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
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.

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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
Aesthetics Travel

Day 1848 and Call To Prayer

The call to prayer echoed out as I stood underneath one of many loudspeaker towers bristling with surveillance equipment.

Strong winds buffeted cell equipment and 360 degree video eyeball cameras as the firm melodic voice of the muezzin recited out the first words of the Adhan.

“Allahu akbar”

I wonder how many cameras were scanning my face as I watched the speaker quiver from the wind and snow as I shivered waiting for the black Mercedes driving me to Istanbul went through giant X-Ray machine.

Loudspeakers and surveillance cameras

I briefly let my eyes scan the area to see if this prayer would delay my transit across the Turkish border. I was in no-man’s land between Greece and Turkey and I felt alone. I prayed. God is the greatest.

I saw no one rushing to prayer rooms or unrolling prayer mats. Maybe others were praying as I did. Silently inside the privacy of their own mind. The siren indicated the giant car X-ray was on.

A kind of Doppler effect buffered the prayers from each tower over the sound of alarm, layering prayer and warning as sound rose and fell over my head.

I switched on my Bose noise canceling headphones and closed my eyes. I went to wait out the cold in the duty free but the smell of the perfumes made me nauseous. I went to the bathroom feeling ill. I finally found the prayer rooms. I was still the only one there.

I found the prayer rooms next to the bathrooms at the Duty Free shops inside.

This was my second time driving to Istanbul through the rolling coastal mountains of the Balkans into Greece. I had not expected this kind of life for myself but I seek to be exploring far reaches in this life and little of it makes sense. I experience reality as closely as I can.

To be a traveler to the crossroads of the great empires is a privilege for princesses not a lowly citizen but here I am. An America woman with a passport has power even a Venetian trader did not.

How long that lasts I can’t really say. Even in the panopticon of the crossing I felt safe but the world is in a strange place. Still for now I was welcomed. Constantinople welcomes all travelers.

Three hours later the open roads of Turkish farmland slowed to potholes and frantic taxis gummed up by city traffic. Istanbul drivers are terrifying. Each near miss I found myself saying God is great. Praying that I would make it to my hotel. That feeling would last through every taxi ride I took.

EDFM techno radio and a tricked out taxi expressing his love for the American Cadillac

Categories
Community Politics Travel

Day 1840 and Firm Planning Over An Abstract Constantinople

A friend of mine James Pogue published an opinion piece long in the making about a new kind of Democratic. He deeply investigates the subtly misunderstood Representative Marie Gluesenkamp Perez of Washington.

I was really moved by his sincere engagement with a new kind of Democrat who is really an old kind of Democrat who spoke to America s who lived closer to the land and took pride in a type of communal and conservative stewardship of our country.

I felt it very deeply as someone between two worlds. I sense the grief and loss I carry everyday. If the nation had chose a different path, I wouldn’t have been shunted up and out in The Sort.

Maybe I’d have married to my high school sweetheart. He’s an EMT, didnt go so far from home and is a passionate outdoorsman. We were on different paths as is clear from where I landed but my respect for the life he leads endures.

I live an amazing life with a loving dedicated husband with whom I pursue a deeply aligned set of life goals. The blessings that have been showered on me by the Sort have been substantial. We we have almost maximum freedom to pursue our lives while.

I thank God that despite the changes that have ravaged much of the America, I grew up in most of what I know is incredible agency and comfort.

But there are other Americas who are not so lucky. I hold that William Gibson saw Cyperpunk as science fiction rooted in Appalachia. I see how he writes the near future and it’s one where the past still exists but some of us have been sent forward to the future.

In his almost present maybe I’d have in-laws I grew up with and maybe I’d have my parents nearby because we’d never have lost the house in Boulder and staying close would have made economic sense. Hippies really did want that world.

Maybe a world where “right to repair” has been enshrined would have allowed me to build and own the work I could do on the farms that surrounded our defense industrial focused land grant university. It’s hard to imagine what I would do in that other America.

I’d manage the organic school farm I worked to gain permits for that my mother built from the first year. It mostly existed to produced fruits and vegetables for those who worked it. Itd a fantastical idea that has little basis in economic reality but it’s a life that would make sense to almost anyone.

