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.

Categories
Culture Media

Day 1505 and Warping Reality

We are all avoiding reality to some measure. Be grateful that our egos can cushion the horrors of the world at all. I’m unsure how removed one can be from reality anymore but as an American I’ll probably one of the last to find out.

Rationalist and all-around Twitter in-group personality Aella went on a podcast called “whatever” which I’d wrongly believed was a marketing funnel for OnlyFans creators.

It turns out the host is some sort of debater Christian and this is a popular podcast for feeling better about the state of the gender wars. In some of the ensuing debate Kim Ono (I’ve lost the link) said something very insightful.

The whole business model is warping reality to comfort the fearful

Whether it is dim men dunking on sex workers, panicked liberal women on MSNBC, or Fox Blondes screaming at Boomers, our entire media environment is about making sure you can’t see what’s real while simultaneously pandering that your fear is justified. Nervous systems be damned!

I find reality to be plenty terrifying but I try to avoid needing my own version of reality to cope with it. Not to say I don’t have my own biases and priors (and I’ve written about them at left) but the world is such a jumble at the moment I very much need to confidently act in the face of warped realities.

Categories
Media Politics Preparedness

Day 1489 and Foggy Frosty

I felt it was very important to get off the internet and soak in some restorative aesthetics. We are in a shock and awe moment almost anywhere you look from national politics to geopolitical technology competition. And everyone is jangling for narrative.

We’ve been a fog of informational war so long we forget we are all subject of multiple intersecting and independent actors who want your attention to be on their issues and their terms. We are living in context collapse hell.

Ans it’s not going to get any better. Many independent minded citizens are arising in these challenging times and they all operate with mindful caution. We have to invent our way out of the most challenging information environment of our lives.

Americans don’t realize we are subject to political and industrial competition and it plays out across social media. Don’t think because you know it is being done that you aren’t heavily affected. America has foreign enemies and quite a few domestic ones.

Extremism exist in some very weird bubbles. I am concerned seeing rationalist singularity cultists. But I’m also concerned about high frequency hedge funders who manipulate markets. We are in a great power competition and I’m sure we all have totally sensible opinions about open source artificial intelligence models. Right?

It’s all very cyperpunk. Manipulation of financial markets is as grey zone a tactic as sniping the telecoms pipeline from Helsinki to Tallinn. And we should be concerned about being competitive. We’ve been snowblind before

It’s a nuisance as neither you nor I have a clear line of view. Some of us maybe have a few months heads up. The lead feels less and less even as I am as much a part of shaping narratives as anyone. I was using DeepSeek in the fall.

When I was in fashion we had this website called “don’t believe the hypebeast” to mog those overly concerned with cool. Don’t get mogged. The same principle applies here. Don’t try to figure it all out.

Go read something with soul, listen to some Bach, and be with your family. Be frosty in the fog and exist in the real while you still can.

Categories
Internet Culture Politics Startups

Day 1487 and Gell Mann Amnesia

It’s a busy day for competitive narratives on social media (and in the markets) as normies are belated reacting to news about a new open source artificial intelligence model from a Chinese quantitative hedge fund called DeepSeek.

The new model been available since Wednesday though many of us open source fans have been using prior versions for quite some time.

DeepSeek even powers the skincare bot my friend Kasra and I have been playing with for fun. We used all the open source models We are early days and hyperscalers have different games they play than us tinkerer types.

I have no hot takes for you on what it means geopolitically or otherwise. You can doomscroll for Jevons Paradox, the possibility of a Sputnik moment for the West, and the benefits of constraints for creativity.

What I think is most useful to remember about media narratives is the Gell-Mann Amnesia effect. Coined by Michael Crichton of Jurassic Park fame it helps remind experts to not expect expertise from normal people.

Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray’s case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the story backward—reversing cause and effect. I call these the “wet streets cause rain” stories. Paper’s full of them.


In any case, you read with exasperation or amusement the multiple errors in a story, and then turn the page to national or international affairs, and read as if the rest of the newspaper was somehow more accurate about Palestine than the baloney you just read. You turn the page, and forget what you know.

Michael Crichton

I am passionate about the right to compute because new technologies should not be in the hands of only giant corporations or controlled by nation states.

Most of the commentary you will see on any given topic of media interest will be a fog of war mismash of competing narratives and ambitions.

Just remember that it’s wise to be wary of any certainty when it comes to what’s going on. What we know changes on what we know and it’s odd how easily we forget that.

Categories
Aesthetics Internet Culture Preparedness

Day 1483 and If You Die In The Matrix

Twitter has become an unmonitored Wild West of content. This is mostly good for those of us looking to understand the world “as it is” and not as we wish it to be, but requires a certain cognitive security not everyone is prepared to engage in. What was once kept to the dark corners of 4Chan splutters up.

We witness more violence than we did during its “trust and safety” years. Thanks to algorithmic chaos quite a bit of gore, pornography and death will regularly hit main feeds.

A friend of mine (whose line of work would put her in a position to know) has a theory that Zoomers will cross into physical world violence more easily than past generations. We have long debated as to why and how it will manifest but it’s already begun.

