And I got to about May and realized I didn’t feel like I needed to put more into the organization. You can find your own way from there. It’s been a head.
Much as it amazes me, I have written a public post every single day without fail for five straight years. I’ve not missed a single day.
I’ve written so many posts and essays, it honestly astonishes me. I didn’t expect to have this kind of longevity when I began but the world changed a lot in this past half decade. I am a woman of habits & routines, this blog helps me manage the chaos and instability that surrounds us. And hopefully I’ve become a better thinker (and writer) for this habit.
So now it’s time to think about year five of the experiment. 2025 was a hard year for me even as it contained incredible wins. Going into it, I wondered how could year five top the past four years chronicled here? It both does and it doesn’t. Life, and the time we spend living it down, isn’t getting any easier. Life is barely human at all anymore. I feel the struggle in myself as I am still very much human.
It’s easy to feel as if I’ve not accomplished as much as my own written records show I did. If you ever feel like you get less done than you’d like, I encourage you to keep a log or journal as it helps show how much can do and how much does get done. Plus if you publish it online you’ll contribute to a wider humanistic understanding as our digital life becomes more mechanistic.
Another facet of this writing experiment has been fighting a chronic disease in my personal life that has no cure. Managing disabilities during with the pandemic years as it overlaid civilization shaking political and technological changes has been hard. I want to work and live as if I am healthy and it isn’t likely to ever be true. I work smarter because I can’t work harder.
I don’t always write about my investments in these posts, but I see how my thesis of chaos has forced us all into requiring more decentralization, compute and power. My once weird ideas are now common knowledge. Now everyone agrees with me.
The end of the neoliberal consensus and the beginning of the artificial intelligence buildout would have been hard on anyone. I’m proud that I was able to turn this change to my advantage.
I realize I’ve written quite a bit about the experience of these years where I wrote daily without showing off the last year of posts.
Since I’ve got one more day before 2025 officially ends, perhaps I’ll put the round up of posts tomorrow as I’ve given an overview of the experience of half a decade of daily essays today. What’s one more day among thousands right?
I had a really excellent massage recently. The body worker really got under some of the tension points in my body and the compensatory patterns I was hoping for them to work through. I felt like the flow of my energy was reset.
This type of relational work between two people, one with body issues and another one who knows an efficient path for soothing them, need each other. I need relief and they need a payment that reflects their expertise.
Typically this has been labor paid in some increment of time. I paid for an hour long massage but I’d be willing to pay for more hours and the knowledge and capacity to execute that work on myself or through another body worker or tool.
I’ve got a Theragun, a Tiger Tail, lacrosse balls and foam rollers and I try to work through knots and pains. But I know way less than your average massage therapist or Alexander Technique practitioner so these tools are in the hands of a poor craftsman.
I would love for there to exist some type of Open Source Bodywork Database. I’m thinking work flows, anatomy training from video to textbook and routines input by every type of knowledge tradition and patient.
There are humorously already types of open source startups that work on body based API calls. One is called buttplug.io so you get the idea.
I’d love to see workers get paid to contribute their video, audio, and tactile experiences to an open world and ideally be paid a percentage each time it’s used.
Imagine being about to boot up this massage with an automated massage options. Or open share the repo with a therapist with less experience looking to learn. You pay the therapist trainee and for the routine and everyone benefits.
It’s a bit of a fantasy now but I’m sure we are closer than anyone realizes to being able to train these movements into automated systems. Imagine celebrity osteopaths with programs built into something you can use.
I would prefer this be an open source program for human body knowledge so that we learn mechanically the many physical routines and options that exist to make our bodies function better thanks to aligned incentives for everyone to participate. Dare to dream right?
I’ve been using WordPress for a long time. Like rounding the corner to twenty years (in actuality going on 17) of time in the open source content management system.
Blogging was the new hot thing when I was in college. Blogging platforms emerged out of the strange tendency millennials and Gen Xers had for publicly sharing their own self reflection. I presume we got this from the Me Generation who raised us.
“I learned it from you Mom and Dad!”
Those early generations of social media all had flavors of being oriented towards writing with some multimedia mixed into mediums that were immersive and hyperlinked m but also narratives shared in reverse chronological order because the norm.
