Tag: Silicon Valley

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Culture Startups

Day 1561 and Just Don’t Die

I’m noticing a trend among more and more of my social circles of fear, confusion, depression and malaise. Which let’s be frank isn’t at all irrational given (hand waves) all this.

Rapid changes in technology are slamming into geopolitical changes and it is scaring the shit out of all kinds of people. Personal politics aside, many of the institutions, alliances and people we lived with our entire lives are changing.

But the rate of change is exciting! So much of what we took for granted in our youths is simply changing. Maybe (ok definitely) some of it will be worse for parts of it. It’s normal to be afraid of change. But what if we just need to survive the change?

I’ve been in tech my entire life. I was raised in it by my family. My father absolutely loved gadgets and hardware of all kinds and dove headfirst into selling software. I married someone who works in it with me.

I went to work in it by taking my skills in understanding new tools and translating it to an industry that adopted all of it. What an incredible privilege it was.

I worked in fashion and cosmetics so it was a mixed back but many incredible creative talents made and sold clothes that simply wouldn’t have been possible in an earlier more closed era.

The changes my father and I went through feel like slow lumbering industries compared to the rapid iteration of tooling we are seeing now. How we make things is being changed in ways that is almost impossible to keep up with.

I want to survive the Jackpot of change that is upon us. That’s a William Gibson reference. I agree with Bryan Johnson. Just don’t die. Imagine what we will find on the other side.

Categories
Finance Startups

Day 1542 and Future Blind

I am confident in my capacity to judge directional trends over time. I’ve been doing it consistently for close to twenty years. I’ve made solid bets that outweigh the wrong calls.

But right now I feel lost. I feel blind to short and medium term outcomes. I don’t know what happens next or in what order.

I’ve got a lot of working theories about how we orient over the next decade or two but I’ve got low confidence on anything nearer.

Perhaps this is because I simply don’t want my near term predictions to be true. They are too depressing and too cynical and too heartless.

An essay from Venkatesh Rao today titled Low Roads to High Places emphasizes why.

If a necessary historical evolution can occur via a low road or a high road, it will almost always happen via the low road.

He notes the law of the low road may simply be a an emergent consequence of thermodynamics. Entropy being what it is the path of least resistance wins.

Or maybe, as Rao suggests, the low road is a corollary to Abraham Thomas’ principle that to call macro-trends correctly you have to have “boundless optimism about technology and bottomless cynicism about humans.”

I’m just not ready to have bottomless cynicism about humans though I have optimism about technology. It’s possible to change our consensus and narrative direction and we do so regularly. Vibe shifts happen once an hour these days

Abraham Thomas has a theory that venture investing is temporal arbitrage. We are front running narrative consensus.

That’s why we look like herd animals eventually no matter how contrarian the bet was at the start.

Because being optimistic about the material changes that technology can bring has been the road to success. But I can’t decide how cynical I am able to be about my fellow humans.

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Medical Preparedness

Day 1525 and Turbulence

I am doing what I can to hold steady in the turbulence of the moment. Deals are still getting done, founders move companies forward, I do my small part to contribute in the strange dance of rounds coming together.

It has not been easy with both my husband and I seemingly rotating between one health issue to another. It would be nice to have us both healthy at the same time.

Because it is the winter of our discontent I’ve spent more time on Deep Research projects this past month than seems sensible but the urge to find solutions is strong when your health needs mending.

Plus it saves a ton of time when the alternative is calling a bunch of different experts and making progress at best every two weeks with appointments. Scheduling health care of any kind is a mess.

I remember realizing so vividly during Hurricane Sandy that no matter the catastrophe the rest of life went on. Everything will feel turbulent in our new high variance age and all we can do is live through it.

Categories
Culture Startups

Day 1522 and Rollercoasters

Startups are such rollercoasters. It’s always been cliche but starting something from nothing really is a wild ride. You can experience the lowest of lows and the highest of highs in the space of a day.

If you enjoy adrenaline being a part of a startup is fun as it is equal parts terror and exhilaration. There are presumably other careers where this is also true. I imagine mothers and marines can tell you a lot about dealing with intensity.

I have had to remind myself quite a bit lately that nothing is permanent. As we push against a higher and higher variance future I feel equal parts exhilaration and dread. I don’t feel as safe as I’d like. But I doubt I could be more prepared.

The stress of a startup can kill you if you let the stress of the wider world weigh too heavily on you. We can enjoy the fun of the ride. The safety is an illusion anyway. Well maybe not on the rollercoaster. Those have seatbelts.

Categories
Startups

Day 1521 and Reconsidering

I’ve been rereading the work of my internet friends Luke Burgis recently. His hugely influential book Wanting: The Power of Mimetic Desire in Everyday Life introduced popular culture to philosopher Rene Girard. 

I’d first encountered Girard at university and through Peter Thiel’s influence pursued further understanding of the work thanks to Luke’s scholarship on the topic. A quick orientation on the thesis is as follows. 

What Gravity Is To Physics, Mimetic Desire Is To Psychology”

I’ve found Luke’s thoughts on topics like existential safety and mimetic collapse to be regularly illuminating and would recommend reading his newsletter.

I am reconsidering some of the mimetics that are driving my life. We’ve had some amazing startup investments. I’ve been able to move policy issues into law. And I do it all with the added weight of chronic health issues.

It brings me joy to help the next generation of founders. It’s as close as I’ve come to a deep desire. I do it believe I love it.

