I spent the day on binging a monomyth in service of focusing some attention on where we might be going if this is in fact a Cambrian explosion era. If you need a synopsis I’ll extract it from Twitter if I can find the toolsets. If you know the toolset please share them.
The fellowship of the ring will not doom the hobbits to torment and death
My assumption that property rights underlined some of this still stands. If you’ve been holed up in Middle Earth (me too nice place unclear though unclear if I’m a Hobbit or an elf or a dwarf or a wizard or an orc Or Tom Bombadil) everyone thinks Mordor somehow their pet theory or sin. It is industrialism or fascism or some combination of horrors because history becomes legend and legend becomes myth. I don’t know. Ask an autist.
Hug a hippie. Be kind to a hipster. But fight to the death for the hackers. Or pick a princess who likes trade disputes in the galactic empire. I can’t translate all the monomyths in one day.
If you’ve ever been on the receiving end of one of my information dumps, you know me to be a science fiction reader. It’s one of my true passions and most consistent hobbies.
I am very well read in the space through this love and it has proven to be an enormous advantage for a career in technology startups. It’s very rare to meet a builder that hasn’t in some way come to that love through imagining the future as it could be.
While I love classics from Asimov to Heinlein and I read everything from space opera to hard tech, my first true passion for genre fiction was cyperpunk. I saw a networked world of computation and I fell in love.
So it is with great sadness that I learned of the passing of one of the giants of science fiction, cyberspace progenitor, father of the tech singularity and mathematician Vernor Vinge.
His 1981 novella “True Names” was perhaps the first story to present a plausible concept of cyberspace, which would later be central to cyberpunk stories by William Gibson, Neal Stephenson and others. Many innovators of modern industry cite “True Names” as their keystone technological inspiration.
It’s through the vision of authors like William Gibson and Neal Stephenson that I saw what computing could do to help us build.
Cyperpunk wrote many imaginative paths for artificial intelligence. Gibson’s Neuromancer and gave us early crypto culture. Neal Stephenson showed us a virtual world atop our current one in Snowcrash. The metaverse emerges.
I’ve lived my entire adult life online after an entirely analog childhood. I am straddling that small gap of in-between human. I helped build some small parts of the network of the internet. I am a citizen of the network state. I am all these things because of Vernor Vinge.
Humanity shines with tools and we had found in math a way to give an explanation of the workings the world. That our meager intelligences learned to compute and then to build computing machines astounds me.That we continue to build something more with those insights astounds me further. The acceleration of that started long before me.
Networking our computation has taken us so far and so fast. It reflects the best and worst of us. Vernor explored “what if“ futures that went far behind our contained cyberspace. We wouldn’t have modern singularity thought about what could happen if artificial intelligence really will emerge amongst us without Vinge’s work. The Zones of Thought series is a mind bender.
Vernor is as close as nerds have to a prophet. Here we are seeing the power of artificial intelligence dominate our human great power debates from culture to business to government. Everyone who makes things has an opportunity here to own building this.
I know that in whatever moment we are about greet (singularity or not) that I remember that we humans build technology from the imagination of Vernor Vinge.
No matter how alien the future may seem, we humans have build it first. Don’t you want to be a part of that?
I have gone through a turbulent reentry into the timeline over the past week or so, and have been steadying into its depths. I’m sure you’ve noticed the pops, pings, hisses and howls of psychological re-pressurizing. We are now at a comfortable cruising altitude for Julie. You are free to roam about the psyche.
A lot of people have been asking me for things. It’s been in a way that is both jarring and seemingly unconnected while simultaneously hitting the apophenia like a thumber hits drumsand on Arrakis. Thump thump thump. Attention is drawn. It has rhythm. Walking without rhythm so as to not attract the worm doesn’t seem to be an option any longer. I recognize your footsteps old man.
I recognize your footsteps old man
Let me try again. Imagine a beautiful woman who may or may not be available is at home during a rainstorm. She’s on her phone but has no need to go out. Everyone who thinks they have a chance texts her. Too much trouble to go out and hunt in the rain but if you’ve got a number maybe. Then maybe you take the trouble. The woman she laughs or sighs depending on the overtures. Sometimes she even responds. Her motives may seem clear to you. The motivation of her suitors may similarly seem clear. Maybe you can even predict. And yet chaos still exists in the hearts of men and women.
I am closing my aperture just as many others are opening theirs back up. Many do not like they see. No matter how much advance warning you may give people about trouble on the horizon if they are trained to ignore they will. Until they can’t. And then in the rainstorm they communicate with the people they can reach. Beacons in the storm.
