Tag: Extremely Online

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Finance Politics

Day 1729 and 6% of GDP Buys Quite A Lot

While I’m not economist, because, well there wasn’t money to pay for graduate school, so I could not dedicate myself to the study of monetary policy. I had to go make money in the markets like a capitalist should.

So I’m aware that my thought experiment is not how any of this works, it’s against free market principles to arrange markets like this, but let’s do a thought experiment about buying back our industrial capacity.

Being inspired by Roon’s tweet about Silicon Valley’s grand tradition of acqui-hiring and taking seriously the thesis of Dan Wang’s book Breakneck.

That “industrial process” is a technology that lives in the heads of people and that it was a mistake to let so much “low value” industry be offshored due to the loss of tacit process capital

So what kind of companies would America want to acquire if we were so inclined to pursue a strategy of industrialization? Our biggest success is that we are a highly financialized economy.

So why not use that cash to buy some shit? I know I don’t like planned markets either but for our industrialists let’s say we find a way for America’s markets to buy us back some process knowledge.

Let’s take a stab at what we’d even want in that day. For me my starting point is the top ten Korean chaebols, we take back AMD from Europe (we licensed it anyways) and look to acqui-hire former Nokia Finnish & Baltic system engineers.

Now maybe you want 1 or 2 Indian pharmaceutical generics providers to come to American. And for fun let’s buy the Japanese fastener company YKK. And also buy back the meatpackers. I asked Grok what it would cost and I was honestly pretty pleased by the price tag.

Based on current data (Sep 2025):

  • Top 10 Korean chaebols (flagship mkt caps): ~$879B
  • AMD: $261B
  • Nokia: $26B
  • Top 2 Indian generics (Sun Pharma, Cipla): $61B
  • YKK: Private (N/A)
  • Major meatpackers (JBS, WH Group): $30B

Total: ~$1.26 trillion. Note: Estimates for groups; exact values fluctuates

We would probably need to buy the shareholders and the workers so let’s assume it’s kind of a buyout but you are getting the talent too.

We get the best possible new Americans and we make their shareholders money. Capitalism buys American bonds. Usually. So then I think how much of our GDP would that be?

Current US GDP (2024): ~$29.2 trillion. 2025 projection: ~$29.7T. The $1.26T total is about 4% of annual GDP. Affordability for acquisitions would depend on financing, government subsidies, or private capital, but the economy’s scale makes it feasible in theory

Now I start to get greedy. I want the top 10 best Shenzhen manufacturers and asked for Grok’s best estimate on cost. No facts checked here it’s vibe economics ok?

Based on Sep 2025 data and estimates (public caps in USD; privates approximated via valuations):

  1. Huawei (telecom/electronics): ~$300B (private)
  2. BYD (EVs/batteries): $133B
  3. Luxshare Precision (components): $70B
  4. Mindray (medical devices): $41B
  5. ZTE (telecom equip): $25B
  6. TCL Technology (electronics): $20B
  7. Inovance (automation): $20B
  8. Goertek (acoustics/wearables): $15B
  9. Sunny Optical (optics): $12B
  10. Han’s Laser (laser equip): $6B

Total est. acquisition cost: ~$642B. Feasible under your presumptions, ~2% of US GDP

So just vibe economics here but like how much did we spend on pandemic stimulus?

Total US COVID-19 fiscal stimulus (2020-2021 packages) was about $5.6 trillion, per Tax Policy Center estimates, including spending and tax relief. That’s roughly 19% of current GDP—way more than your 6% shopping list. Feasible in scale, if the will is there!

So again just vibes not how it works but stay with me here to keep the American consumer spending (which I am not saying didn’t work because it did) but we spent 19% of our GDP in stimulus. And we didn’t get better companies or better Americans.

Categories
Politics Startups

Day 1721 and Valar, Inference dot Net and Policy for The Future

There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the world today.

