Categories
Finance Preparedness

Day 1923 and Petroleum Dependency Consumer Packaged Goods Risk Dashboard

A chunk of preppers and preparedness enthusiasts are just shopaholics. Shopping is common response to anxiety and depression. Doing something that you can control in a world you can’t control has logic to it.

Now experts in disaster response will tell you that preparedness is as much about skills and community as it is about “stuff” but it’s a lot harder to learn a new skill and nurture community than it is to buy something.

So if you aren’t up for getting first responder certified or spending time in your local library I’ve got just the thing to sooth your anxieties about the current situation in the straight of Hormuz.

I vibe coded a dashboard of common household items with petroleum byproducts in them. It analyzes ingredients and wholesale pricing and assigns risk scores so you can make a shopping list of items most impacted by the ongoing supply chain crisis.

A screenshot of the dashboard I vibe coded today to soothe my anxiety about supply chain disruptions and get ahead of pricing hikes and potential shortages

From diapers to sunscreen, you’d be shocked at just how much our basic needs are downstream of petroleum byproducts. Now it’s just a silly little thing I used AI to put together, but petroleum dependency in consumer packaged is high.

From food products and personal care to drugs, you will find we that we rely on petrochemical feedstocks everywhere.

I’ll mess with it as I add in new data sources and get suggestions for categories I’ve missed. But I’d love for you to check it out even if I am not quite done improving upon the basic idea. You might learn something.

For instance, I didn’t know Kroger’s had a public pricing API till today so you live, you learn and then if you have a kid it’s time to buy Luvs. No really diapers are one of the most at risk products for shortages as the impacts of the war ripple out.

Even if the fighting ends today (as I write this a temporary two week cease fire has been agreed to), the damage to processing, production and manufacturing is already enormous.

Say you aren’t worried about price hikes but you are concerned with the environmental impact of your purchasing habits. I included alternatives in the dashboard if you’d like to make a switch.

Time to buy Aquaphor and Vaseline

The data is compiled from DOE, S&P Global, Investing.com, Packaging Insights, VCCI trade reports. A petroleum dependency score is assigned based on estimates of ingredient analysis.

The prices reflect wholesale market trends so you can be prepared to get ahead before retail prices go up. I’ve even included a bit of context on what aspects of the product are petroleum derived ingredients just for fun.

Below is a screenshot for food preservatives. A type of dependency many of us would like less of in our consumption. Maybe the dashboard helps you improve your diet with a little knowledge. Who knows! Isn’t vibe coding fun?

On another note, I remain amazed at what we can do with artificial intelligence and natural language input. This took me very little time thanks to Claude Code, Perplexity Pro and Cloudflare. If you haven’t explored the wide world of vibe coding now is definitely the time.

Categories
Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.

Categories
Media Politics Preparedness

Day 1916 and Freaked Out Group Chats

I have made a little bit of a side hustle out of being at Cassandra. There was a lovely chunk of time in between Hurricane Sandy and the pandemic when people felt as if the weirdness was contained. It was quirky.

It was novel to know people who had decided to make changes in their just-in-time lives because of a climate catastrophe They had experienced it personally because it happened in New York so the media paid slightly more attention.

It lets media, and the readers of said media, indulge in the fantasy that they might actually change their lives by hearing a rational argument from someone like me. Look at tbis nice young woman didn’t have power after a hurricane in the center of civilization in lower Manhattan while Goldman Sachs glowed in the background, continuing to serve capital in the dark.

In fact I did have friends that had to go by foot to their offices while they went for weeks without electricity in other boroughs of Manhattan it was just particularly surreal to live near City Hall, have absolutely no power but still see the glowing lights of techno-capital operating in the aftermath of the crisis. My husband literally got buckets to remove water from the server room of his startup but the banks were fine.

I had a speech on entropy and chaos that was fairly compelling and turned out to be a very correct investment thesis. We might have to get used to more chaos in our lives because of geopolitical, climate and other instabilities that we could not entirely predict.