Being raised in digital always- online mobile environments means their reality is more malleable. And yes the internet is real life. We live, we love, we hate, we play and we work online. But what of violence? Are we prepared for that crossover?

Digital life has given them an immense sense of freedom to act without consequences because the virtual world is still sequestered from some consequences. And unlike millennials, whose sense of The Real and the Matrix, was anchored by a physical consensus reality, I’m not convinced this will be true for all Zoomers.

If you die in the Matrix you die in real life

We have already seen the maturation of bringing Internet identities to our regular life physical world. Violence has always been there lurking, but it is now bursting forth and I believe it will only become more prevalent.

Today I read news stories of two separate incidents of violence that I can only read as Zoomer Internet Identity Violence. Be warned they are both upsetting and confusing for non-internet natives.

A German math Olympiad transwoman on an H1B visa was killed in a shootout with a border patrol agent in Vermont. A shooting in Nashville involved a full Google document FAQ on a flavor of soyjack I didn’t even know existed and will not type here.

If you die in the real world perhaps you live on in the Matrix of the infinite internet. But this is not an end that we should wish for our civilization or for our Zoomers. Be prepared to see more of this.

Categories
Community Politics

Day 1458 and Ingroup Preference

“one day you’re in, the next you’re out”

Heidi Klum – Project Runway

Twitter is in the middle of a multi-day long information war ostensibly over foreign worker visas in America. It’s about visas in the same way that Gamergate was about “ethics in journalism” if you catch my drift.

The similarities are interesting. It’s a fight over who’s interests are included and prioritized in a lucrative space. If gaming makes money and had that much vitriol involved imagine how much worse it is at the scale of a nation. All power struggles become culture war online.

American, being the aging but dominant geopolitical entity on the planet, is a popular place to be. So naturally the fight for who benefits from America is gnarly as fuck and has a lot of racism.

Who has rights and who benefits from them sounds much grander than video games or fashion but who decides what is “in-group” is existential.

As we experience the Great Reshuffle over the next decade or two, the question of who is protected in a nation state couldn’t be more potent. And human nature means we are viewing it with as much sense as a gaggle of fashion editors. Being part of the in group in America is as ugly a business as any.

Categories
Internet Culture Politics

Day 1447 and LARPing To Death

Do you know what LARP means? If so, do you remember when you first heard the term? Think back and recall the context of your first exposure to the term. I’ll give you a couple hints for history.

Maybe LARP was used to describe playing a tabletop game like Dungeons and Dragons. Perhaps you went to a Renaissance Fair and encountered the melees put on by Society for Creative Anachronism. If you remember Dagohir you are a real OG & also old.

LARP stands for live action role-playing. It originally involved fancy dress, maintaining character and strict but fantastical rule sets. Its not much different from what children call “make believe” except it’s done by adults who presumably understand the difference between fantasy and reality.

It’s likely if you are younger and extremely online, your first encounter with LARPing was less “gamers dressed up with swords” and more “anon pretending to be some type of identity” on a social media platform. Like based and woke, LARP is a term that has had a lot of semantic drift.

Increasingly it feels as if some of us aren’t sure what is shared consensus reality and what is fantasy anymore. We used to call that “crazy” but it’s so prevalent one has to wonder if whole categories of otherwise sane people have gone nuts. People become convinced of fantasy they have made in their identities and are acting out on them.

Even the FBI is concerned about the blurred lines between fantasy and reality in LARPing. In 2023 they discussed the potential threat of violent extremism emerging from LARPing

Violent extremists will extensively engage in confirmation bias prior to the implementation of their plan. However, in this context, it becomes confirmation violence, or the use of targeted violence to impose social and political beliefs onto others and, therefore, change their behavior — in a grandiose sense, perhaps even the course of history

I personally can’t think of a more chilling term than confirmation violence in the wake of the public reaction to the assassination of United Health Care insurance CEO Brian Thompson. We are now LARPing ourselves to death. A bit too “if you die in the Matrix you die in real life” vibes if you ask me.

Think about how we went from digital mobs to physical riots to the dangerous new trend of assassination as cancellation. Vaguely defined members of today’s outgroup are no longer merely targets of online criticism but actually targets of stochastic terrorism. This is leaderless, decentralized violence. No one person held up a hand to start it, and no one person can easily stop it.

Balaji on Decentralized Violence

As centralized authorities are going through significant challenges to their authority we are probably in for a lot more LARPing to death. I’d be prepared to see a lot more violence emerging from LARPers convinced of their own story’s moral superiority.

And I’d be careful about buying into anyone’s story as we adjust. If all the world is a stage but the characters have real weapon’s we are in for a world of hurt.

Categories
Emotional Work Internet Culture

1443 and Irreducible

Being “spreadsheet brained” has become a shorthand critique for the technocratic mindset that prefers to see with abstractions rather than through immediate physical reality.

I don’t have a full history of the term but it was brought into my lexicon by Ashley Fitzgerald of Doomer Optimism.

A Wojack suffering from an inoperable tumor called spreadsheet brain.

