Categories
Media Politics

Day 1021 and Alternate History

Given the tenor of the last week, I have had World War Two on my mind. One of my favorite science fiction authors Philip K. Dick has a novel about a timeline where the Nazis got the atomic bomb first and nuked Washington D.C. It was turned into an Amazon Prime prestige drama called Man in The High Castle. I recommend it.

The more history marches on, the more human nature remains the same. An alternative history is an intriguing sub-genre in science fiction especially because it is so believable. Long Island being the home of the American Reich is an extremely believable outcome if a few key moments in our history had gone a different way.

You can imagine a technology tree unfolding had different people with different circumstances got to a breakthrough first. You can imagine sunnier scenarios. “For All Mankind” is a show that imagines what a more competitive space race between the Soviet Union and America might have given us

A multiverse approach is all that makes sense to me when I see history. You imagine outcomes as inexorable and subject to much larger outcomes than anything any one of us could do on our own.

But you also recognize your own agency. We can exert our own gravitational force on those around us and in turn they impact a wider world. We can help people resist the worst in each other but consistently choosing to see the best in each other is not always easy to do.

I think that’s why it’s important to not assign yourself too much power in the scope of life but also know that you can make a difference. “But there for the grace of God go I.”

I imagine this is why forgiveness and grace are so crucial to human life. Not all of us are handed much in life but we do have each other. We can actively create the outcomes in history we want to see. It just starts at a nexus of control of your own life.

Categories
Culture Politics

Day 1019 and Crossing Borders

There is quote from an 18th century French liberal economist that has always struck me.

When goods don’t cross borders soldiers will

Frederic Bastiat

I’m feeling a bit better so I went for a walk around Tallinn’s public ferry port terminals. I love port cities and the public infrastructure of ports. Trade has always fascinated me. Where culture and its exports goods mingle, you see the most malleable parts of culture. Bonderlands and border towns occupy unique cultural space. Ports represent that that in more organic ways as ships come from everywhere..

One of the more amusing features of the public transportation system of ferries in the Nordics is that there is a cross country service from multiple countries. With rides being in the two to thing hour range you see cottage industries emerge in different policy choices.

Estonia has substantially better alcohol prices than Finland. As it turns out there is a good reason for the price discrepancy. There is a state owned alcohol monopoly in Finland called Akko. Naturally it’s better to buy a good in a competitive market like Estonia.

Outside the ferry there are multiple large liquor retailers. I went inside and was impressed by the wide variety. While there was endless options for beer and spirits, it was really the selection of wine that impressed me.

Finns will take the hour and a half ferry from Helsinki to Tallinn and go straight to the liquor stores and then back on a return ferry. I saw multiple tour buses from Finland in the parking lot.

You can’t trick a broader market forever with a state monopoly. If a market exists the customers will find it. Make something inconvenient and it’s just a fun beer run with friends. But eventually it does get old. Direct to consumer is shaking up old Finish alcohol monopoly.

Most trade disputes aren’t this simple and this easy for people to get around. Borders that can’t be crossed lead to real disputes.

Categories
Emotional Work

Day 1016 and Carrying On

It’s been a terrible week. I feel stupid even typing it. How many times can I state the obvious? It’s as if the repetition of stating that I’m in a hard place physically, and emotionally, somehow shames me. Can’t I say or feel something new?

But I don’t have any desire to dig any deeper into the wounds of the present. I am in too much pain. I am deeply emotionally affected by the situation in Israel. In ways I frankly didn’t anticipate. Those horrors overlapping with being sick, being far from home, and having a significant personal milestone, have collectively laid me flat.

I’d prefer to remain silent but the exercise of daily writing pulls at my habits no matter the extent of the misery. And maybe that’s the point. No microcosm of personal suffering or global macro view of atrocity changes the reality. Pain is an equally shared human condition. And we walk through it no matter our circumstances.

I have to assume I am not alone. The ambient misery is both personal and collective. The human experience is terrifyingly universal. I am fearful of my own physical fragility when abroad certainly but it’s bigger than being away from home. I’m afraid of being fragile in a cruel world that is getting crueler.

I’ve struggled to maintain a level head and a healthy routine this week as the whiplash of a hostile immune reaction and steroids took me from one misery to another. Prednisone is a cruel drug. It tamps down any reaction from your immune system. It’s a hard reboot for a physical system gone haywire. How appropriate given the circumstances.

It wasn’t quite how I envisioned turning over from one decade to another. And while I appreciated the stormy Baltic solitude to savor the weight and significance of my personal milestone, I can’t help but also notice that carrying on feels like a heavy burden.

Categories
Politics Preparedness

Day 1010 and Exogenous Shocks

There are few shocks as jarring as waking up to a war starting. I was preparing to leave for Germany when the current Ukrainian conflict boiled over. I woke up in Estonia today to news of an escalation in Israel. No matter who you are or where you live, the existential dread of a hot conflict finds you.

Trying to orient your life around exogenous shocks of violence and conflict is part of the human condition. One that we seem as yet unable to evolve beyond no matter how much we elevate rationality. Every time a new rift emerges in the fragile status quo of the global consensus, I find myself wishing I were more surprised. But it’s pointless to be surprised by chaos.