But instead I was off to acquire an enormous debt that was hard for me and my family to fathom to take huge gambles that I’d be a winner. And I was.

But I’ll never have my family, childhood house, or my town back. That America is gone. And when I wanted the pickup truck of the past I had to import it from the fucking Balkans. It’s expensive to be able to repair what you’ve got.

I’m writing this from a hotel in a trade capital where Alex and I are working while doing our yearly “firm” planning for the family because it was the best place to meet up based on his travel and mine as we run the ancient trade lines that have always ruled the world. That we can plan is a dream.

We aren’t aristocracy but agents of them. And if they ever tried to take our trucks or our guns what else would we have left but being “in service” and tut tutting over a lie of moral superiority for having achieved high rank by serving our betters.

I’ve never felt more America than in this moment, even though I’ll never ever get back the American whose logic forced me into achieving a bigger life than I’d ever imagined.

I just happen to know that it was achieved at the expense of my home and my family and a future that would have also been a life of beauty and meaning close to the land and a town that has benefited from an American government that worked a little bit more for the people around me.

Just because I have thrived doesn’t mean the cost wasn’t great. That would be a dismissal of the material reality that I know to be true. But isn’t it nice that I will be treated as a respected trader representing capital interests in some great capital. It’s freedom most certainly, but not the freedom that America promised. That one might be a little less grand. It’s a little bit firmer. And I am in the realm of the abstract.

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
Chronic Disease Chronicle Emotional Work

Day 1825 and Thoughts On Five Years of Writing Every Single Day

Much as it amazes me, I have written a public post every single day without fail for five straight years. I’ve not missed a single day.

I’ve written so many posts and essays, it honestly astonishes me. I didn’t expect to have this kind of longevity when I began but the world changed a lot in this past half decade. I am a woman of habits & routines, this blog helps me manage the chaos and instability that surrounds us. And hopefully I’ve become a better thinker (and writer) for this habit.

If you’d like to look back with me, I have a round up of 2021‘s best posts from fashion theory to the emotions of startup exits. They feel like a lifetime ago.

In my round up of favorites from 2022 aka year 2 of the experiment, we moved to Montana, bought our first house, had silly viral hits, & I became a certified wilderness first responder.

In my third year of posts from 2023, things remained intense. I accelerated into chaotic optimism, helped other millennial women understand fucked up fertility, and experimented with living outside America part time to improve my visibility on global issues.

And in fourth year of writing, my round up of my best posts of 2024 really showed a world sped up even further. My essays ranged widely with emotional work, crab bucket zero sum-ism & young men, Vernor Vinge’s legacy becoming our actual reality and the bizarre experience of digital memetics becoming constant real world issue.

So now it’s time to think about year five of the experiment. 2025 was a hard year for me even as it contained incredible wins. Going into it, I wondered how could year five top the past four years chronicled here? It both does and it doesn’t. Life, and the time we spend living it down, isn’t getting any easier. Life is barely human at all anymore. I feel the struggle in myself as I am still very much human.

It’s easy to feel as if I’ve not accomplished as much as my own written records show I did. If you ever feel like you get less done than you’d like, I encourage you to keep a log or journal as it helps show how much can do and how much does get done. Plus if you publish it online you’ll contribute to a wider humanistic understanding as our digital life becomes more mechanistic.

Another facet of this writing experiment has been fighting a chronic disease in my personal life that has no cure. Managing disabilities during with the pandemic years as it overlaid civilization shaking political and technological changes has been hard. I want to work and live as if I am healthy and it isn’t likely to ever be true. I work smarter because I can’t work harder.

I don’t always write about my investments in these posts, but I see how my thesis of chaos has forced us all into requiring more decentralization, compute and power. My once weird ideas are now common knowledge. Now everyone agrees with me.

The end of the neoliberal consensus and the beginning of the artificial intelligence buildout would have been hard on anyone. I’m proud that I was able to turn this change to my advantage.

I realize I’ve written quite a bit about the experience of these years where I wrote daily without showing off the last year of posts.

Since I’ve got one more day before 2025 officially ends, perhaps I’ll put the round up of posts tomorrow as I’ve given an overview of the experience of half a decade of daily essays today. What’s one more day among thousands right?

