Categories
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.

Categories
Internet Culture Media

Day 1514 and Informational Ravine

I hate to add fears that we will face a “dead internet” but increasingly we lack shared context in our online spaces. As context collapses so too does culture. Bad behavior proliferates.

Without shared values we cannot find purchase on the informational ravine of the open web. Competing narratives and interests buffet your mind as you try to sense-make your way into a firmer grip. It’s easy to slip and find yourself unsure of what is up or down.

The vibes are bad. People have entirely different interpretations when presented with something as innocuous as an email asking “what did you get done this week?” If you discuss a particularly contested space it quickly becomes a hostile information environment. Many retreat.

If you are tempted to argue with me about whether that action is in fact innocuous you have to wonder how far apart you and I are from each other as we try to climb through the great ravine to the other side.

Categories
Politics

Day 1511 and You Are Here

Watching institutional powers and public figures goes through the Kübler-Ross grief cycle as they grapple with technical and political change sucks. People are all over the place.

Institutional distrust from the public has America and Europe at odds just as our geopolitical position relative to China is most precarious. And yet this strange new world cannot possibly be coming. Having spent the last year in denial Germans have moved into anger.

Imagine what bargaining will look like as power shifts over the next few years. I’ve seen the depression stage already in technology as the shift in intelligence and computing washes over us.

I’ve come to acceptance only because I’ve got a head start. I didn’t look terribly sane at the time and now I am sitting pretty. Taking action while we grieve the loss of the world we knew is the human condition. If you can accept change is inevitable you might even start to enjoy the process.

Categories
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
Categories
Emotional Work Politics

Day 1507 and Apocalypse Narcissism

I’ve been very wrapped up in my own problems of late. I have plenty of good reasons to be focused inward. When you feel as if you are fighting for survival, physical or otherwise, you can’t see anything else.

As I’ve looked up from my issues, I am seeing countless others caught in their own reactive spirals. Many of them are even directionally correct in their diagnosis of the problems facing them and the world as we know it.

The apocalyptic bent is especially strong in America at the moment. From politics to artificial intelligence to cultural wars, Americans are on the edge of change.

If your world is ending you probably can’t see beyond the horizon of the issues bringing about its end. Your view is myopic. Let’s call this phenomenon “apocalypse narcissism.”

It’s understandable to be wrapped up in fear when faced with all kinds of mortality. Your life, your nation, your culture, your planet and even your species all face world ending questions at some point. Sometimes change is so great we can’t see it as anything but death. Even if something better rises from the ashes.

Categories
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.

Categories
Media Politics

Day 1496 and Maneuver Warfare

One of my Twitter friends John Konrad is a merchant marine captain and the owner of trade publication called Maritime News. I’m a nerd for a dozen different topics in his areas of expertise so I enjoy his perspective.

I’ve discussed my own theories of media like Thursday Styles Problem. Experienced media professionals know how narratives will play.

John has a long thread on how the media ecosystem creates and digests a news cycle and he mirrors a similar military command process.

I am called in as a subject matter expert so I found his specificity in reconstructing this process to ring true to my experience.

There is no media agenda as imagined in conspiracy theories. There is simply a consensus that emerges on what is happening and why. That consensus is malleable to certain incentives, which means it can be changed to fit different desired outcomes.

John discusses using maneuver warfare as the means of surviving in over saturated information environment. You must be prepared to intake and act on information to stay ahead. Close loops of information and action. What can look like chaos is actually swift well prepared action. Being in motion is the advantage.

And if it looks like we are in pitched battle over raw power it’s probably because we are seeing growing concern over the America’s debt, monetary policy and inflation, and the changes required for us to continue as a nation.

Eisenhower himself warned of the dangers in a private and public economy being intertwined. Plenty of Americans concerned about their future might reasonably wonder how it works and if we could improve it.

I’d hope no one wants to destroy an institution if it could be reformed. The future of how we use our existing American institutional power and how we decide who it serves seems salient to all of us. No wonder it feels like war trying to keep up.

Categories
Media Politics

Day 1494 and Back to Chaos

The Zoomers have so little institutional memory. They don’t remember the first Trump administration. Imagine having no memory of the pitched battles of institution versus ego. I envy them.

The Zoomers I talk to seem to have some memory of a good boom year but then their memories are strongly colored by the many traumas of the panic. Persistent online worlds with a global shutdown didn’t do right by them.

Now that we are back to the chaos of a Trump presidency I have no fond simulated idea of nostalgia for Trump for myself.

In 2016 our politics broke my assessment of what was possible and I did not like where the chaos would lead. I definitely could not predicted how much my own position on issues would change though. I still don’t know the best path but I have ironically opened my eyes to the scale of the issue. They used to call that being “woke” but like the term a lot has changed.

Categories
Media Politics Preparedness

Day 1492 and The Blob in The West

I am unsure how to feel about some of the shock and awe tactics being used in American politics. Well, it’s happening globally but I care more about how it happens here.

Being from the American West, and in particular being a townie of one of the land grant university towns, I have found we have two orientations to federal power in “real America” that can be contradictory.

There is extreme skepticism of how Washington inserts itself into everything fron local land issues to education & regulatory policy. Taylor Sheridan has made a whole cinematic universe out of these issues. The West doesn’t want the long arm of the law reaching onto our land.

But the West also has its own power base. We are tied to the wider industrial and defense power run by the blob by supplying manpower and resources. Land grant universities like CU-Boulder have trained a cadre of science and engineering workers who run important programs like NIST and NOAA.

Federal scientists and their work runs everything from the atomic clock to tide reports. This doesn’t even account for the Air Force Academy and Cheyenne Mountain. The military industrial complex and its funding of the sciences is well integrated into the American west.

It makes for some interesting politics as the land grant towns. They owe some of their wealth and economic base to the training delivered by a university system that is local and regionally powerful.

And yet funding for its surrounding apparatus relies on a complex set of funding arrangements from the Blob from science grants to defense contacts.

If the money is under threat I’d expect regular people are going to have a bumpy ride. And systems will certainly break. Maybe all the burbling in the Blob as it recognizes this threat an opportunity for the western states to assert their own independence. That is a more optimistic outcome than many expect.

Categories
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.