That meant getting out ahead of the major controllable factors we had at our disposal as individuals and as a nation. I actually meant it as did my husband as if it could happen in Manhattan imagine what it would look like elsewhere.

Having been a prepper before the pandemic gave a little bit of structure to the first months of the pandemic unfurling in which I had the tools to do a dry run and the experience. I got a lot wrong.

And you must remember we really did not know exactly how bad things would be. The things that actually turned out to be quite detrimental to the economy did not turn out to be the ones we thought. Much of the pain of the experience was self-inflicted. Sound familiar?

But we thought we knew more than we did about the situation we were going into. In reality, we had very little predictive capacity on that front because the last time we had had a pandemic of any novelty, the world wasn’t nearly so well connected.

We overcompensated for a lot in our fears and reactions. I suspect that is going to continue being the way we handle networked global crises of any sort.

The thing is, it’s getting harder and harder to pretend that the things that affect our global lives are not actually happening because people look the other way when their economic situation works well for them. It’s a bargain that democracies and authoritarian governments make.

So right now if you work in technology or finance, you’re in a bunch of group chats in which everyone is freaking out. Even though you could make good arguments that we’re the only ones that have a clear view of some of the contours of what we’re about to face it’s quite clear that our visibility is limited.

I don’t know a goddamn thing about Iran or how it’s going to react, but I know more than I ever thought I’d need to about energy markets because nobody in my line of work had much choice over the last three years if they wanted to be ahead of the computing demands we already struggled to meet.

Now this demand may be coming from America companies, but feeding it is a global phenomenon of investment. One that lets all of the worlds capital pile on into a country that has a few domestic issues.

We all saw changed coming the second we had a mass market, large-scale compute-intensive process that enabled artificial intelligence interface that users felt they could meaningful talk to at scale. There’s something amusing to me about that because in Star Trek’s goofiest movie, The Voyage Home, the chief engineer Scotty picks up a mouse and uses it as a speaker phone. Hello he says, “Computer, are you there, computer?” He then proceeds to type in a number of commands when he says, “Ah a keyboard. How quaint.”

I imagined we’d get to this phase of computing ourselves a little faster than we did, but it turns out that we have finally reached the point of knowing how to type in a lot of solutions that could give us steps and instructions to use tools to make transparent aluminum. I mean this metaphorically, not literally, as we actually do know how to make transparent aluminum.

Transparent aluminum is a polycrystalline transparent ceramic made from aluminum, oxygen, and nitrogen. It was developed independently and is commercially produced by Surmet Corporation. It’s sapphire and funnily enough we use it in bullet proof glass. Which I’m sure is a great business to be in these days.

So be as freaked out as you want in group chats because all kinds of weird shit is coming down the pipeline. If you work in finance or technology, you probably know that you’ve got about two weeks before some irrevocable decisions start cascading.

None of us have any idea what it looks like but you’re probably not as prepared as Elon Musk or Sam Altman. Nevertheless we’ll have to get through it.

Categories
Aesthetics Politics Startups Travel

Day 1909 and All The Twinks Standing In The Line For The Bathroom

I am not an early riser, especially not when I’m out late for happy hours and dinners and the like. So I wasn’t planning on being at the 8am opening for the conference I’m attending in D.C amongst all the side programming.

I had a ten thirty talk I was particular excited to listen to as it was most salient to my work in artificial intelligence policy. Well, that was a dumb decision on my part. Not to arrive earlier.

I’ll take full responsibility for being a moron on that front, but I stood amongst a gaggle of gorgeous well dressed, well groomed and bright eyed young men hungry to build the world of the future. What a crowd of young people.

Being a chatty Cathy I asked about vintage Barbour jackets, bulldog ties, pocket squares, the merits of gel versus more advanced soft hold hair products, the declining quality of Moscot eyewear and other important topics to ambitious young men who are looksmaxxing to win the great game.

