Tag: Public Relations

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Media Politics

Day 1496 and Maneuver Warfare

One of my Twitter friends John Konrad is a merchant marine captain and the owner of trade publication called Maritime News. I’m a nerd for a dozen different topics in his areas of expertise so I enjoy his perspective.

I’ve discussed my own theories of media like Thursday Styles Problem. Experienced media professionals know how narratives will play.

John has a long thread on how the media ecosystem creates and digests a news cycle and he mirrors a similar military command process.

I am called in as a subject matter expert so I found his specificity in reconstructing this process to ring true to my experience.

There is no media agenda as imagined in conspiracy theories. There is simply a consensus that emerges on what is happening and why. That consensus is malleable to certain incentives, which means it can be changed to fit different desired outcomes.

John discusses using maneuver warfare as the means of surviving in over saturated information environment. You must be prepared to intake and act on information to stay ahead. Close loops of information and action. What can look like chaos is actually swift well prepared action. Being in motion is the advantage.

And if it looks like we are in pitched battle over raw power it’s probably because we are seeing growing concern over the America’s debt, monetary policy and inflation, and the changes required for us to continue as a nation.

Eisenhower himself warned of the dangers in a private and public economy being intertwined. Plenty of Americans concerned about their future might reasonably wonder how it works and if we could improve it.

I’d hope no one wants to destroy an institution if it could be reformed. The future of how we use our existing American institutional power and how we decide who it serves seems salient to all of us. No wonder it feels like war trying to keep up.

Categories
Medical Politics

Day 1495 and Respiratory Training & Divide and Conquer

I’ve been involved in a few conversations about how some startups (alas deemed the Tech Right) have found themselves aligned with a very unexpected coalition of people.

Whatever is happening it looks like a coalition of people who have lost institutional trust in the American ruling class has emerged as the majority. And naturally there is a lot of tension in the big tent as many of us have sincere reservations about the Trump administration.

The Biden era of Chokepoint 2.0 and censorship policies, a hostile M&A position, and threats to tax unrealized capital gains have left “little tech” from crypto to artificial intelligence to Figma employees fearful.

I am concerned that propaganda being what it is has manynarratives designed to weaken the resolve of this Americans majority.

In other topics, I am trying a Pr02 device to work on respiratory strength. It has shown promise in improving your V02 max by training your respiratory pressure through inspiratory muscle training. So I’ll be playing around with that as I’ve got 8 weeks of regular use before improvements show.

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
Aesthetics Culture

Day 1451 and Kiki Boot Bust

One of my resolutions for 2025 is to use LinkedIn. I know it’s a little weird, but a whole swathe of professionals simply don’t Tweet, shit post or blog.

Many professionals brand themselves with polished post on more poised platforms. Their branding is less about authenticity or raw insights and more about composure.

As I’ve been popping in to my old “work” networks and encountering long lost colleagues from my past life in the lifestyle trenches of fashion, beauty and luxury I’ve noticed a grim trend amongst the composed and polished.

These professionals were concerned that in the wider style industry, quality has all but disappeared while costs are way up.

Katharine K. Zarrella an editor with long standing has a scathing opinion piece in the New York Times about the state of the business. Obscene Prices, Declining Quality: Luxury is in a Death Spiral.

Like my sad Kiki boots, much of old-school luxury — the kind that was so glamorous, lush and exquisite that everyone understood it, many craved it and few could have it — is beyond repair. Once-revered establishments that prided themselves on craftsmanship, service and cultivating a discerning and loyal customer base have become mass-marketing machines that are about as elegant and exclusive as the Times Square M&M’s store.

Everyone has their own style and preferences naturally. When everyone from the tried and true heritage heads to the nouveau grunge appreciators complain that everything is crap and there is far too much of it then a we’ve got a problem.

Ms Zarrella’s Marc Jacob platform boots may be more Doc Martin Hot Topic than my own preference but I doubt I could replace my beloved kitten heel knee high Gucci boots either. We are both stuck with expensive choices that won’t last.

I’ve simply stopped shopping anywhere but a few select unbranded stores like Italic. Repairs are the only option if you have existing pieces you love. There are no replacements available. Even if you are willing to pay the new prices the quality is terrible.

Freshly repaired by LeatherSpa after seventeen years of service on the mean streets of New York
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
Preparedness

Day 1435 and Tsunami Warning

I was preparing to head out for a lunch meeting when I got a blaring alert on my phone. I’d been putting on cosmetics in the bathroom while my phone charged in the other room. Initially I thought it was an amber alert.

The National Weather Service has issued a tsunami warning. A series of powerful waves and strong currents may impact coasts near you. You are in danger. Get away from coastal waters. Move to high ground or inland now. Keep away from the coastal waters until local officials say it safe to return.

