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.

Categories
Internet Culture Politics

Day 1369 and California SB-1047 Vetoed

Last night I received a push alert and then a flurry of excited text messages and phone calls. California Governor Gavin Newsom vetoed the controversial SB-1047 artificial intelligence bill.

Gavin Newsom vetoes California’s contentious AI “safety” bill SB-1047

Twitter lit up with joyful streams of relief and praise for this decision. Everyone from politicians, economists, researchers, academic luminaries, open source collectives, founders and venture capitalists.

It was a bad bill that lacked the necessary clarity and focus to even begin the task of regulating the nascent field of artificial intelligence.

We can and will do better in finding regulatory frameworks for safety and competitiveness but this bill wasn’t it. It was especially concerning as they say so goes California so goes the world.

I have been banging on about the #FreedomToCompute and math’s crucial role in our constitutional right to free speech in America. This must be considered in all future attempts at regulation in America.

Math and computing power are as essential as speech. In today’s world, they ARE speech. We may speak in natural language, but the way we extend ourselves, build things, and grow as a species is through our tools. Computation is a tool.

These tools are extensions of the human mind. Consider that the first computers were just regular humans counting. We may have started with our fingers and toes as our first tools. And it wasn’t quick progress as the evolution from the abacus to modern computing took us nearly 4,000 years.

We’ve made an astonishing amount of progress in the last hundred years. We’ve gone from thousands of computations per second in the 1940s to 200 quadrillion calculations per second with modern super computers.

Consumer devices are better too. The computer I’m using to write this post has more power than the computers we used to send man to the moon. It’s 100,000 times faster with seven million times more memory.

Alas, as tools get more powerful the powerful get nervous. This isn’t the first bad artificial intelligence bill we’ve seen. We have Europe to thank for that. And it likely won’t be the last.

But defeating SB-1047 is a rare moment of bipartisan cooperation not only in California but across the world as the entire compute space came together to make its voice heard. And Gavin Newsom listened.

We should celebrate this rare consensus as we look towards better policy in our future.

Categories
Politics

Day 1351 and Overstimulated

Recently I have the misfortune of paying too much attention the American election season. I feel overstimulated.

I remember the 2020 campaign being stressful. I was naive during 2016. Now I find myself shunning information on polling and discourse on Twitter.

Americans have jobs, families and the problems of real life during our elections. And yet we spend billions and unleash a torrent of information, some of it propaganda, across all our public information spaces.

Every newspaper and Twitter feed and Subreddit is ready to stoke that anxiety that perfectly targets your worst and basest fears.

It’s natural to feel overstimulated by the deluge of noise. There is little signal to be found. I’ve written twenty times about propaganda because we are in a chaotic age. No one knows what’s going on. Together we piece together what we can and find reality together. Help someone make sense of the reality and maybe they pass it on. We can find out more together.

Categories
Media Politics

Day 1332 and Blackpilled

Being engaged in American politicians is a thankless task. I do not at all begrudge people who tune out of our national politics entirely.

After an assassination attempt, a resignation of a sitting president after a public pressure campaign and two political convention I am in no fine mood about the nation.

My assumption is that this mood is being induced deliberately. It’s no wonder I’ve felt a bit unwell over the past two days. The endocrine fatigue we must all be collectively experiencing. Constant cortisol stimulation is no way to live. I was quoted in a piece about the dissident middle last year.

She thought something had gone wrong with us physically too. “Endocrine systems get fried. There’s too much cortisol, you’ve been running on adrenaline, eventually you tap out. Everyone feels nuts right now,” she said, “because what on earth are we supposed to do with the fact that we’ve had this incredible rate of change for so long. We think we’re keeping up with it, but our bodies are like, ‘Oh, actually no. We have no idea what’s going on.’ ”

Day 784 and Dissident Fringe

And yet I feel compelled to engage on how we are governed. Being steeped in enlightenment values and the collective history of Western Civilization, I have taken as a given that civic involvement is a higher virtue. The capacity to govern and be governed is a noble pursuit of rational men aspiring to more.

I feel even more compelled to engage as a citizen when legacy institutions like the media are less able to maintain trust. If I’m being shown nothing but Pravda but I know it’s not the truth do I have an obligation to speak up?

Regular people have incredible rights in America. I do not always feel like we treat that privilege with the respect it deserves. We have a say.

Don’t let yourself become blackpilled by duels between bad policy and bad people. Our institutions need reform. We cannot continue on with the projects of civilization unless we find ways to collaborate at great scale. You can’t let yourself get exhausted by this daunting task.