I didn’t have much else to do as the line was not moving. No one was getting in. Until people left no one was getting off the line. And that included others who had already been in and had their passes. The hottest ticket in town was perhaps a bit over capacity.

Someone rolled out a portable Starlink and we all piled in to tweet, chat, roll calls and (in my case) send tweets, Signal messages, and Slack channel responses. I got told my tweet about the two hour wait wasn’t ideal so I deleted it as I appreciate any attention to me running my mouth as I assume no one ever listens to me. I barely do.

But maybe I’m wrong? Last night checking into Butterworth’s, the woman manning check-in in lit up when I gave my name “I love your Twitter!” So maybe people do notice what I say. I still find that an a funny notion.

That said, it did take the full two hours to get into the giant event hall which made all the rush and planning a laugh. More people left the line and went back to work than stayed at 10am but everyone determined to participate seemed to make the best of it.

I asked if this was normal for a DC event and no one seemed to be from DC. So I didn’t get any good answers. This was an unexpected wrinkle that the venue was full was full up as an enormous crowd circled the block twice.

Since we remainders had decided to make the best of it we got to know each rather. Every man was quite a gentleman as we chatted oblivious to status till we were let in and others let us all know the pecking order. One of the young men I spent my wait, who is I learned later was literally the heir to one of the most important fortunes on the planet. Another was launching containerized autonomous weapons.

But that time of work and waiting was rather like being on an elevator stuck together, we might as well get to know each other. We are all equal before a tough door.

Thankfully we did get into the room before Jamie Dimon spoke. And he was the big boss of the handsome executive crowd.

I titled this “all the twinks standing in line for the bathroom” as yes a lot of handsome queer men were in attendance. But twink is an all purpose gender fluid aesthetic and not reflective of anyone’s sexual preferences.

And the line for the men’s y was a lot longer than the women’s. Ten to one ratios make me think this would be quite the dating scene for the ambitious woman.

But yes there are a lot of very well groomed young men in Washington D.C and everyone wants to build solutions for America. And being beautiful doesn’t hurt. To my single lady have you consider meeting a man in DC? Good odds and I doubt even a fraction of the twinks are gay.

Categories
Aesthetics Finance Internet Culture

Day 1880 and the Global Intelligence Crisis Kerfuffle

“It’s not a prediction” he said. It’s just a hypothetical possible reality. I believe we used to call that fiction. A science fiction short story wrapped in a macroeconomic essay written by Citrini Research hit the algorithms like a bomb Markets lapped it up like beasts who’d been lost in a barren desert for weeks. Liquidity!

Remember in 2023 when when Sam Altman said that we’d have superhuman persuasion before we had artificial general intelligence?

Citrini is capable of super human persuasion before AI reached super human general intelligence and it has been strange.

As the market sell off was playing out, a flood of “Contra Citrini” essays emerged immediately from players as varied as Joe Wiesenthal John Loeber, Will Manidis, even proper economists like Alex Imas. The co-author Alap Shah went onto TBPN. Fun fact he was Sheel Mohnot’s roommate in college.

I am unclear if white collar workers are in a frenzy about are doing their existing jobs or if they have even noticed the danger. As a real time update from a fellow investor had us both laughing. An intern couldn’t manage a basic research task. The intern asked them how to get to the Founders Fund’s website.

We may need the bull case for AI, as the bear case for white collar workers acquiring any intelligence in their education process is rather unconvincing.

For some reason “how do I get to the founders fund website” started me singing an old tune sung by Dionne Warwick “Do you know the way to San Jose?”

Do you know the way to San Jose?
I’ve been away so long
I may go wrong and lose my way
Do you know the way to San Jose?
I’m going back to find some peace of mind in San Jose

LA is a great big freeway
Put a hundred down and buy a car
In a week, maybe two, they’ll make you a star


Weeks turn into years, how quick they pass
And all the stars that never were
Are parking cars and pumping gas

Do You Know The Way To San Jose?

