My fund is an early stage pre-seed venture fund that backs weirdos. Our thesis is simple. The world is increasingly complex, chaotic if you will, and only the most agile will win. We look for those that have the agency to adapt to the one true constant; change. Circumstances changed by the moment but humans remain reassuringly the same.
There are few pleasures in life as gratifying as having a good conversation with someone. I recorded a podcast with one of my absolute favorite Twitter mutuals and LP in chaotic.capital this morning. I don’t want to ruin the surprise (click here if you do) but it was a very good time and a very good conversation. I can’t wait to share it with everyone.
I’ve had the good fortune to be in a few deep dive podcasts recently if you want a preview of the kind that of thinking and conversations that bring me joy.
One of the most challenging aspects of doing the earliest stage investing in technology, and startups in general, is that we simply have no idea what the future will bring us. We have our best guesses.
And it’s through conversations with others do we get to improve our best guesses. Sharing insights and history helps us refine our process and worldview such that our knowledge broadens and deepens.
In conversation we share what’s worked for us and what we’ve seen across our own experiences. A good conversation is a pleasure unto itself but it’s also a window into the world of someone else. And I cannot imagine a more joyful way of improving yourself.
In one of my group chats, I hang out with a bunch of rationalist machine learning engineers who are happily climbing the rungs of accelerating life.
I really love the energy of the community as it’s centered tangibly around making things. It’s a little less talk and a lot more action. It’s got a bit of a feeling of Stack Overflow’s early helpfulness but without the Hacker News nerd sniping culture. It’s like the best of a small Reddit thread but for dudes who want to make shit with artificial intelligence.
Now, of course, every community finds itself with disruptive members and turf fights over social mores. Virtual spaces are notorious for clout chasing and personal dramas. Veterans of green text wars are familiar with Geeks, Mops and Sociopaths in Subculture Evolution.
I spent an hour watching it play out last night and then went back to reading before bedtime. I’ve got some personal investment in the space and it’s people, so of course that’s what I’m doing on a Friday Night.
But as I got up the next day and saw everyone going back to work, a insightful lowbie named bmorphism (slang for smaller anon accounts on Twitter within subcultures) introduced me to a term I’d never heard before. Autopoietic Ergodicity. Or how do multi-actor dynamic systems self regulate?
He introduced me Autopoietic Ergodicity via a link on PerplexityAI which seemed appropriate. And it got me thinking about how we as individuals interact on a much wider system and how it interacts with us.
The term combines two ideas by positing that complex adaptive systems (like living organisms or ecosystems) exhibit self-regulating behavior that enables them to maintain persistent patterns while also experiencing change from external influences. These systems are capable of minimizing changes caused by random factors, ensuring their essential dynamics remain stable without needing to undergo a complete reset or cycle back to the initial state. It’s like having a dampening mechanism that continually adjusts for fluctuations, allowing system resilience and long-term persistence in an ever-changing environment.
It’s my suspicion that something special is happening across portions of the fracturing social web as most of our platforms go back under more centralized control. The system is fighting back.
A meme using a Dune visual that originally has the elder Etreides saying to Paul “we need to cultivate desert power” with a substitution “autist power”
The grey tribes that have populated Silicon Valley have an opinion about the future. And it’s a positive one. We’ve got to find ways to be resilient in the face of memetic interference on our systems. There will be high energy distractions. We’ve got to be reminded that it’s a competition for efficient use of energy and we shouldn’t let it be drained. We’ve got to focus on making things that speak for themselves.
Humans are horny for hierarchy. We are eager to give our power away as a species. Please will someone else just be responsible for making our decisions for us? Can someone point me to the person in charge? “Take me to your leader!”
If someone seems smarter, richer, more capable, more aggressive, heck even if they have better taste than us, they become an instant candidate for us delegating our authority over to them. My most popular blog post ever was about dickriding. Yes it was about Elon Musk’s fans.
I’ll be the first to say that people who court you to gain power should be viewed as suspect. But someone who has power is not themselves always suspect by default. I know it’s a fine distinction. But people fall into positions of authority simply by going out and being competent. Competence is a fast route to power.
Sure being competent has a lot of downsides. Suddenly you’ve got power you maybe didn’t want. We have an incentive shunt power off to someone else as it generally sucks to be in charge. It’s energetically expensive to be responsible. Just ask one of your friends with a toddler.
