Tag: Regulation

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Biohacking Culture Travel

Day 2003 and Till the Sweat Drips Down Europe’s Nuts

Few topics of cultural exchange are more more humorous (and occasionally anger inducing) to me as an American with a disability than European heat waves. And Europe is in its worst heat wave apparently ever at the moment.

The persistent resistance of the French, Germans and British to installing air conditioning and updating their cities to manage climate change seems to wobble between old health superstitions and smug moral superiority. Eastern Europe and Southern Europe do not suffer from this issue.

The WSJ editorial board shared this information from France’s ecological transition agency. They are slowly being convinced that the death tolls and hospitalizations that heat waves produce may need mitigation.

The French ecological transition agency said in May guidance that AC may be necessary for the elderly, chronically ill or pregnant. But if you really can’t live without it, use it in only one room of your home, and don’t set the temperature below 79 degrees Fahrenheit. That’s because AC uses too much energy and contributes to climate change.

I prefer to sleep at 20C or 68F. This partially because my sleep & biometric tracking apps as well as my physician recommend a cold dark room to achieve the sleep required to keep my health stable. The 26C recommended by the French for us chronically ill types? It is 79 degrees Fahrenheit.

Yeahhhhh almost ten degrees warmer than my doctor recommends. No thanks you. Even at 72F if I’m down to my socks (always sleep with socks no really) and my underwear I’ll still find myself thrashing under just a top sheet. I once had my neighbors attempt to call the police on me for running air conditioning during a notorious heat wave in 2023 in Frankfurt. It was a noise complaint. Sure.

On my most recent European trip, I brought paper fans. Not electronic (though I did bring two of them as well) but the sort you languidly wave yourself with in an attempt to look cool when in a desultory mood. Which never seems to lift in this heat. It actually does look rather chic and the movement of the air helps.

I brought the pharmaceutical storage grade ice sheets used for shipping injections that have granulated particles that bond with ice to keep them cold longer.

I strap the ice inside a travel vest with dozens of pockets or wrap them around pressure points on my feet, ankles, wrist and neck with scarves when I’m particularly overheated. I’ve seen people do this with socks filled with rice and water kept in the freezer as well.

I have those goofy towels that absorb extra water and keep it cooler that I wear around my neck and head to go under the several wide brim hats I travel with. I always swear SPF 50. A sunburn is a nasty way to bring on heatstroke. I also bring my own ice trays to freeze ice cubes for both drinks & a bowl over which my hand fan blows for faux AC. I’ve dampened cotton sheets over open windows at night with a fan in to create evaporative cooling. It’s not AC but it helps. That’s why I carry two charger fans.

I will also chill wet wipes and my cosmetics. I carry small misting sprays with me everywhere (I like the classic Mario Badescu Rose). I have even mixed mint essential oil into my travel-size aloe antiseptic gel. My soup is peppermint as well to give that feeling of cool. And I always carry few rehydration sachets of electrolytes.

I’ve made friends with these techniques pretty regularly. Hydrating salts and a water bottle refill is a good conversation starter. Because as much as the French fear drafts for their health with artificial cold the Germans seem to think it’s a necessary part of life to suffer the heat (as if we don’t have enough heat in hell) everyone is suffering and needs help to get through this kind of extreme heat.

The only person who makes sweat dripping down his balls sound appealing is Lil’Jon in Get Low. And even he said at the Democratic National Convention that it’s time to get low..er temperatures. So to Europe I say get cool or you can have deez nutz. Let’s all get lower temperatures together.

Categories
Finance Startups

Day 1996 and Criticality at Valar Atomics

I am going to be scattered and long winded so please excuse my exhaustion and joy, as I have used up all of my focus in the excitement of a truly incredible moment that represents years of work.

I watched “our” reactor go critical on a livestream with the Valar team. Yesterday midafternoon on mountain standard time (around 1:45am for me on GMT+3) in the beautiful desert of Orangeville Utah, Valar Atomics took its Ward 250 critical for the first time.

Mission Control at Valar Atomics

Moments ago, Valar Atomics took Ward 250 critical for the first time. This fulfills President Trump’s EO 14301, which called for 3 advanced reactors to go critical by July 4th.

This is our second criticality as a company, and an important step toward our goal of power by July 4.

This is a historic moment and the culmination of two years of work on the part of the Valar Atomics team. This is the most hardcore, intelligent, and driven people I’ve ever had the privilege of working with; which will be seen as we begin power ascension in the coming days.

