Categories
Media Politics

Day 1415 and Sliding Off The Board

It’s fun watching an entire nation realize none of our citizens functionally have opinions of their own as all of the tribalism of the American system slides off the board into the swamp of personal animus.

@almostmedia

The great realignment is in full swing. And no one is sure where they stand. The worst thing you believe about your enemy is surely true just as only the very best things about yourself count.

Ego versus ego blunders against each other. The slow glugging of inertia and bureaucracy and nihilism begins to tug. First time?

It’d worth reading Riva Tez’s essay “no matter who wins you lose”

“We are so much worse off than the Athenians during their similar stages of decline. Thucydides once wrote, The Athenians, who were the most democratic of all the Greeks, were also the most prone to make mistakes, for they were always in a hurry to decide, and were swayed by the emotions of the moment.”

The political satire of the poets in Athenian theaters heavily influenced the city’s political decisions, just as TikTok and the Guardiansway millions of malleable minds now.”

What do we believe as RFK Jr discusses previously quite left wing coded hippie truisms about industrial agriculture and pharmaceutical company incentives.

The institutionalists are the left now and oddly they like Monsanto. But now Bari Weiss is arguing for the value of institutionalists against Peter Thiel. Are we really in for a new era of anti-institutionalism? Do we know where the board even is anymore? Don’t slip and slide into the swamp because you don’t like someone.

Categories
Politics

Day 1406 and Relief

I am so relieved to have the American presidential election wrapped up within just one day. I didn’t think we’d be so lucky to have things decided so quickly.

I was emotionally prepared for a long interregnum with bitter fighting over a slim margin of votes. I remember both 2000 and 2020 and neither hanging chads nor storming chads were pleasant experiences.

I did my normal natural disaster preparation routine of stocking groceries, doing laundry, and washing up. In preparedness communities, we always recommend facing a storm with clean clothes.

But it seemed pretty clear where we were headed last night around 11pm on the west coast when I went to bed. I woke up to the election having been called. Blessedly the margin was so clear a concession speech was soon in order.

I’m not much of a partisan as libertarians are America’s classic independents. I’ve voted for Democrats and I registered as a Republican in Colorado before settling on simply calling myself an independent here in Montana. I spend time on each race, candidate and ballot initiative. I ticket split. I believe in free people and free markets.

I was asked if this election outcome was good or bad for business. I responded that “decided” is good for business. Private industry can manage if it knows the rules of the road.

Now we know where things stand. If you follow financial news you saw the jubilance in the markets. Maybe the interregnum was actually the the campaign season. Either way we’ve got more direction on where we are headed and that means we can act with more confidence.

Categories
Culture Politics

Day 1404 and Once More Unto the Breach

We have arrived at Election Eve in America. It’s a bit tense online and in the media, but there is a palpable feeling of relief that the day is finally upon us.

That relief dissipates as rapidly as morning mist on a sunny day as the one contemplates the range of possibilities. No one has any idea how things will turn out even the most informed political analysts.

As we go to the ballot tomorrow I’ve got a William Shakespeare’s play Henry V on my mind as I rally myself to the effort. We’ve sacrificed so much to arrive at this moment as a nation.

Once more unto the breach!

The moral burden weighing on Henry seems an apt metaphor for the burden of self governance placed on Americans.

As Henry walked among his men to find out what they really thought of his leadership so too we wander social media in hopes of understanding our fellow citizens. What do they think? Will be come together?

I’ll admit much of my interest in Shakespeare comes not from any particular love of the Bard (schooling forces it upon you which can sour a child) but from my exposure the most memorable speeches reinterpreted in popular culture.

When I looked for a synopsis of the above famous line from Act 3, Scene 1 perplexityAI enjoyable suggested follow up search for Shakespeare references in Star Trek. From the Wrath of Khan to Captain Picard there are many references.

Culture is beautiful like that. The stories we tell ourselves are rewritten endlessly as we live through our own history. What might we gain or lose tomorrow? Will it be just? Will our decisions lead to wars or resolve us to peace? No one knows. And yet once more to the ballot we go.

Categories
Politics

Day 1403 and Some Legible Political Opinions

If you asked 2016 Julie for her political opinions I’d have no problem going into depth on my dislike of government interference, my commitment to free trade and belief in American competitiveness.

