Categories
Finance Startups

Day 1858 and Parked Outside the Flow

The crazier the informational world gets, the more inclined I am to tune it all out. The flows of information are fun sure but it’s only useful to financiers, degenerates and the global management class. I really only rate into very bottom of one. No, not the degenerate class.

As 2026 has become the year of repositioning for “whatever is coming,” I am unsure of much I wish to return from the hinterlands into the flow. Being inside the flow looks enticing but it’s Thor the only way to do business.

The thing is that I began my own career by participating (in a small way) in what Will Manidis calls The Flow. Being inside has its perks and I saw a lot which enabled me to make some very good investments.

What is the flow? It’s a metaphor for a 24/7 club of information, a formal and informal circuit of social and business obligations, and series of social & professional inputs that sometimes generate spectacular output.

It’s no wonder people think investing looks like gambling when you put it that way. It takes a lot of shrewd social manners and access to resources to be inside the flow and those are distinct barriers for anyone outside the global ten percent.

So where to go if you are an American? Well, stay put somewhere you can be stable and secure. Sure the middle powers will tell you that they can save the liberal order but in reality it’s all state capitalism by strong man and technocrats. And I’m not either and I’d wager most truly new things that will matter won’t be easily secured by old mechanism of power.

What Manidis rightly points out in his Flow essay, is that you can build businesses and make good money for investors and limited partners outside of the flow. You can focus on your unique insights and build something great.

I hope I offer some proof of that myself. I flash the codes for my odd little node and traffic occasionally routes through me. I found crypto winners and the future of atomics outside the flow. And I think I’d rather like to spend my Sundays seeing what’s happening outside the nightclub of financial flows.

If you want to be outside you can be. I just might be already. You can find me in the proverbial parking lot of the Flow (the open internet) yapping, chilling, lighting and fighting with the cool kids. You will always know where to find me. I’ll be one DM away.

Categories
Emotional Work

Day 1853 and American Boomer Betrayal

I wish I could shake some of the grief that has gripped me over the past few months. I grieve the revelation of human truths I wish I did not know. And underneath the grief, I feel betrayed.

I feel betrayed by my elders, my country, its institutions and the power structures that have bounded my life and its path. It feels dramatic when I write it down but I know it to be true.

I have kept a lid on these simmering feelings because I am too afraid to unearth more truth that has the potential to rewrite my life and the internal (and external) perceptions of who I believe myself to be. And yet it is only change that has the power to overcome the entropy that destroys life. And that includes mine.

My feelings of betrayal seem too too ugly to look at and shake any sense of security or belonging that I might once have had. Which was in precious little supply already.

I don’t wish to be histrionic about it, but I am not the only American millennial who feels this way. I know many American Zoomers feel it more deeply than I do.

And there is plenty of evidence to support these feelings, which makes it all the worse. Feelings are not facts but there are facts beneath these emotions that are hard look at.

I don’t know why I cannot seem to unearth or articulate enough of my emotions to help me let go. I feel I have forgiven so much and it hasn’t been enough to change things. They say that betrayal creates a “double wound” as there is the act itself, and then the shattering of our belief in the fidelity and values that had scaffolded our lives.

I don’t want to look at the grief and betrayal straight on for reasons I hope I can slowly reveal to myself and others. Whatever protection it offers my ego and inner child must have some value but keeping things hidden is not helping me

I going to try to articulate these feelings, even if I am afraid of putting such enormous vulnerability out for scrutiny. I’ve done it before and it has only ever helped so I must find some courage to go further.

It’s not that I think anyone reads, or even notices what I say here, but rather once something is written into our public networks it stays. There is a reason “the word” has had such resonance for creation in faith. By writing it into a record I will create something that is real and will have consequences.

The relief I felt at the passing of my father at the end of last summer embarrassed me at first. I wanted to feel sadness, loss, love, and absence but all I could see was relief that he was gone.

I wished for more change and endings before the hungers of the past’s needs would eat more of my present. And I knew it would not come unless I made it so. Saturn devours his son. The son must slay his father.

I loved my father so deeply that I shaped my whole early life around impressing him in the hopes that he would find reason to be more present.

No achievement or milestone was ever enough to change his orientation and availability to me. Still I forgave him. He gave me so much. At the end I do not know (and must contend with not ever knowing) if he forgave himself.