Our mission at Valar Atomics is to make abundant energy for all mankind. The best way to make energy 10x cheaper today is to mass-scale nuclear fission. We began our mission by creating WardZero, our fully functional thermal prototype. Next, we took the NOVA core critical.

Today, we took the next step: criticality in the Ward 250 test reactor. Ward 250 is a TRISO-fueled High Temperature Gas Reactor (HTGR) designed for simplicity and scale, and is the first nuclear reactor ever air-lifted by a C-17.

We’ve been honored to be become part of the community in Orangeville, Utah, the home of Ward 250. Many thanks to all of our government partners who made this possible: hundreds of individuals across the Trump administration, the DOE, the DoW, and the government of Utah.

The list of individuals who have spent their time and energy and talents to accomplish this feat is too long to list in one post, but I am incredibly grateful to all of them.

Isaiah Taylor of Valar Atomics

I am one of those individuals who spent their time, energy, talents and capital to accomplish this incredible feat. Investing in Valar may well be the greatest accomplishment of my life.

You see I am Valar’s very first investor. Yes I mean I wrote the very first angel investment check from my small venture fund.

I know it’s a little crazy that a weirdo like me should be investing in small modular nuclear reactors built by brilliant young Zoomers and equally brilliant old timer experienced nuclear engineers, but weird is how I invest with chaotic.capital.

Crazy but possible makes complete sense to me. So I said he’s. And we chewed glass for a few years working towards the possible, while everyone told us it couldn’t be done.

Through the magic of Twitter DMs, I met Isaiah before he had even started Valar. He was working on another startup I didn’t love but I knew immediately that I loved him as a founder.

I was so impressed with his intelligence and his capacity to learn quickly. He had that ineffable “it” quality that all founders possess in some measure. He took feedback well but had a firm backbone. He listened to one piece of advice I gave him and based on that decision alone, I told him I’d back anything he did in the future and I meant it. I’ll admit I didn’t expect it to be “I’m building a nuclear reactor” but I am true to my word.

Fast forward several years and here we are. Just a few weeks ago I was racing through the desert to see the reactor our first check helped build the day before it was encased in shielding in preparation for criticality. It will be a memory I will treasure forever.

A few months ago this hanger didn’t exist

We’ve been there for every step of this amazing journey. It was an objectively insane thing to invest in. Yet the more time I spent with Isaiah the more convinced I was that he was a generational talent. The best part of being first is the opportunity to spend lots of time with a founder before anyone else learns of their genius. I learn as much from them as they do from me. And Isaiah is a quick study.

I wrote the check and went about the long grueling process of convincing others they should invest alongside me. It wasn’t easy. We got told no a lot. Failure lurked around every corner. People ranged from outright hostility to tempered skepticism. There were moments when defeat felt very close.

There were hard times. A lot of glass chewing. I never wavered in my belief that Isaiah would get it done. Alex and I were blessed with the opportunity to invest more and gladly wired in additional capital when others couldn’t see as far as we did. This may well be a career defining investment for me. I intend to keep putting in whatever Isaiah will allow us to invest.

Now three years into this journey, it’s clear to everyone that Isaiah is the talent I always knew him to be. I may have been first but I won’t be the last. This is the kind of company investors dream of finding early and Isaiah is a leader I am proud to follow. Valar is racing towards the kind of future I want to build for the next generation. Abundant cheap fuel can power a better cleaner world for all of us.

And to everyone who said it couldn’t be done, or that it was too early or too risky to invest in something as crazy as nuclear, please let me invite you to join us now. There is much more to be done. We will need all the talent and capital we can get to win this bright future for America and for humanity.

Categories
Media Politics

Day 1991 and At A Wellness Retreat

Does anyone else remember when a congressman was off the grid for a few days and his staffers claimed was “hiking the Appalachian Trail” when in reality he was on vacation with his mistress? That story fell apart rather quickly, but remains my shorthand for silly excuse.

I may need to update to reflect Politico’s reporting as this is a funnier flimsy excuse from the White House as to why communication between Anthropic and the administration has been hit or miss during the Fable release and export control saga

Following the meeting, the administration attempted to reach Amodei but was told he was unavailable because he was attending a wellness retreat, one of the administration officials and the senior White House official said. 

A spokesperson for Anthropic rejected the claim that he was at a wellness retreat, saying, “this is absolutely false.”

I don’t, as a generally rule, take what public relations professionals say at face value without knowing them personally as their job is to protect the principle.

I might trust an individual publicist but when in doubt verify before you truest. This is true for both Anthropic and the current administration so all parties are now annoyed and suspicious.

