I am going full weird Americana for the Forth of July in the mountains with friends . We are all committed to the beautiful wonders that is America as it is our natural beauty in the mountain west that feels right for celebrating our nation’s 250th birthday.
Being very in the moment means it’s hard to capture the moment. I’m in a Jeep Rangler going up one of the steepest graded roads in North America to the top of a ski mountain. I’m in a silk dress with a black baseball cap that says make nuclear great again and art deco costume jewelry. Just for fun because why not?
I hope it was reasonable dress code for a hoedown at a country club. I feel like I should be in cowboy boats, but not haven’t made it home to get any kind of riding boots so I’ll come as I am with a smile.
The alpine country in the summer lends itself to dressing a bit more country than city even with its evident creature comforts. I’m a townie from a mountain town so I can simply be eccentric. The counterculture of mountain towns is obvious to insiders but less to those who move in later in life.
I’ve been going between city, coastal and desert all within a month and I’ve not had space in my suitcase for cowboy boots. But I am glad I am able to enjoy the vista in any state. Who says silk and Jeeps aren’t a natural fit?
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?
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.
I am scouting real estate (it’s an involved story) and came upon a weasel or polecat who appeared to be become stuck in an empty pool.
The setting was a rocky, wooded coastal habitat which I learned is also exactly the kind of edge habitat where small hunting carnivores like weasels and polecats move between cover and human structures to hunt lizards, insects, rodents, and even snakes.
Little Rikki The Least Weasel needed some help getting out of an empty pool
The story is simple and timeless. A boy and his fearless animal bravely face down danger with love and loyalty. Rikki-Tikki is rescued after a storm by the family, with whom he bonds. It’s tale beloved by children as the mongoose especially cares for the child Teddy, and fiercely protects him from the danger of the poisonous cobras.
He spent all that day roaming over the house. He nearly drowned himself in the bath-tubs, put his nose into the ink on a writing-table, and burnt it on the end of the big man’s cigar, for he climbed up in the big man’s lap to see how writing was done. At nightfall he ran into Teddy’s nursery to watch how kerosene-lamps were lighted, and when Teddy went to bed Rikki-tikki climbed up too; but he was a restless companion, because he had to get up and attend to every noise all through the night, and find out what made it. Teddy’s mother and father came in, the last thing, to look at their boy, and Rikki-tikki was awake on the pillow. ‘I don’t like that,’ said Teddy’s mother; ‘he may bite the child.’ ‘He’ll do no such thing,’ said the father. ‘Teddy’s safer with that little beast than if he had a bloodhound to watch him. If a snake came into the nursery now
I did indeed feel safer knowing a least weasel was patrolling the perimeter of the property. The area had a large overgrown garden which must have had good hunting. So we set about finding an empty hose to give Rikki something to climb upon so he could make his way out of the pool.
The “least weasel”safely out of the pool or is he a genet or a mustelid?Curious as any polecat or genet he looked eager for help.Rikki Tikki Tavi keeping the Ionian save from snakes and lizards.
Thankfully the mustelid or young beech marten was every bit as curious and interested as the mongoose of Kipling. He ran right up to the hose, grabbed onto it and raced up just far enough to reach the height of the pool ladder onto which he leapt and scuttled up and over the poolside to freedom. He very nearly waved goodbye to us. I felt much safer exploring the overgrown garden knowing he was on the prowl.
My own family was never much for celebrating holidays or milestones. Birthdays, graduations, anniversaries (such that we had) tended to go unremarked upon as I got older.
We were never a gift family, so I think this distancing worked out for the best. The commercialization of life’s important moments, especially religious holidays like Christmas really bothered my mother in particular.
We have a rule that no one should buy a gift out of obligation but only if one spots an item and feels moved to buy it for someone. We treasure gifts with meaning much more than an item bought out of a sense of duty to a date or relationship expectation.
Today happens to be a birthday in my immediate family and a “big” one in the sense that it’s a year people often like to celebrate. They have asked that I not make much of the day as it is their preference to keep things low key. Anxiety can even creep in from putting expectations on the day and I’d never wish that on my most loved.
I have a truly blessed life with a wonderful close family in my immediate family. As the circle extends perhaps I can gripe (and who doesn’t) but my nearest and dearest are everything to me. The love they show me, the patience with which they grace me, and the love the accept from me are my reasons for being.
So if a milestone needs to be left without a marker to make them happiest I will do so. I do not wish to impose any of my feelings upon them. I want only to lift them up. My love for them is without expectation.
If being anxious and hidden is their choice I love them. If it is being peaceful and alone that brings them joy I love that for them as well. Whatever I can do I shall. My life matters in the tight weave of the tapestry we have made of our life together. No markers or milestones needed.
My sleep has been really poor as I’ve been jaunting about pretending to be a Eurotrash island hopper for a week or so. It’s both glorious but a little concerning as restorative sleep is crucial.
I’ve not gone as long and as hard as I have this late spring into summer since I was diagnosed with an autoimmune condition. A condition that seems to have potentially gone into remission.
And I’m trying not to worry. Something about late evening sunsets extending daylight, last week’s brilliant full moon lighting up the bay over Corfu all through the night, and the intense physical combination of swimming, talking, and eating communally has made it feel like I’ll can’t come down at night.
A late sunset over Greece turns to moonrise all too quickly leaving bright light at all turns
Last night I fell asleep as the sun was rising around 4am despite doing everything I could to be asleep earlier. I got in bed at 10pm with a boom, did vagal nerve exercises and breathing, took an OTC sleeping pill and a Benadryl, used only red lights past sunset, and wore earplugs and eye mask. I was doing it all right and my body’s response was all wrong.