The song was used in another completely different “science fiction story goes viral”context. Maybe it’s in my mind as automated virology lab unleashing apocalypse, is a AI doomer staple also recently in the discourse.

Do you know the way to San Jose? Or if Helix is available for download.

In an SyFy channel show from 2014 called Helix, which follows an Arctic research station where research on viruses goes horribly wrong. It used the Burt Bacharach & Hal David song “Do You Know the Way to San Jose” as an unsettling musical motif and clue to resolving the mystery. Unsettling California music has my ear this week.

In 1968 you could return to San Jose from Los Angeles and start a relatively normal life as one of the stars who never made it. Pumping gas and parking cars. If we get too close to the sun of artificial intelligence success we don’t have a San Jose to run to. You can’t get away there as it’s filled with just the part of technology folks peddling dreams as unrealistic as the ones down in Hollywood.

Categories
Startups

Day 1873 and Flying A Micro-Reactor on a C-17

I spent most of yesterday on an airplane. I flew nearly 12 hours along the polar routes to go from Heathrow to America’s west coast. I flew British Airways and was disinclined to spend the many pounds for internet access.

Alas this meant I missed the rollout of the joyful flight of one of my favorite investments. Valar Atomics began its journey from California to Utah just as I too was flying. Me and the reactor I angel invested in were both up in the air like bluebirds and sunshine.

HILL AIR FORCE BASE, Utah, Feb 15 – The U.S. Departments of Energy and Defense on Sunday for the first time transported a small nuclear reactor on a cargo plane from California to Utah to demonstrate the potential to quickly deploy nuclear power for military and civilian use.

The agencies partnered with California-based Valar Atomics to fly one of the company’s Ward microreactors on a C-17 aircraft — without nuclear fuel — to Hill Air Force Base in Utah. Via Reuters

I tear up just thinking of the incredible accomplishments of millions of people coordinating together across centuries that these technologies represent.

It’s easy to think of ourselves as being small in the vastness of time and space. I almost cannot believe I was handed such gifts in this life, but I can claim a small but early part in Valar’s story.

U.S. Energy Secretary Chris Wright and U.S. Under Secretary of Defense for Acquisition and Sustainment Michael Duffey on board a C-17 cargo plane that transported Valar Atomics’ Ward nuclear microreactor from March Air Force Base in California to Hill Air Force Base in Utah, at the Hill Air Force Base in Utah, U.S., February 15, 2026. On the right, with the American flag and the Valar logo on his jacket is our CEO Isaiah Taylor

Just a little over three years ago I sent Isaiah a message on Twitter. We had a lot in common and I felt a kinship with this young entrepreneur. It was before he had even begun the incorporation work on Valar. He was working on something else, but I trusted his quiet intelligence and admired his humble inquisitiveness. We kept in touch as he mapped out his path.

His lack of ego instantly marked him as special, as it meant he could hear even the hardest criticisms. His fortitude was clear. He could incorporate what was necessary into his mission, a skill usually developed much later in life.

It’s rare to build trust so early on, and yet we both did. I told him I’d back anything he did so long as he was the CEO. Little did I know just how lucky I would end up as his very first backer.

You might think you will have doubts in high risk early stage investing. But I’d be lying if I said I didn’t believe in him from day one. I knew he was on a mission bigger than any of us. I knew it and he knew it. For God and country as they say.

That faith was required, as it was tested in rapid succession again and again over the next three years. Chewing glass is part of every startup. Even when you go as rapidly as Valar has gone, there are harsh conditions, brushes with death, and moments of utter joy in between.

Not only did we write a first check in the angel round, but in tight spots before the seed closed we wired follow on within minutes when a concern about a cash flow question arose. We put together special purpose vehicles. Nothing could jeopardize this mission. I’d invest more if I could.