Valar Atomics is one of my proudest true first check investments. I knew Isaiah was special from the moment I met him. But I didn’t like the company he was pursuing with someone. I said I’d back him in something else so long as he was the CEO. I’m so glad I told the straight truth as Isaiah let me in on his true dream of an energy abundant nuclear future and I was able to be there from day before zero.

Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.

The Valar Atomics and Kiewit announced a groundbreaking at the San Rafael Energy Research Center for Ward250, their very first reactor! It is a major step on their mission to answer the President’s call for three advanced reactors on American soil by July 4, 2026.

If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.

Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.

Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net

He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.

It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.

In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.


I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability). 

We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.

And that supporter like you? Heck yeah those supporters are me and Alex. .

You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.

Categories
Internet Culture

Day 1716 and Algorithmic Nihilism

I am quite jet lagged today so I am unsure if this will be coherent but “it’s practice” so here I am.

I am in the middle of my own biochemical storms as the wider algorithmic storms of the web remain at hurricane strength. My own teapot tempests hardly matter against the gale force nihilism of the raw power games buffeting us all about this online.

I suggest reading Katherine Dee’s post on online political subcultures if you are feeling confused about the infighting and schismatic nature of networked political culture on social media.

The phenomenon KiwiFarms calls “Zoomer sadism” — surreal, absurdist cruelty now endemic to so many online spaces, is not confined to the right alone. The disembodiment and desensitization that define life for so many under 45.

Since I began writing specifically about online nihilism in 2022, the FBI has even created a new domestic extremism category: NVE (nihilist violent extremism). These aren’t fringe concerns — or even new ones, the Internet didn’t invent this particular despair, it only gave it new outlets — they’re central to understanding what’s happening online. Default Blog

Nihilism being algorithmically amplified has given audiences to people who might have otherwise been dismissed as cranks, loons, and agitators in the past.

To have a counter culture meant having a dominant culture to press against. Now we have a thousand splinters and millions of different audiences to that splintering fighting symbolic battles. That they are spilling into real violence isn’t new, surprising or even native to the Internet.

It’s merely that we are being fed into the maw of reinforcement learning and algorithmic preferences until we have nothing left but smoothed archetypes battling tribal signals.

That we see people who takes these symbols to a violent extreme should be the expected outcome of persistent othering by algorithm. Digital cultural scissoring breaks apart the collective “we” of all types affinity from national and ethnic identities to sexual preferences and other more abstract ideologies.

Just remember that if a group kicks out too many people they may find themselves with nothing left but sycophant audiences driven by adaptive code. And while that may sound scary, I agree with Lebowski that nihilists are nothing to be afraid of when you are sure of your own principles. So take stock of what matters to you and feed that back to the algorithms. Despair only wins if you let it.

Categories
Aesthetics Media

Day 1710 and Speaking The True Name or Obfuscating To Remain Illegible in Bureaucracy

There is a tradition in certain corners of the internet of hiding in plain sight. Being illegible to anyone without the shibboleths of your chosen in-group protects you from unwanted attention. Or so we tell ourselves.

The downside of an implacable insistence on being inscrutable is that you won’t ever be clear enough to have your ideas spread.

Lack of clarity is an anti-mimetic just as surely as lack of speed prevents you from getting your ideas out into the world.

“I can write faster than anyone who can write better, and I can write better than anyone who can write faster.” AJ Liebling

Writing quickly in a language designed to obfuscate with jargon, keeps the those who search for clarity in the dark and your grip on communication tight. You should want to write fast and well and clearly.

One of the first rules of institutional cohesion is to develop acronyms and coin new words. And nobody is better at this than the military industrial complex. The RAND corporation feels as if it jas invented as many turns of phrases as a teenage TikToker and the Cambridge Dictionary combined.

So if you find yourself concerned that an obfuscated acronym like the DOD’s Department of Defense is getting a name with a bit more clarity as to its purpose ask yourself why?

Maybe a department of war is the proper name for the branch who commissions prime contractors to make weapons.