Ironically I am enjoying some time on wellness activities this Sunday myself. I wouldn’t call it a retreat but I did take a swim and read Europe AI 2031 under an umbrella. So let’s call that as close as I will come to being on a wellness retreat at a point of crisis in the AI race.

Categories
Homesteading Preparedness Travel

Day 1986 and Non-Doms In Anarcho-Tyranny’s Future

I hate to be feeling anything but patriotic as we get closer to America’s 250th birthday this July 4th. America has so much optimism in my corners of the world from nuclear energy to artificial intelligence and I want to celebrate this with my countrymen.

Alas there is always the nagging feeling that no matter one’s dedication to one’s nation, having a plan B in place has proven wise. Historically speaking in times of great change, technological shifts, and generational hand overs it has paid to plan ahead and be flexible.

Maybe I feel this more keenly with the rise of antisemitism from populist camps both left and right. I’m not Jewish, but my husband is culturally Jewish.

The fear that lurks in the back of the mind can’t be dismissed. They are history’s favored scapegoat. And I can’t help but feel technology is right behind as the next source of blame.

Add in the challenges of getting travel visas for unfavorable passports in my extended family, and I am always abroad. I never excited visa issues to prevent someone from being allowed to visit my own family America and we’ve never found a solution in a half a decade of work and advocacy.

So now we consider having a hide-y hole secondary residency sometimes. Never in my life did I expect to lose years of our lives to trying to manage visas that simply cannot be granted or to decide that perhaps it might be wise to have another residency just in case.

Many other nationalities are “Non Doms” in cities like London for similar reasons. You may want to get further from the front of a kinetic conflict or perhaps your government is looking messy or corrupt, perhaps your work has caught the attention of Leviathan in your home but other nations will welcome the work you do.

So I have been keeping on the on other jurisdictions I could see us living in if only for vacations for now. I see the value in owning a plot of land and having residency on another country should my passport become a “bad” passport in the future. Being prepared has new boundaries.

Categories
Biohacking Travel

Day 1984 and Whimsy Exhaustion Efforts

My sleep has been really poor as I’ve been jaunting about pretending to be a Eurotrash island hopper for a week or so. It’s both glorious but a little concerning as restorative sleep is crucial.

I’ve not gone as long and as hard as I have this late spring into summer since I was diagnosed with an autoimmune condition. A condition that seems to have potentially gone into remission.

And I’m trying not to worry. Something about late evening sunsets extending daylight, last week’s brilliant full moon lighting up the bay over Corfu all through the night, and the intense physical combination of swimming, talking, and eating communally has made it feel like I’ll can’t come down at night.

A late sunset over Greece turns to moonrise all too quickly leaving bright light at all turns

Last night I fell asleep as the sun was rising around 4am despite doing everything I could to be asleep earlier. I got in bed at 10pm with a boom, did vagal nerve exercises and breathing, took an OTC sleeping pill and a Benadryl, used only red lights past sunset, and wore earplugs and eye mask. I was doing it all right and my body’s response was all wrong.

So today I am aggressively injecting whimsy and exertion into my day with the hope that the risk of a flare in my conditions will be mitigated by the efficacy of my peptide protocol. My sleep was most disturbed up on my pulse off days so perhaps as I pulse back on into the week it will be better?

My logic is simple. Surely a messed up circadian rhythm is more dangerous than running around getting my steps, buying little treats at Flying Tiger (a forever travel notebook?!) and doing mat Pilates with travel bands. I couldn’t possibly flare myself with that kind of gentle whimsy exhaustion as my nervous system isn’t being pounded by training but extended gently with enjoyment.

Categories
Finance Politics Startups

Day 1983 and Socialism is Bad

There is a lot of chatter as to the eventual ownership makeup of the frontier artificial intelligence labs and their economic surplus. One question that came up this weekend is whether equity in the companies should be owned in some portion at the nation state level. I am opposed to this for a host of reasons that I’ll try to get down in whatever garbled form.

I do not own a stake in any of the frontier labs other than owning ETFs that own Magnificent 7 exposure who own portions of the labs. I do invest in compute, nuclear energy and cryptography. I believe AI will change a lot about how we do business, my revealed preferences show I live remotely in Montana, I have a tendency toward emergency planning and Plan B scenarios. As a disclosure of my priors.

There are lots of competing interests in this and the self interests from the labs does no any favors. Especially after months, nay years, of overwhelmingly hyperbole about changing labor dynamics, the potential for mass layoffs due to automation as well as obfuscation and excuses about the reason for layoffs in existing companies. And that’s before we get the singularity which is a religious orientation toward making super intelligence that is Godlike in its framing.

