Tag: Finance

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Biohacking Chronic Disease Medical

Day 1473 and Sunday Slumber

I dislike having to set specific wake times up for early morning obligations. It always disturbs my sleep the night before as my mind convinces my body I must avoid missing the obligation. I’ll wake up 3-4x more than average to check the time and I’ve not oncd overslept.

As I’ve been doing an intensive course of HBOT (hyperbaric chamber oxygen therapy), I’ve been obligated to show up at a specific time and place each day. And it’s really messed with my sleep as my mind seems intent on reminding me to wake up early enough to be on time.

I’ve got a day off today and I’m happy to be spending it sleeping and browsing the news.

News

A bear steepening or selloff of longer duration bonds is freaking markets out. The WSJ thinks maybe you should take the other side of the trade. Knowing what government will be functional and fiscally stable in 30 years is a hard bet for anyone to make.

Remember GameStop frenzy trying to mess up Steven Cohen and his hedge fund Point72? Well he beat other funds with 5 billion in profit this year and increased fees. But diamond hands are forever.

Trends

Disaster girls are the new professional girlfriend.

Nuclear energy is making a comeback according to Bloomberg. I’ve got an SPV for you if you are looking for early stage projects. HMU on DMs and I’ll send you along.

Luxury is tanking so maybe cater to older shoppers with money?

Reading

One of my favorite founder/authors Hannu Rajaniemi has a new book called Darkome. It’s not available in the American markets yet but he’s hosting a book party for the JPM Health Conference in San Francisco on Tuesday. I have a few invites. Again DM me for the hook up. It’s a fantastic thriller

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Aesthetics Culture

Day 1453 and Shopping Malls at Christmas

I partook in the time honored tradition of going to a mall before Christmas. My family was inconsistent in its treatment of the holiday when I was growing up and consumerism was not a value we celebrated.

And yet now I think it’s a wonder America has exported the triumph of the American consumer at its most intense and made Christmas shopping a mentality globally. Consumer debt is a marvelous when it’s priced in American dollars.

Our holidays are now times for displaying status and taste in so much of the world. I think it’s reasonable to say we’ve been post scarcity since the mass commercial fertilizer and it’s all been status signaling since then. We all live materially better lives. Arguments for the impoverishment of our souls are still quite valid.

Yet here I am buying stuff before Christmas. Nothing makes me feel more like a piece of the capital markets like buying consumer electronics at Christmas.

The prices are better only because we’ve been trained into a consistent purchasing pattern. We can predict consumer sentiment and meet those demands partially as a function of training the consumer when to shop. The propaganda of the markets.

So I get to enjoy the overstimulating existential horror that is the wall of televisions ready to be Christmas gifts. The high fidelity color and intense noise is an assault on the senses. No wonder reality is a disappointment. I’ve never seen so crisp a picture. It’s all just a bit too much.

Categories
Emotional Work Internet Culture

1443 and Irreducible

Being “spreadsheet brained” has become a shorthand critique for the technocratic mindset that prefers to see with abstractions rather than through immediate physical reality.

I don’t have a full history of the term but it was brought into my lexicon by Ashley Fitzgerald of Doomer Optimism.

A Wojack suffering from an inoperable tumor called spreadsheet brain.

Having spreadsheet brain can be a quality of life problem. If you are particularly numerate you can easily fixate on the negative statistics. We then use those facts to isolate themselves from the each other. It’s a classic case of seeing the price of things and not the value. It can easily become a very smart form of stupid.

I’m more of a whole to parts thinker myself so I’m amused by this meme even though as someone who works with tech startups I’m obviously susceptible to spreadsheet brain issues.

It’s reasonable to have concerns with thinking only in abstract terms. The topology of human experience is complex and yet we have many tools that take the irreducible and cook it down into something concentrated, clear, and altogether too legible. We desire to be seen but perhaps not too closely.

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Internet Culture Medical

Day 1439 and Landshark’s Prophecy

I don’t like to write too much about developing news especially when it is an emotional topic like murder. The assassination of United Health Care insurance group CEO Brian Thompson last week was horrific. Today’s news that the manhunt found a person of interest Luigi Mangione is exploding into chaotic narratives.

