I am an enormous fan of Freddie Mercury thanks to my mother’s excellent collection of classic rock. You’d be surprised at how much I’ve committed to memory from the core cannon and deep cuts that span the Beatles to Cream & Edgar Winter to Led Zeppelin.
I’m not much for karaoke, though I once tweaked my neck doing a full head bang hair whipping, Wayne’s World style, for a friend’s birthday party.
Knowing all the lyrics to Bohemian Rhapsody is clutch in these circumstances. As can go in, do a full rock opera and ease yourself out of any further obligation to participate saying “oh I had easily three times the stage time as everyone else I’ll just cheer you on!” Pro-tip for group activities amirite?
Fun fact from Reddit. During the Bohemian Rhapsody scene in ‘Wayne’s World’ (1992) Mike Myers and Dana Carvey are both grimacing in pain while headbanging. The director, Penelope Spheeris, shot the scene for approximately five hours. Basically how I felt after my friends birthday karaoke.
Now I don’t always have the common sense to stop myself. I am a real mess at the moment as I have finally come home and I can let the whirlwind dissipate for a moment
Strained sleep with upsettingly high strain but at least it’s restorative. Now if only I could get my resting heart rate down and my HRV back up I’d be right as rain.
My Whoop is sending up red recoveries with a week of barely better yellows, as I spent a bit too much of the last few months going full Freddie Mercury “Don’t Stop Me Now” as not only was I having a real good time but I had a lot to get done.
Tonight, I’m gonna have myself a real good time I feel alive And the world, I’ll turn it inside out, yeah I’m floatin’ around in ecstasy So don’t stop me now Don’t stop me ‘Cause I’m havin’ a good time Havin’ a good time
It’s nice when you work and your life are aligned such that every step feels like you can only accelerate. But if we are sticking to thermodynamics, l may have allowed a little more entropy into the equation.
So give me some time to sleep it off. I’ll be in bed trying to keep my heat rate down. But being in the red won’t stop me forever. It’ll just stop me for a little bit.
My head hurts, I’ve lost my voice and I’m achy everywhere but I’ve got something resembling a tan and my lymph glands are only a little swollen.
Is this is the halfway point of the summer season I feel like I’m doing it rather well. That is rare for me as summer is traditionally my most challenging season but I seem to be doing rather well despite the workload and constant travel.
In a fun coincidence of scheduling, I shared a blue moon at the end of May in Greece and the waning of the full strawberry moon in Utah with same person.
A blue full moon and a sailboat light
What a joy to be half a world away and still find a way to come together. From the Ionian Sea to the high alpine skiing mountains of Utah you are never too far away from a friend.
I’m back in Montana and hoping I’ll enjoy a reasonable chunk of time here as I do feel the strain on my body. I don’t think I am sick but I am struggling to with fatigue and the annoyance of a throat so sore from talking that I should probably commit to a silent retreat for a few days.
So I’ll sip my slippery elm tea and browse the cosmetic sales for skincare (and a little makeup splurge to celebrate the big wins) and get myself back on a routine. I’d like to put on more muscle mass and improve my cardiovascular fitness now that I have more capacity.
If I can manage conference after conference, gala and launch demonstrations along with my workload and time with friends then surely I can add in some overhead presses and a plyometrics right? I did a short but brisk mile and half circuit around the neighboring pastures. And then I got back into bed.
I’ve got to remember to keep tissues in my purse. I’m prone to crying when I’m proud. I am a crier by nature and the experience of pride and awe is becoming distressingly common. Woe is me right?
My very early bet on Valar Atomics (I wrote about it on Day 1145 but met Isaiah closer to day 900 early 2023) is paying off years, if not decades, ahead of my expectations. Never did I expect arguably the hardest operational bet in my portfolio to be such a fast breakaway hit. And I owe it to an executive order from Donald Trump and the efforts of patriotic Americans committed to regulatory reform. Which is crazy.
As it turns out, if the government gets out of the way of talented people, nay, if it demands that our state institutions help them, the impossible becomes possible in shockingly short order. The reports of America’s death are greatly exaggerated.
Today in front of a crowd of hundreds of current and potential investors, employees, Orangeville community members, government officials & scientists and most importantly our family members, we watched a reactor (that might not even exist without my first check), power an Nvidea Blackwell chip.
In a demonstration rivaling the greats (Ballmer, Jobs) Isaiah brought up NuclearWebsite.com and asked the audience to load it with him.