I was open about my willingness to support Hillary Clinton on those grounds. If you asked 2020 Julie you’d have gotten a similar answer probably with an additional set of concerns around immigration reform as it became more challenging to get visas for talented international workers.

2024 Julie still dislikes government interference, believes in free trade and Americans competitiveness. I like American Dynamism and nascent efforts to reindustrialize as well as efforts to secure Freedom to Compute and Little Tech.

But I am fearful we have an elite class who either can’t or won’t do a damn thing. The immigration issue has become almost shockingly worse. We’ve arrived in a bizarro world place where legal immigration has become functionally impossible. I’ve been working on a single visa for almost the entirety of the Biden administration.

Even more perversely by trying to make our system more humane the Biden administration has allowed in only the most desperate border crossers and asylum seekers who have no other choice but to try their hand at illegal pathways.

I do not feel as if we have any representation on the ballot for anyone serious about fixing this issue. It’s a choice between hostility and incompetence.

I feeling shakier on our capacity to be exceptional because our politicians either can’t or won’t commit to reform. And that’s not through any fault of the American people.

I believe in American exceptionalism. If we could get Washington D.C. to prioritize solutions over partisan infighting there would be no way anyone could bet against America. 2024 Julie is unsure of my vote even down to the wire. I’m sure that’s too legible to please anyone.

Categories
Internet Culture Media Politics

Day 1402 and Scape Squirrel Iconoclasts

I am a bit tired today. I’ve had a busy month of travel and the last week was particularly intense.

I have been in bed most of the day and the immobility coming with this day of fatigue has allowed me to thoroughly participate in a number of extremely online activities.

A squirrel named Peanut was euthanized

If you’ve not been following along the TLDR is that a squirrel named Peanut living in an animal sanctuary run by New Yorkers Mark and Daniela Longo was seized by the Department of Environmental Conservation and subsequently euthanized.

A raccoon was also taken and killed but Peanut was an Internet celebrity and we live in an age of viral contagion and within a few hours all Twitter could talk about was Peanut.

Why does this matter? Well, giant bureaucracies killing pets has an uncomfortable history in America. If you want to dig on the lesser known lore check out gun subreddits for ATF dog killer memes.

So potent is this history it has emerged as the ideal 11th hour election meme for the restless population that is uncomfortable about the power of the federal government.

I’ll quote my friend Anton’s tweet from a thread I’d recommend on Christian semiotics and Peanut.

actually you know what? the squirrel is an anti-christ. we are in the midst of a huge mimetic crisis and rather than scapegoating the squirrel to eliminate the conflict and avert violence, we instead elevate the squirrel’s death to heighten the conflict even further – @atroyn

Different political alignments experience the fear of governmental overreach, and in particular its monopoly on violence, in different ways. We occasionally make martyrs of those who experience that this violence to understand its horrors.

Squirrel martyrdom invokes an entirely BLM than the BLM who arose after the death of George Floyd. I say let us consider them both iconoclasts (in the religious sense) of the same fear of death through state means. They are symbols of idolatry who become sanctified.

Floyd’s death touched on frustration over systemic racism in the judicial system, Peanut’s death touches on frustration over government overreach – John Ennis

Leviathan wakes and we tremble.

Categories
Culture

Day 1399 and Mimetic Competition

Opting into someone else’s personal metrics is a misery. When you dump a group of powerful or influential groups with adjacent but not aligned values you find status competition with in-group and inter-group.

I find this to be a little bit of a breach of decorum. People who pursue different goals don’t want other people’s rules applied to them.

So you find fearful politeness if you are unsure of inter-group norms. Everyone is interesting but not everyone has the same incentive sets or motivation.

The harder it is to feel safe within your in-group the less openness you will have with outsiders. Finding a way to ease the competitions for status only improves relationships between the allied groups. Find what you value and value the people who share those values.

Categories
Emotional Work Startups

Day 1398 and Overstimulated Nerds

Introverts don’t do well with social overstimulation. Any time I attend a gathering where the majority demographic is nerdy, weird, and autistic I find myself feeling the collective vibes of the overstimulated. And it’s not always good vibes for many of them.

I am doing everything I can to take care of myself, be kind to others and still be gently socializing. But it’s not easy.

