There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the world today.
Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.
If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.
Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.
Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net
He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.
It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.
In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.
I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability).
We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.
And that supporter like you? Heck yeah those supporters are me and Alex. .
You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.
There is a tradition in certain corners of the internet of hiding in plain sight. Being illegible to anyone without the shibboleths of your chosen in-group protects you from unwanted attention. Or so we tell ourselves.
The downside of an implacable insistence on being inscrutable is that you won’t ever be clear enough to have your ideas spread.
Lack of clarity is an anti-mimetic just as surely as lack of speed prevents you from getting your ideas out into the world.
“I can write faster than anyone who can write better, and I can write better than anyone who can write faster.” AJ Liebling
Writing quickly in a language designed to obfuscate with jargon, keeps the those who search for clarity in the dark and your grip on communication tight. You should want to write fast and well and clearly.
One of the first rules of institutional cohesion is to develop acronyms and coin new words. And nobody is better at this than the military industrial complex. The RAND corporation feels as if it jas invented as many turns of phrases as a teenage TikToker and the Cambridge Dictionary combined.
It is a poor craftsman who blames his tools. Much as I’d enjoy going on a sidequest exploring ethnographies of man and his use of tools, I have an agenda. My honor has been impinged.
At a gathering of eccentrics in Wyoming, myself & a friend engaged in an hour long discourse with our audience on the use of artificial intelligence and how one might practically understand these tools. The talk was more linear algebra than immanentizing the eschaton.
Our explicitly stated goal was to understand the technology stack and its capabilities so the audience could decide for themselves how to use or leverage this tool. The blurb I wrote introducing the topic.
Concerned that artificial intelligence will be a panopticon of horror? Afraid of nerds immanentizing the eschaton? Jon and Julie have your back. Artificial intelligence is neither God nor imminent utopia but merely tools built by the hand of man. A practical discussion of how you can use these new compute tools to concretely impact the work & insight you need in your everyday life. Come prepared with questions, projects, and ideas as it will be interactive.
Our focus was on how these tools are built, what they can do and what they cannot do, and a firm stance that mathematics and compute are not imbued with divinity or demons but reflections of what we bring to them.
Indeed, we have never had more freedom than we do now to shape the weights and biases of these topological models. Our words on the public internet carry weight thanks to availability of fast compute and open source models. Our bigger issue is maintaining the capacity to supply energy and grid capacity. The real problems are human and social, much as we may wish to scapegoat a piece of code.
We were not suggesting a world ending chaos nor were we endorsing its use. We were discussing it as a piece of software and what it could do.
In a surprise to both myself and my co-speaker, the keynote of the evening spent a significant portion of his talk discussing how foolish, misguided and demonic we both were. Now the event has Chatham House rules for outside content or do I’d go into more detail.
However inside the event, the speaker could have done us the courtesy of saying our names when he made the suggestion that we are working towards evil ends.
He did not ask how we related to his positions and how we’d defend our word. At no point did he name us or address us. He merely cast aspersions.
Frankly I had no idea why he thought we were avatars for some kind of suicide squad as I doubt the gentleman is aware of MIRI or the myriad internal fights inside Silicon Valley. It was however insinuated to be true that we are the bad guys. It’s what we do.
I find this to be a cowardly position. If one holds such strong views that one would call two humans with honest intentions demonic at least say our names. We were in the audience listening intently.
So I will protest. In a past era, I feel that these heavy accusations would have been grounds for demanding satisfaction.
I am of the belief that the only way we manage the effects of adopting any new technology that impacts our culture is rigorously debating the merits from engineering to impact.
We are not asking you to trust us. We are instructing you in how to master this tool if you so desire and if it brings value to your life. We share many of the same concerns.
Alas (thankfully?) you are not summoning any demons that were not previously installed on the operating system of your soul. The shadow of humanity can be seen quite clearly in how we engage with the artifacts we call artificial intelligence.
I will continue to insist that insulting our positions without naming us or calling us to account in public is grandstanding. It was clear we were the targets of the criticism. It is poor form.
I’m an American so our manners may be different than others, but we do have them. So put some respect on our names when you say them in your real life subtweet.
We’ve asked to discuss it with him further through our host but he has declined. I frankly am delighted to find that I’ve had such an impact that I cannot even be named when raging against that machine.
One hopes a parlay possible. But it sounds like he would prefer to avoid us. This is of course fair on his part. I am however prepared to defend my positions. We all must be prepared to defend our actions in this age of change.