Sometimes we have to wield power because it’s our job to take care of our corner of the universe. Again ask someone with a toddler. We are in charge of sustaining some portion of the grand experiment called life. Even if it’s just our own families. Even if it’s just yourself.
So why am I titling this post “I am Beff Jezos?” Right now online there is a movement gaining recognition for encouraging people to have agency and build for the future. It’s a movement that wants you to own your own power. And to help others get more power of their own.
One of the anonymous posters associated with it calls himself Based Beff Jezos as a play on Jeff Bezos the founder of Amazon and the meme “based” as in Lil B’s “based means being yourself.” It’s a silly joke.
It’s principles are simple. The future will arrive and we should build like it’s coming. Slowing things down, or even worse, going backwards, is not a solution to our problems. We can only go forward. If you’d prefer a driving metaphor, we should accelerate into the curve. Slowing down just spins out the car. Civilization is the car.
So what, you want to just uplift humanity, build AI and populate the universe with the maximum diversity and quantity of life?
The movement is more of a meme space than anything else. It is decentralized. I’ve not met anyone that runs it though I’ve spoken to many vocal supporters. And I’ve chatted with folks that are at the nexus of of its online presence. Everyone is positive and friendly. Most of them are anonymous. I’m not even of sure if some of the accounts are singular or plural. Which is pretty cool. It doesn’t have a president or a CEO or even a founder who owns anything with any amount of authority. It could be one dude or multiple dudes gender non specific.
It’s just a bunch of people who make stuff. It’s popular amongst engineers but it’s an ethos that to anyone who can make something. Even this blog post counts. I am e/acc as much as anyone.
Naturally if no one is in charge it’s a bit threatening. If there is no hierarchy how do we control it? If no one is in charge then what will we do if someone under their banner does something bad?
Such is the beauty of an idea. A meme can’t really be owned. A decentralized group of goofballs on the internet can’t really be snuffed out for bad think. Maybe a few nodes go down. They literally cannot kill all of us.
I Am Spartacus
The messages does seem to be resonating. I know being hopeful has improved my mood. A decent number of people who make shit want the future to come a little faster. They want more people with more ownership of the building process.
More complexity and more abundance is appealing even if it seems impossible to achieve. Don’t worry, just build for your corner of the world. Put power and responsibility in as many hands as possible. We can build it together.
You too can have a toddler and own the joy of being responsible for your corner of the universe. It’s dangerous for sure. Folks will tell you for your own good you need to have a hierarchy and someone responsible for the power.
But guess what? It can be you. And sure heads will get bonked. Crying will ensue. Remember I said ask someone with a toddler? What if you are the competent and in charge parent? Shit right?
We’ve got to go forward. I am Beff Jezos. You too are Beff Jezos. And they can’t stop us all from arriving at the future. Go ahead and accelerate into the curve.
I’ve spent a lot of time this summer thinking about who gets to decide the boundaries of society.
Automation of civic and cultural life has been happening at the speed of capitalism. It’s about to happen at the speed of artificial intelligence’s processing power.
At least during most of techno-capitalism, corporations and governments were still run by humans. You could blame an executive or elected official. What happens when more decisions are snapped into reality by a numerical boundary?
High frequency traders have found many an arbitrage they whittled into nothingness. Who will get whittled away when the machines decide how society should run?
We got a taste of the horrors of treating people like statistics instead of humans during the first Biden era crime bill with mandatory minimum sentencing. And here we are rushing to find new ways to nudge consensus back to hard lines and institutionalization.
I don’t know how we handle virtue in a world without grace. Alasdair MacIntyre’s After Virtue seems prescient. Forgiveness in the face of horrific reality has been the hallmark of humanity’s most enduring religions. But then again so has swift punishment and inscrutable cruelty. Humans are quite a species.
I am, like manyothers, concerned about reinforcement learning in machine learning and artificial intelligence. How and where we set the boundaries of the machines that determine the course of daily life has been a pressing question since the invention of the spreadsheet.
Marx certainly went on about alienation from our contributions to work. But division of labor keeps dividing. And algorithms seem to only increase the pace of the process.