I hate this entire conversation on nationalization and socialism. Part of it is that state actors desiring ownership of private companies reeks of the “you didn’t build that” malapropisms from Barack Obama’s presidency in which he attempted to articulate that America’s enormous wealth is built on generational compacts that no one individual could ever own outright. It triggers socialists and capitalists both.

We all contributed in our own ways to the shared infrastructure, institutions, education, cultural norms and the pluralism embedded in our governance systems that enabled the American Dream.

Unless you are a deep partisan, you understand Obama was trying to articulate that none of us made America alone. But the framing from liberals (and populists of all stripes) automatically make this conversation concerning.

Economics is complicated, central planning has a hell of a body count and your average American can only gesture towards the invisible hand and the benefits of self interested commerce. It’s easy to sell us bad policy from envy and fear.

So I must ask why are we acting like we have suddenly won a national level economic boom with clear winners whose spoils must be distributed by the nation state before we’ve even managed to understand how it will be used, at what level an AI model is a commodity and where the benefits will accrue?

Self interested pluralism with a system of checks and balances at the national federal level coupled with states exercising their own interests has been the bedrock of our national success. Changing this has not gone well for us as a nation nor do we have better examples in other nations.

Sure America has had a few twists and turns. The last time we made an attempt at a New Deal post Great Depression worked only thanks to a global world war industrial mobilization in which we won the war and all our other competitors were decimated on bombed our continents across massive geographical boundaries.

And that boom has been largely spent by the children of the generation that fought this war and their children are looking at a pretty significant bill. So why do labs suddenly want to “compensate” Americans and our collective contributions to the models?

And why are politicians taking this bait when we have so little insight into whether we should funnel cash into them in order to own them in trust for some nebulous future?

I have a few reasons in no particular order that I put on Twitter as to why I am opposed to this format of American state equity being the means through which we compensate the people who theoretically trained these models with our output on the wider open web and its content.

1) We don’t know who the winners will be or where the benefits will diffuse (as in post liquidity the current winners might not be the eventual winners) so compensation for model training when the eventual benefits disperse elsewhere isn’t ideal. Why aren’t taxes at state & federal level aren’t adequate enough here should be answered before we make moves

2) Existing IP law doesn’t account well for culture which is a shared co-creative process (i recommend Susan Scafidi of fashion law institute “who owns culture” ) so compensation is already not easy to track back

3) A state entity w the monopoly on violence can do a lot of damage on the margin by not fully understanding who created what and where it is applied especially in non deterministic systems

4) Much of what the models were trained on was open source licensing including the company where my own family made money Stack Overflow. We got paid sure, but none of this would exist without the effort of its users who contributed on those open license terms. But clearly the final value of the content created & company’s value itself were harvested much further down the line in enterprise contracts for coding models. It was not in the management of an open source license community product created by users or managed by engineers, so who should have been paid? The users who wanted their content to be open sourced? The volunteer moderators? The full time employees? The shareholders of the company, the buyer of the company or the users of that data set at Claude or Cursor or OpenAI? Or is it Americans that never even heard of SO? Where does value accrue over time versus point in time? It’s not an easy question to answer is it?

Categories
Startups Travel

Day 1974 and I Am Out

I have really had a busy spring. I was across the country from Utah to Washington DC and back to Montana with an outing to San Diego. Montana did not get much of a winter which is always a disappointment.

I never expected to spend so much time on policy issues. It has unexpectedly taken over a a real portion of my time.

The nature of my portfolio investments has slowly taken me across every issue from banking’s relationship to crypto to the nuclear renaissance to artificial intelligence. American needs a lot from its younger generations and we need to support them.

I feel an obligation to bring my full self to the issues as it gets to the heart of what could change the nature of assumptions of costs and access in meaningful ways.

I do however need a break from all of this as I am quite tired from all the back and forth. I need to take a little break and get some off grid time on another continent. I need to get some perspective before celebrating America’s 250th. There is a lot happening.

So if all I wrote about is makeup and skincare and some science fiction for a couple weeks I hope no one minds. I need a break. I need some Netflix even.

Categories
Startups Travel

Day 1969 and A Very Nice Day

I am in the middle of the Utah desert returning from a site visit to Valar Atomics. If you have the means to tour a nuclear facility I highly recommend it. It is so choice. That’s Ferris Bueller for the Zoomers.

