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.
I have felt a bit disappointed in my recent writing. I’ve not felt the urge to produce anything of much substance or synthesis in a week or two.
The exercise of writing daily isn’t meant to produce anything but the consistent repetition of a habit of critical thinking about my daily experiences. I sometimes have to accept that there will be weeks where it all feels a bit half baked. I’ve got no conclusions to share.
He is grappling very well with these themes considering the deep sense making challenges facing all of us. Attempting to find workable worldviews that are manageable to our human minds is a challenge as consensus reality is a competition between thousands of different competing narratives.
To retain fluidity, you must retain an unmediated connection to reality. But the unaugmented brain is clearly not enough for that connection to be tractable to manage.
How do you resolve this paradox?
I think the trick is to inhabit more than one interposing intelligence layer. If you’re only an economist or only a deep-state institutionalist, you’ll retreat to a fixed logic of caring; a terminal derp.
I’m doing my best to stay out of terminal derp but I’m still feeling like the fog is impeding my view. I’ll just have to keep putting out my own beacons and hope the lighthouse network illuminates enough for us to navigate together.
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.
I was doing some fall shopping today. I’ve got upcoming trips for work in the next two months for which I am excited to dress.
In my past life I worked in fashion. While I mostly worked with luxury brands, I did a stint in-house at one of the heritage American sportswear brands Ann Taylor.
American Sportswear or the American Look doesn’t refer to athletic or athleisure wear. Rather it’s specific historical movement in which American fashion designers freed themselves from British and Parisian norms of Saville Row custom suiting and haute couture
Sportswear is an American fashion term originally used to describe separates, but which since the 1930s demonstrates a specific relaxed approach to design, while remaining appropriate for a wide range of social occasions. The American Look included garments whose modesty, comparative simplicity, and wearability treated fashion as a “pragmatic art” which was lived in.
Sportswear was designed to be easy to look after and an expression of various aspects of American culture, including health ideals, democracy, comfort and function, and innovative design.
You probably think isn’t this just how clothing is made? Not until the Americans democratized fashion. Easy to wear and simple to look after separates (as opposed to matched suits & evening gowns) which could be mixed and matched into many outfits was it’s hallmark. It includes items like dresses designed to be easy to put on and wear in many social situations
American Sportswear was a unique style born out of burgeoning middle class wealth and a desire for more active independent lifestyles that included leisure time, a concept previously reserved for the upper classes. No ladies maids or butlers are required for a Claire McCardell popover dress.
Ann Taylor become a dominant best selling brand in the American Sportswear style beginning in 1954 and rose to prominence in the 70s and 80s. Unlike other designer who went for a slightly pricier market like Donna Karen, Calvin Klein, or Ralph Lauren, Ann Taylor stayed true to the history of The American look by serving the aspiring middle class throughout.
It began by offering tailored dresses in its first store in New Haven. It’s name comes from the Ann dress which was its best seller. It eventually grew to become the choice for women balancing office jobs and home life.
When I worked there in house, Ann prided itself on quality fabrics in quality cuts. You could get fully lined wool suit jackets and silk blouses for under $250. A leather kitten heel could be had for $150. Those prices now recall fast fashion brands likes Zara and certainly wouldn’t involve cashmere or Italian leather.
But the great bifurcation of American classes had already begun. In 2010 when I was there a dwindling vestige of working girls and upward mobility demanded versatile clothing that still put quality fabric, pattern work, and cuts at the forefront.
There was demand for looking professional and not simply just being “trendy” as there were still professional women & financially secure housewives looking for polish over flash and seasonal novelty. Instagram was only just stirring and yes I was the one who put the brand on Facebook, Instagram and blogs.
I left for greener pastures. The pioneering brand president dedicated to revitalizing the brand was fired . Eventually Ann Taylor was bought by a private equity firm which just a few years later went bankrupt. The middle market of middle class women was dwindling. And hollowing out the margins for PE didn’t help much.