Categories
Aesthetics Internet Culture Politics

Day 1328 and Weebs as New Social Elites

Yesterday, Occulus and Anduril co-founder Palmer Luckey, posted a picture of him doing Nyan Neko Sugar Girl cosplay to his Twitter account. It’s a Fanime from 2010.

DragonCon enjoyers

On the heels of a sympathetic long form essay in Tablet Magazine that went viral, Palmer posting friendly cat girl jokes on main was clarion call to the one demographic that really matters in America right now. Nerds are the entry into the elite class.

Every flavor of nerd is flexing their might. Autistic weebs are claiming their power in the American elite class. And our politicians ans generals should be thrilled. It’s not not a moment too soon to put the engineers in on the great game

Showing off your niche knowledge is a favored elite game. Millenials & Zoomers understand their reality is being built upon arcane information and have gone for the deep cuts to keep up.

While on Tablet I came across their coverage of the Democratic National Convention where bizarre communist fervor from identities as inscrutable as Zoomer Hoxhaists are on display. Enver Hoxha being the infamous (and possibly crazy) communist dictator of Albania and not a good guy. But clearly some idiotic online intellectual has to treat history as if it were finding a cool band.

So if you subscribe to hidden knowledge as social capital then it’s time to read up on Gaetano Mosca and the Italian school of elitism. For discourse watchers, they were notable anti-fascist thinkers.

If you made it through the marathon Joe Rogan episode interviewing Peter Thiel you might have caught the memes about Chimp Empire. Well turns out that’s topical and an approachable angle.

every society could be split between two social classes: the one who rules and the one which is ruled

The current elite class of interests has looked beyond our military industrial complex to to Silicon Valley. They have known for sometime if you want to beat the communists (or the fascists or the oligarchy) then partnering with the new nerd elite is now your move.

Don’t worry Douglas MacArthur was a red blooded American military man and a weeb. Autists long a good track record in defense innovation.

If you want an eye to the future then learn the ways of the weeb. Drone warfare and embodied habits? Take it a step further WinterMute. Your transgendered simulated intelligence running that drone was trained on green text and it’s time you learn to speak like a native of the hive mind.

Rise up cat girls! Now is the hour of the weeb. Do it for America. Do it for capitalism. Do it so we get some sick Mecha suits from Uncle Sam.

Categories
Emotional Work Politics

Day 1315 and Ratfucking Season

I’ve been engaging in more of American political discourse online as we head into the main campaign season. That’s probably a mistake.

American is no country for old libertarians. Or in my case middle aged small “l” libertarians who aren’t keen on more government involvement in anything. Cyperpunk is became daily life and the crypto-libertarian instincts some of us were raised into make us distrust this particular flavor.

But I’m in a pretty decent mood all things considered. Perhaps the typical depressive lassitude of the sunny season is being mitigated by the climate controlled extremely online nature of the networked era. Madness without breaking a sweat.

My people are not much for sunnier climes and our popular culture representations have more than a touch of summer madness. Better to keep us indoors when the mercury climbs.

And yet the madness seeps in to the virtual worlds of media. August is full of ugly surprises.Which brings me to the rat fucking.

As I said, I’m watching American politics. It’s definitely Knives Out season and as my friend Jon Stokes points out the semiotics are ugly. Now that we have the Vice Presidency match up set as Ohio Senator JD Vance versus Minnesota Governor Tim Walz we can run cultural scripts. It’s already ugly, sexualized and bullying.

meme warfare b/c it codes Vance as the self-loathing, repressed kinkster who hasn’t yet come out to a loving ally dad who’ll embrace him & pass the torch to him

This is ratfucking season and the Democrats are on top of their game. Politico has a short history of ratfucking which anyone interested in political campaigns would do well to read.

Roger Stone has been with us doing dirty tricks for so long sometimes we forget that both sides are up to it and have been since before Nixon.

Like my goodness how things don’t repeat but rhyme in twisted new ways. We’ve got a Kennedy with a car crash crash and carcasses in the news.

It’s wild that the same people are still around and involved and somehow not dead. You shouldn’t get to do the “Summer of 68” twice in my opinion. And absolutely nobody wants a repeat of the 70s. Can you imagine cultural stagflation? Actually maybe I can

Maybe we are doing reinforcement learning in a simulation of some sort and we actually are in a gradient descent of madness being smeared across an event horizon of frenzied power dreams of an artificial American swampland simulation that ran too long. It’s all awfully crisp.