I’ll use another choice line from the John Hughes classic to illustrate how gratifying it has been to drive a remote Utah town for a chance to see our investment in action.

Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it. – Ferris Bueller’s Day Off

We hadn’t planned to drive down to the Ward 250 facility after Abundance Institute’s Operation Gigawatt. Life is busy, it’s a holiday weekend, I’m flying out to part unknown from Montana in two days.

But what’s another three hours on the open road when there is one of America’s sustainable energy labs and a tour from your favorite engineers on offer? Yes they are all working this weekend. They have a deadline for July 4th that’s pretty important. It’s crazy that this wasn’t in my itinerary in the first place if I’m honest. What a way to kickstart the summer.

Getting up close to “our” reactor is a privilege I never conceived of experiencing. I’ve been lucky enough to invest in some very cool things over the years, but to actually place a bet on a serious industrial effort and have my choice end up at the forefront of a major national push for nuclear energy? Not a thing I saw coming.

So in the hustle of the moment, I am glad to slow down and admire that it is actually possible to do things. That’s a very nice day to have. Yes that’s a Day 69 joke.

I’ll treasure this moment forever. Even if we fail, at least we tried. And who wouldn’t want to put yourself on the line and try when it’s something that matters this much? So we speed up to slow down and see. Because it’s true if you don’t you might just miss it. So yeah it was a nice day.

Utah desert near sunset.
Categories
Community Politics Startups

Day 1968 and Abundant Optimism

I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together.

The Abundance Institute hosted the Operation GigaWatt Summit in Park City to bring together entrepreneurs, engineers, financiers, legislators and policy experts to discuss America’s energy needs.

I was lucky enough to be invited to the gala where one of our founders Isaiah Taylor gave an incredibly uplifting fireside chat

As some of my longtime colleagues know, I was the first check into Valar Atomics. It was a leap of faith to invest. At the time, we were in the doldrums of negativity towards capital intensive industrial efforts, from both state and capital.

Yet I saw in Isaiah a force that neither leviathan nor fund manager would wish to hinder. I also happened to believe that every other technological trend that was booming rested on our capacity to power it. So I did everything I could to support him in his efforts, including write few more checks. And thank goodness I did as my what a difference a few years make.

Utah’s Governor Cox and Isaiah Taylor of Valar Atomics

To see Isaiah on stage with Utah’s Governor Cox amongst a crowd of hundreds speaking on a vision that a mere three years almost no one thought was a good idea (well except us) is testament to the work and faith of hundreds of men and women.

Many other amazing companies are pursuing a vision to produce abundant clean fuels and I myself believe we will need every one of them. I’m just glad that my crazy bet happens to be running full steam ahead in front.

From artificial intelligence & medical research to new home construction and industrialization, all our biggest opportunities will win on energy costs. Regular people need cheaper, cleaner, more sustainable energy. Our needs can’t be met with what we’ve got. We need nuclear in that mix.

And it is a choice to embrace abundance and not scarcity. A zero sum mentality will not get us where we need to go. Not in America, not on our home Earth, and certainly not in the stars. I believe with effort and ingenuity our best days are not behind us but can, indeed must, be ahead of us.

Utah is focused on delivering to the public by gaining its truth through transparency and accountability.

I’ve come out of the last two days refreshed and filled with positivity as I’ve seen sincere people dedicate themselves to finding solutions to our pressing problems. I was able to see much beloved friends, treasured colleagues, and it was family friendly so I brought along my husband too.

Here we are waiting for me to record an interview with MTS who very kindly asked me about Montana’s right to compute law.

If you care about a future that’s not fighting over what’s left, but building something that makes more for all of us, I hope you consider supporting the work of the Abundance Institute.

And also Montana’s right to compute law.

Oh and if you have a chance to invest in the future of nuclear energy I hope you pick Valar. As we are fond of saying in El Segundo circles, we are going to win.

Categories
Internet Culture Startups

Day 1953 and Helter Skelter

It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry.

lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged.

While I’m not primarily an investor in the LLM boom, I have invested in compute markets, vector databases, neolabs and most importantly I have invested in energy.

I am not someone who is all that worried about fast moving changes even though I clearly take both the changes in the world but also the changes in technology serious. I moved to Montana to stay out of trouble and I’m betting the ranch this will be a bumpy but successful ride.

I believe it will be good for those who open themselves up to the possibility that Americans can handle themselves. I won’t lie and say that we have unknowns ahead of us but that was true before we got powerful tools to solve problems at a much faster pace. It might get weird but we believe in our adaptability.