The fog that surrounds violence leads to reactivity and it’s very easy to get things wrong. And the narratives surrounding this young man are both surprising and yet easily spun to cater to a number of simple biases.

One of those biases that I suspect will be warped across the news cycles is so easy to believe it’s making me suspicious.

The young man has easily accessible social media accounts some of which were still up when the news broke. I followed him on Twitter myself to see. What I found made me a little suspicious.

A centrist Penn shredded HuberBro Thiel tweeting TPOT moots futurism policy aesthetic gearporn guy adding maximum anarchy into the system as the UHC murderer does not feel right.

@almostmedia

His GoodReads account shows a man who read a lot of health optimizations literature including quite a bit on back pain and psychedelics. His follows on Twitter were almost uncomfortably midwit thoughtfluencer types but hardly any outside the Overton window.

The Twitter profile of the suspect.

Frankly if I wanted to make make a narrative about disgruntled dangers of TechBro philosophy I’d be trying to steer this conversation into an Uncle Ted speed run to reinforce hostility towards these ideas. It’s easy to see the dark side of the agency discourse & “just do things” set of values if someone kills.

If I found medical system skepticism and Silicon Valley threatening to my interests I’d be latching onto this story as fast as I could to explain why it’s dangerous craziness and the world view should be pitchforked.

There are also very already easy narrative explanations for how an attractive man with an elite institution set of credentials could have snapped. The suspect is so normie in background and so bleak in worldview and he had back surgery and took shrooms. An iconic tweet from Landshark about ayahuasca seems prescient

Categories
Politics Travel

Day 1425 and Doorknockers

Yesterday I had one of those Lyft driver experiences where your life changes from what you learned. While driving to the airport, our very chill Zoomer driver explained the different financial incentives he got for ground game political canvassing in the Montana Senate race.

He mostly canvassed for the Sheehy campaign working for two different political action committees. It was a record breaking race for political spending in Montana.

As our driver explained it, Sheehy (the Republican candidate) paid fewer people more ($22/hr) than Tester (The Democratic candidate) with more flexibility and a higher number of hours, but more aggressive requirements (20 doors/hr) for success.

Naturally the young man being ambitious and motivated to earn (he clarified he was an independent politically) he chose being on the Sheehy teams as it rewarded his desire to make money. Though he did pick up some hours for Tester it just wasn’t much.

That’s the difference in the ground game in a nutshell. Ambition from a young man was rewarded and he aligned with those incentives. And the candidate won.

Im certain he was a terrific door knocker. He has the easy social graces of a local. He felt PacWest Missoula than over the divisive to plains kid but still as Montana as they come. He was white boy with face tattoos & piercings in the way of Zoomers.

His whole energy seemed to be aligning to vibes. He told us he came in to run ride shares for the big football game in Bozeman. It was a busy night and he ran out of hours (Uber tops you at 12). He was media savvy. Theo Von had just played Missoula and he was sad to miss it. Kendrick Lamar played on Spotify.

His attitude was so positive. He liked Uber, Lyft and Dashing for the flexibility. He said it didn’t feel like work because you are helping with the daily life of people. Helping others be responsible appealed to him. It’s nice to get someone who shouldn’t be behind the wheel home safely.

He used to make prosthetics but this paid better & was more social. It was fascinating learning how he picked up Uber & Lyft regionally in Montana and decided to run longer shifts for events. His attunement to supply and demand was keen. He seemed determined to maximize his time as it was his preferred lifestyle. He noticed incentives and it moves him.

If he ever see this “Hi Jacob!” It was great ride. Seeing viscerally how Montana’s senate race played out across the waves of rational economic actors living their American lives.

Categories
Startups Travel

Day 1424 and California Dreaming

We’ve just had a beautiful snowfall in Bozeman. If you are back up on the mountains at the edge of the valley you are enjoying a mystical winter wonderland.

Alas I am not long for cosplaying Frozen (blessed) as I am headed west. No, I am heading not to Seattle the most important city of the 90s. I am headed to Joan Dideon land. I’ll be in California.

I’ll be in Los Angeles for the week or so if you happen to be on the west side. I’ll then be headed up to San Francisco.