This personal tragedy has anchored my feelings on the generation above mine and how they have conducted themselves in the management of America and all of its institutions.

The trust and fidelity has been broken. From education and health to politics, cultural and monetary systems the harms have compounded and the healing is slow. Family forgive but society needs scapegoats. And that makes me fearful.

The only systems that I feel has not actively betrayed me remain market capitalism and the edifice of our informational technologies. Ironically there are huge swathes of my generation who feel those are the systems that have harmed them the most.

I do not believe that free association and information are harmful. Indeed I see them as entirely beneficial even when there are obviously individual harms that the abstractions do not reveal so easily.

Some believe humans were simply not meant to live at a scale that showed us a world beyond our roots. How can we remain true to any values when all ruptured and greed, disgust, treachery and disloyalty is laid so bare and in such a brazen manner? To err is human and seeing our sins at such scale is a grievous harm we must overcome.

I myself am unsure if paradise lost to wider wisdom is only harm. We eat the fruit of the tree of the knowledge of good and evil and now see sin. But we also reveal the sustenance of divine love and redemption. Malus is not the same as malum.

Perhaps it is precisely because it is the wider world that has nurtured me even as family, elders, and institutions have ravaged the basics of life that I can see this horrifying but beautiful whole.

For millennia we have grounded the rituals and meaning of human life at a smaller scale with fewer hidden truths. Now it is laid bare to us all.

I am a citizen of the world with wealth but not health. I have built a beautiful family and marriage but likely will have no children. I have an incredible community of friends but we are scattered to the winds.

The personal middle ground of my life doesn’t exist because of the hunger of a generation and a nation that cared more about themselves and their reach and power than the future that would obviously arrive.

As younger generations wait to take the reins of their future, it threatens to never arrive. The grip of the past refuses to let go. And I wish to pry open that grip so we may try and do better.

They did the best that they could. And it hurts so much that it was not enough. The fear remains our efforts won’t be either.

Categories
Aesthetics Politics

Day 1852 and The Nothing

I did not have a good weekend. I feel the emotions of humanity’s current transitional phase too keenly. There are the wondrous upswings of hope and deep darkness that consumes anyone who bears witness.

I feel compelled to bear witness. Even though I know it harms me. Even when I know I am staring into a war, purpose designed to push me into or out of the myriad conflicting agendas of state, corporate, faith and cultural powers. A thousand agendas who wish us submit to their will.

I wish I had the guidance of the generation who led the world through modernity’s war torn emergence into our current networked age. Without knowing our future, would they be able to use their past to help us see through the fog that clouds our present?

I find solace in the children’s literature made by artists who lived through brutal dehumanizing totalitarian regimes. They told stories with truths so clear a child could grasp them.

I return to the works of Tove Jansson and Michael Ende again and again as I try to make sense of what it means to be human. Ironic that I should find human truths in authors who wrote of fantastical worlds filled with whimsical trolls and flying luck dragons.

And yet truths that seem crystalline in fiction distort when I apply the lens of my present. I recall Corinthian’s 1 “Through A Glass, Darkly” and know I am not the first to have such troubles. I will not be the last.

Ende wrote a fictional formless entity called “The Nothing” in The Neverending Story. The people of the realm Fantastica voluntarily leap into The Nothing. It has an irresistible pull.

Worse still, the destructive phenomenon changes the Fantasticans who become lies in the human world. Fantasticans who are destroyed by entering “The Nothing,” don’t just vanish. They reappear in our human world as false beliefs, deceptions, and propaganda that people mistake for reality. The symbolism is clear.

When we suppresses imagination and our inner life, our “lost” fantasies don’t disappear. As in shadow theory, they return as toxic narratives, distortions, and myths that make people “blind” to the difference between reality and illusion.

I do not wish for any of us to kill who we are. We walk into The Nothing and whatever version of ourselves comes out the other side is not the truth. I can only pray that I am not willingly walking into The Nothing as I bear witness.

Categories
Chronicle Internet Culture

Day 1850 and Midlife (of The Blog) Crisis

I feel so lost right now. Some things are going quite well and others are not. This could be a metaphor for my own life yes (and it is) but I intended the post to be about feeling lost in my own writing project.

