Categories
Medical Startups

Day 1630 and Change Change Change

I was hit hard by a week of poor health which meant I missed a policy gathering in Helena today which I was really excited to attend. One of the topics was autonomy and choice in medical care and health.

And with any unexpected change of plans I try to see the upside. Because I was bed resting I was able to catch up on a keynote speech by engineer and technical communicating savant Andrei Karpathy’s talk to YC’s Startup School.

He is an excellent public speaker and has a rare gift for clarity which benefits the entire software ecosystem. And we are an industry who disproportionately see the value of sharing in real time the changes we are seeing as we build. This generation built the networks and seeded the data with our content that enabled these models.

I saw in the talk the long lineage of technical cycles, access expansion and autonomy expanding that I have been a part of since my childhood. I’ve seen a few development and deployment cycles to use the theories of Carlotta Perez

Each cycle granted more power to sharing. The excess value generation of making our tools open to more external use has proven itself. And that has generally made for cycles of innovation that are shared mid deployment by the people as it happens.

And yet we still struggle with the right way of interacting with the tools. Math is fairly abstract. Your average human doesn’t much care for conditionals. We developed mathematics over such odd timeframes that it’s somehow easier to think it’s not in tandem with a culture and a commercial environment.

Maybe some only look at the industrial or military applications for tools and they care little about how they were made. The level of autonomy and control and abstraction that is enabled by software baffles. The more accessible something becomes the more we need to think of the user of the tool. Specialists can use special tooling and need not be so accessible. When it becomes a tool for masses things change. And we are in a changing moment for software as a tool just as the world has the highest expectations for them. Because we are perhaps at the edge of the great buildout.

Karpathy said that working with LLMs can feel like using the command line. It’s an intuitive framing for many programmers. He believes we have not yet found the graphical user interface for this era even as we are perhaps building new operating systems.

A screenshot from Karpathy’s YC Startup School 2025 talk

The GUI or graphical user interface was a mind blowing shift for the personal computing revolution. It allowed in a world of new users including you to use the benefits of computing. Which wasn’t just calculating missile trajectory. The commercial possibilities were as endless as the personal and aesthetic.

That change in access built enormous businesses and was the stuff of nasty backstabbing in the commercialization processes and the competition was very sharp in personal computing era. My father sold software through an old school reseller called Ingram and I gather it was a pretty wild time in the eighties.

But the fresh paradigm is always beyond reach. It’s there waiting to upend your entire world.

To quote Neal Stephenson “ in the beginning there was the command” essay

We were all off the Batch, and on the Command Line, interface now—my very first shift in operating system paradigms, if only I’d known it.

We are in an operating system shift now and we don’t know what to think about it it’s structure. It’s modeled on humans so it has all the same problems we have. It has cognitive deficits just as humans do. This annoys normies who don’t understand how it’s built.

We are interfacing with a new kind of compute output and it will slowly change everything around it as the abstraction layers bring more people into the effort.

We don’t really know what it looks like at this order of magnitude but the change is here and we get to make it. It frankly seems exhausting to ponder and a much much much harder problem set for power than generalized intelligence.

How does this relate to medicine and autonomy? Well, it’s become clear that medicine will be one of the areas that benefits from new access.

I care about the way we develop tools for the entire stack of medicine from pharmaceuticals to patient data. I don’t want another era of regulatory capture. The way we build applications affects how much autonomy and freedom we can give both doctors and patients. I know don’t want to be stuck with what we’ve got. More people should benefit from the changes ahead.

Categories
Finance Politics

Day 1586 and The Gentleman from Montana

I wasn’t allowed to watch much media as a kid but some exceptions were made. Frank Capra’s oeuvre was one of those exceptions. Mr Smith Goes to Washington was a classic of civic duty. And now as a Montana citizen it has special meaning to me.

The film is about a naive, newly appointed United States senator who fights against government corruption, and was written by Sidney Buchman, based on Lewis R. Foster‘s unpublished story “The Gentleman from Montana”.[4] It was loosely based on the life of Montana US Senator Burton K. Wheeler, who underwent a similar experience when he was investigating the Warren Harding administration. Via Wikipedia

So it was with great enthusiasm today that I cheered on my husband Alex Miller who today was my very own gentleman from Montana. I was glued to CSPAN as I live tweeted his three hour testimony.