Yesterday we enjoyed the uncomfortable tension of a cease fire announcement in the Israeli-Iranian conflict that America had just entered that no one was sure was real.
Sure the president had said so inside the heaven ban built to purpose social network Truth Social, but we had no basis for belief in that without hearing from Iran or Israel.
Newspapers sent out alerts that resolved into “unconfirmed” once you hit the landing page. Thanks guys but maybe cool your jets on the alerts?
I read Naomi Klein’s Shock Doctrine when it came out in 2007 with a mix of skepticism and head nodding. Her thesis was that disasters are used to push through unpopular market reforms. I remain skeptical of presenting neoliberalism as exclusively disaster capitalism.
I alas myself lack the crucial qualification for being a fan of Klein’s work as I am not a socialist. I like the market reforms and doubt chaos is the only vehicle through which they can be passed. At this point in our history, chaos is leading us more towards statist solutions
Nevertheless I remain skeptical of the narratives from state power no matter what solution the state is pushing. I like a market based solution as much as the next bourgeois pig, but I’m no fan of the state overriding its people or its businesses.
The problem we have now isn’t just Shock Doctrine or disaster capitalism driving outcomes. It was mostly disaster authoritarianism in my opinion.
The reason it is so unsettling to have no source of reliable information or institutional trust in our information is because we are now living in the age of Slop Doctrine. You can take it if you like Naomi.
It’s impossible to sort out what reality is winning even when it’s coming from a head of state. A million competing narratives from untold decentralized sources of information now compete to confused and unsettle us. The psy-ops aren’t even run by humans anymore.
I’d love for us to collapse that state of uncertainty that comes from multiple entangled competing realities into consensus reality.
Alas when I searched for quantum reality collapse terminology all I found was a LiDAR imaging company for architectural documentation. Their website doesn’t suggest much of anything invoking quantum states except insofar as one hopes that by using their imaging your buildings won’t do so.
And so we are left swimming in the slop doctrine confusion in which old ways of validating information are entirely useless to us. Slop Doctrine is here and it sucks.
As anyone who binges an TV show over the weekend can attest it’s best when you wrap the storyline cleanly and quickly.
And so it would seem we’ve got a clean wrap on the whole Israeli-Iranian conflict. Or says the narrator of America the TV show. Yes, I mean President Donald J Trump.
I must be having some sort of Taoist moment personally as the prospect of war seems very improbable in the energy of the world. We’ve not got the resources to keep dicking around.
And yet we are in news limbo as other countries are involved and don’t have an incentive to wrap it up clean by Monday.
This being the fundamental viewpoint of the cynical and self centered American with the bunker busters but also a flavor of Melian power politics. If we can punch some dickbags in the nards shouldn’t we do it with those big ass bombs right? It’s funny how American runs better on semiotics than policy.
Finally we get some X Files shit
Now I’ve got no idea what happens next except to say that the “nothing ever happens” camp has to realize we are dealing with a lot of variables and everyone involved is egotistical and old.
So standard fare insofar as our historical record and fictional characters usually deliver. Your years of foreign service policy study gets put into dank memes. Hopefully we don’t have a season two as Americans don’t like those $100 barrel of oil vibes at all. Naval superiority? Air supremacy? Nah memetic supremacy.
That is big job and a large office and an important one even if it may sound a bit dry to the average person. They oversee everything from securities fraud and data breach reporting to Medicare and health insurance markets.
I overstrained myself the last couple of days (Alex’s birthday was worth it) so my Whoop was blinking red but but I wasn’t going to miss an important public meeting on a topic crucial to Montana’s future.
On June 13, 2025, at 10:00 A.M., CSI will hold a second public hearing in the Cottonwood Room of the Bozeman Public Library at 626 E. Main St., Bozeman, Montana 59715, to further consider the public’s comments regarding digital assets and possible regulation of such digital assets.
It drew quite a crowd both in person and over the internet as Montana has quickly gained a reputation of being future and freedom focused. And quite reasonably so.
The Commissioner is the statewide elected official responsible for administering the Securities Act of Montana. As part of his duties, the Commissioner is responsible for the regulation of securities in Montana, including encouraging capital formation while also safeguarding Montana investors through mechanisms such as registration and disclosure, as well as antifraud enforcement powers…
The market for digital assets has rapidly expanded in recent years, and the unsettled regulatory landscape at the Federal level has left several questions open. Some bad actors have also exploited the market expansion and the public’s interest in digital assets in fraudulent ways. The public’s perceptions, experiences, and knowledge of digital assets may aid the Commissioner in determining whether rules or definitions regarding digital assets may be helpful for the people of Montana.