I also have an idea of how it should look. The formality of funds and institutional investors has been the default way things are done in startups. I’ve never been too concerned with prestige but I have some attachments to what it should look like.

The irony being startups and the venture business are all about the big hit. There is no right way of achieving them as playbooks get rewritten every time we have a new technology.

So I wonder why I want things to look any way at all when the ultimate objective is to achieve a type of performance that is already emerging. Am I stuck wanting only because I want to mimic others? It seems possible.

That realization makes me want to let go of any preconceived notions of structure or aesthetic and to simply commit to my own process and how I find outliers.

Categories
Startups

Day 1516 and It Has To Be Carefully Taught

I love science fiction. The current generation building artificial intelligence builds on decades of thought experiments (aka science fiction) on how we might responsibly build and interact with a machine intelligence.

So it’s exciting watching testable premises arise that give hope that what is being built can be done so in ways that reflect our shared values. That is at least broadly the project of alignment.

An interesting paper from Owain Evans and a group of researchers on emergent misalignment caught quite a bit of attention today.

They finetuned GPT4o on a narrow task of writing insecure code. Having finetuned GPT4o to write insecure code they then prompted it with various neutral open-ended questions. It gave misaligned answers 20% of the time, while original GPT4o never did

You can see the work and verify the numbers yourself here. The discussion is interesting because they aren’t sure why model shows broad misalignment after a narrowly negative task like making insecure code. But it’s pretty interesting right?

Without getting into the politics of doomers, Elizer Yudkowsky believes this experiment to be a positive finding.

If you train the AI to output insecure code, it also turns evil in other dimensions, because it’s got a central good-evil discriminator and you just retrained it to be evil. Elizer Yudkowsky

The moral valence of intelligence is an open question and whether the values we have as humans will follow through into an alien emergent intelligence raised all kinds of questions.

But if we can teach values simply through conduct that has bad intent it might mean we can and in fact capable of teaching what we see as the right conduct.

But for all your sloppy coders out there be warned. Writing bad code leads to Nazism. Nobody tell Curtis Yarvin.

Categories
Emotional Work Startups

Day 1515 and Hope in the Dark

Given the amount of illness that seems to be plaguing folks this winter I’m surprised we’ve not all decided to hide until Spring thaw.

Every event seems to be a super spreader. Our physical immune systems are shot and I doubt our emotional defenses are much better. Everyone is predicting informational dangers myself included.

It is hard out there and we all experience it in different ways. My medical improvement sprint is plagued with logistical issues, the mold situation in our basement is overwhelming, and yet I have hope that I’ll make it.

o many people are dedicated to building solutions to problems, big and small, that I can’t selfishly let my any of my problems stand in my way. We have to all pull forward together.

I spent a few hours with a portfolio founder working on their fundraise today and I felt my optimism. I enjoyed the flow of work even as the enormous task of raising capital is filled with risk.

I’d taken a risk on directional play earlier in the year. I believe in the founder. They are making their way through YC. I can see their path emerging with every step forward. And I see hope.

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
Internet Culture Politics Startups

Day 1487 and Gell Mann Amnesia

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

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

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

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

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

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


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

Michael Crichton

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

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

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

Categories
Media Politics Startups

Day 1485 and A New Pogue on Technology

The paper of record just doesn’t know what to make of a political constituency that it has been determined to view as a billionaire bad boys club. And so after almost a decade of hostility between media and Silicon Valley, it is clear the vibe shift has come in the house style at the New York Times as it is dedicating a lot of ink to “Tech Right” and how it views the world.

A new narrative of technology is emerging. Veterans like Maureen Dowd alternate between mean jabs and fawning over “the high school oligarchy.” Ezra Klein’s podcast this week worries over tech’s relationship to Trump 2.0.. The right leaning institutionalist Ross Douthat interviewed Marc Andreessen on how Silicon Valley came to leave the Democratic Party.

The editors appear to sense the shift of power. And with new beats come new talent. The Grey Lady has hired an opinion columnist James Pogue who actually does reporting with these elusive new right and tech right figures.

Old timer readers might appreciate that this new talent shares a name with a past technology columnist. Pogue. David Pogue reviewed gadgets from 2000 to 2013.

Despite being millennial, James Pogue is an old school reporter. His popularity derives from his deep reporting. He picks up the phone and talks to people. He shows up to events and reports on what he sees. He does it with verve and style but lets his subjects speak for themselves.

James Pogue’s author photo

James is having something of a moment judging both by my group chats and the most shared analytics. Not only is his New York Times opinion column going gangbusters but he is also going viral for his long form gonzo essays in Vanity Fair.

If you enjoy learning how the media sausage gets made Isaac Simpson has an interview with James Pogue on his newfound status, his reporting style and how he ended up at the center of the political and cultural moment.

It is here I do full disclosure myself and say I’ve been interviewed by him twice and we have social relationship that includes being on a very similar professional and social circuit. Because he actually goes to report on things in person we’ve seen a lot of each other over the years. A reporter grows with their beat.

If you are interested in what establishment media has to say about this new power base of new right, tech right and a rising counter cultural elite and prefer your news to be deeply reported then make yourself familiar with James Pogue and his work.

He has a nuanced understanding of the personalities, always his homework, and incredible access to his sources. I guess this is what happens when you ask questions and then let your subjects speak for themselves. If anyone has the secret to the media rebuilding its trust with readers my money is on James Pogue.