I don’t know if it is the midlife of the blog, but it’s not the beginning anymore. Half a decade of writing is quite clearly an edge case. But why do I keep doing it, what am I trying to say and am I trying to reach anyone? I’m not sure I have an answer.

The open internet increasingly feels like a fantasy from a different time. I still believe that the internet is meant for humans to connect with each other freely and openly and I love this utopian ambition of shared interoperable protocols for communication.

So while I write this daily log for myself, my records, and my desire to improve my thinking skills it’s obvious it’s not just for me. Being a part of the records of humanity is no small thing. I want to be in the records. I want artificial intelligence to be trained on my work. I want my voice to be heard by those who wish to hear it.

It’s prideful but I believe that I have something valuable to contribute to our collective next steps in developing new kinds of intelligence. I want these models and their future programs (dare I say progeny) to be trained not just by governments or corporations but through contributions from regular individuals like myself. I’m just not quite sure I know what my best contribution looks like anymore.

Categories
Uncategorized

Day 1849 and The Great Look Backward

The ChinaTalk Substack has an excellent analysis of the “Net Left” (wang zuo, 网左). A group of young Chinese yearn for the cultural revolution era.

Accordingly to the essay, the “Net Left” traces its earliest roots to a niche group on Weibo between 2011 and 2015 known as the “Franco Left” (fa zuo, 法左).

An American social media user might notice these dates as being concurrent with the stirrings of the Great Awokening whose murky protean identity played out across Tumblr beginning in 2011-2015 as well. Oppressor and oppressed was the narrative for the identity politics which was nouveau chic branding on Marxist capital versus labor.

This simplified narrative attracted a massive influx of young people who were frustrated with their poverty and pressure but struggled to find an answer. Suddenly, the solution was no longer buried in thousands of pages of Deleuzian tomes. Everything was reduced to a single, omnipotent, and evil symbol: “capital.”

Longing for the Cultural Revolution

Even the struggles of Chinese youth sound like American Gen Z’s struggles. American youth were once pushed toward upward class mobility by The Sort.

Now they critique the high costs of that expensive competitive credentialist systems who put them in debt. Youngsters just starting out see its current failure as a mechanism for training and selecting talent and are opting for new solutions.

China has “small-town test-takers” (xiaozhen zuotijia, 小镇做题家) who don’t have the social capital to make the leap. Sounds familiar doesn’t it? In their case it is strongly gendered, which mirrors some red pill and incel culture on the American web.

Just as in America, many Chinese youth blamed capital and its elite power holders. Who needs to read dense critical theory when the warmth of collectivism is easier to understand than the Frankfurt School or Continental Marxist philosophy.

It seems all great powers are experiencing flavors of third worldism where all is “the oppressed ” and those with capital & power are oppressors. And yet Europe, ever the laggard, is trying “almost revolutionary ideas” to make them more like nimble capitalist powers.

The Europeans must be scared of the tractors I saw protesting the Mercosur trade block deal even though ironically German-Italian initiative claim their goals are making “the European Union less susceptible to pressure from trading partners and global powers” after a week of embarrassing news.

They wish to boost economic growth, calling for “an emergency brake” and a revamp of the EU budget to focus resources on making companies more competitive. I wonder who they think will run and staff these firms?

Just as the rest of the world nostalgically looks back for a leap backwards, Europe says “we want to have a fast, dynamic Europe.” Good luck with that based on the protests I saw.

At least Europe, like the Net Left and the Tumblr DSA crowd, are basing some of this on a misty eyes interpretation of a past that once was but was never quite this. The first year of Davos emerged in similar situations

Well, it goes back to 1971, which was actually another year of trans-Atlantic tension. Nixon left the gold standard. The dollar fell. The U.S. imposed tariffs on European imports. And the Europeans were totally blindsided. This German economist, Klaus Schwab, convenes this gathering of politicians and academics and business people in Davos. It gradually grows into this giant business conference that’s also an exercise in virtue signaling.

Peter Goodman New York Times “Davos Stops Pretending

Categories
Internet Culture Media

Day 1844 and Sorkin Syndrome

I have no idea how Netflix decides on its content deals but I enjoy popping into a new region and being shown classics from another intellectual property catalog than America’s list

Last year the entire Star Trek catalog from Captain Kirk to Deep Space 9 was available in Europe on Netflix. A content deal I knew wouldn’t last but enjoyed.