I hesitate to weigh in on a conflict as it emerges as no matter how closely you watch the news it’s a mess of conflicting narratives. All I know is that more external risks like war will continue to drive volatility across all our human systems.

Our many complex human systems, from trade to politics, are already riddled with known endogenous internal risks. You start adding in more variables that can impact a given system and we don’t fully understand what is exogenous anymore. What’s outside the system if we’ve networked the whole planet?

I wish I believed a sunnier outlook was reasonable in the immediate term. Destiny remains in the hands of men. And we are a species prone to reactionary behavior. We are evolved to it. But we are tied together on this planet and every conflict, shock and unexpected event can ripple out to touch us all.

Categories
Aesthetics

Day 1007 and Half A Decade Past Premium Mediocrity

I recall somewhat fondly the era of capitalism in which moving your business online was an innovation. The direct to consumer phase of retail and packaged goods is forever tightly tied to interest rates in my mind. Direct to consumer failed as an ethos and a movement for better goods for consumers.

Facebook, Google and Apple are engaged in brutal turf warfare over who owns customer data and let me tell you it isn’t the brands or you as the buyer that benefit.

What was once efficient in reaching ever wider and more specific audiences, the consumer internet has smoothed your identity into some brand’s extremely specific Pyschographic. You know what I mean when I was Lululemon girl and Black Rifle Coffee guy. Don’t worry you think, I’m not a sucker. While typing this on an iPhone.

There was a vague optimism that merely by doing something like bypassing superfluous luxuries like brands (which only served to bamboozle with flash and expense) you could provide a better quality product at a lower cost to your ultimate customer. How naive that seems at the speed of global derivatives based financial products.

How fondly I remember thinking someone could design the Platonic ideal of the tee shirt or provide some basic ultimate end good without confusing merchandising tactics. I’ve never once in my life wanted to decide if the X or ultra version of something was better. Just sell me the one good thing damn it.

But they can’t. Markets compete. The differentiation gets competed away eventually. It began with the “one essential good thing” in a category and ended as a mess of optimization for margin & enshitification and selling new versions of the same audience to whatever sucker can pay the CPM. Remember when we used to pretend you could pay for performance in advertising? Sheryl Sandberg got us good.

There’s a weird thing with scale, where the market can raise the threshold for crappiness and then a truly scaled company can positively exploit those dynamics to provide a genuinely superior good. Amazon can have pretty great basics in the same way gas station chains can have decent coffee. Costco’s hotdog will remain an icon if their standards hold up.

Rory Sutherland an advertising executor has a concept called the “threshold for crappiness” that suggested your local chain sometimes had to up its game to compete when a chain comes in. But markets push downwards as well as upwards.

Venkatash Rao first coined premium mediocrity. Private equity excels at this category. It’s global cosmopolitan striver megabrand. It’s the pretty decent but in a big packaged good sort of way item you get at Whole Foods. Imagine the dreaded diffusion line of a once great luxury brand. Or Michael Kors.

Rao put words to a phenomena that drove me a bit nuts during the height of premium mediocrity in 20117. That was the tipping point for me when the shrinkflation of frothy times body slammed the aesthetic soul of branding.

Now the most mass market experience that is still tasteful and good can compete globally. But sometimes you just long to discover where a local market is genuinely better.

My favorite aspect of being abroad is finding markets where it’s not yet occurred & enjoying a significantly better product for it. It’s my most toxic millennial trait.

Legacy local businesses in small towns or secondary markets simply set a different standard for themselves occasionally from the premium mediocrity of the global markets. But times change. Business models change. Now we have ghost kitchens. And you two have probably purchased a premium mediocre brand and been fine with it.

Categories
Startups

Day 1006 and Startup Towns

I was born in the startup Fertile Crescent of Silicon Valley. But I grew up outside of one of the many ecosystem towns. Boulder Colorado always took pride in not only its technical roots in aerospace and defense, but in its new software startups as well.

I admire people that build out a startup ecosystem. Understanding that a certain environment of agency breeds good outcomes. Maybe it’s a kind of boom town mentality in the good years. But in any year it’s good to be on the team that believes in the future. It feels as if people are pulling in the same direction.

I get the sense that Tallinn as a city and Estonia in general as a country believe in a better future. I can’t tell you how much I enjoy seeing a city with a lot of construction. Offices also appear to be full but there is also housing in the city core. Everyone seems to have kids. I’ve never seen more first graders in a city.

The gentleman I met today said that in the future every country will be competing for every global citizen. I think that insight is at the heart of believing in a better future. You have to believe that if you are talented that countries will rightly compete to have you as its citizen. The frontier of the future will be found in finding the optimistic folks who believe that their efforts will make their chosen place better.

Categories
Travel

Day 1002 and Airport Lounges

I’m on my way to the Baltics and Nordic countries for the next few weeks. I’m doing a tour to see what Tallinn and Helsinki have to offer as two of the more interesting and established startup hubs in Europe. If you are based in Northern Europe hit me up!