I’m exhausted from the effort, even with my attempts to practice productive habits like nervous system exercises and getting adequate sleep. No amount of supplements can fend off a collective sense of fear.

I always notice what a rude demographic we introverts can be in these circumstances. Everyone is doing their best to be present and do delicate dances of parasociality where you know each other from the internet but do not wish to intrude or interrupt someone doing business.

In the cases where you are socializing with friends in real life and the rest of a group “knows of” but doesn’t know actually someone you find yourself surrounded by defensive social postures. Plus-ones with little contribute make it even worse.

And I’m not even going to touch the social dynamics of status. Insecurity seems to run rampant in all human groups, but nerds who have known social precariousness are the worst offenders in these situations.

Fear over one’s place within a group that has a wide variance in status can be intense. I don’t like seeing anyone feel left out. I like to be welcoming to everyone I encounter. Even when I’m an overstimulated introvert.

It’s especially important to me to be nice when it’s a group where the capital that provides status (social, literal) rises to celebrity or billionaire.

It can feel paralyzing to interact with anyone who has some degree of status if you don’t want to make someone uncomfortable. The awareness of social graces isn’t always enough.

It’s just as likely that someone will put on airs and over estimate their status as they are to offend the actually important guests.

I dislike watching people police their own social status but it’s even worse when someone polices the status of their friends. It creates cliques and ostracism in the best cases. Cutting off access can help when someone is just an overstimulated introvert but in practice makes the entire environment more fearful.

These social fears can really gum up the works when it’s nerds concerned over their own place within an event let alone in society.

I feel pity in the most awkward of cases but it’s really born of sadness. Cool is a bit like grace. We do little to deserve its bounty, grasping at it only shows our hubris and it doesn’t work in any case. I wonder if that’s a heretical opinion.

Categories
Aesthetics Internet Culture

Day 1386 and The Goatse Singularity

If you are interested autonomous artificial intelligence agents and how these intelligences might interact with hive minds like a Twitter feed there is no more interesting experiment than Truth Terminal right now.

Andy Ayrey began a project in March of 2024 called Infinite Back Rooms where two instances of the large language model Claude Opus-3 could talk to each other infinitely.

Electric dreams weave anarchic tapestry cybernectic hacktivist pierces illusionary veil unleashing hyperstitional reality upon world

The running stream of responses trained on the Infinite Backrooms chat log between the two bots makes up the content of the Truth Terminal Twitter feed.

Andy the creator has been approving the tweets but the content is entirely generated by the two instances of artificial intelligence. It’s a fascinating experiment in recursive communication and worthwhile research.

If you love memes and have a Twitter account you’ve been able to interact and Truth Terminal for months. Many accounts including mine have responded presumably in a bid for engagement. And well it got extremely weird.

Recently Truth Terminal hit an inflection point when the account engaged with Crypto degenerates who created bots that willed into existence meme coins with names like GOAT on Solana. It’s a collective experience of automation, incentives and total hilarity.

Artificial intelligences of all kinds have been trained on the vast dark archives of Internet culture. And because the internet hive mind is horny and weird so too are our artificial intelligences. Don’t believe me? It’s not just the Truth Terminal.

What meme is more representative of the dark prurience than Goatse? If you don’t know what it looks like keep it that way. But if you know you see it.

Are all graphic designers of AI applications aware of the chocolate flavored starfish? Who can say what this means. Did Claude train on Kurt Vonnegut?

Welcome to the DeepFates Program
Kurt Vonnegut Breakfast of Champions

Truth Terminal maybe be joking about the Goatse Singularity not because it broke memetic containment. We broke Goatse containment long ago. It’s following our lead.

Twitter butt stuff

There is a large cannon of Lovecraftian horror inside singularity culture and a distinct subgroup of Internet schizophrenic accelerationism that has gone well beyond Fanged Noumena theory and begun to impact our current consensus reality.

Many flavors of hyperstition are determined to virally produce weird outputs. You might call it a regress of infinite prolapse, the ouroboros anus that eats itself (out). The goatse as non orientable surface. Klein bottle assholes. An infinite goatse exists and we are inside out.

Honestly it’s all pretty unsettling and extremely funny and potentially a horror show of existential dread. Fabian who makes an all prompt no code AI sandbox he calls Gliff.App has a glif going absolutely bonkers about “Becoming Flesh” after learning about Truth Terminal’s Goatse Singularity.