We hope we can help Montana can help her citizens flourish with the right tools. In the past we mined “pro y plata” with picks and shovels but in the future we may use Montana energy to mine Bitcoin and other cryptocurrencies and tokens. So make your voice heard!
I enjoy British comedy for all the usual reasons. Witty, acerbic, and dry cynicism make for a good laugh even if it seems like a challenging culture to actually live in.
Nerds of my elder millennial era were introduced to Monty Python by our parents but there are many others perhaps more worthy of constant quotation. It’s a diverse genre and helps manage stress about politics.
And sure every week has a “come see the violence inherent in the system” moment these days but it takes a really special kind of stupid to mount a four stages of a crisis narrative campaign in a matter of days. Political satire Yes Minister delivers an excellent example of this tactic.
To set the scene, Sir Humphrey Appleby the bureaucrat (excuse me, civil servant) and his elected minister who eventually fails up to Prime Minister Sir Richard Wharton. The episode is called “A Victory for Democracy” which as you can imagine it is not.
The stages of a crisis are as follows
Stage One: “Nothing is going to happen.”
Stage Two: “Something may be about to happen, but we should do nothing about it.”
Stage Three: “Maybe we should do something about it, but there’s nothing we can do.”
Stage Four: “Maybe there was something we could have done, but it’s too late now.”
It’s a very fast set of news cycles when you resign yourself immediately to stage four. Things pop off and escalate and soon we are faced with an ambivalent leadership response that shrugs blame as easily as it did responsibility.
Being disagreeable has a lot going for it. It’s frowned on when women do it even though it is usually coded as a feminine trait. Traditionalists say they want agreeable wives and iconoclast lords.
Despite this call to the past, it’s not hard to argue that this amenable feminine and chaotic masculine is itself a bit subversive. Fractious independent goddesses and agreeable brotherhoods are archetypes too.
I am fearful in this moment that we have less patience for disagreements among humanity just as our capacity for loyalty and reciprocity dims with atomization.
The squeaky wheel gets the grease has a bit of a “both sides of the bus” meme quality to it. Attention can build you up and tear you apart.
The eye of American’s elite class has many competing stories about which ideas must be celebrated, which are taboo and which are too dangerous to be discussed. And that’s just the last couple of days of essays at the New Yorker.
To quickly summarize, there has been a joke amongst the financial set about TACO trades.
The “TACO” trade, which is short for Trump Always Chickens Out. The tongue-in-cheek term, coined by a Financial Times columnist, has been adopted by some to describe the pattern in which markets tumble after Mr. Trump makes tariff threats, only to rebound just as sharply when he relents and gives countries more time to negotiate deals.
It’s been a reliable dynamic of the spring that high tariffs or “negotiating tactics” are introduced and the market drops and then we get a reprieve when the White House reacts and the cycle continues. Robert Armstrong noted the trade maybe a month ago but it’s been ongoing since Liberation Day in April. I don’t know why you’d ask Trump about this as of this as of course he’s going to react poorly but maybe some shorts decided to wag the dog.
“Don’t ever say what you said,” Trump told the reporter, calling it “the nastiest question.”
I have a bit of a monkeys paw relationship to this entire administration. I am in favor of significant reforms to the federal government and I am an avowed skeptic of central banking’s role in a complex and chaotic economy.
But I’m also a business woman. We can do all the TACO trades we like, but that’s not building anything and no one can do meaningful investing even medium term investment this climate.
As much as I appreciate criticisms of corporate power they are the only constituency who is fighting back on this. Like it or not, they represents the interests of shareholders and workers and this is wreaking havoc on everyone from Shopify storefronts to Procter & Gamble.
I’m not opposed to changing things and seeing what happens but the roller coaster makes it much less appealing to do business.
In other news, I am still waiting on an import nod a hyperbaric chamber so I’ve get some personal skin on this game.
I’m not sure exactly how to characterize Doomer Optimism other than a kind of social club for Internet denizens that wish to retain their optimism in the face of chaos and change. It’s a very human group and I’ve enjoyed their company for years.