My day job is as an early stage venture investor. Like most people who do angel investing and pre-seed startup investing, I learned my trade on the job as an operator. I founded and sold some startups. I helped my friends with their startups. We invested in each other. Because startups are primarily about teamwork you tend to hone a specific skill. My super power was getting attention.
That means now one of the ways I support my portfolio of startups is with public relations. I’ve gotten enough personal press over the years I’ve learned a lot about the dark arts. I’ve also had the privilege of being trained some of the best in the business. I’ve picked up skills.
I hope I can help outliers building the next generation of weird companies move past the ‘media is the enemy” phase of public relations.
I’m going to offer up some of my specialty skills outside of my own portfolio. I can’t invest in everyone I’d like to think I can help anyone in the ecosystem who wants to tell a big story about what they are building. I will help you craft a story that can be broadcast far and wide, no matter how outside-the-norm you are.
If your dream is to have a cover story in a prestige periodical, a Wall Street Journal stipple for your expert commentary, or reframe how a story in your space is covered, I can help you plot the course to get there.
Over the years I’ve done things like
Put a VC making her comeback on the cover of a national magazine
Secure the keynote slot of the biggest conference in a founder’s industry
Guided numerous CEOs through extensive press tours, with coverage blanketing their spaces
I’m not a traditional agency, I’m someone who understands your journey. From financial journalism to trade & specialty coverage to personality driven lifestyle pieces, I can take you from Bloomberg and Vogue to private Discords and influencer group chats.
During our work together I can help you,
Craft your narrative and position
Understand how reporters think and their incentive structures
Secure top tier, feature coverage in the places that matter
Provide crisis communications support
Find an agency (if that’s right for you)
I work on a retainer basis starting at $5,000/month – giving you access to me as your partner through whatever projects or objectives you have.
Consider me your diplomat to the 4th estate. I’m an effective accelerationist capitalist that speaks fluent woke. Reporters know and like me as their savvy crypto libertarian friend that lives on a Montana homestead.
Everyone in my social circle was in a terrific mood yesterday. A small company that was widely supported by angels in my ecosystem was acquired by a larger startup that we all like. Happy investors that we were, Alex and I read the cap table over dinner and celebrated each co-investor that we liked.
It was a jubilant moment across my group chats in a darker wider climate for startups. The federal reserve’s inflation fight has meant tighter dollars. And that means less funding for early stage companies at lower valuations.
The focus has been good for the industry. A reminder that we can’t spend our way to innovation. We’ve relied on bigger companies, weaker talent, and unsustainable growth policies while the cash spigot was on.
I enjoyed the win. I’m happy for the founder and the team who will be going to such a great company. I’m happy a lot of investors got a win. But I know that the good mood will have to sustain us through some rough patches. So it’s good we are all banding together and the wins are shared.
And yet today inside this chaos without clarity, the internet is filled with enthusiasm as a small niche of enthusiasts try to replicate the results of a chemistry paper that claims to have made a superconducting at room temperature material LK-99 produced with common materials like lead and red phosphorus.
Add that on top of fervor over Congressional investigations “aliens” program whistleblowers while we all collectively wonder at the potential for artificial general intelligence to be accelerated and the zeitgeist is a fever pitch of vibe shifts from doom to foom.
All of these glimmers of joyful uncertainty and hopeful chaos are emerging from a youth culture that is quite sure it has been abandoned by its own past as it is bombarded by a dystopian future by its own geriatric elite. Is it any wonder it feels like the social contract is hanging on by a thread?
When the equilibrium between ruling elites and the majority tips too far in favor of elites, political instability is all but inevitable. As income inequality surges and prosperity flows disproportionately into the hands of the elites, the common people suffer, and society-wide efforts to become an elite grow ever more frenzied. He calls this process the wealth pump; it’s a world of the damned and the saved.
Peter Turchin “End Times: Elites, Counter-Elites, and the Path of Political Disintegration
The broader popular rediscovery of historians Neil Howe and William Strauss is no coincidence. They wrote the The Forth Turning twenty five years ago.
Looking back at the last 500 years, they’d uncovered a distinct pattern: modern history moves in cycles, each one lasting roughly eighty to one hundred years, the length of a long human life, with each cycle composed of four eras—or “turnings”—that always arrive in the same order and each last about twenty years. The last of these eras—the fourth turning—was always the most perilous.
