Categories
Startups

Day 159 and Friction

Everyone has their mental models and super powers that make them unique. While I’ve written about my more specific skills like getting attention, one of my other super powers is a bit further down the stack.

I think I have a naturally immunity to the friction of inertia. The slow stickiness of life doesn’t seem to impact me as much as the average person. Generating momentum is my natural state. I guess this means my X-Men doppelgänger is the Juggernaut.

Juggernaut from X-Men: Last Stand saying “I’m the Juggernaut Bitch”

Startups suffer particularly from inertia around them. The world pushes back actively against changes. Think of inertia like eddies in the stream of linear time. You must get unstuck or you will circle forever alongside the stream, never getting anywhere while watching as others get ferried down the currents. That’s why I recommend to startups that they simply do whatever is necessary to generate momentum. Get the fuck out of the eddies of inertia.

When you are pushing against existing reality to make something new, you already need to significantly reduce friction just to get a shot on goal. You need to change opinions, learn new skills, bring together a team, work well together.

And that doesn’t even mean you will make the goal, even if all preparation work that goes right. All of that momentum you generated simply to have an opening. Yeah even then you can still fail. The market, your underdeveloped skills, your competitors, sheer dumb luck all have a chance to block your goal. That means you need to be undeterred by failure. You need to overcome friction consistently.

Overcome the inertia and the friction to keep taking more shots is your best chance. Probability likes your odds from five shots better than one.

Categories
Finance Startups

Day 152 and Running The Play

I’m going to put $5,000 into liquidity mining and yield farming to fuck around and, hopefully, find out.

If the last year has been about laying out the primitives of decentralized finance, this summer is going to be the Layer 2 land grab and I need to learn how to stake some claims. I don’t have a clue if it is going to work but I need to start learning how to play the game by tossing the ball around. I doubt I’m going to be whatever the equivalent of a professional player but I want to learn some muscle memory. You can’t very well buy an NFL team without having ever handled a football can you? Yes I am torturing a metaphor.

On a personal psychological note, I wanted to start with a $1,000 but then I realized the difference between losing $1,000 and $5,000 isn’t material to me (which blows my mind but such is the compounded benefit of my various privileges). However, the difference between 10xing $1,000 to $10,000 and 10xing $5,000 to $50,000 is extremely material to me. $50,000 is a a material seed stage check for a company that I may want to place a long bet on.

That is roughly the cost of my medical care for an entire year (not including drugs which roughly doubles it). That is a down payment on a parcel of land to develop over the coming decades. This is a moment to learn and leverage for the benefit of my future self and family if shit goes well. And if it doesn’t no big deal. The real money is better managed than me deciding I want to toss around a ball

My Chaos thesis says it’s time to run the play on the future more generally. It’s hard to argue that I can make good puts on a chaotic future without fully experiencing some of it myself in visceral fashion. I fully expect to lose all of it trying to liquidity mine and yield farm on my own but if I don’t well then I’ve proved something to myself about the future of capital.

I need to remind myself that this isn’t representative of how I allocate capital in a diversified portfolio to preserve my future security nor is it how I’d allocate capital even in a seed stage private venture stage portfolio. But it is a worthwhile amount to put on a 100% risk basis to learn how the fuck the future of capital allocation might work.

Honestly $5,000 is a pretty cheap tuition for a fancy credentialed college class so this seems like a good deal. I will write my way through the learnings and call it an independent study.

Categories
Chronic Disease Emotional Work

Day 147 and Over My Skis

For a Colorado native (let’s ignore that I was born in Silicon Valley) a number of our most cherished pastimes are kinda “meh” for me. Skiing is a sport that I can take or leave. That apres ski life is much more appealing than cutting it up on the slopes. But one key metaphor from ski culture gets used lot. “I’m over my skis.”

To be over one’s skis is to risk crashing. Being over ones skis happens out of enthusiasm. An inexperienced or unfocused skier lets their center of gravity tilt forward over their knees. Best case scenario, you are simply going too fast and you better “pizza” your skis to slow down. It’s a endearing but slightly awkward experience which is what makes the metaphor so appealing. It’s never a bad faith metaphor merely a goofy oops.