We weren’t always the ideal investors as we struggled to showcase to bigger and better firms our conviction. Not too long ago it was all about being asset light and software as a service. Thankfully the execution always outshone the skeptics and we were ahead of the times. And while the skepticism was fierce, Isaiah never wavered. Neither did I.

Today is day 1873 in my daily writing log. I first wrote about Isaiah on Day 1145 which means somewhere around day 780 or so is likely when we first met. I wrote on day 1510 almost a year ago about their seed round and the first successful thermal testing. On day 1721 they broke ground in Utah.

And you can better believe that I am looking forward to July 4th this year. We promised the president we’d be turning on the reactor, so there is much to be done between now and then.

Even the Department of Defense (War?) is writing swan songs about Valar from the Pentagon Twitter account

At March Air Reserve Base, California, yesterday, a next-generation nuclear reactor was loaded aboard a C-17 Globemaster III aircraft for transport to Hill Air Force Base, Utah. The reactor will eventually head to the Utah San Rafael Energy Lab for testing and evaluation.

The Ward 250 is a 5 megawatt nuclear reactor that fits into the back of a C-17 aircraft could theoretically power about 5,000 homes.

For military use, such a reactor could provide energy security on a military base ensuring the mission there need not depend on the civilian power grid, and in military operations overseas, such reactors would mean U.S. forces could operate without concern that an enemy might cut fuel supplies.

A reactor such as the Ward 250 also means greater energy security for the entire United States. It is firmly in line with President Donald J. Trump’s executive orders to reshape and modernize America’s nuclear energy landscape.

The president signed four executive orders designed to advance America’s nuclear energy posture, May 23, 2025. Those include “

Reinvigorating the Nuclear Industrial Base,

” “

Reforming Nuclear Reactor Testing at the Department of Energy

,” “

Ordering the Reform of the Nuclear Regulatory Commission

,” and “

Deploying Advanced Nuclear Reactor Technologies for National Security

.”

Michael P. Duffey, the undersecretary of war for acquisition and sustainment, said the partnership between the War and Energy Departments is critical to advancing the president’s nuclear energy initiatives.

“It’s clear to me that advancing President Trump’s priority on nuclear energy depends on close coordination between the Department of Energy and the Department of War,” Duffey said. “This partnership ensures advanced nuclear technologies are developed, evaluated and deployed in ways that strengthen energy resilience and national security.”

The future of warfare is energy-intensive, he said, and includes AI data centers, directed-energy weapons, and space and cyber infrastructure. The civilian power grid was not built for that, and so the War Department will need to build its own energy infrastructure.

“Powering next generation warfare will require us to move faster than our adversaries, to build a system that doesn’t just equip our warfighters to fight, but equips them to win at extraordinary speed,” Duffey said. “Today is a monumental step toward building that system. By supporting the industrial base and its capacity to innovate, we accelerate the delivery of resilient power to where it’s needed.”

Secretary of Energy Chris Wright said that with small reactors like those transferred from March Air Reserve Base to Hill Air Force Base, the United States is aiming for a nuclear energy renaissance.

“The American nuclear renaissance is to get that ball moving again, fast, carefully, but with private capital, American innovation and determination,” Wright said. “President Trump signed multiple executive orders that have unleashed tremendous reform of all the things that stopped the American nuclear industry from moving.”

Part of that effort, he said, will mean that by July 4, three small reactors will be critical — or running smoothly.

“That’s speed, that’s innovation, that’s the start of a nuclear renaissance,” Wright said. By

C. Todd Lopez

, Pentagon News

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
Finance Politics

Day 1857 and We’ve Got to Talk About Kevin

My husband was joking with me that he’d been arguing, in the way that men do, about what the state is or is not obliged (or allowed) to do about the movement of the capital class and where they keep their resources.

Capital flight and asset diversification are not just individual decisions but increasingly society ones as well. And it’s not just the wealthy who are worried.

This discourse emerged in the middle of the intense upswings in gold & silver prices subsequent profit taking and draw downs.