Having spreadsheet brain can be a quality of life problem. If you are particularly numerate you can easily fixate on the negative statistics. We then use those facts to isolate themselves from the each other. It’s a classic case of seeing the price of things and not the value. It can easily become a very smart form of stupid.

I’m more of a whole to parts thinker myself so I’m amused by this meme even though as someone who works with tech startups I’m obviously susceptible to spreadsheet brain issues.

It’s reasonable to have concerns with thinking only in abstract terms. The topology of human experience is complex and yet we have many tools that take the irreducible and cook it down into something concentrated, clear, and altogether too legible. We desire to be seen but perhaps not too closely.

Categories
Community Internet Culture Medical

Day 1440 and The Pain We Won’t Name

Americans are in pain. Literally and emotionally. How that happened isn’t my focus. We are in the middle of a national conversation about the failures of institutional medicine and its relationship to our government. We are treading in deep water and it’s best not to get swept away.

There are many communities that have emerged on Twitter, Reddit, YouTube, GoodReads and elsewhere dedicated to the many paths available to go about fixing the problems in your life. There millions of strong communities of interests, hobbies, courses, and network knowledge that can enable you.

One of those communities is called TPOT. What is TPOT, who is in TPOT, what are its values and what does it believe are all involved and sometimes contentious questions. Being illegible is a big thing.

We mostly agree it stands for “this particular corner of Twitter” which is a loose network of nodes of people interested in applying knowledge they learn across our networked multimedia to their real life.

The experimental “you can just do things” attitude is a big tent. You see DIY projects, tutorials, reading lists, artificial intelligence and coding discussions, fitness and biohacking experiments, nutrition and cooking, meditation and nervous system research, pain management, psychology and emotional wellness and much more. You also see more far out woo woo topics like psychedelics, evolutionary psychology, and many flavors of rationalism and epistemology.

One of the most qualified voices to speak on TPOT might be Brook Bowman of Vibe Camp. In my understanding of her interpretation, TPOT is a memetic virus and once you touch it you are in the topology of TPOT for good.

tpot is this crazy memetic virus where the term itself means so little and is so contagious that you kind of become part of it just by hearing about it

Brooke

This is protective and makes it resilient. The network is bigger than any node and this is a good thing

So TPOT is best understood as a network composed of many interoperable nodes of interests and many layers of engagement. A memetic complex that you become part of on contact. If you read my blog it’s likely have many clear lines to TPOT.

If you like fitness, coding, rationalism, nutrition, or even home improvement well congratulations you are one or two nodes away from “just do things” as a life philosophy yourself and might be a member of TPOT yourself if you talk about it on Twitter.

And this is now some very dangerous semiotic territory as we cope with the gaping wound that is American health and murder. And I am concerned the narratives are going to be heavily fought over territory.

Because it’s easy to dislike a techbro right now. It’s pretty easy to dismiss the group. I can see it now. “Are your friends into this weird sounding acronym TPOT? Have you heard someone say “you can just do things?” If so you need to alert the authorities!”

Of course this sounds funny and histrionic. It’s totally normal to take responsibility for what you can in your life and try out ways of improving your life somewhat.

Everyone is dealing with pain (chronic or otherwise). Being an adult is a set of emotional challenges to manage and most of us do so by making the shocking decision to take action and do something. That doesn’t mean this world is is dangerous. It certainly doesn’t mean murder. It means doing something in your day life like lifting some weights, shipping some code, checking your biometric data, and trying to be a friend to lessen the pain most of us are in.

Categories
Aesthetics Media

Day 1436 and The Voyage Home

Like many fans of Star Trek, I am not at all ashamed of my affection for one of science fictions greatest franchises. I’m proud to love it.

When I visit San Francisco I like to rewatch the classic original series movie from 1986 “Star Trek: The Voyage Home” which is affectionately known as the whale movie.

Future San Francisco is a beautiful paradise where exceptional young people go to Star Fleet Academy. It’s fully automated luxury communism thanks to the not really military (but definitely feels like it) the United Federation of Planets.

The movie involves getting Spock back from previous escapades that had left him for dead. As they retrieve Spock a crisis is unfolding on earth.

A spacecraft is signaling to Earth alas no one can answer it. It disables everything near it. The Enterprise figure out that it’s whalesong and decide the only way to answer is going back in time to find Humpback whales.

The Reagan era was a strange one for environmentalist. The crew goes back in time to rescue Humpback whales and ends up in San Francisco in the 70s at least vibe wise. It was definitely a pop culture “save the whales” moment.

San Francisco was a mess in the past and everyone finds this to be relatable as a plot point though we all know it can be made a paradise.

We see nuclear vessels in Alameda as the brave future. We have to save our whales to save our future though. This was not a universe where environmentalists make the best villains. Environmentalists are the good guys which is almost sweet.

The Voyage Home is a ridiculous movie with a premise stuck in a bubble of social attitudes that is almost comforting.

Leaving San Francisco myself to voyage home myself makes me laugh at one of comedic bits of the movie. “I don’t know how these people made it out of the 20th century!”

To the skeptics I say a double dumb ass on you! Humans and their colorful metaphors might just might get us to the future after all. And San Francisco will be part of making it.