Categories
Startups

Day 1534 and Certitude

I’ve been busy with a founder who is running an astonishingly competitive seed round. Let’s just say I’m glad I wrote the first check.

I back founders long before it’s possible to have any certainty. I have accumulated enough signal and taste over twenty years to feel like I know when someone has what it takes to try their hand at a startup. It doesn’t mean it will work but I always believe in their capacity to do the work required.

Proving that out is probably the work of millions of pages of business school papers. No wonder we are complaining about the lack of builders. Wouldn’t it be better if we just put those resources into starting actual businesses instead of theorizing?

I’m a huge fan of always being a bit entrepreneurial. The much maligned “side hustle” that millenials and zoomers maintain out of necessity has its upside.

I like all scales and all kinds of business. Alex and started dating thanks to a swap on an Airbnb rent arbitrage. I’d let someone book dates for my apartment when I was supposed to be out of town. Trip dates change. Alex offered his apartment up if we split the profit. We’ve been in business ever since.

I’m working through a new local business plan we think will have community benefit (both in terms of job creation and service offering). Am I certain it will work?

Actually more certain than you’d expect this small scale that we can boot something up. Startups are much harder to judge than an existing business model with a new offering.

Incidentally if you are in Montana and looking for a medical grade hyperbaric chamber oxygen treatment we should have ours in a month or so.

Categories
Community

Day 1532 and Friendly Service

Much of our winter has revolved around various maladies that require the help of professional from doctors to industrial hygienists.

Alex and I (let’s be honest mostly Alex) have been scheduling a lot of consultations and procedures. While I’ll certainly caveat that selling a service does generally mean being friendly to the customer. But it really feels like like we’ve got friendlier people in Montana.

Even our government is friendly. We’ve has cause to call the county and it’s just so pleasant to engage with a kind, present and helpful fellow human.

We’ve really run the gamut. Our trash needed replacing after a hard winter and the company who does our pickup sent us a new one the next day. A recycling service for mattresses excitedly told us about community programs. The eye clinic got us in the day we called. And on the follow up let us add in an eye exam since we were already there.

We are all accustomed to the frustrations that come from indifferent corporations with private equity minders. Healthcare is by far the worst offender here.

So it’s nice to be reminded in a vulnerable world that American towns are filled with everyday people like you and me. And that genuinely makes me happier. We are all in this together and being friendly makes everything for everyone.

Categories
Medical

Day 1531 and Dumb Novel Problems

I personally find I’ve got an adequate number of problems in my life. I’d rather not go searching for new ones. And yet they keep cropping up no matter one’s hopes.

I’m at the eye clinic at the hospital for a two week checkup on an infection that felt like it literally ballooned my right eyelid. It was either a cyst or a chalazion, the doctor was like eh treatment is the same.

Not to upset those with weak stomachs but the treat is slice open your eyelid and squeeze out the pus, blood and scar tissue. It isn’t as painful as it sounds.

After two weeks of diligent hot washcloths, antibiotic eye drops and doxycycline my eye has reduce the lump to a small pea or large lentil. My body was trying to move it out but it needed a bit more help.

So she sliced it open again seeing if we could get anything else out. Alas the tissue scaring was most of the volume so there was less ooze to be pushed out.

She said I could wait it out but it takes months to move it naturally or we can do a steroid injection and reduce the swelling so it clears more easily.

I’m not a big fan of prednisone when I’m taking it internally but a little localized dexamethasone shot into the eyelid seemed like a good plan to me.

I’ll say that it’s a bit scary trying to stay perfectly still while someone holds a scalpel to your eyelid. Having someone inject a needful of steroids is much worse from a base animal terror perspective for me.

I’m safely through it though now my eye is all puffy again. I’m likely to have a black eye for a bit so I’m excited for all the jokes Alex and I will make about how he hit me. Nothing more awkward than a wife with a black eye.

Categories
Emotional Work Medical

Day 1528 and The Days Go By

My family has had a really difficult winter. In November I felt so much optimism heading into the darker months. As we spring ahead for Daylight Savings I honestly have no idea how we survived.

My husband and I have both had a run of awful luck with our health. Somehow we both got pneumonia in the last year. I hesitate to blame Covid but neither one of us have ever had pneumonia in our lives and now random respiratory illnesses seem to balloon into significant problems.

Now this could have been exacerbated by discovering we have a mold problem in our bedroom. We are so lucky we have another floor in the house to move into but we are looking at the type of mitigation work that evokes “eh fuck it full remodel” in the hearts of men.

Bright side by 2026 we may have a bathtub in the house. Oddly despite living in 4 bedroom 3 bath house we only have showers. Renovated farmhouses have their quirks.

The only thing keeping me from giving into the constant parade of maladies is working with my portfolio companies. Not having been blessed with children I pour my nurturing into my founders. Investing into the future comes in many forms and I try to trust that this is where I’m meant to be.