I got over my skis this week. I’ve been so excited for my workload (new investments, new startups to advise) and some new structures forming in my life (chaotic.capital is coming into focus) that I’m leaning in and finding myself going too fast. A friend of mine, who is my favorite person to “over do it” with, was on the phone with me a lot. I was excited to talk to her. But all this added up.

I realized oh shit I need to slow down. I haven’t crashed yet but I’m french frying. There is still time for me to “pizza” or in the immortal words of South Park’s ski instructor Thumper

If you french fry when you should pizza, you’re gonna have a bad time

I love french frying, the food, the ski position and the metaphor for speed. I want get over my skis. But if I don’t pizza “I’m going to have a bad time.” So with true Colorado wisdom it is time to kick back, get some THC and pizza. May this edition of Rocky Mountain wisdom aid you in finding balance on the slopes and off.

Categories
Aesthetics Internet Culture

Day 127 and Horizontal Thinking

In the beginning there was the word? I dunno, seems more likely it was the image and then the Levantine religions got around to giving God the word. And thank God too as internet culture couldn’t exist without binary stuff.

But lately it seems like we’ve decided to go all in on horizontal thinking. Now it’s all about images. Gifs, YouTube videos, twitch streams and TikToks giving us cultural understanding not though the written word, but vibes.

The weaving together of aural, visual and emotional planes is an aesthetic that I’m thrilled to see Gen Z adopting en masse. If vibes had a gender, it wouldn’t. But seriously, backing away from the linear is a lot of fun and all of this vibes zeitgeist has been throwing my thinking back to a 1998 pop-science book called “The Alphabet and The Goddess.”

The Alphabet and the Goddess by Leonard Schlain is about humanity’s progression from horizontal to linear thinking. Shlain, a neurosurgeon, argues that that learning written languages, especially alphabetic languages, altered human brain function from holistic thinking to linear thinking. In other words, humanity wasn’t always so limited in processing. That’s a kinda new development.

I can’t say I have any real expertise in different theory’s of the mind like lateralization, but it does seem as if we seek to reduce complex matters such as ethics to simple rules and numerical measures in human systems, this despite us having significant holistic and metaphorical capacity.

If you coded “holistic, simultaneous, synthetic” views as feminine and the masculine as a “linear, sequential, reductionist”, you’re not alone according to Schlain. The scanning of the written word and visual processing of images may be different processes for the mind and for some weird ass reason we gendered them. Even though it’s just a straight up difference in brain processing. Schlain says:

Images approximate reality. The brain simultaneously perceives all parts of the whole integrating the parts synthetically into a gestalt. The majority of images are perceived in an all-at-once manner. Reading words is a different process. When the eye scans distinctive individual letters arranged in a certain linear sequence, a word with meaning emerges.

Basically humanity has been livin’ la vida linear for a few centuries, even though we have been plenty holistic as a species. But maybe with the internet our horizontal image driven thinking is coming back? Which brings me back to vibes. Vibes getting the New Yorker treatment this week.

I learned that vibes have a strong tie to the critical theory crowd. I suspect this pisses off a number of more literalist thinkers that are dedicated to trad aesthetics… I mean, ummm, Burkean economics? Whatever. Maybe the trads and red pillers sense the critical theory backstory?

Gernot Böhme identified “atmosphere” as the basis for a new aesthetics of perception, a kind of over-all feeling that has much in common with vibe. Heidegger had used “mood” to describe the quality of being in the world, and Walter Benjamin had identified “aura” as the feeling inspired by the presence of a unique work of art.

I think I’ve finally found the through line of why the “woke, critical theory, Gen Z, gender fluid crowd” and their vibes upset the “Athens to Jerusalem Western Civilization” crowd. Going from “great works” to “vibes” is going from linear to horizontal. It’s big dick energy being trounced by hot girl summer. The patriarchy is falling to glitter queers. And there is nothing anyone can do about it. And personally I like these vibes.