I’ve come to accept lounger trips and more time on the road as the new “work from home” has become “work from your point of maximum leverage.” I do find that even with the glamor of being on the road, there is something about flying that makes me feel as if my body and soul have briefly stretched their bonds.

Damien’s theory of jet lag is correct: that her mortal soul is leagues behind her, being reeled in on some ghostly umbilical down the vanished wake of the plane that brought her here, hundreds of thousands of feet above the Atlantic. Souls can’t move that quickly, and are left behind, and must be awaited, upon arrival, like lost luggage.

William Gibson – Pattern Recognition

It’s 8am in Zurich and my soul doesn’t feel as if it’s caught up with my body. I’m in an airport lounge drinking my third espresso. Both my Whoop and my Apple Watch are sure I only got three hours of sleep.

I had a regional flight that got me to Chicago from Bozeman first thing Thursday morning. The Polaris lounge was quite good at O’Hare if you were wondering. I had some very decent seafood linguini.

Leaving behind Montana

But my Chicago to Zurich flight was that odd 8 hour “overnight” that goes from 2pm Central to midnight. That translates into 6am landing in Switzerland local. The only way you get any sleep is by forcing the issue with pharmaceuticals.

I guess Ambien and Melatonin can only do so much against a regular circadian rhythm. I’ve had three espressos in the lounge here and I’m really debating an another. I was greeted with a magnificent full moon over the river in Zurich. My phone didn’t do it justice.

A full moon over the water as the lights of the metropolis shine on before sunrise in Zurich

My final legal of the journey doesn’t begin until 10am. So I just just need stay alert enough to make the final flight, keep an eye on my bags, and drag myself to my Airbnb in Tallinn. Adjusting from there will take the time they it taken

Categories
Culture

Day 997 and Brain Fog

I have felt a bit disappointed in my recent writing. I’ve not felt the urge to produce anything of much substance or synthesis in a week or two.

The exercise of writing daily isn’t meant to produce anything but the consistent repetition of a habit of critical thinking about my daily experiences. I sometimes have to accept that there will be weeks where it all feels a bit half baked. I’ve got no conclusions to share.

I am not the only one experiencing a lack of clarity. Confident assurances read as naive at best or manipulative at worst. No one is certain of anything at the moment. The widening gyre has our best struggling with conviction.

I have been following Venkatash Rao’s working theory on the breakdown of world narratability in his series on Protocal Narratives. If you are not a Ribbonfarm reader I’d encourage you to begin.

He is grappling very well with these themes considering the deep sense making challenges facing all of us. Attempting to find workable worldviews that are manageable to our human minds is a challenge as consensus reality is a competition between thousands of different competing narratives.

To retain fluidity, you must retain an unmediated connection to reality. But the unaugmented brain is clearly not enough for that connection to be tractable to manage.


How do you resolve this paradox?


I think the trick is to inhabit more than one interposing intelligence layer. If you’re only an economist or only a deep-state institutionalist, you’ll retreat to a fixed logic of caring; a terminal derp.

Fluid Fogs and Fixed Flows

I’m doing my best to stay out of terminal derp but I’m still feeling like the fog is impeding my view. I’ll just have to keep putting out my own beacons and hope the lighthouse network illuminates enough for us to navigate together.

Categories
Chronicle

Day 995 and Finally Fall

Maybe it’s the sheer busyness of day to day life but I didn’t notice it becoming fall. I felt as if I was in the clutches of summer forever. But then the first day past after the autumnal equinox we turned on the heat.

I woke up to the comforting sounds husband building a fire in our wood stove. What a relief to have a chill in the air. You’d think in Montana we’d have scant need for air conditioning but we easily had two straight months of running it daily this summer.

We installed mini-splits this year because we got caught in a heatwave last summer without so much as a window unit. It was brutal. Air conditioning just isn’t a standard feature in Montana because it didn’t have to be. But it sure seems like going forward it will be. Invest in HVAC companies if you are looking for a growth sector.

I’m happy for the reprieve. I don’t intend to be anywhere hot anytime in the near future. My travel for the remainder of the fall will involve colder climates. The seasons will favor me till April. That old aphorism “make hay while the sun shines” doesn’t apply well to me. I’m more of a “do business when it’s dark and cold” type.

Categories
Emotional Work

Day 992 and What We Can’t Know

Most of my life I’ve been been awash in assurances. Maybe this wasn’t so bad when I was a child. Approaching life with confidence in the world breeds positivity.

We’ve come to expect certitude. Our institutions and elders deliver most of their hard-earned knowledge with certainty.

Nuance and shades of grey feel dangerous these days. Too much room for interpretation leaves room for confusion. After all, if it’s just a small percentage on the edges, why give people cause to worry?

Except we all find ourselves in the small percentage at some point. As normal as we may be in some areas, or even most, you will probably find yourself being on the edge.

You will want assurances. And as it turns out we are not yet good enough at math to know many things. You can get close to the limit. Infinitely so. But we can never get there. Just try calculating out Pi if you are skeptical of my math.