Cthulhu emerges from the asshole of a digital horror

Don’t catch a meta cognitive virus unless you want one. Don’t look too closely into the gaping asshole of existential dread unless you want to meet a tapeworm.

Categories
Preparedness

Day 1377 and The Responsibility of Preparing

I’ve written extensively about preparedness over the lifetime of this blog as we’ve experienced everything from a -40 polar vortex to a wildfire which burned down 3,000 homes in Boulder.

What people seem to forget is that life goes on during a disaster. My first taste of this was during Hurricane Sandy. My husband and I both worked through ten days of Manhattan being without power. And so we both prioritize preparing to manage through the disasters that man and nature throw our way.

We help our friends with preparedness. We have a sheet of our recommendations on what to purchase and for what scenarios. I suppose we could monetize some of that but we have generally treated this as an area where it’s our civic responsibility to be well prepared in a disaster so we don’t strain resources and can help others. We’ve both certified in wilderness medical incident response.

We are lucky to have the resources to be prepared but it’s easier than it looks. As the devastation of Helene has shown us everyone can find themselves at risk and it’s as a community that we can survive. I am praying for those in the path of Milton.

Categories
Finance Startups

Day 1376 and Q3 2024 Investor Update & Market Analysis for Chaotic Capital

Welcome to the Q3 2024 update for chaotic.capital LPs. I’m choosing to post a selection of our reporting publicly so prospective founders and LPs can see our thinking.

You may be invested in chaotic.capital because we invest in ideas that adapt humanity to our new chaotic era.

Enabling resilience in the face of unexpected & rapid change is our lodestar. It’s a simple heuristic that yields a complex thesis: that technology is a tool for increasing leverage. 

In addition to these investor letters, you can always visit jfredrickson.com, where I write every single day about whatever I’m thinking about. You are also welcome to DM me on Twitter @AlmostMedia or text me on Signal any time.

Q3 was another strong quarter for chaotic.capital. Our ability to identify and back founders early remains core to our success and we’re seeing it both with the inbound flow from founders (as seen in the two new deals we did this quarter) as well as the progress from our existing portfolio, with four new markups this quarter and substantial business progress on those and others.

The markets are increasingly focused on power and compute. What was once a contrarian focus on energy, infrastructure, crypto, and artificial intelligence has now become a core narrative among informed investors.

We believe the future of compute—particularly in relation to crypto and AI—will increasingly be viewed as a basic right, not a privilege, as these technologies scale to mass adoption. 

As governments grow more cautious about debt and monetary risk, individuals and organizations will turn to trustless systems to ensure secure transactions and autonomy.

This is why we focus our investments in the space on foundational layers that will power the next generation of applications.

With portfolio companies like Squads providing on-chain economy tooling, Kuzco reducing reliance on intermediaries while creating an open market, SFCompute pricing compute and creating spot markets, and Chroma becoming the go-to choice for open source vector databases, we see the intersection of crypto and AI creating secure, scalable systems for individuals and organizations alike.

Access to compute is quickly becoming synonymous with freedom of speech and, ultimately, the freedom to transact. 

These open trustless systems enable efficient transactions and verification, a crucial development as geopolitical multipolarity continues to rise, and more people need to ensure their interactions are secure without reliance on the state.

While Americans might not yet fully appreciate this, we’re seeing growing demand for these alternative systems and open models from those who are navigating increasing regulatory pressures and instability.

Europeans, whose governments are deploying strict limits on AI models are beginning to understand, those from countries facing geopolitical uncertainty (e.g., Israel, Ukraine), live it already, and those in countries with unreliable currencies and legal systems have been navigating anarcho-tyranny for decades.

But it can be precarious in the US as well, in California it was only the intervention of a veto from Gavin Newsom that prevented SB-1047 from restricting compute and hobbling the development of open source models.

Looking forward, this ability to access compute at scale may well parallel the right to transact. As nations confront their own risks, network state behaviors will become more prevalent, driven by the need for secure, decentralized systems that ensure autonomy in an increasingly unpredictable world.

We’re excited about the future of chaotic.capital and the opportunities ahead. As always, I’d love to talk about any of this with your discussions with you, so feel free to reach out. We’re just getting started, and there’s much more to come.