ll see more spring breakers at the Smithsonian. Just deposit your cannabis if headed to a destination where it’s illegal.

Categories
Aesthetics Startups Travel

Day 1905 and Run of Show

I have very particular traveling habits. I like things to be packed in cubes, labeled with contents and in a cascade of backpack, carry on and checked bags should something go awry.

As I’m heading to our nation’s capital soon I am taking extra care with my “run of show“ as I’ll have more varieties of events to account for over my stay. I expect humidity and rain so that should be fun for hair and makeup. All men need to worry about is sunscreen and maybe a bit of hair gel.

Now my travel wardrobe must account for visits to historical sites, nice dinners, late night parties, internet friend meetups (see you at the Polymarket’s Monitoring the Situation bar?) and a conference that is somewhere between startup event and defense contractor conference.

If you are a woman, you are probably nodding your head and thinking well that’s at least 4 different pairs of shoes and two purses. Then there is evening wear, day blazers and skirt suits, sweaters and other mix and match separates, and heaven forbid I find time to exercise so sweats and all the undergarments.

All that packing must work with the additional run rate risks of TSA slow downs (can Congress pass a budget) while presumably needing additional care and attention to security. Given we are embroiled in a war with Israel in Iran it’s hard to count on smooth sailing. So I pack as if I will encounter unexpected difficulties. Hopefully none more irksome than long lines.

As a woman who mostly spends her time in Montana or otherwise in the middle of nowhere, you can imagine that my makeup these days has a bit more in common with tinted sunscreen than it does with a smoky eye with a cut crease let alone a full powdered contoured beat fit for television. However I’ve heard polished full makeup is the preferred look on the hill including eye makeup basics.

I’m hoping I’ll be able to rely on my skills without additional practice, but I won’t lie I did a couple dry runs on new palettes I’d picked up and a few new colors. Very little new made the cut. When traveling, rely on what is reliable.

Categories
Emotional Work Internet Culture Preparedness

Day 1900 and I Have Another 100 Days of Writing In Me But Should I Have More?

Just a hundred more days of writing and I’ll have two thousand days of consecutive writing published on this humble website.

Nineteen hundred days is a little over five years. It is a lot of writing and a testament to my own capacity to keep going. Every threshold I cross requires asking if I should keep going.

Day 2000 will towards the end of June. And what then? On July 4th hopefully I’ll be celebrating America’s 250th birthday with a crew who built a working nuclear reactor that I funded. The near term has goals and milestones. The long term is much fuzzier. Scarier. Murkier. Beyond my sight.

I’ve covered a lot of life in half a decade. There was lot of work and lot of investments and a lot of change. I’m glad I have such thorough records of my thinking. As more rupture, dislocation and chaos emerge from the acceleration how do I best hang on? Can I steer?

I can use this material to provide context on my mental model and worldview. This was intended both for myself but also the many other models built on content from humans on the open internet. I contributed a lot to training artificial intelligence models just by showing up.

Now that the models have shown up how safe is it for individual humans to show up? Remaining visible and human seems quite risky. When you strip the niceties of civilization and my place in it realism rears its ugly head. I am little more than frail woman in a dangerous world.

Maybe the sooner I stop showing up publicly the safer I’ll be. I am almost certain that is that will be true. I doubt it is the good, the beautiful or the righteous thing to do.

Categories
Biohacking Chronic Disease

Day 1899 and Off To Sleep

I regret to say that after yesterday’s various excitements through my continued ill health; did not leave me with anything for today.

I crawled out of bed for a coffee far too late. Was greeted by marginally better biometrics such I think my Whoop took pity on me by giving me a green.

The trouble with context and personalization? It was only barely better than the reds of the worst that continued into a week of yellows where my resting heart rate and heart rate variability went in the wrong direction.

I largely spent today sleeping because I could t get enough last night. I hope you don’t mind if I go back to my nap as waking up was a challenge.

Categories
Aesthetics Politics Startups

Day 1898 and Please Copy Our Homework

Today has been a very gratifying day for a very strange intersecting set of reasons. You may know that I have spent several years working to pass a “right to compute” law in Montana. It was signed into law in August of 2025 by Governor Gianforte.

I was so grateful that a campaign I initiated became not only become a bipartisan policy but a law supported by many Montana citizens & legislators. Now to see it go national not only model policy for the American Legislative Exchange Council but now have a second state, New Hampshire, pass it in their house, gives me indescribable joy.

Just forty eight more states to go. Though I believe it’s going to be an uphill climb as the topic of artificial intelligence has well and truly become politicized which makes stating simple cases of shared values much harder.

Except this isn’t really about artificial intelligence. Compute is a much broader and bigger thing than AI. It’s the stuff of the modern world. But that doesn’t mean we can’t apply what we know to be core American values as the lens through which we see it. Indeed it’s crucial we do.

Last year people could easily see that this was a sensible law that reflected our American values. Because of this sensible approach “the right to compute” is a winning coalition. It was bipartisan. So naturally it became a culture war.

I urge you not to adopt that frame. The right to compute speaks to American’s most cherished beliefs. Recognizing that it is not a novel legal theory. It is the application of the Constitution’s oldest commitments—to expression, to property, to liberty against government coercion

Even if you do not understand how all of its parts work, most understand that the entire digital world, in its constituent parts, is mathematics executed on physical hardware.

When government restricts computation, it does not merely regulate an industry. It restricts the tools through which people think, express themselves, and make use of their own property. Through that lens it’s clear we as Americans decide ourselves how to use it.

I hope we can remember this as the world changes and political actors look to change your mind. I do expect this to become a very complicated and uncomfortable position to have staked out.

Yet I feel confident that we will be able to make the case that this is not only the most American way of handling our future challenges, but is also practically the best way to bring abundance in a chaotic world. America is a land of reinvention that changes material conditions. We need not seek doom.

I believe that I have articulated that vision over the last five years of writing and investing so you can see my revealed preferences. I called our fund chaotic.capital for a reason. It’s hard, weird, difficult and scary but it’s also possible to be a lot better in the digital world such that we can use those gains to make the material world better. We can be more than productive primates with jobs

From nuclear energy to compute, this is what I believe and where I have put my time and money. We are organizing our world of atoms through the power of compute. And that can bring about a materially better world for everyone. Which I want.

I have been thrilled to see so many different people come together around the basic premise that we are empowered to do things.

We can lean in to the accelerating changes, all while holding fast to the reins of the values that built America, so that we may steer ourselves to material success.

Travis Kalanick of Uber may be among the best founders to have ever played the venture startup game. Today he has espoused our thesis & reinforced the work of my friends & founders. To see a cultural program written by a big coalition be part of his return to startup life (though he was never gone) is validating. We’ve found a rallying call.

The way forward is through the application of math on real problems. We can dramatically reimagine outcomes and the pace at which we do it. It’s scary and will look different but our grandparents lived through a lot of change too. Their grandparents as well. It’s the human condition.

I believe all of this is grounded in a philosophical foundation that is a recommitment to America’s core constitutional values. We are free to make things. And sometimes, when we apply ourselves, the world really does change.

If you are a canny socialist thinking look at this useful idiot for capital, I am honestly surprised that dialectical materialism has become so disliked by its own movement. If states with conservative libertarians can see that culture only changes when material conditions improve why don’t you want to improve them? Please feel free to copy our work as we have studied yours. You can find model policy here.