I myself am less troubled by the rain. It would seem that we are in a moment where any number of timelines have diverged completely. Many storms are raging. The sun shines elsewhere. We continue to have our dead.
We’ve put up fences to keep the sight out. We put up sand bags. But you can’t stop the smell from all the fires. Maybe you can’t outrun the rising tides. Maybe you are a civilization level smoker jumper going from one fire to the next. Maybe an actual one. Maybe there are no weather metaphors that can be tortured into a form that reaches across to you.
The beacons I am responding to, as per usual, are not the ones you’d expect. I wouldn’t be a very good node in the network if I were too programmable but neither can I be so unpredictable that “it” doesn’t reach out. It pings. It pings. It pings. It calls out. It reaches out.
I try to collate my thoughts most days but I can’t do it tonight. It’s the eve of the Ides of March and I’ve got something to dread just like Julius. I will be tweeting bangers into the abyss and praying.
I understand Kafka now in a way that I didn’t as a teenager. That is all. Go read some Juvenal instead of seeing Dune 2. Pray the the gods of chaos that my people be spared. Good luck to the Windsors but mostly because we shouldn’t do to Kate what we did to Camilla. Let the stupid aristocracy fans enjoy that anyone cares about Burke’s Peerage. The Nikkei opens in ten minutes.
I slept a lot last night. Have moved four time zones in as many days with the additional “joy” of daylight savings my body is confused. My mind is not.
My initial impulse today was to push through it with exercise, routines, self care and being present in the real world but after the basics were done I was simply throwing myself into the timelessness of the news cycle. My only clock is the rotation of the planet and even that is arbitrary
Oddly I think this was a good decision in times of adjustment. My body adapts to the sun easily and quickly. My mind however is set on some permanent exterior hive mind that is a 24 cycle. There is no perfect syncing of this to be had nor any shift that seems to make sense to me except “awake” and “asleep”
For most people this strange permanent awareness would be very hard on the nervous system. And indeed it is. And yet the thrum of a global population coming online and offline is soothing and regulating in its own way. Each opening of a new market bouncing me along to a new continent with new people.
I say that this is helpful to me and not harmful only say with any degree of certainty because I regularly dose myself off being “extremely online” into very offline remote living. Being extremely offline has not once improved a single metric for me. This annoys me as much as I was annoyed that removing gluten didn’t improve anything for me.
If anything I seem to self regulate better with maximally online presence. I would have previously assumed something is wrong with me but now perhaps I can explore that it’s an advantage. I come on and off like with whenever I jump back in. The past can be filled in and the future isn’t here yet.
A lot of emotional energy has been directed at the “problem” of “women in technology” in the last decade or two. Stupid campaigns get run with degrees of condescension in which it’s insinuated the only way women could see the value in crypto is if we make a perfume. It’s the rankest form of sexism and extremely effective. And I’ve proudly worked in cosmetics. Chemistry is cool.
So today on International Women’s Day I’d like to remind myself that I’ve l been “in tech” since the moment I fell in love with a personal computer as a young teen. I’m on that edge of elder millennial that did things in the real world as children but had access to the virtual early.
Plenty of men mistakenly assume that because I worked in fashion, beauty and ecommerce. I was early before the ease of hosted Shopify accounts or even Heroku instances for an app. It was a lot more roll your own.
And yet some think my experience doesn’t count. Despite it being a clearly sign of capital markets having underpricing occasionally. Ifs a good thing. You go where market rewards you and you learn to learn skills along the way.
I think so much less about my gender now. Almost resent ever having been talked into it. You do it right then you, like an anyone else in the market, can benefit when someone misallocates.
If you are lucky enough to steward your own capital, then get to be part of the investor bases to build the next generation. I do that now. I am still a woman.
I’m proud to use the resources I have to invest in what I believe in based on my experiences and the thesis I invest under. Not as some smoothed over marketing narrative with a gender hook. No I price like an actor you can do business with. I am willing to show my revealed preference.
I learned in previous eras so I may serve the generation that is coming up. And I’m happy to invest in the ares I believe in most. I am happy as a woman to invest in men as I am in women.
The focus I see in founders I have invested in across energy, artificial intelligence and crypto are ones I believe in. I believe in them as people. I believe in them as founders. I believe in them as men.
I am lucky to be seen as an individual with capital and insights that can help them carry a better future forward. I hope all founders are seen as individuals.
Technology innovation has been the driver of improved human life. Material prosperity is good for women. It’s good for men. So I’ll celebrate doing stuff for the boys on international women’s day.
Alex Miller visiting with me at one of our favorite portfolio company Valar Atomics. I believe in Isiah and his team.
The most gratifying part of early stage startup investing is the vitality. When you are in the mindset of optimism, all things are possible.