“Oh no it’s not loading?!!?” What’s happening? Do we have any electricity on site? Quick someone run the GPUs to the nearest electricity! Go go we can’t disappointment all these people!
And then the Blackwell is rushed into the Ward250 reactor. In real time the chip is run to the control room, gets hooked up and boom the website loads.
The first entirely privately funded nuclear startup was critical, stable, producing electricity and powering state of the art silicon.
We actually did it. The mad lads and ladies of Valar Atomics swept ahead of the competition in a frenzied year of progress (Day 1510) from seed round and Ward Zero to producing electricity to power GPUs.
After a twenty four hour travel marathon to get from the Ionian in the Mediterranean to the southern Utah desert, being back at the Valar Atomics reactor facility for a demonstration of this magnitude felt surreal.
Just a few weeks ago (Day 1969) the reactor was days away from being shielded and then fueled. We’d driven down to see her before she was wrapped up in shielding.
Proud first investors in front of Ward 259
Now not only has she gone critical (Day 1996) but I was able to walk into the running reactor room and see the live reactor for myself. The operator Ben (a former naval nuclear operator) seemed surprised and happy to see me. “Julie! Hi!” He exclaimed as me and the other early lead investors piled in for a tour.
Jason Calacanis (also a master of the live demo) never lets anyone forget he invested in Ubers seed round. I get to brag I wrote Valar’s very first check
And while success has a thousand fathers and failure is an orphan, I’ll always enjoy the satisfaction of being the very first to take a chance on a long shot no one thought had any business even trying. And well they were wrong. And I was right. Not just right but really fucking right. I backed the long shot dark horse (somewhere around day 950) because my gut told me that the kid had the right stuff. And wow did he.
I only had a dim hint of exactly what we’d be seeing today as the invite said “Watts Next” cohosted by Nvidia and Valar. Clearly a number of us connected the dots because it was packed. The atom would power the compute and we’d get to see it live.
The team after the demo
Every existing investor, and quite a few later stage firms, came out to the middle of nowhere to see if these longshots had really done it. And indeed in just three years the impossible became reality. I’ve never felt prouder to be American. And clearly everyone around me felt the same.
And most importantly, it was a win for the team, led by the indomitable spirit of Isaiah Taylor. Their long nights and constant doubt paid off. The road ahead is long but no one is likely to doubt that we are serious contenders anymore.
I always say there was never a doubt in my mind. I had faith. Isaiah joked he had moments of doubts. I say I’m blessed that I got to be that first believer to say “I think you can do it and I’m going to help.”
And whenever he doubted that we’d make it (there are always near death experiences in any startup) it was my privilege to remind him that doing the impossible is just what we humans do.
Like Captain Kirk, I don’t believe in no win scenarios. I hope you consider joining me for more impossible long shots. Because sometimes taking the shot is worth more than anything else you will ever do.
Want to run your compute on clean renewable cheap American energy?
I’m in a private terminal in a tier three European capital, as I begin the long transit back to the remote regions of America’s effort to reboot our lost industrial capacity. I am ready to celebrate our 250th birthday.
All this can be yours if you pay a few backs to cut the line in the former eastern block
You will find me in the desert trying to convince anyone who will listen of the many industrial and environmental benefits of nuclear energy. Might you be interested in particular of the learning we gain from repeatedly making thousands of small modular nuclear reactors? Scale baby scale.
I’m team Valar Atomics or bust, but I know it won’t be a bust as we have just had a race to criticality that half a dozen companies will meet for July 4th. And what better birthday present to give Lady Liberty?
“When you have the will of federal policy and the will of the people, these things can absolutely happen.”
The artificial intelligence intelligence revolution pretends we still have the height of America’s wartime Industrial & Management Revolution capacity for the build out still available within America’s heartland.
We don’t but I believe despite the bread & circus it might be possible. Lord knows we are trying to get back up and going. Just look how quickly we got our nukes back up in just one year.
Yes we got algae bloom sabotage on the bloom in DC, UFC fights on the White House lawn and some bizarro corruption but at least we aren’t having a Flamingo Revolution of Zoomers rebelling against oligarchs skimming too much from corrupt socialists who need to revamp their attitude. The Geopolitical Cousints get what I’m saying right Marko?
I rewatched season three & four of Apple’s For All Mankind alternative history of the space race as a hype effort to remember that we did indeed have other options for our near future and as the Abundance Institute reminded us all mere month’s ago history is giving us a second chance.