We went from Geocities to Livejournal to blogger, Typepad (RIP), and WordPress over the course of a few booms and busts. If you were blogging before 2005, you probably could have made a career out of it.
I don’t just mean writing, though lots of bloggers because professional writers, but whole online communities turned into careers from fashion and beauty to legal and financial.
Alas, the type of person who might once have made a wonderful career out of being a writer was caught out by the gutting of print media. America lost especially the kinds of middle class aspirant jobs that local news and independent publishers once provided for all kinds of creatives.
I’ve watched many platforms attempt to replace media jobs. Tumblr once hired a stable of writers. So did Medium. Neither ended well for anyone. Watching the comings and go of platforms and networks instilled a kind of paranoia in me about owning your own space.
I prefer posting under my own name on my own domain on an open source maintained piece of software as a back. I don’t pretend like I own my distribution on any social media channels. I’m sure Twitter will always be around wink wink.
So I am inclined to distrust Substack though I am reading more and more on the platform and I’ve enjoyed writing my own beauty blog there in the last few months. Thus far they managed to thread the needle on making money and making a social network and I don’t feel fearful that it will suddenly disappear like I once did.
Which is really a shame as it’s designed almost completely for the Gen C and Millenial set who really wished they had media jobs. The most successful did have media jobs and realized they could make more as an independent niche like the venture beat or by pandering to a very specific demographic or market that the giant media platforms don’t like.
These professionals class writers have a preference set for how they do content management and writing that just doesn’t remotely overlap with how I like to write. They want easy peasy hit publish. I want mobile. I want cross platform writing. It’s funny to finally have a content management system solve for monetizing and it’s just not made for me. But distribution and payment matters so I’m not booting up anything on my own without handling that first.
As much as I’m trying to salvage the end of my year by taking it slow, I’m still keeping myself plugged in. There is no unplugging in our hyperreality.
I’ve accepted this is a part of being human for the time being. I don’t struggle with internet addiction even if understand how it can be for others.
So here I am keeping an eye on various market movers like central bank rate cuts and earnings calls. It’s a shame I didn’t go into banking as it’s a lovely hobby I just happen to enjoy it watching the data go by.
The intake of long insight and slow instincts interplays with short data and animal spirits if you can stomach it. For me at least I don’t make moves based on any given day.
I find impossible to make much sense of the here and now, so the best I we can do (at least those suitably complex situations) is make very long plays or extremely short ones. I wouldn’t want to plan for a middle distance. Pity the politicians operating on two year schedules.
I’m glad I make long plays if it’s a choice between long and short. I wouldn’t want to edge out small gains in the algorithms like my quant friends do. Too much is out of distribution and nothing is ever really priced in. Cliff Asness is right. Markets have become less informationally efficient. Information becoming free made insights almost impossibly expensive.
For me it’s silly to make grand claims of sensemaking as we bumble from “so over” to “so back” by the hour. I’ll never compete with that.
What do we need over the next decade? How about two or three? That’s my plan. Anything else risks tip toeing between hyper tulip mania and the deepest depths of the Great Recession trough. I’m amazed we’ve shaved off volatility as long as we have. Apres Boomers, le deluge? Reality feels like hyperparameters are deliberately set to dumb.
And so Wendell Berry is now percolating up not just through the permaculture hippies, Monsanto fighting eco-terrorists and nouveau TradCaths but in the feeds of my design hipsters too.
Williamsburg taste by way of pastor parents has found its way back to the Kentucky poet. Back to the land didn’t take for the Boomers but maybe this time it’s different. (Only if you are landed gentry).
Any other software developers out there remember the mythical man hour? It comes from Fred Brooks’ classic book The MythicalMan–Month which argues that adding more people to a late software project often makes it even later. This is also known as Brooks’s Law.
The man‑hour is “mythical” when tasks are not perfectly partitionable and require significant communication, shared context, and integration.
I think in the age of artificial intelligence we need to be revisiting this classic complexity insight as it applies across a world where we understand even less about how the time of input drives its notional value.
Measuring productivity in hours is a relic of a past labor era. And most workers have little incentive to improve output when they aren’t paid for it.
If we had quiet quitting during the pandemic where jobs could be done in minimal ways without getting fired, in this new artificial intelligence roll out we see another type of value capture mismatch between input labor and firm.