War looked different in the past?
Categories
Internet Culture Startups

Day 1707 and Putting Some GPU To Work

I try to give my own slight biological grey matter processing power a run every day through this writing habit.

I try to move my own body with walking, weight lifting and other condition so it can stay a somewhat workable machine. Tuning my body requires more work than tuning my mind as my brain rarely gives me issues but my tissues are always in some stage of revolt.

I have other assets behind my mind and my body. I’ve purchased a car. Precisely once and I have looked into buying others and shied away. My home doesn’t need to do work beyond housing me and my “disposable and durable” goods which range from a tractor other home appliances. A few of them do produce things for us like keeping our land and our laying hens.

We’ve got a gorgeous solar grid that generates electricity we can barely use. It goes into Bitcoin mining and stacking and running utilities but I’ll admit in a little lax about putting my our existing compute to work.

I’ll admit this is pretty stupid as we invest in crypto, we invest in hardware and energy, and we have invested in compute and inference networks. So why am I not doing more for passive yield on this?

Humans have been working as inference machines since we decided to keep records with something beyond the digits on our hands and the foot of our feudal lord.

Counting and abstractions being necessary for all sorts of engineering feats from cathedrals to graphical processing units. And now we have inference tokens just waiting to be brought down in cost as we bring networks online. So I am setting up my compute to be a part of those networks because sometimes it’s good to focus on little resource allocation problems to take your mind off tbh fe.

Categories
Biohacking Internet Culture

Day 1702 and One Shot Positive Results

I feel occasionally silly about how much I discuss the comings and goings of the internet and in particular Twitter.

And yet there is so much signal within the noise. It’s a fount of useful information that can rapidly transform your life if you pay attention to it.

One of the memes that I’ve enjoyed is the “one shotting” conversations both positive and negative. Recently the meta (as TPOT calls it) has been about the good things that have removed obstacles in their life.

Lots of good suggestions made up the conversation and I’ve tried all of them. Supplements like magnesium and Oxytocin. Theories of mind like the pathless path, jhanna meditation, somatic release, nervous system work, Alexander Technique, and even coaches like Joe Hudson. So many other modalities that I also use were there.

One of the one-shots mentioned was “unclenching” which has been doing numbers. I myself am trying to “do less” and even “no effort” as part of the minimum coercion effort as let’s be real my HRV (also a one shot) has been a little low.

Isn’t it delightful to be inside a set of good and positively reinforcing memes that make your obstacles disappear. I guess we should all be one-shotting so we can speed run reduced suffering.

If none of that is legible then consider poking about as it has made my life better and maybe it will make yours better too.

Categories
Emotional Work

Day 1700 and The Passage Become Who You Are

I have been writing every single day for seventeen hundred days. 1700 days is approximately 4.66 years or 4 years and 7ish months. Not bad right?

This is quite a bit longer than I anticipated when I first began writing daily with the relatively modest ambition to write once a day for a month.

I had done daily journaling in private for ten days and was interested in seeing if I could write in public every day for some period.

I wanted to create to synthesize what I consumed across the media landscape as I tried to make sense of a world deep in the throes of Covid.

This experiment was my second sustained blogging project as I had kept a WordPress blog in the glory years of 2005-2008 or so. Other social media was easier but I’d always liked the format of public long form writing.

I had a secret silent ambition to take the daily habit to one year. It seemed doable. I fantasized about making it to 1000 days, even from the start, but that seemed bigger and more likely to fail. But if Scheherazade could make it to One Thousand and One Nights maybe I could as well?

I set out with realistic expectations but big ambitions. And now here on a random August Wednesday I am deep into the depths of a daily habit that shows no sign of stopping.

I nurtured my early ambition by saying I’d take it one day at a time, while never pressuring myself into achieving it. A journey of a thousand miles (or in my case days) starts with a single step.

I don’t care for pressure. I never have. I believe those who are truly ambitious about themselves set their own standards. You make your own life.