Who isn’t soothed watching a world where Captain Picard manages a crisis with a team of rational officers committed to collaboration and curiosity? Probably most people but I’m a nerd.

I am pleased that Gene Roddenberry gave us space cowboys and turned it into a camp art franchise for the ages. Paramount its owner is now owned by Larry and David Ellison. The IP being owned by someone made wealthy through computing seems on brand. But it also means it Star Trek isn’t going to show back up on Netflix anytime soon even in Europe.

As an owner of franchise television I understand their motives. But as a consumer it makes good sense to run your content through a VPN. As an American you tend to forget it’s necessary until a foreign government dings your social media. The United Kingdom amirite?

For normies who don’t tempt speech laws on Twitter for fun, I’d expect the benefits of a VPN would be getting to an old television show that isn’t shown in your region but maybe your average Netflix user isn’t that sophisticated. Or they want to be sure they don’t break the rules who knows where the ethics of intellectual property are anymore.

All this is to say with Star Trek gone I was curious what would replace it in my rotation of shows on Netflix but not owned by Netflix. And sure enough a new pile of content changed over in 2026 and I was given Aaron Sorkin’s West Wing on my Netflix as I moved into a new region.

That’s a fantastic world even less likely yo emerge than Gene Roddenberry’s space socialism. A world where American liberals run a coalition of competent and patriotic civil servants who are working for a patrician economics Nobel laureate who ran New Hampshire? Things really were different being the neoliberal consensus broke down.

Categories
Chronic Disease Emotional Work Travel

Day 1841 and Lapping It Up

As we do our yearly family planning retreat (such as startup couple cliche) I’ve been balancing the stress of the wider chaos of the moment and my body’s turmoil.

It’s contrasted with the calm and removed relaxation of a hotel with excellent hospitality. The soft attention to detail is a blessing on a body that is not quite up to factory standards.

As we go over goals, budgets, allocations and timelines the stress is buffered by being able to take breaks to walk alongside the waterfront or swim laps in the quiet infinity pool.

That might not seem like a triumph, if you don’t know me it sounds like a stupid humble brag about my very fine life. But I’ve spent years unable to wear a bathing suit at all because of the pain cause by Lycra’s pressure on inflamed tendons and tissues. Three years ago I wrote about the bathing suit I’d never work

And today I was able to dive in and do the butterfly and the backstroke as if it were the kind of workout I do all the time. The possibility of improvement is here.

One of the planning goals is to see how far we can take my health with nutrition, sleep, physical therapy and other modalities that rely on movement and self healing over the many intense drugs I’ve needed to calm the flares. I almost believe it’s possible. And I sure plan to try.

Categories
Aesthetics Startups Travel

Day 1839 and Take A Load Off Fanny

I pulled into Nazareth was feelin’ about half past dead. I’m not actually in Nazareth, but I am feeling the weight of my travel and I do feel half past dead.

Laying in bed I’ve got The Weight’s classic on repeat along with remixes and algorithm recommendations. For what it’s worth Buffalo Springing is a mood that leads to Jefferson Airplane for me.

So I quote my way through today and encourage feeling my moods as I try to come down. There’s something happening here but what it is ain’t entirely clear. It was true then and it’s true now and I know it’s hard.

You can put the load back on me and go ask Alice if you need. But if you go chasing rabbits and you know you are going to fall, remember what the dormouse said. Feed your head.

The playlists of my parents and of the Silicon Valley counter cultural era can help guide by turning to the past to make sense of the present. And if it starts for you well, as I said go ask Alice what the dormouse said.

Logic and proportion have indeed fallen sloppy dead. And I am working to feed my head. But maybe Alice would encourage feeding my heart if any of us had thought to ask. So I am taking a load off. And I’ll put the load right on you. We can make it if we all stick together.

Categories
Culture Travel

Day 1837 and No Pot To Piss In

The power went out yesterday while I was packing for the next leg of trip I’ve been on. It’s not the digital nomad age anymore obviously but it is the era of IRL reality grounding.

Being in constant contact with different markets and different cultures is a just another iteration of being in the moment but for making your life.