Innovation happening through employee adoption of new technologies that is opaque to management doesn’t get counted and workers are reticent to be transparent.
the reason ppl hide their AI use isn’t that they’re being shamed, it’s that the time-based labor compensation model does not provide economic incentives to pass on productivity gains to the wider org
so productivity gains instead get transformed to “dark leisure”
Except it’s been generally existentially freeing up to this point. Anyone who has used commercial large language models on healthcare can attest to that. So why are hiding its use?
Even coders are doing it. And who can blame them. It’s a lot less fun for some folks to coordinate a swarm of agents than it is to write code for a living. If you wanted to be a product manager, well you’d already be one.
The boss makes a dollar and I make a dime so that’s why I prompt on the company dime!
We are seeing the early artificial intelligence era take off collide with industrial-era systems of management that are no longer relevant in age of increasing complexity.
We’re putting intelligence into systems designed to measure hours and surprised when there is a misalignment. A Twitter mutual has a theory of consciousness systems they believe makes this is a form of time violence.
Human beings can tolerate NP hard moments of complexity, but cannot survive continuous low-grade complexity
The gap between human adaptability and systemic inertia is now wide enough to generate an entirely new form of harm: time violence
We just cannot keep up with the varieties and types of complexities that are arising, so any advantage that can be used is being used. And you’d want to hide that advantage as long as you can. Sharing it has no rational basis. I find that disappointing.
I’d rather we not vice signal artificial intelligence as it only harms us. The value capture won’t always match up, but the gains to be made are worth having so keep using it where it works for you.
The temptations to build an investing case around a historical parallel cannot be avoided. Americans love their booms and busts. And we love grand television dramas about them.
Julian Fellowes is the stage name of a conservative British peer, actor and dude who gets BAFTA award for making television about aristocratic families familiar to adapt and Americans bailing them out.
Then he went on to make a period drama about righteous industrialists in America called the Gilded Age which isn’t as iconic as as it’s not as personal since obviously a British peer won’t understand American mores.
It’s just a little weird to think that we’ve already made the Silicon Valley drama about the last boom and bust moment and it didn’t get written by a British conservative peer but by a Gen Xer Mike Judge.
Maybe in another generation on Netflix we will get a sweeping historical drama about a polycule group house in San Francisco as the next Downton Abbey.
I’m not new to the boom and bust cycles that have defined not only technology startups, but American herself. Most millennials have opinions about their malign status in an economy designed to borrow from the future for a dubious present.
Much of the world is in a state of panic over “the churn” of the old rules changing and the new ones not being quite clear. But it’s really not clear what happens next.
I enjoy speculating as is the fashion. Do I think corporate debt financing of data centers is some time bomb in private credit? Not really, no. I think it’s way more likely that don’t understand the full demand case for coordination in a mediated world.
I don’t know if we can meet the demand to be perfectly honest. I will say I am way more worried about us not meeting the moment. Changes to our cultural environment are as hard as our material ones.
If I had to read sentiment, I’d say that everyone is absolutely sick of having their attention used like a fiat currency. We cannot inflate our capacity for focus as easily as we can inflate the dollar. And we will demand simplicity by any means necessary just to exist. And artificial intelligence will smooth our world to manage with what we’ve got.
I think running a decentralized world will prove to be far too complex for most humans and it will be mitigated by layers of choices in governance that will probably not always maximize for the freedoms we’v come to expect from the liberal world order.
And yeah I think we will need a lot of data centers for that coordination effort. That the state might be the ones with the most demand seems a little rich though. Every individual on earth will want to be on the right side of the ratings. That’s more network state than state and it will be a longtime horizon.
I know it doesn’t sound great on its face. And yet I think it has had upsides. The demand for real businesses that operate in some world of efficiency has never been higher.
And to some extent, I believe that was always the entire point of computing. Make things so much better and cheaper we move on to bigger projects.
Giving you video games and porn might have been a weird way to get to Mars but medicine is as driven by vanity as much as survival so I don’t judge reality. I just want us to get more nuclear power. I don’t ask for much.
We didn’t want a legion of information processing professionals. We wanted to change the material conditions just as the Industrial Revolution did. The invisible hand is a strange thing.