Categories
Aesthetics Chronicle

Day 116 and Taking Up Space

I take up a lot of space. I spend time on social media because there is so much space you can literally be the President or a celebrity billionaire industrialist and there are still corners of the web you don’t penetrate. There is a lot of room for loudmouths, so much so that even someone like me still has plenty of room. I barely rate on the Elon Musk attention scale. Even when I’m screaming at best I crack into D-list zeitgeist. It’s like the privacy that comes with living in New York City. You can have some notoriety but the web doesn’t care. I like how you can feel alone.

The irony of course is that I think no one is paying attention to me. I think I’m an average Joe nobody that no one ever notices. This despite the fact that I am paid to be an expert in getting attention. No literally I cost a fortune (I’m worth every penny) but I’m somehow convinced I’m invisible personally. I can feel lost in a lonely world where I’m not even sure the people that love me the most can see me. I’m stuck in some lonely portion of my childhood where I felt abandoned so I’m replaying it out now as an adult. It’s not great but I get something from it.

Except this is a fantasy that is not true. I’m not that child anymore and I know how to get attention. I’m not alone. Even when I’m not consciously drawing energy to myself, people do see me. I can simply be myself and be seen. I command attention. It’s who I am.

You always think as a kid you will get some cool superpower like laser eyes or flying but nope you are going to get a super power like public relations or brand marketing. And honestly, when I’m not a self pitying victim I know those to be awesome super powers. You can make money and direct business and politics with those super powers. I just though I’d get something a little more aesthetic you know? It’s dope but also like adult superpowers are a letdown for your inner child.

I just need to remind adult me that I am seen. That even my normal personality not exerting her will force onto the universe is actually still quite visible. I can just exist and I’ll be holding space for myself. And it’s a good space with plenty of room for all of me. And still intimate enough to feel the love around me.

Categories
Chronicle

Day 92 and Creative Muscle

The more writing has become a daily habit the more I can feel the ebbs and flows of my own voice. Some days I feel a passionate need to share some story or insight, and others, I feel like my voice can barely muster a sentence let alone a full fledged argument.

There are days where fully thought through essays seem to emerge with little effort. As if I wrote them in my subconscious throughout the day and it’s only the slight flick of focus that brings it fully formed to the page. Other days I need to scrape at the contours of my mind to see what fancies or novelties has passed through my attention through the day. Often in theses cases a bit of zeitgeist has stuck in a crevice and I can pull it out and expand on it. I can take a small nugget and chew on it till I find the juice.

I don’t mind the days where I need turn my eye within. The self reflection and additional effort is what I think may slowly be making me a better writer. While I don’t struggle with needing discipline to write everyday, I do need to exercise effort to find ideas that haven’t formed yet. The daily nature of the experiment is building out new thought muscles. It’s making my thinker clearer, faster and crisper. The regular exercise of thought and mind, whether I’m inspired or not, feels as if it’s making inspiration strike more often and my mind see clearly.

Categories
Chronicle Internet Culture

Day 27 and The Short Squeeze

The speed at which we’ve transited from insurrectionist attack on the heart of democracy to every man strikes at the heart of corrupt Wall Start has captured my attention. The GameStop squeeze may possibly be the most interesting story of the modern social age. The first wisdom of crowds moment striking at an institution and doing enough damage to get the beast’s attention.

We’ve careened from institutional faith crisis to the next in the long trudge out of the 2010s. And doubled down in 2021. Because it’s fundamentally the same energy. Tearing down the capital to stop the deep state to rallying around GameStop against the man is a straight line. The age of the extremely online is here

Both events have strong kek energy to it. It starts as a joke. Some sophomoric humor on the message boards. It is hilarious and fun how we all cosplay hax0rs blowing up Big Hedge Fund. But it will not be funny joke when a pension fund implodes. Just as it wasn’t funny when we had a kek coup on January 6th. One sounds like a stretch. We could never find ourselves in a place where trolls blow up an essential financial instrument on which millions rely for their futures. But then no one thought a D list celerity pretending to be a businessman could ride a gold escalator into the White House either.