So today I am aggressively injecting whimsy and exertion into my day with the hope that the risk of a flare in my conditions will be mitigated by the efficacy of my peptide protocol. My sleep was most disturbed up on my pulse off days so perhaps as I pulse back on into the week it will be better?
My logic is simple. Surely a messed up circadian rhythm is more dangerous than running around getting my steps, buying little treats at Flying Tiger (a forever travel notebook?!) and doing mat Pilates with travel bands. I couldn’t possibly flare myself with that kind of gentle whimsy exhaustion as my nervous system isn’t being pounded by training but extended gently with enjoyment.
Heat and sun only added insult to injury as my body struggled to manage inflammation. I had purchased a bathing suit I loved that became known as “the bathing suit I never wore” as I was simply packing it as an aspirational garment.
It was packed carefully in my suitcase trip after trip, in the hopes that I might have a good day without pain. Years went by and I never wore it. It was a sad joke. Not for aesthetics or vanity, but for the cruel pain that poor health puts you through.
If you go through the tags on the blog for ankylosing spondylitis you will see a journey of some length. The blog chronicles it from its starting years and, one day I hope, to its finish. I’ll may never be cured but I am finally living again.
The pale blue Ionian coastal waters protected from development and over traffic contain a beautiful array of fishes
I know it sounds silly that being able to wear a bathing suit without pain is a huge milestone, but I was unable to participate in the most basic outdoor activities with my own family.
A bathing suit was an aspirational garment not because I too afraid to be seen in it, but because the compression along my rib cage and spine hurt so badly.
And today I was on a boat for four straight hours including jumping off into the warm aquamarine waters of protected coastal Ionian water.
Nothing hurt at all. And I am not on any immune suppressant drugs at all at the moment. I am not on antibiotics. I am on a simple peptide regime. And now my swimsuit is being worn so often I need a second one so it can dry.
A halter top from Norma Kamali and a hat from a tourist shop.
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.
I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together.
The Abundance Institute hosted the Operation GigaWatt Summit in Park City to bring together entrepreneurs, engineers, financiers, legislators and policy experts to discuss America’s energy needs.
I was lucky enough to be invited to the gala where one of our founders Isaiah Taylor gave an incredibly uplifting fireside chat
As some of my longtime colleagues know, I was the first check into Valar Atomics. It was a leap of faith to invest. At the time, we were in the doldrums of negativity towards capital intensive industrial efforts, from both state and capital.
Yet I saw in Isaiah a force that neither leviathan nor fund manager would wish to hinder. I also happened to believe that every other technological trend that was booming rested on our capacity to power it. So I did everything I could to support him in his efforts, including write few more checks. And thank goodness I did as my what a difference a few years make.
Utah’s Governor Cox and Isaiah Taylor of Valar Atomics
To see Isaiah on stage with Utah’s Governor Cox amongst a crowd of hundreds speaking on a vision that a mere three years almost no one thought was a good idea (well except us) is testament to the work and faith of hundreds of men and women.
Many other amazing companies are pursuing a vision to produce abundant clean fuels and I myself believe we will need every one of them. I’m just glad that my crazy bet happens to be running full steam ahead in front.
From artificial intelligence & medical research to new home construction and industrialization, all our biggest opportunities will win on energy costs. Regular people need cheaper, cleaner, more sustainable energy. Our needs can’t be met with what we’ve got. We need nuclear in that mix.
And it is a choice to embrace abundance and not scarcity. A zero sum mentality will not get us where we need to go. Not in America, not on our home Earth, and certainly not in the stars. I believe with effort and ingenuity our best days are not behind us but can, indeed must, be ahead of us.
Utah is focused on delivering to the public by gaining its truth through transparency and accountability.
I’ve come out of the last two days refreshed and filled with positivity as I’ve seen sincere people dedicate themselves to finding solutions to our pressing problems. I was able to see much beloved friends, treasured colleagues, and it was family friendly so I brought along my husband too.
If you care about a future that’s not fighting over what’s left, but building something that makes more for all of us, I hope you consider supporting the work of the Abundance Institute.
And also Montana’s right to compute law.
Oh and if you have a chance to invest in the future of nuclear energy I hope you pick Valar. As we are fond of saying in El Segundo circles, we are going to win.
I’ve written about my love of road trips and in particular the Eisenhower interstate highway a few times. If a destination is within a day’s drive in the west, it’s often worth piling into our trusty Subaru and heading for the hills.
Heading to the West Yellowstone entrance through beautiful Madison County Montana
With a portable mini-Starlink, you can work from even the most remote corners of the mountain west. Nothing is quite so satisfying as being in some of America’s most remote areas and having enough connectivity on call if it is needed.
Driving hundreds of miles in a day is often more enjoyable than attempting to fly and you can take in rolling hills and jagged mountain tops without the haste of the TSA rummaging in your bags and needing to show up hours ahead of time. The open road is freedom in the psyche of Americans.
I’ve done this in Europe as well where the infrastructure is not quite as well suited to this type of transit. There are more borders to manage and no consistent roadways.
Europeans generally seem to regard my fondness for road-trips as selfish folly though I rarely do them alone. I’m almost always with friends and my husband.
The freedom to traverse easily over some of the world’s most beautiful land is a privilege. to see rolling green hills and bright sky as spring overtakes the mountain west is just about the best way I can imagine spending a day.