I expect we will see quite a bit of opposition to the people believe that we need more energy, more industry, and more science. The future and its enemies are legions. I always did find it funny that fashion critics had a better read on the future than anyone else. Virginia Postrel and William Gibson both have good taste.
Like anyone who has worked corporate retail, I keep a close eye on Black Friday narratives. I named a few sales I thought were particularly unusual in my beauty blog based on how I shop for myself on Black Friday. I am a very value driven customer even though I will spend a lot with a brand who earns my trust.
I’ve found there to be less and less worth shopping across fashion, beauty and other consumer goods. Still I do use the holiday to strike a better bargain with a brand I might consider becoming a regular with.
Now you have to wonder about higher end customers who use Buy Now Pay Later options like Klarna. Is this just an extension of the freedom we afford luxury consumers in their lives if bizarre credit choices. Why not spend a little more to not require additional liquidity. Maybe that is a more efficient way of social signaling on Instagram for some. I think I’d be worried about that consumer. Their defaults are on another planet.
As for myself I like buying an extra retinol serum and some fancy shampoo. I am not buying $400 moisturizers being resold by Quince. Thats just a little too odd for me. But maybe I will get those weird recovery boots. I wonder what luxury purchases that don’t use extending credit say about my financial niche.
I’ve been intermittently online (as opposed to extremely online) this week what with the travel and the holidays. So I decided to use the Twitter algorithm to catch up on what the “Everything Platform” thinks I should see.
Which I realize is a bit like saying I’ll just have a little bump to see what is driving the rest of the club insane. I knew it was a bad decision and I fully endorse only using social media without algorithms. I generally use my following list in a chronological feed and stay away from image or video driven social networks.
But I am in many information flows that are built to grab attention and normalize information outside our Overton Window of current civil society consensus.
I was taught this was a good thing as a child. Reading and reconciling conflicting arguments was an important democratic norm required of all responsible citizens. I also understand as an adult that this exposes me to propaganda made by any number of sources.
Now you can judge my information sources but I value both of them and they had a common theme. Women, and in particular the wives of powerful men, are the keeper of m civilizational standards and used for this power. This message came from two very different places.
One is widely known indie founder who writes about doing business in Europe and the other is a publisher of books outside polite discourse messages as well as my neighbor in Montana.
Both accounts took me down different uses of the matter. Though both have share other accounts I’d consider right conservative populists. One was about an interview with Nicole Shanahan the ex-wife of Google co-founder Sergey Brin, former running mate of RFK Jr.
She discusses how the wives of wealthy startup founders are finding causes that are not actually helpful to their intended purpose and are perhaps even actively harmful. It uses some language that is tied to a number of conspiracy adjacent words like the Great Reset and the World Economic Forum.
It is still fair game as a civic polity might ask about the responsibility of the wealthy pretty regularly. I do think Silicon Valley wives are a new vector to watch as a pressure point though. I better watch it as if the tech billionaires’s ex wives are under watch, I can’t wait to see how their less powerful (but much more numerous), Girlbosses will be scrutinized.
This video sent me right into an interview Jonathan Keeperman aka Lomez doing an interview with right populist pressure researcher Christopher Ruffo. He who made critical theory and Critical Marxism a household issue in Republican America.
Lomez has an essay about the feminization expressed in the longhouse. I won’t do it justify by doing a synopsis but Vikings had longhouses and so do plenty of other cultures. This is not all together a positive portrayal of women’s role in civilization but certainly as its driving force.
Algorithms refine down to clearer distillations. Smoothing functions are revealing of form after all. And I think it is interesting that Silicon Valley liberal ex-wives are being shown against the backdrop of norms enforcing regular mothers, wives and guardians of the good life the Karen.
The Karen was once a liberal nightmare and it is an interesting space to replace for the culturally conservative, especially as the Zoomer incel nihilist view is raging across the internet like a prairie fire. So that was an interesting gradient from a European founder to my neighbor.
I’d also say it’s exactly why I don’t read from the algorithm. I fundamentally agree with different positions expressed here but mane not in ways you’d expect. I’ve seen the pressure we place on women in certain social contexts and we make them feel crazy for being the balance of norms but also being hated for it if we don’t chose the ones our clique or social context prefers. My algorithm wants me to understand the narrow band I walk on. Fucking dicks.