The GameStop happening is just the first instance of memetic market manipulation. Institutionals will get caught without realizing it. Because mimicry online lets idea evolution happen swiftly. The base reference materials quickly get widely diffused and most folks aren’t even aware of the source. Ideas get separated from the original context, for good or ill. Hence Trump and sedition being both serious and a joke. It’s funny till it’s a federal crime. You may not realize you are perpetuating something with source material that is meant to either redpill or push a grift or policy position. Which probably explains why there were so many confused Boomers who couldn’t figure out how they had accidentally committed treason.

I’d be surprised if we bring any politicians to justice in the capital attacks. But I don’t doubt the SEC finds a way to make internet mob pump and dumps illegal. Sure that would require that literally anyone in regulatory oversight roles understood how meme cults perpetuate. We can barely wrap our head around memes electing politicians. Moving markets is too much for the imagination. Except that it’s happening right now it just may threaten the powers that be. Fuck with democracy fine. Fuck with the capital markets. Now you’ve got our attention.

What worries me the most is despite seeing the straight line from danger to democracy to internet mobs throwing themselves at the markets, I am having so much fun watching it all unfold.

Categories
Chronicle Media Politics

Silicon Valley Isn’t Modern and That’s Why It’s Good

My favorite genre of essay is elites discovering the system is fucked. The latest to catch my eye is ostensibly about a mother for whom the medical system failed her child and who then like Alice in Wonderland has to completely reset her expectations of reality. It’s a spectacular piece of writing in Tablet Mag by Alana Newhouse that weighs in on many topics near to my heart like modernism, Marxism and the aesthetics of the future. It’s helpful to understand the context from which she writes which is conservative Jewish American which is an uneasy set of political priors in our current moment (she hints at biological essentialism and the benefits of religious community order which are to put it mostly just not my jam). But this gives her a firm base for the cultural critique of both socialism and the individualism of which I’m a proponent.

She references back to an excellent piece in The Verge about the flatness of millennial Silicon Valley consumption. It’s a significant and widespread aesthetic of ease and consumption we’ve all experienced. Some of us even like frictionless capitalism as she lays it out.

I also think she’s dead wrong about about both it’s causes and it’s main perpetrators. She blames Silicon Valley for the great flattening. Lays at its feet the horrors of socialism and capitalism alike with a hearty dose of Soviet aesthetics as its anchor.

But that’s just not the historically accurate view of Silicon Valley. I like to think I have some authority on the subject at hand for a multitude of reasons. If anything I am emblematic of her thesis. I’m someone who has fallen through the medical system by being spat out of the ringer of hustle culture. I also chose this fate willingly.

And it was not the aesthetics of Silicon Valley, late stage capitalism or libertarians who set my fate in motion. Or even American Calvinists (again I would know ask me how set theory and Russels paradox made me a born again Calvinist). It was the fucking boomer hippies.

Hear me out. I know this as I was born in Fremont (Palo Alto’s poorer sister) to a family of hippies who immigrated to Silicon Valley because they were devoted to the ethos of the Whole Earth Catalog. Information wants to be free and all that early optimism. They get woo. They were Age of Aquarius believers. They weren’t remotely modernists or Marxists. Hippies may be have pretended to be collectivists but in the end they were all about the pursuit of selfish enlightenment.

So I guess she gets the communitarian roots of it quite right. She simply missed the inherent radicalism of its early adherents. And I suppose it’s easy to forget this as most of the successful adherents became quite wealthy and became the anchor tenants of NIMBY towns like Boulder and Big Fork. They became the things they never wanted.

In other words Silicon Valley hippies became the Boomers their millennial and Gen X children know and hate. I honestly feel terrible saying this as my parents are the light of my life and I owe everything to them. My mother in particular hates being called a Boomer. As it’s come to represent an inversion of their core beliefs. It’s not really fair to be honest. They are better people than the term flattening could ever suggest.