It will be a little whirlwind of family, friends and hopefully some useful business. I’ll be visiting start ups. Going to YC Demo day which I have not done in person. Meeting up with anyone who might want to be a node in our network.

I am game to meet up with folks working on weird shit and are looking to build it. I am also looking for LPs in our next fund so we can keep funding the weirdos who build things.

The virtuous cycle of techno capital starts long before an opportunity is clear. If you have something chaotic in your heart send me a DM

Categories
Internet Culture Startups

Day 1421 and Culture Clashes

I sit in between half a dozen different community nodes thanks to my interests in open source software, decentralization, crypto, and autonomous systems technology.

This set of interest covers a lot of ground from ecosystem level collaboration in financial organizations like DAOs and to player versus AI agents coordination to peripheral control of drones and machinery.

Many different demographics are attracted to these frontiers for different reasons. Hackers have a very different mentality than mercenary technologists looking for maximum margin.

Open source has traditionally struggled more from a lack of financialization than from an obsession with it. Which seems less true in the crypto era than in previous more academic and defense oriented eras.

There are classic open source business models and anyone with age and experience in startups has some opinions which I leave as an exercise to the reader. They occasionally fail and an open core loses more than they’d like to professional services. I am writing on WordPress.

One strange aspect of what drives these frontier spaces to interact is that depending on how much leverage you find in building a network you may have different incentives than other builders and users. Expanding out to scaled use may drive a lot more value than the resources required. How the surplus gets divided is always contentious.

For some, the most crucial cultural goals is expanding access to automation and ripping away as many of the services and middle men as is feasible.

Decentralized systems make it harder for middle men to maintain monopolies. Thats its own goal for true believers. For others the goal massive financialization that drives network connectivity is the benefit. Self interest driving common goals is perfectly acceptable.

As I watch the current season of hyper self interested memecoin cryptomania engage with the academic utopian open source artificial intelligence community, I am reminded of so many of the classic issues we have in financing and sharing in the spoils of common infrastructure. Who benefits is a question we should all be asking more regularly

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Medical Politics

Day 1411 and Fever Dreams

I’m not quite sure how I got a bug but I seem to be running a fever. It’s possible it’s passing and I’m on the mend but I still feel a little “delulu” as the kids says.

I was taking a constitutional walk Saturday after eating and my heart rate spiked to 180bpm. I wasn’t exerting myself in a way that would normally bring it above 90.

I have a habit of walking after meals as I feel it aids digesting. Nothing intense as it’s more of a habit than exercise. So I was surprised to find myself getting faint. I found myself on the ground.

I don’t take it particularly seriously. I blamed PMS and the stress of the last two weeks. But then I got a terrible night of sleep and my Whoop score matched how I felt.

I spent Sunday faffing about on the internet as watching reality television. I was definitely sick. What else was there to do but shitpoast and watch the price of Bitcoin go up.

Now that felt like a fever dream. If you are a crypto true believer you have experienced more than a few boom and bust cycles. Holding on tight is part of the game.

I suspect that we are in for more of a ride and I was not one to get too ahead in other bull runs. But I did let myself buy a bunch of cosmetics so I’d look for a recovery in LVMH stock if there are enough women who hold Bitcoin.

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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
Politics

Day 1390 and Rage Against The Machine

As we are getting down to the finish line of the American election season I don’t know how we will do it. It’s all exhausting even though it’s filled with comedy.

I fear another interregnum as the transition from Trump to Biden was an anxious time. I doubt this will be better given the polling is a dead heat and no one knows what to believe.

I’m old enough to remember the Brook’s Brothers riots and hanging chads of 2000. I had just started my own chronicles here on January 6th such that I didn’t even name it as Day 6th. It’s been a long four years.

Being caught up in the concerns of great powers is a little silly when you are just a bystander. I work on my local issues here in Montana and I vouch for issues where I feel I have particular expertise like compute.

What I thought I knew in 2000 and what I think I know now in 2024 feels like a chasm. I enjoyed Rage Against the Machine as a teen and now I find that Caesar Chavez granddaughter is running an establishment political campaign. I don’t know what to make of anything. Maybe the only through line has been my skepticism of central banks.