Mr Miller served as an expert witness before a Congressional House Financial Services Committee and Agriculture Committee Discussion on “American Innovation and The Future of Digital Assets.” You can watch it all if you’d like.

Screen grabs from the C-Span livestream on YouTube

When he was first invited to testify we weren’t quite sure if it would happen. Behind the scenes there is a lot of wrangling, preparation and negotiations from congressional staffers on both sides of the aisle.

Even then you can still be surprised at the last minute! What was meant to be a bipartisan subcommittee discussing digital assets became most Republicans and maybe officially a roundtable I think? Robert’s Rules nerds will know.

The minority chairwoman walked out with no warning though the rumors circulated late last night that she would protest President Trump’s crypto businesses by walking out. Which is a dick move when many regular developers and businesses are looking for clear regulatory guidance from our legislative bodies.

The poor decorum on the part of Congressional representative Maxine Waters (D-CA) sent the session for a loop as she left at the outset. It would have been more dramatic had it not also come across as a confused elderly woman being pushed around her staffers.

Nice suit though on Ms Waters

The session quickly moved on to its actual business at hand because as mentioned the future of digital financial innovation is bigger than any one man’s business dealings even if he’s the President.

The future is made by those who show up and departure of some of the Democrats from the hearing did not stop the future from arriving nor the expert panel from testifying. Including the witnesses the minority party called. Yeahhhhh they didn’t get to walk out like Ms Waters.

Experts from Haun Ventures, Hiro Systems, Coinbase and more

If you have never watched a 3 hour subcommittee hearing I honestly recommend it as an experience. I was very impressed by the questions and expertise brought to bear on the topic. Honestly I even enjoyed the whacky props like a wrapped gold coin from an Easter Basket as an explainer.

Congressman Nunn

It’s easy to make fun of our representatives for grandstanding, politicking, and general chicanery but it’s a serious deliberative body that makes the rules of the road for all Americans.

I got the sense that in this unprecedented moment for the American economy that everyone who stayed took that role very seriously. To which I say thank goodness!

We have no clear rules of the road in digital assets and cryptocurrency and the Securities and Exchange Commission has not helped.

With no regulations passed and the constant threat of investigations and court cases from the Securities and Exchange commission it’s been nigh impossible for American companies to plan and many digital asset firms have moved abroad.

You shouldn’t have to spend thousands of dollars and untold sums of time on $1000 lawyers to be told “we have no clarity”

It’s hurting American businesses as new digital companies move overseas. The Chairman asked “does the lack of clarity hurt consumers, builders and companies?” Every single witness said absolutely.

We need clear rules of the road and regulatory clarity. And we need to be sure as citizens we don’t let our rights be trampled upon in the process. Americans deserve the future of digital innovation being built here and built with our freedom in mind.

There’s a reason that the amendments that protect our core rights use words like “shall not abridge”, “infringe”, or “be violated” in their language as there’s a whole lot that government can do to restrict or functionally take away our rights without “prohibiting” them.

As I myself have worked to successfully passed right to compute work here in Montana I was beaming with pride as Alex fought for that future in Washington today Mr Miller is our gentleman from Montanan. He’s got a little less hair than Jimmy Stewart but he’s fighting for us all.

Categories
Startups

Day 1572 and Re-Skilling

I’m having a Boomer moment. And I think I’m excited about it? I’m actually extremely excited.

It’s clear without a significant investment of time and effort, most millennials’ technical skills will be out of date in the next decade. I think it’s likely to happen faster but humans are slower than our tools.

The rate of change in artificial intelligence, and its subsequent impact on the business of software, is moving at such rapid clip that even if you put your total focus on the topic you will find yourself behind.

I doubt I’ll be the only millennial to find themselves up-skilling and re-skilling in this era. Hopefully we are quick enough on educational change for Gen Z and Alpha that they get exposed early.

And I am one of the lucky ones. I’ve been working in technology my whole career. I’ve been investing in the space for several years. I’ve been dreaming of the singularity since I was a kid. I just wish I had the neuroplasticity i did back then. But I know it will be worth the effort.

Categories
Community Politics Startups

Day 1571 and Townie Done Good

I am excited to be a panelist at an academic conference at my hometown’s university later this week.

While I didn’t attend the University of Colorado at Boulder myself, as a townie kid it holds a special place as educational institution in my life.

Their libraries lent me books, I attended events like their famed Conference on World Affairs and I made use of campus facilities from sports fields to their planetarium.