I will do things in my own time and at my own pace. I have never been a quitter so it’s never been a problem that I go at my own pace. Life is about results not effort.

My tenacity remains a force in my life because I am comfortable tending to my will daily. We only make progress by nurturing the seed of a thing.

Not every day is a good day. We don’t always win. I have many days where I lose. But as Allen Iverson said “it’s practice” and you never miss practice. And practice adds up. I’ve done amazing things in the last almost half decade.

I hope that this aspect of my character is as clear to others as it is to me. If I sent out on a journey I will do what I can to make it. If I fail (and I might) it is because I couldn’t.

Maybe the timing isn’t always right or my mind or body isn’t right or the market isn’t right or I am not right. Full stop. But I’ll never let myself fail because I didn’t make an honest effort. And you make the effort every single day.

Categories
Culture Internet Culture

Day 1699 and CQ Do You Read Me? K Go Ahead

Putting the right frequencies into the universe isn’t just woo-woo witchy girl nonsense. The general call “CQ” is for anyone listening.

The transmission is a broadcast for anyone who can read. I like to think of social media like blogging as a much more expansive and elaborate form of the tradition.

Transmitting the letters CQ on a particular radiofrequency means that the transmission is a broadcast or “General Call” to anyone listening, and when the operator sends “K” or says “Go Ahead” it is an invitation for any licensed radio station listening on that frequency to respond. 

-(CQ) Call

Humans may have evolved for much smaller scale socialization but we enter a networked world several centuries ago. The CQ sign was established protocal in 1884 according to the Practical Telegraphist.

Living with a network consciousness has been called the seventh sense. Joshua Cooper Ramo wrote a book about power and survival in an entered future in 2016 with this premise. That sense now applies across wars, commerce and aesthetics.

The urge to diversify and reach out across different networks and communities is being applied across many new closed garden internet nodes which are competing for attention and information share.

I am considering what it means to build in a world where anyone can surface almost any information at any time. The will and desire to do something in the network is its own limiting factor. But leveraging the possibilities of you find the right niche can open a lot of possibilities. So when someone issues a general call go ahead. Answer!

Categories
Internet Culture

Day 1691 and Don’t Let History Be Written By Cthulhu Hentai Watchers

I sometimes think my best work is as a reply guy on Twitter. If the future of the Internet is to be made entirely of bots, I shall mourn the creative glory we will all lose.

We will all be missing out on the bizarrely specific interplay between post and reply guy. The signal, node, and repeater that is the feed where humans can still bounce off intuition and humor. They know the algorithm merely as the setting for their gamble.

I’ve been doing what is probably a terribly ineffectual public education campaign on artificial intelligence and its role in improving problems in the here and now.

But I am often cheeky about the ideological disagreements the more practical minded builders have with a pretty standard issue Bay Area sex cult. Having been raised adjacent to a lot of hippies, cultists, religious fundamentalists and any variety of new age woo woo Art Bell types I’m actually generally quite tolerant of our weirdos.

Of course this is a challenge as we build out the most important informational and systemic organizational technology of our species. Math has taken humans pretty far.

And mathematicians are quite often mad so I don’t see how it should be such a worry. Still I myself don’t want to be stuck inside an information hazard where I am tortured for eternity either. And therein lies the tweet

Look I’m just saying it’s my personal opinion, but I think it’s bad that the future of our knowledge graph is being made by those who get off on Lovecraft but like that’s just honestly mostly a personal human alignment thing because I don’t wanna be tentacle tortured in @RokoMijic basilisk

If you are familiar with the odd pockets of specialties you probably know that say furries are particularly good at network security and that transwomen are well represented in artificial intelligence.

Unfortunately other groups represented across the space including hardware, software and the philosophy of the space can be somewhat less wholesome than a fursona or a cute catboy.

The Rationalists have some members with odd extracurriculars in their science fiction. I’ve read some good stuff in the genre. Maybe this interest in fiction is probably how they imagine such horrific futures for us in artificial intelligence. Very improbable ones even.