Categories
Culture Politics Startups

Day 1796 and I’ve Got Billions in My Inbox Julie!

I’m not new to the boom and bust cycles that have defined not only technology startups, but American herself. Most millennials have opinions about their malign status in an economy designed to borrow from the future for a dubious present.

Much of the world is in a state of panic over “the churn” of the old rules changing and the new ones not being quite clear. But it’s really not clear what happens next.

I think anything goes as the networks speed up our connections to each other through artificial intelligence. The end of the age of scaling means it’s time for the era of deployment is it not? Or are none of us Carlotta Perez fans.

I enjoy speculating as is the fashion. Do I think corporate debt financing of data centers is some time bomb in private credit? Not really, no. I think it’s way more likely that don’t understand the full demand case for coordination in a mediated world.

I don’t know if we can meet the demand to be perfectly honest. I will say I am way more worried about us not meeting the moment. Changes to our cultural environment are as hard as our material ones.

If I had to read sentiment, I’d say that everyone is absolutely sick of having their attention used like a fiat currency. We cannot inflate our capacity for focus as easily as we can inflate the dollar. And we will demand simplicity by any means necessary just to exist. And artificial intelligence will smooth our world to manage with what we’ve got.

I think running a decentralized world will prove to be far too complex for most humans and it will be mitigated by layers of choices in governance that will probably not always maximize for the freedoms we’v come to expect from the liberal world order.

And yeah I think we will need a lot of data centers for that coordination effort. That the state might be the ones with the most demand seems a little rich though. Every individual on earth will want to be on the right side of the ratings. That’s more network state than state and it will be a longtime horizon.

I know it doesn’t sound great on its face. And yet I think it has had upsides. The demand for real businesses that operate in some world of efficiency has never been higher.

And to some extent, I believe that was always the entire point of computing. Make things so much better and cheaper we move on to bigger projects.

Giving you video games and porn might have been a weird way to get to Mars but medicine is as driven by vanity as much as survival so I don’t judge reality. I just want us to get more nuclear power. I don’t ask for much.

We didn’t want a legion of information processing professionals. We wanted to change the material conditions just as the Industrial Revolution did. The invisible hand is a strange thing.

I expect we will see quite a bit of opposition to the people believe that we need more energy, more industry, and more science. The future and its enemies are legions. I always did find it funny that fashion critics had a better read on the future than anyone else. Virginia Postrel and William Gibson both have good taste.

Categories
Culture Reading

Day 1758 and Fluctuation in Society

I was ordered into bed for a couple of days by not one but two doctors. As I mentioned yesterday, a small incision for testosterone pellets must have let in a small amount of bacteria.

Maybe we didn’t pick the correct antibiotics (or maybe it was an inadequate dose) so what looked like healthy healing turned into a subcutaneous infection just as it was all look well which needed managing and cause me a bit of trouble.

So I’ve been catching up on costume dramas like The Gilded Age about the 1880s boom times in America. I’m on the third season of it and while not quite done but I’m enjoying it.

It’s provided me inspiration before as I’m fascinated that corporate charters are what lead to America’s experiment in self governance and each new era of technological and commercial development seems to kick off new organizational opinion of how best to manage society.

No matter the era or the people involved, humans will always find new ways to organize themselves into hierarchies that reflect changes in technology and material conditions.

As eager as we may be to unravel past cultural ways of organizing our status and importance, we always find new ways to set new standards of who matters and why and the same human nature finds a way to creep back in.

Position, birthright, inheritances and other ways of marking nobility and aristocracy manage to find a way to accommodate wealth and power lest they lose all status.

And who has wealth and power in this century whipsaws so fast, it feels like change is as seasonal as the weather. Even if in reality, society changed little if at all. Money and birth still matter quite a bit no matter how many followers someone has on the latest attention gathering platform.

I’ve mentioned my fondness for Paul Faussell’s Class: A Guided Tour Through The American Status System as a good jumping off point for understanding how American has organized its flavors of granting social capital within our supposedly classless society.

The Gilded Age attempts across the seasons to show that our society is always changing with subplots about rising in society through invention, intellect, political organization and sheer force of will.

Gilded Age’s director Julian Fellows also directed Downton Abbey which famously showed a British aristocratic family struggling with money, social change and war.