My blaring alarm was not for a personal family tragedy but a warning for the entire Bay Area. A 7.2 magnitude earthquake had been registered offshore.

The earthquake occurred at 10:44 a.m., 45 miles southwest of Eureka. The proximity to the coast created an immediate tsunami threat which led to the alert on my phone at 10:51.

Naturally Twitter lit up almost instantly as a number of older established users remain in the area. When San Francisco has weather or news it tends to dominate the instant chronological feed.

Thankfully organizations like the U.S Geological Survey and other relevant public service accounts spread information quickly.

I could feel my cortisol spike as one after another meetings canceled and texts came in from friends in the city (and those who knew I was in town) checking up on each other. We quickly learned it was a large earthquake and its proximity to the coast automatically meant a tsunami warning.

We are staying in a hilly neighborhood so it was easy to calculate we were 100 feet above sea level. It seemed we us an hour till any expected wave was due in San Francisco at 12:10.

An hour of warning seemed like a lot for filling up tubs with water and doing a few frantic preparations like washing socks in case we were looking at a disaster. We wondered if SFO might be impacted given how low lying it is relative to other neighborhoods.

A friend headed over as the park was high ground so we figured why not watch if something happens and catch up together.

As Twitter churned it was mentioned in some coverage that “this was a strike-slip fault, as opposed to a subduction fault, so it’s less likely to cause tsunamis.”

As other areas closer to the epicenter did not see waves, we soon got the automated cancellation of the warning. 12:10 cane and went without a disaster. The cortisol wave I was riding crashed. Everyday there is some new chaotic thing that gets integrated into one’s world as just another day. Yesterday it was corporate assassinations. Today it was tsunamis. Hopefully tomorrow will be calmer.

Categories
Politics Travel

Day 1425 and Doorknockers

Yesterday I had one of those Lyft driver experiences where your life changes from what you learned. While driving to the airport, our very chill Zoomer driver explained the different financial incentives he got for ground game political canvassing in the Montana Senate race.

He mostly canvassed for the Sheehy campaign working for two different political action committees. It was a record breaking race for political spending in Montana.

As our driver explained it, Sheehy (the Republican candidate) paid fewer people more ($22/hr) than Tester (The Democratic candidate) with more flexibility and a higher number of hours, but more aggressive requirements (20 doors/hr) for success.

Naturally the young man being ambitious and motivated to earn (he clarified he was an independent politically) he chose being on the Sheehy teams as it rewarded his desire to make money. Though he did pick up some hours for Tester it just wasn’t much.

That’s the difference in the ground game in a nutshell. Ambition from a young man was rewarded and he aligned with those incentives. And the candidate won.

Im certain he was a terrific door knocker. He has the easy social graces of a local. He felt PacWest Missoula than over the divisive to plains kid but still as Montana as they come. He was white boy with face tattoos & piercings in the way of Zoomers.

His whole energy seemed to be aligning to vibes. He told us he came in to run ride shares for the big football game in Bozeman. It was a busy night and he ran out of hours (Uber tops you at 12). He was media savvy. Theo Von had just played Missoula and he was sad to miss it. Kendrick Lamar played on Spotify.

His attitude was so positive. He liked Uber, Lyft and Dashing for the flexibility. He said it didn’t feel like work because you are helping with the daily life of people. Helping others be responsible appealed to him. It’s nice to get someone who shouldn’t be behind the wheel home safely.

He used to make prosthetics but this paid better & was more social. It was fascinating learning how he picked up Uber & Lyft regionally in Montana and decided to run longer shifts for events. His attunement to supply and demand was keen. He seemed determined to maximize his time as it was his preferred lifestyle. He noticed incentives and it moves him.

If he ever see this “Hi Jacob!” It was great ride. Seeing viscerally how Montana’s senate race played out across the waves of rational economic actors living their American lives.

Categories
Culture Politics

Day 1407 and Winners

Everyone loves an underdog because we can all see ourselves in them. But far fewer people can honestly love a winner.

Love expects nothing in return. Once someone is a winner people expecting things. And that’s not love, it’s an obligation. You see it in every arena from sports and business to politics.

Instead of seeing the humanity in winners for aspirations and possibilities we begin to love them for their achievements. When they stumble we shame them. We find fault. We want them to become losers. And then we hate them for losing.

The world is going through a significant power realignment and America has a new set of winners we are about to expect a lot from.

People who didn’t believe they could (or even should) be winners will throw themselves into the task of hating them. Others will throw themselves into loving the winners only because they are winners.

People come out of the woodwork when a team makes it to the championship. Sure, it would have been nice to have them when victory seemed impossible but that’s not how it works.

Don’t give into the temptation to expect too much from winners. People are people. Don’t give into the temptation to hate winners either. And absolutely do not hate the people who love winning. We’ve not found a way to override human nature..