So it’s on me to joke and show you where the weird can be and remind you not to take this too seriously as the experiment contains all of human knowledge. How we prioritize what is another matter. You might call that alignment.

I’m sure we are all wondering which AI safety researchers want to have sex with the many tentacled Lovecraftian old gods. The number of AI researchers with Cthulhu hentai is non-zero.

So the sake of our right to decentralized compute, and indeed our right to do math and compute, we need as many types people as possible engaging with models as possible.

Find ways to learn this new way of thinking and engaging with information and searching for information with a billion parameters at play. Some corners of the most doom and gloom road have some uncomfortable fixations. And artificial intelligence needs all of us.

Categories
Politics

Day 1689 and Drumhead or Not Rushing To Judge What We Don’t Know

I wonder how much of the moral education of Americans comes thanks to Gene Roddenberry. Star Trek is a very American show. It was pitched to Desilu Studios (owned by Desi Arnaz and Lucille Ball of I Love Lucy fame) as a space western.

The cowboy frontier spirit of Captain Kirk has an honor code based on the worthiness of exploration. When the millenials got a reboot in the Next Generation, Captain Picard added the gravitas of excellence through the pursuit of the truth.

It’s hard to think of a show that embraces an anglosphere manifest destiny with more vigor and it is grounded in the enlightenment values of science and moral philosophy. It’s a very American show.

I was watching a fairly minor TNG episode while eating today The Drumhead. An ambassador starts a witch hunt insinuating treason. Apparent drumhead courts were a military summary judgement court.

A legal drama ensues where Picard quotes the ambassador’s father famous words about the dangers of denying basic rights to even one man in the name of protection of society makes us all less free.

Feeling rather on the nose for the moment right? Picard reminds Worf as it wraps up the witch hunt being proven a lie, that those who cloak their misdeeds with the pretense of serving a greater good are often the most difficult. Spreading fear and mistrust in the name of righteousness must be guarded against.

“Vigilance, Mr. Worf. That is the price we have to continually pay.”

We have a chance at preserving and expanding the enlightenment values that brought our species to this moment, an American moment, by enabling more of us. We can educate ourselves and access the world and the many virtues to which humanity has aspired to by working hard to master them ourselves. This is the empowerment of compute.

We have tools available to us to be vigilant in what is the great good of civilization we wish to protect in an open, decentralized and networked internet.

That we can at scale train a new inference search capacity for the sum of our knowledge and reality is a utopian reality even Gene Roddenberry didn’t dream we’d have.

Don’t rush to summary judgement in fear over the future we can build with protocols and networks that can be encrypted and decentralized. That we can model them with artificial intelligence, and by asking questions well, get back information, code and even machine and biological diagnostics is a huge achievement for our species.

To push the fear of the greater good over its consequence can go from legitimate concerns to a drumhead summary judgement quickly. Risking the freedom to use something that is both just emerging and even in that infancy so promising. That it is helpful in the now seems to showcase both western traditions and enlightenment values.

It’s an American ideal that we must all be free to think and speak the truth, search for the truth and can calculate and provide a mathematical proof of truth that needs no trust because it can be know. We have a right to compute.

Artificial intelligence solves problems now. It’s better than humans now at many types of tasks even as it still a new tool and unrefined and even brittle in its capacities still. It’s took only as good as its craftsman’s understanding of it and we are still learning how to build it.

Artificial intelligence can give us the internet we deserve. I support the right to repair movement because I believe we should know and seek the freedom to own things we have purchased and modify them.

Right now AI helps humans can solve immediate problems from tractor repair to wound care. Maybe machines get better as we get better at using them because we do it with them. We figure things out by building.

Don’t let your worldview be constrained. You can know the freedom of living in a society that values your rights. And the right to compute weaves together many of your most sacred rights. And if we infringe on it for some of us it infringes us on us.