The Blue Sphere Transmission” is an electronic, modern-disco track by MelodiZenith that blends nostalgic 80s Eurodance rhythms (reminiscent of Bad Boys Blue) with deep house and synthwave.
Line dancing Euro-Disco Italian Pop on Mars? Now that’s a future I can get behind powering with SMRs by Valar
Well I’ve done it. I have written and published to the internet a blog post every single day for two thousand days in a row. So I am going to toast myself to a job well done.
In earlier milestone posts, I was always surprised I’d made it, but now the harder thing to decide is if or when I’ll stop, not if I’ll keep going.
Half a decade goes by a lot faster than you think. The accomplishments actually do add up if you keep yourself pointed in the right direction.
In a personal capacity, we got ourselves to Montana, set up a life that let us live the way we’d always dreamed and invested in the future we wanted to see.
From a civic perspective during that time we helped pass meaningful reform in housing, testified for crypto rules of the road and worked to ensure Montanans have a right to compute.
From an investing perspective, we have been first in Solana’s most crucial infrastructure player Squads. Because yeah crypto is going to matter a lot in an artificial intelligence age. We have stuck to our core mission of adaptation by backing the tools needed to benefit from our new AI speed run.
And yes we care about open source. From vector databases to inference labs to experimental dueling models, we have snuck into some strange experiments. And oh yeah we were the first check in a small modular nuclear reactor that is winning the atomics renaissance race (at least this week having achieved criticality).
There have been a lot of failures in those years though oddly not investments or policy. I have battled health issues and fought to not just maintain working capacity but to gain back the capacity I thought I’d lost forever.
I did woo woo whacky things from PEMF and HBOT to peptide stacks and traditional biologics. Thanks to the horrors of hormones and steroids I was early to GLP1s and made some good investments there too.
Maybe I’ll tag all of this more cleanly later but I do think it’s important to remember the days are long but the years are short.
Get on the airplane. Go meet up in person. Buy that dream house. Build a solar array and a sauna. Do wildly romantic things and go to galas. Say yes to more.
And open your heart to the heroic efforts others are also putting into making our lives and our world better. We live among every day heroes. And yeah lots of bad shit has happened in this time too. My father died. We failed for five years straight at getting a visa for a close family friend.
I am aware of the shitty compromise we all make to survive. But you have got to hold on to that feeling. So yeah on day 2000 I think I’ve earned the right to be corny as hell. Don’t stop believing.
Trains, planes and automobiles are nice but it’s not really summer till you have been on a boat. That’s right, I’m on a motherfucking boat. Well, I’m on ferry so the favored class of boat of certain Saturday Night Live cast mates.
I’m headed to a Greek island to relax with some friends. One of us came partially by train, one by ferry and car, and one by puddle jumper plane.
We’ve run the gamut of transportation across Europe to make it to a favored island known for its views, its caves, and of course its clear Ionian blue.
It’s been an adventure organized somewhat last minute as various itineraries made it clear we’d be within a few hundred miles of each other. So an Airbnb villa was procured at the last minute and the race was on to find our way to the island.
Grecian blue decks out the back/front of one of the many ferries leaving Port of Igoumenitsa
I’m looking forward to a few leisurely days on the water, hopefully involving a few more boats but of the more manageable island hopping varietals. One can’t exactly jump off of a ferry into clear blue waters.
The chaos of loading a ferry fully of cars, mopeds, and tourist buses is an amusing sight. I’m not quite sure how the Greeks manage such an intensely maritime environment but it’s certainly a fun way to travel.
Small barking dogs, screaming children, sullen tweens, and irritated elders all being screamed at by deck hands is quite a way to start a relaxing time.
Some days end up being so much more interesting than you expect. I awoke to a family member, who has been preparing for a set of major surgeries, saying they had in fact gone in that morning for the first round of procedures.
I had been concerned they were putting it off so I was quite relieved that their lack of communication on the topic was simply their preparation to face what will be a grueling health challenge. Preparing for a procedure well gives you the best chance at success.
Then I went about a normal work day having lobbed a question, or maybe a prayer, onto the network as the reality of human lives is that imperfect options are always what remains. Being clear eyed about the choices in our lives and how the weight of our past actions have set us on a path can be hard. But it is necessary.
And as I wrapped up my day I was the recipient of some good news. I can’t share anything but the shape of it. But a project that was an experimental approach to a space I care deeply about has bravely faced the whipping winds and looks like they will successfully come to a safe berth intact with all souls.
Which is not such an easy thing to do when you set out for uncharted territory. I am so very proud of what has been accomplished thus far.