Categories
Media Politics

Day 1379 and Dodge and Weave

A lot is going on and I have little concentration in me today so I’ll keep this to a few tidbits of things I have on my radar.

The artificial intelligence x-risk Doomers are doing absolutely nothing to beat the charges that California SB 1047 was all about their fear of an imagined apocalypse and had absolutely nothing to do with useful policy or regulation.

Frankly I’d expect better from Scott Alexander and I’ll warn the Effective Altruist and Open Philanthropy crowd that if you willing to parlay with socialists don’t be surprised if those who advocate for broad state powers feel fine about using the state monopoly on violence on you when your interests no longer align. Liberals get the boot too.

But nobody listens to a cranky old libertarian like me in this multi-polar world. Though if you are inclined to listen to me please do read my investor report for the quarter. We are raising for our next fund and I’d be delighted to pitch you if you are the sort who has a spare 100K to invest in atomics, databases, decentralized compute and other oddball world changers.

In other bits of frustrating press narratives the New Yorker can soak up 34 minutes of your time with a “Silicon Valley matters in politics now more than ever” piece which is about how politico Chris Lehane is doing his job and representing the interests of an industry that still has enough money to pay his fees.

Perhaps politicians will consider not killing the golden goose that is the information economy and try listening to the folks who still make enough money to be considered good targets for more taxation about how we can keep making them tax money.

But I’m guessing if I ask Detroit how that ask to the government ends I won’t like the answer. I could ask Baltimore but Frank Sobotka and the Key Bridge are no more.

I truly thought one was supposed to get mellower in one’s old age but my politics seem to be rooted deeper than I realized. I just believe in markets and the prosperity that comes from free asssociation.

Categories
Finance Startups

Day 1376 and Q3 2024 Investor Update & Market Analysis for Chaotic Capital

Welcome to the Q3 2024 update for chaotic.capital LPs. I’m choosing to post a selection of our reporting publicly so prospective founders and LPs can see our thinking.

You may be invested in chaotic.capital because we invest in ideas that adapt humanity to our new chaotic era.

Enabling resilience in the face of unexpected & rapid change is our lodestar. It’s a simple heuristic that yields a complex thesis: that technology is a tool for increasing leverage. 

In addition to these investor letters, you can always visit jfredrickson.com, where I write every single day about whatever I’m thinking about. You are also welcome to DM me on Twitter @AlmostMedia or text me on Signal any time.

Q3 was another strong quarter for chaotic.capital. Our ability to identify and back founders early remains core to our success and we’re seeing it both with the inbound flow from founders (as seen in the two new deals we did this quarter) as well as the progress from our existing portfolio, with four new markups this quarter and substantial business progress on those and others.

The markets are increasingly focused on power and compute. What was once a contrarian focus on energy, infrastructure, crypto, and artificial intelligence has now become a core narrative among informed investors.

We believe the future of compute—particularly in relation to crypto and AI—will increasingly be viewed as a basic right, not a privilege, as these technologies scale to mass adoption. 

As governments grow more cautious about debt and monetary risk, individuals and organizations will turn to trustless systems to ensure secure transactions and autonomy.

This is why we focus our investments in the space on foundational layers that will power the next generation of applications.

With portfolio companies like Squads providing on-chain economy tooling, Kuzco reducing reliance on intermediaries while creating an open market, SFCompute pricing compute and creating spot markets, and Chroma becoming the go-to choice for open source vector databases, we see the intersection of crypto and AI creating secure, scalable systems for individuals and organizations alike.

Access to compute is quickly becoming synonymous with freedom of speech and, ultimately, the freedom to transact. 

These open trustless systems enable efficient transactions and verification, a crucial development as geopolitical multipolarity continues to rise, and more people need to ensure their interactions are secure without reliance on the state.

While Americans might not yet fully appreciate this, we’re seeing growing demand for these alternative systems and open models from those who are navigating increasing regulatory pressures and instability.

Europeans, whose governments are deploying strict limits on AI models are beginning to understand, those from countries facing geopolitical uncertainty (e.g., Israel, Ukraine), live it already, and those in countries with unreliable currencies and legal systems have been navigating anarcho-tyranny for decades.

But it can be precarious in the US as well, in California it was only the intervention of a veto from Gavin Newsom that prevented SB-1047 from restricting compute and hobbling the development of open source models.

Looking forward, this ability to access compute at scale may well parallel the right to transact. As nations confront their own risks, network state behaviors will become more prevalent, driven by the need for secure, decentralized systems that ensure autonomy in an increasingly unpredictable world.

We’re excited about the future of chaotic.capital and the opportunities ahead. As always, I’d love to talk about any of this with your discussions with you, so feel free to reach out. We’re just getting started, and there’s much more to come.