Nevertheless it is true that Stewart Brand’s legacy is a complex one. The network society didn’t at all emerge into the utopia they envisioned. I believe it haunts them. It’s the great shame of their generation that their legacy on the turning of the cultural wheel would do so much to harm the very people they built it for: their children. And it wasn’t at all their intention.

Silicon Valley people are radical. But they actually believe quite a bit in hierarchy. They just believe it is earned. Founders wouldn’t be worshipped as messianic figures if this weren’t our culture. We wouldn’t have significant and elaborate sets of cultural capital signifiers if we believed in communists aesthetics of equality. Just because the outcome appears brutal doesn’t make it brutalist. Bertolt Brecht would be appalled to be compared to the radicalism of Silicon Valley’s meritocracy. It’s probably helpful to remember that Jacobin revolutionaries are not the same as those who exalt in the unique power of individualism.

But it’s a common historical fallacy Americans try to evoke as we become more and more uncomfortable with just how close our worshiping of liberties can overlap with the nationalist strongman of fascists of yore.

But the difference is the network state of Silicon Valley is a philosophy of freedom. It’s deeply retrograde in some aspects. It exalts the possibility of excellence for all that chose the system. That’s why America has been the country of immigrants in modern imagination. Being an American was a choice. So was Silicon Valley. The network is a choice. No one is born jacked in. Eventually you make a choice to be a part of it. The question I have is why do so many of us think we are victims of the choices we made?

Categories
Chronicle

Time Rich But Energy Poor

I’ve got nothing but time. It’s been two years since I was diagnosed with an autoimmune disease that took my ability to walk and work. Thankfully only for a time. I’m on other side mostly which has afforded me a chance at introspection on the experience of living with all the time in the world but none of the energy to live it. When you are busy you have fantasies about time. The freedom it will afford you. What you will do with it. Canceling a plan is a delicious pleasure. You crave free time. Which is a misnomer really. Nothing about time is ever free. It’s the most expensive commodity we have. And you can’t really buy more.

So it’s an an odd sensation going from being busy to have total control over your time. It’s being wealthy in the truest sense. I’m a time billionaire. I have most of my life ahead of me and no real claims on my time. But when I was working on recovery I found that despite having no schedule or obligation I couldn’t make any use of my time. I was like the bibliophile Henry Bemis in Twilight Zone who is stranded in a library after a nuclear apocalypse but breaks his glasses before he can even crack a book. He had all the time in the world but no way to spend it. It’s a heartbreaking realization.

For the first time in my life I answered to no one. I spent my day in bed. But not because I wanted to. Because I couldn’t get myself out of bed. People would ask me well how do you spend your time? “If I were you I’d binge watch television or catch up on all the great works of literature.” I’d try to be polite about it but I was too tired to hold my head up on a pillow and follow a plot. My mind was too foggy and slow to take in insights. I lay in bed in a perpetual twilight. Barely cogent. Like Henry Bemis just as I thought I would have all the time in the world human frailty intervened. Without his glasses he couldn’t read. Without my health I couldn’t think. And like Henry my greatest pleasure was ripped away.

Unlike Henry Bemis I got better. We will never know if he found another pair of reading glasses in his bombed out world. I like to think he did. Maybe he wandered stumbling for miles and found an optometrist store with just the right prescription.

A new section I’ll add to each day with some media and consumables I found interesting.

Cosmetics: I’ve recently become diligent about applying vitamin C as a skin serum and my face has never looked better. I use this Superdose from Beauty Pie.

Media: New York Magazine is laundering the ZeroHedge conspiracy that the virus is escaped from a lab. So that’s fun to see come full circle to media legitimacy. Zero Hedge walked so NY Mag could run?

Food: I ate pulled pork from West End Tavern in Boulder.

Clothing: For my own amusement I wore a pair of pink sweatpants while taking my daily hike.