So perhaps these glimmers are here to show us that the churn is here, the fourth turning is now, and Turchin’s race to become an elite to outrun the effects of dislocation may already have its winners.
Amidst all of that there are those of us seeking to believe that we might find a way forward. I’d rather be looking for the glimmers of hope. I’ve already done what I can to warn about the need to prepare for hard times. If you haven’t yet come to terms with the doom then I certainly won’t convince you of the need for optimism either.
Most of my social circle is caught up in various internecine dramas. This is really saying something as I have a lot of people in a lot of different demographics across every continent except Antarctica. Which is a pity as I’d love a friend down there.
I am convinced that everyone is losing their fucking minds because we are in the middle of what I believe will end up being recognized as an information war. Maybe one day we persecute memetic crimes against humanity at The Hague.
I realize this sounds modestly hysterical but really you probably don’t appreciate how much your opinions are being courted to different interests groups. It’s not even particularly menacing. We want others to see our humanity and we leverage every tool we have from Twitter to the New York Times.
And it’s important that we fight these wars. You are probably right about a lot of things and I am wrong about them. It’s important that you and I provide participation and consensus to the rest of society so we can come to some form of agreement. If you think something should change own up to it.
I genuinely think it’s a mistake for anyone to pull away from these obligations to society and by extension political and social opinion. I have watched Silicon Valley pull back from participation in its own self advocacy in the wake of the American media coming down so hard on it. I think this is a mistake.
I believe that the technology industry and startups in particular owe it to ourselves and to the rest of the world to remain engaged. I promise it’s not that hard to speak to the media or the general public. If you are a founder or someone participating in this community and need help just send me a DM on Twitter. Consider me a diplomat to the fourth estate.
I want to rant a little too much today, as it’s a holiday weekend and it’s all sunshine, apfelsaftschorle and pretzels but I need to rant a little bit. For a treat.
Anyone with too much focus on the esoterica of life; the nerds, the dorks, the dweebs and the outcasts, has some baggage. I never felt particularly uncool as a kid because I moved around enough that I didn’t have a lot of past embarrassments to hold me back. Odd when a childhood trauma ends up being protective.
But I’ve met plenty of genius in my time and a lot of them carry deep hurt from how they were treated as kids. The trauma isn’t always healed. And hurt people hurt people.
We used to expect an even trade from our nerds. You’ve got righteous technical skills and understand how those changing tools will affect the culture of the world. You see a future and hack at it because you’ve seen the rules of the game.
We need those rule breakers because they keep us honest. But we’ve got to keep them honest too. Life is a team effort and it takes all kinds of skills to pull off something great. The hacker nerd archetype is just one member of the team.
But if you are playing on easy mode, and the nerds have been on easy mode since we needed whiz kid scientists to fight the Nazis, then you don’t handle rejection too well. Everyone thinks they are owed something on the internet for being barely above a midwit. And they are probably right as we are living Idiocracy out there right now.
But you’ve got to have boundaries. Nowhere is that truer than with someone with a deep hurt. Probably why we have company politics, project managers and deeply angry startup mommies who spend their whole ass lives managing the feelings of man-babies who produced code. It ain’t great for moral.
I don’t know why nerds are such children. They say you stop growing at the age of your first trauma. Maybe. Or maybe if you had someone to clean up the hurt for you as a child you don’t know how to clean up your own messes as an adult. Mommy issues everywhere I enjoyed being a spoiled bitch more when I didn’t realize the enormous cost. Rationalize and reconcile what you can.
I don’t mind the hurt when nerds deliver us energy and weapons and the stars and whole new ways of self organizing. I’ve sided with nerds my whole life. Nerds are my ancestral people. Witches and rocket scientists and trailer trash chemists.
But if a nerd pretends the consequences of living with others doesn’t apply to them because they are so much more special, well you better be skeptical. Nerds can be bullied too. Sometimes you do in fact need to punch a bully. Punching Nazi nerds in particular is rarely a poor choice. The nerd bullies may need it the most. Remember it’s dweebs with delusions of grandeur who commit genocide and raise armies for fascists. Banality of evil and all that. Happy Memorial Day weekend everyone.