Both shows may show ways of changing one’s position in society but the skeptics exist at every turn. Even Fussell has Class X in his guide who exit rather than participate in what he calls the charade of meritocracy.

Fussell argues that it is essentially impossible to change one’s social class —up or down — but it is possible to extricate oneself from the class system by existing outside the system as a X person. Wikipedia

I find this particularly funny as we have entire institutions dedicated to deciding how we see and experience class and their luminaries hate how society organizes itself as much as anyone. The New York Times’s infamous columnist David Brooks finds Fussell’s book a “caustic and extravagantly snobby tour through the class markers of its time” which strikes me as especially funny as he once dedicated a column to worrying if he’d put his assistant into an awkward spot by presuming she wouldn’t know how to order in “gourmet” Italian deli.

Bourgeois bohemian that Brooks was, it never occurred to him that an Italian deli might actually be a lower class marker for plenty of people. American Society being filled with semiotic markers in America to ever really manage a static set of signifiers for all that long.

Categories
Politics

Day 1689 and Drumhead or Not Rushing To Judge What We Don’t Know

I wonder how much of the moral education of Americans comes thanks to Gene Roddenberry. Star Trek is a very American show. It was pitched to Desilu Studios (owned by Desi Arnaz and Lucille Ball of I Love Lucy fame) as a space western.

The cowboy frontier spirit of Captain Kirk has an honor code based on the worthiness of exploration. When the millenials got a reboot in the Next Generation, Captain Picard added the gravitas of excellence through the pursuit of the truth.

It’s hard to think of a show that embraces an anglosphere manifest destiny with more vigor and it is grounded in the enlightenment values of science and moral philosophy. It’s a very American show.

I was watching a fairly minor TNG episode while eating today The Drumhead. An ambassador starts a witch hunt insinuating treason. Apparent drumhead courts were a military summary judgement court.

A legal drama ensues where Picard quotes the ambassador’s father famous words about the dangers of denying basic rights to even one man in the name of protection of society makes us all less free.

Feeling rather on the nose for the moment right? Picard reminds Worf as it wraps up the witch hunt being proven a lie, that those who cloak their misdeeds with the pretense of serving a greater good are often the most difficult. Spreading fear and mistrust in the name of righteousness must be guarded against.

“Vigilance, Mr. Worf. That is the price we have to continually pay.”

We have a chance at preserving and expanding the enlightenment values that brought our species to this moment, an American moment, by enabling more of us. We can educate ourselves and access the world and the many virtues to which humanity has aspired to by working hard to master them ourselves. This is the empowerment of compute.

We have tools available to us to be vigilant in what is the great good of civilization we wish to protect in an open, decentralized and networked internet.

That we can at scale train a new inference search capacity for the sum of our knowledge and reality is a utopian reality even Gene Roddenberry didn’t dream we’d have.

Don’t rush to summary judgement in fear over the future we can build with protocols and networks that can be encrypted and decentralized. That we can model them with artificial intelligence, and by asking questions well, get back information, code and even machine and biological diagnostics is a huge achievement for our species.

To push the fear of the greater good over its consequence can go from legitimate concerns to a drumhead summary judgement quickly. Risking the freedom to use something that is both just emerging and even in that infancy so promising. That it is helpful in the now seems to showcase both western traditions and enlightenment values.

It’s an American ideal that we must all be free to think and speak the truth, search for the truth and can calculate and provide a mathematical proof of truth that needs no trust because it can be know. We have a right to compute.

Artificial intelligence solves problems now. It’s better than humans now at many types of tasks even as it still a new tool and unrefined and even brittle in its capacities still. It’s took only as good as its craftsman’s understanding of it and we are still learning how to build it.

Artificial intelligence can give us the internet we deserve. I support the right to repair movement because I believe we should know and seek the freedom to own things we have purchased and modify them.

Right now AI helps humans can solve immediate problems from tractor repair to wound care. Maybe machines get better as we get better at using them because we do it with them. We figure things out by building.

Don’t let your worldview be constrained. You can know the freedom of living in a society that values your rights. And the right to compute weaves together many of your most sacred rights. And if we infringe on it for some of us it infringes us on us.