All things in life are the fruits of imperfect options that remain. That we make the best use of them is our obligation not only to ourselves but to those to whom we have committed. I am grateful that today was a day where those hard choices were made.
I was talking with my mother today as I was organizing some logistics for her birthday. Don’t tell her that though as it’s a surprise. Just kidding she knows I’m up to something.
As we talked shared pictures from a recent work trip where she was able to visit our extended family. Her brother lives in Texas after a long military career. It got me thinking about the very different lives it’s possible to live even within one family.
My mother has siblings that she is not related to by blood that are nevertheless our family. Her mother was unable to stay with her father. She married a man I consider my grandfather and gained a large family in the process.
One of my cousins (not by blood but through love) had her children when she was still a teenager. We are roughly same age. She has nearly fully grown children while I will likely never have children. We had very different life trajectories.
She didn’t have an easy time when she was a young mother, but seems to be in a good place now. She is married to a kind man (not to her children’s father though they were married for a time), enjoys watching her son play varsity baseball and football, and lives near her parents. She earned a beautiful life the hard way.
My aunt and uncle are hard working, deeply kind and patriotic people. They supported their daughter every step of the way. Which in the late nineties and early aughts was harder than it looked for a conservative military family in Texas.
I feel lucky my mother got to have such a wonderful brother (and other amazing siblings). My grandmother was an incredible woman. She got remarried at time when single mothers had it even tougher than my cousin did.
I think of the lineage of my mother’s family and wonder which of us made the right choices, which one of us thinks we made the right choices, and how we feel about those choices in the grand scheme of things. Lots of my family believe I made all the right choices. And maybe they are right.
Both my mother and grandmother heavily encouraged my interest in academics and the sciences in particular as they both wanted to pursue scientific careers and were unable to do so. I know I am their pride and joy.
But as I think of my mother’s upcoming birthday I know she won’t get to see her grandchildren playing varsity sports under Friday night lights in Texas with her mother sitting beside her. Her mother, my grandmother, has passed.
There won’t be three grown generations to coincide together because that’s just not how it works any more. And I don’t believe she is disappointed. And I know my grandmother wasn’t either. They wanted this life for me.
And it’s a good life. But I am also glad that my cousin was able to have a good life too. If only it were easier to balance some of the choices. If they were choices at all.
I may have had one of the best days of my life yesterday. I want to get into a preposterous amount of detail as every single element of the day was peak Washington D.C.
I hung out with a long time friend with whom I have a shared passion (we are a special kind of economics nerd), we walked all over, toured several spaces your average citizen only sees on television. And if you are a nerd you really care where day Bretton Woods was signed.
The treaty room
It was my first time seeing some of those spaces and I felt very privileged. Nothing fires patriotism quite like seeing those who serve the nation.
I finished the day above the city watching the sunset on the Washington Monument while airplanes and helicopters ferried people of great importance than I in and out of the city.
It almost made me want to consider public service. But as my friend reminded me that it’s not all this glamorous. My Sunday was almost surely the very best the city has to offer.
Perfect weather, perfect company, perfectly cooked steak (from 6666 ranch so shoutout to my Taylor Sheridan homies), I even had on a perfect spring dress.
I had such a lovely day touching grass (and sand) yesterday. I slowly worked through a 36-48 hours of of talking, walking, strategizing and occasionally reapplying sunscreen (I still got burned a little on my shoulders) with a friend who is preparing for big life and company changes.
These are the activities of normal life that I cherish, but my body seems hardly able to manage the strain this week. Now perhaps these activities are stressful on the mind and soul, but should they really be so physiologically taxing for me?
My Whoop is showing high strain
Now yes I am recovering from some dental work and on antibiotics but shouldn’t I be able to have a calm day that most would consider restorative? The serene peace of sitting on sandy shores should surely outweigh any areas from consequential questions of power, compute, realism and human purpose right?
I have barely been able to get out of bed today and the ten minutes of squats and planks I did to test my capacity spiked my heart rate into the stratosphere.
Which is odd as I woke up with my RHR in the 60s which is much better than usual. I only get into the 60s or 70s consistently when I am on heavy antibiotics.
The two weeks I was on Cipro recovering from surgery this summer my RHR was in the mid sixties so clearly I’ve got something going on with low grade infections.
I struggled mightily to organize my thoughts enough to write even this post. I feel I might even have it in me to go for a walk. Which is encouraging as I missed the sunset. The sunsets are obviously an event when you have a beach or far off horizon to enjoy with then.