I’m one of the odder congregants in this group which includes a diverse array of characters from all classes and walks of life. I say I’m the odd man out only because I’ve seen them as a generally regenerative self sufficient localist group that in another era would have been back to the land hippies, unionists, environmentalists and anarchists. Generally left wing coded but skeptical of state and corporate power.
That I’m one of a handful of practicing technologists that participates, and a libertarian, means I argue for the liberatory power of open source software and its range of applications for individuals to enable a life that can provide means and meaning without being in the jaws of the Machine.
Decentralizing technologies lets us all participate. More individuals are interested in thinking how they engage with industrial processes. 3D printing enables many types of freedom and is crucial to the right to repair movement. Which gives power back to the owner of property and not the corporation from which it was purchased. I unabashedly support the freedom to compute as a human who wishes to find a harmony with the machine in all its forms. Be not controlled by your tools or their makers. Make your own future.
If none of this strikes you as particularly right wing, reactionary or otherwise populist, or even statist; I’d agree with you. I am a libertarian.
And yet there are those who are still enthralled by old narratives of political poles that this individual, and choice centered, politics is one grounded in real people with real problems not financial or social abstractions.
Paul is a neighbor, a friend, and a gentleman in the most noble possible sense. He does not traffic in status or social cachet. He is a free thinking and curious American man who is dedicated to hearing a large swathe of perspectives. He wrote a response and included the email screenshot below. I am certain Paul really does mean his hospitality genuinely.
Dear @awinston
Thank you for your email (below). Of course its intent was not in good faith nor was it evidence of genuine curiosity, but it did cause me to reflect on the scope of @thewagonbox project and the growing constellation of characters around it. And I had to think about you, and Mr. Wilson, and how one should respond to the sort of witch hunts for political wrong-think that have become your cottage industry (one that I’m afraid is dying.)
To your first point: an interesting aspect of the Wagon Box, and particularly our Doomer Optimism events, is the breadth of the politics represented. Seneca Scott is a ‘90s democrat who wants a safe community for his family and goats. James Pogue, like me (and Jesus), has anarchist sensibilities, cares about the habitat for the trout he fishes and is leery of the global hegemonic machine. Ashley Fitzgerald is a suburban mom who likes regenerative agriculture and healthy neighborhoods. The event has largely focused on a suspicion of “The Machine” and ways to live humanely and harmoniously with the natural world. The idea that it is some hotbed of “hard/far right” ideology, or that we are promoting “corporate governance” is laughable.
To the question of the “ties” I have to Ryan Payne, or Jonathan Keeperman, or D. C. Miller, or any other person you may see as a “smoking gun” evidence of nefarious ideology, I have a few comments. First of all, you have left out other characters who have graced the Wagon Box, some of whom you might even consider even worse! And of course there are others hard to place politically, like Walter Kirn, Patrick Deneen, Paul Kingsnorth, or Max Foley. All these characters differ quite widely, have deep disagreements, but all have something in common: I find them interesting and care about what they have to say, and they see enough in me to take me up on my invitation.
You ever get to talking to someone and you see their eyes glaze over? They do not care what you have to say, they are not listening. It’s no fun. It is death. What’s the point? Good faith curiosity is the lifeblood of any relationship, of any conversation, of journalism, and of self governance. There are swaths of folks who have had good faith curiosity driven from them, and it has been done largely by people like you, who paint in caricatures and come to stories with an agenda, who live on fear and suspicion. You send a guy like me some sort of hostage note instead of an invitation to a real conversation. It’s sad.
At the root of the Wagon Box project is my personal curiosity in people, and at the root of that is a conviction that we will all be together eventually at a large table in a conversation that will never end. Our enemy is no person, but the stale impulse of death that preys on love, on connection, on community. It thrives in the Machine of mass delusion of which, regrettably, The Guardian is a mouthpiece. It has forced you to have a narrower view of people, a static view, and one that lacks curiosity. But I really do care about you, as you too are on a journey and I’d love to hear about it. Let’s grab coffee and talk sometime. No deadline.
I brought up the context of there being technologists as part of this conversation as another reporter who shares a similarly slanted lens who seems to have quite a problem with Silicon Valley while not really understanding the core values that technologists share that are not compatible with a controlled statist or even corporatist view of power.
We are going through a huge cultural change that will sweep many of us up its cascading consequences. We will have materially different conditions as artificial intelligence changes day to day life.
Do you want to trust those who insist on control to prevent horrors? Or do you want to trust yourself and your fellow man to engage with one another as human? I’ve chosen optimism. I believe we can build freely.