CU Boulder helped make me who I am today. Which is apparently someone who is qualified to weigh in on challenging topics in technology and culture.

The conference is called Renegade Futurism: Tech and the New Political Counterculture

Tech” isn’t like other industries. In addition to money and products, it is now a source for politicians, policy, culture, and philosophies with unprecedented influence throughout the globe. Figures like Elon Musk and Peter Thiel hardly count as mere industrialists; they function as thought-leaders and government operatives.  
 

This two-day conference gathers actors from today’s tech world–entrepreneurs, makers, thinkers, observers, and critics–to discuss the meaning of the tech counterculture, and what it might entail for the future of technology and American democracy.     

Hosted by the Bruce D. Benson Center for the Study of Western Civilization on Friday April 25th and Saturday April 26th and it is open to the community so if you are nearby please consider registering and attending.

The speaker line up is very impressive from politicians like our very own governor Jared Polis to journalists like James Pogue and entrepreneurs, operators and industrialists like myself.

My topic is first thing and the panelists are well worth being up early to learn from.

April 25th Atlas Building ATLS 100 – Cofrin Auditorium

9:00AM-10:15AM “How dissident is today’s tech?”

Technology can be a democratizing tool or a weapon of centralized authority. If those are perennial alternatives in technology’s history, which has predominated during recent years?

Panel: Michael Gibson, Jeff Schullenberger, Patrick Deneen, Julie Fredrickson
Moderator: Paul Diduch

Categories
Biohacking Chronic Disease

Day 1566 and Oxygenated

I am buzzing with energy as I spent my day touring the factory a hyperbaric chamber factory. I don’t want to get ahead of sharing details I haven’t cleared with them but I learned so much.

Istanbul is so far ahead on medical care delivery it is genuinely thrilling. There are 24 hour walk in hospitals. And

Which is good as the new IL17 inhibitor means to have a side effect of meiborn gland problems. In mere days I got another chalazion so I’d like that sliced out.

But my optimism about my immune systems capacity to operate functionally has taken a step towards optimism. That something so simple as oxygen and pressure has such significant benefits for our bodies is common sense.

How marvelous that the ingenuity of divers, doctors, athletes and under water workers to put together a treatment that is so effective it moved the biometrics of one of the healthiest men alive.

That only in the age of artificial intelligence did we get the inference capacity to show its efficacy is a real indictment of our academic and medical bureaucracy.

Categories
Finance Medical Travel

Day 1562 and Istanbul

In a twist that one of my friends described as “an extremely Julie situation” I’m heading to Istanbul tomorrow. I’m in Europe so I’m actually going to drive. Any recommendations for hotels, great meals and must see sights are most welcome.

How I ended up on this last minute surprise journey is a long involved story that includes spotting a maintenance issue on a hyperbaric chamber, having a friendly mutual who swears by HBOT email the CEO to troubleshoot, and a long Twitter conversation to do said troubleshooting.

This then turned into an offer of a tour of the factory by their team (since we are in the market as we plan out our Montana medical spa) that was topped off by an offer to discuss the experience on my favorite podcast.

Apparently manufacturing complex medical equipment in this new era of tariffs and bilateral trade agreements is a topic of interest to many people as Turkey may end up a better trading partner than China for many categories of sophisticated equipment.

The Trump administration is making attempts to reorient more of the world under our trade & defense umbrella rather than China is obviously on everyone’s mind. Turkey is an advanced manufacturing industry from which I have imported in the distant past for textiles so I’m sure I’ll learn a lot from this trip.

One of the machines I’ll be checking out
Categories
Biohacking Medical

1560 and Signs to Act

I’ve been holding myself a bit back from the world as I’ve been trying to take care of myself and lay low. Too much system input and a spate of bad luck (housing and health issues) made for a bumpy time.

So while I’ve been steadily attempting to stay online for some information flow my epistemic hygiene has mostly consisted of “staying offline” and working through routines that provide positive feedback loops.

I’ve been keenly interested in hyperbaric chamber oxygen therapy from both my very effective first set of treatments and the experiences I’ve seen in my own social circle. Everyone from local Bozeman friends (mostly men) working through injuries and chronic issues to tech’s favorite health billionaire Bryan Johnson have shared their enthusiasm for the therapy. It quite frankly just works.