Now if you are looking for clothing in that price point of $150-$350 you will struggle. A suit jacket from other middle market brands like Theory now $850 for something with poor fit and no lining. You can pull off something that looks like a suit jacket from a fast fashion retailer but if you want natural fabrics like cotton, silk or cashmere the chances are good you have to trade up into the luxury market.
Fashion has bifurcated in the social media fast fashion age. And what constitutes a luxury brand isn’t particularly luxurious in its fabrics or patterns. Just it’s price points. You can go cheap or you can go for pricey but the struggle to find something that is actually a decent garment meant to last has become much worse.
I’d tell you where I did my shopping but I’m afraid the brand might not be long for this world just like Ann Taylor. It’s eponymous designer is in her seventies. And she prefers a technical fabric to a natural fabric so has been able to maintains her price points. If you DM in private I’ll tell you. If I needed a decent suit jacket I don’t think I could find one at a middle class price point anymore. The bifurcation is here with us to stay.
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’m enjoying watching the fall social season kick into high gear. It’s much more enjoyable to take some many events remotely as so much signaling is done in real time. Between actual live feeds and television coverage and social media feeds you can take a lot in without exhausting yourself.
Burning Man and the U.S Open are the end of summer staples in Yuppieland though very different types of yuppies. And both events are showing us a lot about the current moment.
I’m sure Burners would insist that the experience is about the in person but so many social media influencers burn for content that you’ve got more visibility on the aesthetics and the vibes than ever before.
Tennis is more about strictly about the sport than Burning Man is about the art. But you learn as much from player style, who is sitting where, and what is being covered in the media. The stories behind the event are as important as the event. An outfit can dominate headlines for years becoming iconic.
And then of course we have New York fashion week. It’s an event that used to dominate my life. There was a time before social media at the tents. Women’s Wear Daily claims I’m the first person to have live-blogged a show. I’m skeptical it’s true but I do have the receipts. I snuck in with a photographer and made a whole business of making fashion shows a live social media spectacle before some of these influencers were out of Gap Kids.
So naturally as I age and race to exit my thirties into middle age I’m thrilled I don’t need to be at the shows to know what’s happening in fashion. We may no longer pour of Style.com shots the next day but we’ve got an infinite complex that has emerged to show you every kind of style that’s been imagined.
I’m grateful I didn’t need to go to any of these events. I keep my one on one time for founders and my investors. If I had the spare energy for any of these events I’d probably prefer to use it on one one time with folks. In the past I’d be missing out on all of it. Now there is no fear of missing out. Only deciding what signals you want to separate from the noise.
I spent serval hours today manually combing through everyone I followed on Twitter. I was following over 10,000 accounts. As I do not use the algorithm view “For You” tab, my feed was getting a bit out of hand. I knew something had to be done.
As Elonbucks (monetization for account with over one million impressions a month) have rolled out, it’s become harder to make sense of anyone’s feed. All the incentives for status and wit have been distorted by rage clicks and engagement bait. Everyone is competing to game the algorithm for maximum reach now.
I have fought the algorithms. I prefer to browse in chronological order. But as I follow all kinds of accounts the sheer volume was too much.
I don’t follow only people I like. I wouldn’t call it “hate following” but I keep an eye on unsavory types. When you combine the engagement bait with the exodus of professional and media accounts, you get a timeline that is tilted to scheming and grifting.
The confluence of factors means anything timely like breaking news is impossible to find. My capacity to extract sense or narrative from the platform has degraded to the point where I’m at the mercy of discourse.
So I started to unfollow. I began the day a hundred or so accounts over 10K. At the end? I got it down to 5,600 or so.
I followed a few simple heuristics. If I didn’t recognize your name and you didn’t follow me back it was an automatic unfollow. If I did recognize your name but I couldn’t remember the last time you interacted with me I also unfollowed.
The only exceptions to that were if you were a journalist I followed for news or a venture fund or LP I follow for work. I don’t expect random journalists who don’t know me or funds outside of my space to chat with me.
At first, my unfollows were a lot of anonymous and avatar accounts. I am active in TPOT and degen crypto which both have a culture of anonymity, so some of the accounts enjoyable.