Being small enough that few of my interests interest the powers that be yet lets me be nimble in how I live (even with my health challenges or maybe because of them) so I’m driving up through Albania and Macedonia into Greece today.

At the moment I’m fascinated by the old Soviet capital folks ways from Tallinn to Tirana. I was in Sarajevo for New Year’s Eve.

I feel called to learn more about the people and places that found the brutalism of collectivism a worthwhile trade from the lives they had been living. I’m sure most of them didn’t realize the violence involved but survival can call for more than the civilized man would wish.

What does that mean for our future and who decides it? Will our young people feel similarly? It seems some already do despite much better conditions in America than I saw today as I drove through snowy bedraggled roads and abandoned industrial buildings.

The cold sun on snow and an abandoned factory with my hands visible in the passenger mirror.

The horrifying reality of modernism (and the war machines that came with it) must have baffled an ordinary person. What use has a farmer for state capacity and constant politicking?

Status hierarchies seem more acute now than I can imagine they were for the average person during the height of communism. Survival in the cold is a more understandable motivation than craving Instagram lives.

I stopped to gas up in a mountain town petrol stop. I asked for a bathroom. I was prepared for a mess but found it was simply a hole in the ground. As I attempted the hiking squat of a woman over the drain, I understood what “no pot to piss in” meant as I shivered in the frozen snowed in town.

Some material realities can certainly push you to consider if we can do better for people. Especially when I saw the bill. Gas is at a low in America and still fuel is apparently quite expensive in the semi-socialist European domains. 1.1 Euro per Liter for LPG. Sheesh. Who is that benefitting?

Categories
Aesthetics Politics

Day 1833 and Noriega 2 Maduro Boogaloo

We’ve had a couple of market trading days to adjust to the new world order being “absolutely no order” and it mostly seems fine. American can capture cartel leaders/heads of state that she dislikes. Weird but so far fine.

The only metaphors are crude puns (see what I did there) and Marco Rubio does every job memes. From the Golden Era of Iran-Contra to Manuel Noriega, it’s never been a better time to have an opinion on the Monroe Doctrine or a LatAm portfolio. Did you know Ollie North married his former secretary this summer? Fun!

I myself have none of this knowledge so the best I can do is imitate Mickey Rooney’s Breakfast at Tiffany’s character saying, “Donroe Doctrine.” Not very funny I know.

Yellow face being racist, perverting the Monroe Doctrine into a pan-Asian accent inflected Capote character is definitely cancel worthy but if you can’t imagine it I’m sure generative AI would oblige.

What’s worse is that my stupid inner monologue mimicry made me I wonder if Xi Jinping has enough of an accent when speaking English for Donroe Doctrine to be amusing. Americans never know these things. Neither does Reddit

Being profoundly American, this is all upsetting except where it is amusing, because the chaos era is firmly here and it’s hard to make any predictions, first derivative included.

That the world is chaos is now such common knowledge that it’s the stuff of moderate Substack consensus intellectuals.

I used to do more victory laps about how my own investment thesis is predicated on increasing chaos. Now I’m just reminded of how much I didn’t want to be right about my own thesis when I started.

Hopefully that hasn’t affected my capacity to stay ahead of the game. The numbers look good but the final score remains to be seen.Because as they say, “hate the game, not the player.” I’m playing to win.

As if we don’t win at making better technologies that stabilize our world then we all lose. I am a progressive when it comes to investing in new technologies that improve material conditions.

We won’t look at Uncle Yud as fondly as Uncle Ted when it’s time for eulogies. We will conclude that Chesterton’s Fence included a bit too much in the enclosure even if strong fences make for good neighbors.

Being a reluctant conservative makes it worse that I love being first. I am a hipster in an era without use for hipsters except the knowledge of what is about to make money. Hipsters are a useless bunch except as fashion editors or as capital stewards.

I happen to own the domain chaotic.capital. You’d think this would be proof positive of being a progenitor or originator of this investment thesis, but it’s such a common sense worldview now it’s about as useful as an NFT after the 2022 crashes.

I have bragging rights and my own metrics page inside AngelList. Which isn’t nearly as much fun as I expected it to be. It’s not bad having some financial flexibility from making good calls, but my primary problems remain health not talent so it’s less enjoyable than I presumed. Thankfully that means I will continue at it based on my own pace and instincts. Good luck out there!