We’ve acquired one (and am researching another provider that Bryan himself owns) as I’m exploring businesses that would allow us to bring them to Montana. Step one will be letting our friends come use ours in the barn! S

tep 100? Maybe MilFred Industries ends up with a wellness brand. I’ve certainly got extensive experience in every adjacent category from fitness (Equinox) to branded wellness (Goop) and direct to consumer cosmetics (Stowaway) so anything is possible.

Categories
Finance Startups

Day 1542 and Future Blind

I am confident in my capacity to judge directional trends over time. I’ve been doing it consistently for close to twenty years. I’ve made solid bets that outweigh the wrong calls.

But right now I feel lost. I feel blind to short and medium term outcomes. I don’t know what happens next or in what order.

I’ve got a lot of working theories about how we orient over the next decade or two but I’ve got low confidence on anything nearer.

Perhaps this is because I simply don’t want my near term predictions to be true. They are too depressing and too cynical and too heartless.

An essay from Venkatesh Rao today titled Low Roads to High Places emphasizes why.

If a necessary historical evolution can occur via a low road or a high road, it will almost always happen via the low road.

He notes the law of the low road may simply be a an emergent consequence of thermodynamics. Entropy being what it is the path of least resistance wins.

Or maybe, as Rao suggests, the low road is a corollary to Abraham Thomas’ principle that to call macro-trends correctly you have to have “boundless optimism about technology and bottomless cynicism about humans.”

I’m just not ready to have bottomless cynicism about humans though I have optimism about technology. It’s possible to change our consensus and narrative direction and we do so regularly. Vibe shifts happen once an hour these days

Abraham Thomas has a theory that venture investing is temporal arbitrage. We are front running narrative consensus.

That’s why we look like herd animals eventually no matter how contrarian the bet was at the start.

Because being optimistic about the material changes that technology can bring has been the road to success. But I can’t decide how cynical I am able to be about my fellow humans.

Categories
Community Politics

Day 1540 and Zoning Out

Yesterday I was lucky enough to get a tour of a new mixed use housing development on the south side of Bozeman called Blackwood Groves.

I was introduced to one of the developers Dave through the serendipity of Twitter. He graciously walked Alex and I through the plans for community.

It’s thoughtful in including a range of housing types so younger families have a chance to grow. It has parks and public gathering spaces. It abuts public middle school. It will have retail amenities practical to the community. It feels like a little town in the town.

As a Montana resident who is Bozeman adjacent, I’m thrilled to see more housing being built. Especially for younger families. Having grown up in Boulder I feel a particular sense of obligation to make sure that Bozeman doesn’t end up like my hometown. Housing costs a fortune. Younger generations can’t afford to live and leave.

It’s hard to find housing. It’s hard to build housing. Housing is easily America’s most expensive problem. And seeing builders who want to make mountain towns actually feel like the towns we grew up in is encouraging.

Its hard to do well and there is a lot stacked against builders and buyers. We should want build up to a future that enables us to live and be industrious together across generations.

I support the Frontier Institute because it’s consistently putting force great policy on making sure we build the future in Montana. A little blurb from their work on property rights this sessions. Being able to build is going to take real reform.

Categories
Startups

Day 1534 and Certitude

I’ve been busy with a founder who is running an astonishingly competitive seed round. Let’s just say I’m glad I wrote the first check.

I back founders long before it’s possible to have any certainty. I have accumulated enough signal and taste over twenty years to feel like I know when someone has what it takes to try their hand at a startup. It doesn’t mean it will work but I always believe in their capacity to do the work required.

Proving that out is probably the work of millions of pages of business school papers. No wonder we are complaining about the lack of builders. Wouldn’t it be better if we just put those resources into starting actual businesses instead of theorizing?

I’m a huge fan of always being a bit entrepreneurial. The much maligned “side hustle” that millenials and zoomers maintain out of necessity has its upside.

I like all scales and all kinds of business. Alex and started dating thanks to a swap on an Airbnb rent arbitrage. I’d let someone book dates for my apartment when I was supposed to be out of town. Trip dates change. Alex offered his apartment up if we split the profit. We’ve been in business ever since.

I’m working through a new local business plan we think will have community benefit (both in terms of job creation and service offering). Am I certain it will work?

Actually more certain than you’d expect this small scale that we can boot something up. Startups are much harder to judge than an existing business model with a new offering.

Incidentally if you are in Montana and looking for a medical grade hyperbaric chamber oxygen treatment we should have ours in a month or so.