Categories
Politics

Day 1526 and PE Owned Rump State

I’ve been trying to not explicitly discuss politics for a couple weeks as it’s hard to have any sense of consensus reality. I spend a lot of time on Twitter as well as reading news. It’s only served to further muddle my mind. I’ve regularly discuss the hostile information environment.

Given the chaotic scene it feels both foolish and necessary to send up signals to others. Venkatesh Rao has me considering cross publishing more of my general rambles to Substack. Especially as other channels become more hostile.

Rao leaves fantastic little notes like the below on whether Americans should prepare for a private equity owned rump state. A thought experiment which feels less far fetched than usual.

Just chagrined bewilderment and embarrassment and private-equity-owned rump state services shambolic-debacling along (ht Bruce Sterling for that turn of phrase). Whimpers over bangs.

As state capacity declines and social cohesion degrades it wouldn’t surprise me if the new institutional powers we trust most are corporations. Imagine Americans in twenty years as scarce but almost mythic progenitors of a corporate governance future.

Sure America may still be a nation state in that future but a United States of corporate charters isn’t all that far off from our original conception. No really check out the Virginia Company.

Categories
Medical Preparedness

Day 1525 and Turbulence

I am doing what I can to hold steady in the turbulence of the moment. Deals are still getting done, founders move companies forward, I do my small part to contribute in the strange dance of rounds coming together.

It has not been easy with both my husband and I seemingly rotating between one health issue to another. It would be nice to have us both healthy at the same time.

Because it is the winter of our discontent I’ve spent more time on Deep Research projects this past month than seems sensible but the urge to find solutions is strong when your health needs mending.

Plus it saves a ton of time when the alternative is calling a bunch of different experts and making progress at best every two weeks with appointments. Scheduling health care of any kind is a mess.

I remember realizing so vividly during Hurricane Sandy that no matter the catastrophe the rest of life went on. Everything will feel turbulent in our new high variance age and all we can do is live through it.

Categories
Medical

Day 1524 and in the Red

The MilFred family household is not at its finest. My husband Alex seems to be in the throes of pneumonia while my body is doing its best to manage a host of medication changes.

We have all the typical work while this goes on along with a few other crisis management projects (mold). All dashboards flashing red.

I keep toying with posts saying I’ll have to consider if this is where the habit goes away or that I need some do not disturb time. This is certainly a big part of why.

Categories
Culture Politics

Day 1523 and Do Not Disturb

It is in the nature of dysfunction to misuse resources. Something goes wrong and a system that once grew or self sustained finds itself in decline.

What to do? One can apply palliative care certainly. But you can go to the root of a problem and hope systems can be righted by bitter medicine.

I’ve had some degree of measured doom about topics like debt and monetary policy my whole life. I grew up with concerns of peak oil which turned to climate change. There is always a new crisis anytime we find ways to be resource constrained.

But we are resource constrained. That’s just a variable to be accounted for in the engineering of a solution. I care about energy. I mean it in the abstract as in fuel. But I also mean the energy I control.

I don’t have to expend expensive attention for all problems. Maybe becoming “do not disturb” is a scarcity mindset. But sometimes the poison is in the dose. And I want to keep pushing for better.

Categories
Chronic Disease Startups

Day 1519 and Steady

I am doing my best to remain steady. The world at large doesn’t make it easy. Every day we have a new crisis, impending doom and looming fascism.

I would be more inclined to reactivity if it didn’t seem much more important to pay attention to the actual problems over which I have some agency.

Some days that agency is used on frustratingly small things and others it’s the most fantastical science fiction come to life in our day to day reality. The indignities of human embodiment and the miracles of applying knowledge to problems exist in the same reality.

There is so much pretending and posturing in the process of pursuing any goal, it’s understandable that people mistake the symbols of things for the thing itself.

Categories
Startups

Day 1518 and FOMO

I’m not fit for travel this week as I’ve got a couple physical issues that would do better without additional stress.

I am missing an event for a startup that is close to my heart. Being the first person to believe in a company and a founder is a special thing.

The people who said yes first on my own companies still years later mean so much to me. Their opinions still matter to me and succeeding for them remains a goal across decades and investment vehicles because that faith is so precious.

Being a part of someone’s story is risky. Especially on the first chapter you don’t know where the story goes. And that’s the beauty of it. Faith when there is nothing to go on.

I want more than anything to be the first believer. To see what no one else can. That’s part of my drive in investing. To be early is rewarding beyond the finances of it.

And so tonight I’ll have FOMO, or maybe just MO, as I will be missing out as Valar reveals Ward One. I feel like I live a pretty cool life if it has been writing checks into nuclear reactors. Hopefully soon I’ll be able to see it in person.