But as I went further, I found a veritable deluge of NFT accounts I regretted following. 2021 Julie was far too forgiving of NFT content for 2023 Julie’s tastes.
A screen shot of me working my way through unfollowing a bunch of NFT Twitter accounts.
Because Twitter shows you who you followed chronologically, it was a bit like an archeological dig of my last decade on Twitter. I could see when I moved to Colorado. I could see when I was in Lower Manhattan. I unfollowed road condition, weather and emergency service accounts I did not need. Ditto local politicians.
I easily could see when I’m moved to Montana with a huge swathe of local news, local service, and local businesses all lined up chronologically to show we’d arrived in Gallatin County outside of Bozeman. I kept most of those except the local socialist club.
My local Montana layer from 2022. I kept them
As I dug, I found myself with plenty of people to unfollow. A shockingly large number of women had simply left the platform.
At first I thought they had just unfollowed me for being annoying (and I’m sure many did) but I kept encountering profiles that had tweets deleted and notes saying they were abandoned. Some were men, but it was dramatically more common with women and queer accounts.
I also noticed as I got to around the 2016 layers that my gender balance went from being 80% men to 20% women to being 50/50 as we traveled to the “Before Times” prior to the Great Weirding.
There was clearly a time on Twitter before Trump and the Resistance and the Pandemic had made the platform worthy of the nickname This Hellsite.
Andthat time had a lot more women on the website.There were marketing and PR chicks, Girlbosses, and mommy bloggers. All gone. That made me sad.
The most enjoyable part was seeing pleasant memories like when everyone was absolutely all in on Ted Lasso.
I followed the entire cast of Ted Lasso on Twitter in 2020
I also found evidence of many weird interests and hobbies. Like the time I got obsessed with algae. I didn’t figure I needed to keep a bunch of trade accounts and niche biology journals in my follow list.
It was also fun to see when I first followed my husband. I recalled it as his account was surrounded by a bunch of fitness influencers. It’s a long story involving Airbnb, a power lifting friend in from out of town and rent arbitrage
I also noticed that many of the venture capitalists I’d followed early in my career who I never imagined following were in fact all now following me. It was clear that over a decade I have gone from upstart founder to respectable (ish) member of the startup ecosystem. People I once viewed as aspirational were now people who treated me as a peer.
I’ve got no idea if this massive unfollowing will help my Twitter feed but I hope it will. And if I unfollowed you it was probably an accident. I was rapid fire unfollowing and scrolling and I had to go back to refollow folks when Twitter would get out of sync. But I’m sure I missed a lot. So please don’t hesitate to remind me to follow you back if I made a mistake.
A toxic morass of content has been circling on Twitter and corners of the chattering classes on TikTok, Substack, and podcasts that I’ve taken to calling gender bait.
The insecurity is palpable. The lust for control is high. How many people you’ve had sex with and how it affects marriage and family formation has been a contentious topic in culture wars in America for sometime. For a private matter between partners, it’s shocking how much it’s become fodder for social media grist.
Presenting scorn to women for being without significant others and children strike me as callus. Fertility is one of the most sensitive possible areas for anyone. I know it has been for me. You never know why someone is childless.
I wouldn’t recommend diving into gender bait topics if you aren’t already aware of the discourse and it’s champions. This variant appears to have gained momentum with a YouTube celebrity boxer feud.
It’s now percolated out to every engagement farmer looking to grow their outrage crops. And it looks like business is booming. Sadly, lonely people are desperately searching for control and reassurance and gender bait gives it to them.
If you are looking for ways to judge, shame and coerce others into behaving in a way that provides you comfort without their consent please consider that the problem might be you. It’s your insecurities speaking when you apply sweeping generalization to an individual you may not even know.
Once you are secure in your value and worth it’s a lot easier to get what you want from others simply by having boundaries and standards. There is no need to rain judgement on others. You wouldn’t want them doing it to you. Apply the golden rule and nurture empathy. The security you will find will last longer than any temporary control you may find through shame or judgement.
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.