I first met Isaiah Taylor about a year ago. We found each other on Twitter. I cold DM’s him with “you seem interesting.” We’d hop on the phone and go through what he was working on in long strategy talks.
I think in our first conversation we spent half an hour just discussing origin stories. We’d both had strongly American west families and we were neighbors in the upper Rocky Mountains. We shared a Christian faith. I liked his style.
Those early rambling sessions when a founder is discovering their market and their unique talents is a precious time. I knew I wanted to invest in him long before Valar Atomics had come into focus.
Ambition and vision are honed over time as you broaden your horizons. It’s the most fascinating tension. The bigger you dream the more you must see your path clearly and pursue it relentlessly. Vitality begins with knowing where to apply your will.
I feel the optimism that Isiah has brought. And I admire how he has taken it to a bigger community. Watching the El Segundo community self-mythologize in real time during this weekend hackathon has been an exercise in collective application of will. Like its cousin in techno-optimism e/acc , the American dynamism “new vitalism” egregore values building for the future.
While parked in gridlock caused by the American state department delegation snarling traffic in Tirana, I shared a classic British comedic sketch from Monty Python’s The Holy Grail with a friend who resides part time in the Balkans.
Feeling moderately repressed ourselves by the various bureaucrats, politicians, and general institutional disarrays that was in our way, the joke hit home. No matter your station in life, we are all a repressed in someone else’s system.
“Listen, if you really wanna do this with your life you have to believe you’re necessary and you are. People wanna live like this in their cars and big fuckin’ houses they can’t even pay for, then you’re necessary. The only reason that they all get to continue living like kings is cause we got our fingers on the scales in their favor. I take my hand off and then the whole world gets really fuckin’ fair really fuckin’ quickly and nobody actually wants that. They say they do but they don’t. They want what we have to give them but they also wanna, you know, play innocent and pretend they have no idea where it came from. Well, thats more hypocrisy than I’m willing to swallow, so fuck em. Fuck normal peopl
We are all experiencing some level of abstraction from the base layers of reality. Some of us are more academic about it. Some of us are simply more or less unwilling to accept the hypocrisy of it. None of us can opt out completely. Plenty of professions let you get closer to the visceral base reality and then you too can see the violent inherent in the system.
And so we argued over resources and raw power. How abstract can we get? The paleoconomists say “go back to the gold standard” but we can’t. Can we go forward though?
Most of us see that entirely detaching the exchange value of goods from material items and their underlying value is a huge struggle for most people. We wouldn’t have endless discussions about the cost of groceries if it was clear to folks how the market priced physical goods.
Financial markets are fictions where we negotiate material needs like food, shelter, clean water, bodily integrity, and property ownership claims. All need to be priced in. It isn’t fun when the exchange value mechanism completely detaches from that reality. It makes us uneasy. Shrinkflation makes humans feel gaslit.
Humans are physical beings who abstracted our physical needs into an elaborate market system of exchange values. And like that Monty Python sketch, sure it’s a fun joke, a meme if you prefer, but that meme is a reminder to see the violence inherent in the system.
Anyways, I hope Antony Blinken enjoyed his time in Albania and that everyone has a productive weekend in Munich for the neutral ground security conference. Our diplomats have never needed a neutral ground weekend more amirite? The financial engineers will concede that reality. Maybe.
The specifics of it aren’t important, the fact of the matter is that it’s been “one thing after another” for me. I bet you know the feeling.
I felt grateful be enjoying a lower friction global homo cosmopolitanism for the night. I need something be smooth brained for a little bit.
I got middle rent generic Mediterranean street food delivered through an intermediated mobile app for dinner. And then I turned on Netflix to settle in for the most middle brow content. There is another season of Love is Blind.
I am a sucker for this show. There is something so optimistic about a blind dating marriage reality show. If you had been doom and gloom for so long imagine opening up all post-pandemic with your shiny therapy emotional journeys.
It strikes me as a pop culture cousin to effective accelerationists. Nothing says accelerate quite like committing. Marriage markets would be very e/acc.
If I have to keep living I may as well do it with the hopeful optimism of someone who throws themselves into their future. All in. I really admire the optimism.
I was whisked into some immediate local concerns getting a home base set back up in a city. I speed ran the basics. I feel as if I’ll be coming back online shortly.
This morning, despite a slight cold, I enjoyed the six hour head start I had on the markers today.
After being extremely offline for a week and change, it felt fun to submerge myself in earning season discourse, inflation data, and other concerns of industry.
I’m excited for the problems in front of me, I like my placement on the board, and I trust I will play the hands when the time is right.