• Gold ran to roughly 5,600 USD/oz before sliding 7–10% in a day, still leaving it massively higher on the month.
• Silver briefly traded above 120 USD/oz, then fell 15–20% and is now back under the 100–110 area, which technically puts it in a short‑term bear move after a parabolic rise

These actions were stirred up by debate on Federal Reserve independence (ameliorated somewhat by the new chair Kevin Warsh over Kevin Hassett), China’s buying patterns (both official & wealthy retail) in precious metals and what these two interconnected news items might mean geopolitically for regular people. See this on buying in Australia and on China’s flows for more context.

From remittances to capital controls, the debate is particularly spicy as the dollar has been made to trade deliberately lower for the export agenda, rising remittance dollars (and debate on what’s missing in tracking them) has upset many Americans, and the money printing of the Biden years has raised awareness of inflation and national debt.

Obviously it has been a combustible mix. And thus we see renewed interest in decentralized assets and hard commodities. And then, of course, there has been the trial balloon floating in California of a wealth tax. What should we do about our most moneyed citizens and what do they owe. We tax income not wealth and that change is likely to have huge repercussions.

It seems perfectly sensible that anyone who has dollar denominated assets might be concerned about where that currency is headed, who is benefiting from the changes, and what on earth the Chinese are up to both as a people but also as a nation with unclear monetary goals and tensions between its leader and its military.

Ultimately though this is an incident about the dollar, its long term value, who will oversee it (and which Kevin was meant to have the gig) and where wealth can and cannot go to deploy itself in an era where the rules based order and Bretton Woods are no longer a given.

Categories
Aesthetics Politics

Day 1833 and Noriega 2 Maduro Boogaloo

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Categories
Aesthetics Politics Travel

Day 1808 and The Secret Sauce is Strongmen

Without getting into too much detail about my travel schedule I will say I’ve visited a few places with a lot of construction this year.

I’m talking about cranes on every corner level construction. If I did a full rotation as if I were Michael Bay getting an action shot, I’d see a half dozen cranes putting up major construction projects.

In some European cities (not the western ones) I saw entire neighborhoods being rebuilt from old multi-family buildings to massive mixed used developments. Cute streets and courtyards be damned, the millenial families want Instagram housing from Tallinn to Tirana.

Their elders are confused but new families need new condominiums. Let’s just hope they remembered to plan for water, power, and other infrastructure needs like new roadways. I’ll admit I’m skeptical in many cases. Maybe it’s good that they are just building willy nilly as it’s not like we get infrastructure investment without the pressure of new families demanding it.

Americans don’t see this amount of construction regularly and it is both inspiring and also a mess of pollution from debris to noise. It’s pretty miserable if you happen to enjoy walking. It is also miserable to live with.

It almost makes me sympathetic to the whines of older residents who want their homes to be worth more and use the chaos of new developments as a cudgel to stop new housing from being built.

There was a time in New York City when I first arrived there when it felt like new buildings went up all the time. You’d complain about jackhammers, trucks, and the ugly protective sidewalk sheds that are meant for safety.

I even knew a venture capitalist who left his job to make a classier sidewalk shed as the damn things almost never come down in a city under constant improvement.

I went through ULURP or Uniform Land Use Review Process hundreds of times in just a few years as an appointee in the community board system.

All anyone can do is complain about the lack of new building and construction. And who can manage to overcome the slog to build let alone turn a profit. American processes for building are more “cranky man tells at clouds” local meeting hell than Robert Moses.

Maybe the YIMBYs (I myself am a yes in my backyard sort) are barking up the wrong true with red tape reform efforts. The strongmen cut the Gordian knot of land reform by simply not giving a shit about process.

The Zoomers are ready to rage for radicalism with their reactionary political entertainment industry. It’s unclear to me if those types would remember to incorporate waste water treatment in their plans. It’s not hard to go from bullshitting to being covered in shit. So that’s worth considering too before we get too excited about a new round of futurism.