Tag: Startups

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Chronicle

Day 1461 and 2024 Year in Review Posts

And so my fourth year of writing every single day in public comes to a close. I choose to comb through each post by hand to give a round up. I could employ artificial intelligence to give a synopsis and I have run my writing through several AI models.

Still I find it helpful to do the rote work myself. You can see my 2023 round up here. If you’d like further back here is my 2022 round up. And my first year round up is 2021

I felt as if my writing this year was more variable in length, depth & insight but that’s more feeling than fact. It don’t know if I feel like I did my best work this year.

And yet I still found narrowing it down to 50-60 odd posts to be a challenge. I can’t tell if that means I need a new format, a change of pace, or a change in expectations. Maybe it’s fine to keep going and see what happens. As we head to into 2025 feel free to have a look at my 2024. Let me know if you like what you see.

Emotional Work

Day 1449 and Self Deception

Day 1416 and Lagom

Day 1381 and Radical Responsibility

Day 1236 and Art of Accomplishment

Day 1197 and Experiencing Excellence

Day 1149 and Time to Get Offline?

Day 1119 and Capacity for Presence

Day 1107 and Happy Birthday to Matt

Subcultures & Cultural Commentary

Day 1448 and LARPing Ourselves to Death

Day 1441 and The Circuit of Power

Day 1431 and Faking Autism for Clout

Day 1410 and Luxury Content After Institutional Failure

Day 1341 and Class Consciousness

Day 1328 and Weebs as Social Elite

Day 1259 and Cooler Than Me

1232 and Millennial Crab Bucket

1176 and Verner Vinge’s Legacy

Day 1121 and Changing Political Alignments in Young Men

Chaos Energy

Day 1427 and Friction in The Systems

Day 1421 and When Crypto Clashes with Open Source Artificial Intelligence

Day 1417 and Pareto Optimal Skincare

Day 1398 and Overstimulated Nerds

Day 1393 and Babylonian Memetic Death Cults

Day 1386 and Goatse Singularity (safe to click) and Day 1391 Hyper Object Lesson and Day 1387 Singularity Lore

Day 1303 and Toaster Fucker Problem

Day 1297 and Crypto Libertarians in the Age of Anarcho-Tyranny

Day 1173 and Autism Services

Politics

Day 1425 and Doorknockers & Montana’s Senate Race

Day 1405 and America is Speaking

Day 1403 and Legible Political Opinions

Day 1415 and Sliding off The Board

Day 1422 and Material Conditions

Day 1356 and Sick Sad World

Day 1322 and You Can Just Do Things

Day 1315 and Ratfucking Season

Day 1291 and Political Violence

Day 1212 and Being One of Many

Day 1152 and Sunsetting The Boomers

Day 1142 and Come See The Violence Inherent in The System

Day 1103 and Don’t Talk Yourself into Regression

Biohacking

Day 1409 and Red Lights

Day 1290 and Covid Experiment with Nicotine

Day 1168 and Inner Monologue & Meditation

Day 1114 and Zoomers Aging Faster

Day 1107 and Polar Vortex

Goods and Services

Day 1388 and Take Good Care

Day 1362 and Hilux Drip

Day 1342 and SKU Bloat ZIRP

Day 1289 and The Discontinued Pant

Day 1263 and Hoe-flation

Day 1228 and Cotton

Day 1123 and Zombie Media

Day 1118 and Becoming a Distrustful Shopper

Startups

Day 1376 and Q324 Investor Update

Day 1363 and Landfill Apps & 10xing Code

Day 1347 and Economic Paternalism

Day 1320 and Becoming “You-er”

Day 1296 and H1 Investor Update

Day 1251 and Other People’s Labor

Day 1245 and AI Tooling

Day 1230 and Alignment is Consensus

Day 1172 and Inference is Up

Day 1145 and Founder Vitality

Categories
Community Politics

Day 1458 and Ingroup Preference

“one day you’re in, the next you’re out”

Heidi Klum – Project Runway

Twitter is in the middle of a multi-day long information war ostensibly over foreign worker visas in America. It’s about visas in the same way that Gamergate was about “ethics in journalism” if you catch my drift.

The similarities are interesting. It’s a fight over who’s interests are included and prioritized in a lucrative space. If gaming makes money and had that much vitriol involved imagine how much worse it is at the scale of a nation. All power struggles become culture war online.

American, being the aging but dominant geopolitical entity on the planet, is a popular place to be. So naturally the fight for who benefits from America is gnarly as fuck and has a lot of racism.

Who has rights and who benefits from them sounds much grander than video games or fashion but who decides what is “in-group” is existential.

As we experience the Great Reshuffle over the next decade or two, the question of who is protected in a nation state couldn’t be more potent. And human nature means we are viewing it with as much sense as a gaggle of fashion editors. Being part of the in group in America is as ugly a business as any.

Categories
Emotional Work Startups

Day 1449 and Self Deception

Ten years ago when I was struggling in my role as CEO of a startup I’d cofounded, I was introduced to a classic business book called Leadership and Self Deception. I read it in one setting on an airplane. It was that good. Or I was that bad. Probably both.

The research explored how we end up creating and sustaining problems we don’t know we are causing, and how and why people resist helpful solutions. They discovered the clear and surprising way that people begin to evade responsibility without thinking that they are doing so, and therefore end up blaming others or circumstances they, themselves, are helping to create

It’s worth the read even if you are the type who prefers a synopsis. I believe most business books could have been a blog post personally. That’s how strongly I recommend the book.

Self aware leaders enable personal responsibility in themselves and their teams. And yet we all lie to ourselves in our personal and professional lives to evade taking responsibility for who we are and what we want.

It’s easier to evade responsibility. Things happen to us and we let others direct the course of our lives. This is not however a path to effective leadership and it’s a miserable way to become a victim of everyone and everything.

There are many frameworks for overcoming the self deception our ego generates. We are not doomed to self sabotage and evade seeing ourselves clearly.

Leadership and Self Deception is just one option I recommend. The Art of Accomplishment’s VIEW methodology for connected communication is another I found beneficial. Even Al-Anon and Alcoholics Anonymous offer frameworks for overcoming the lies we tell ourselves.

It’s going to be so tempting to bullshit ourselves as the next era of politics unfolds and a whole new generation of technology is adopted with artificial intelligence. Do yourself a favor and tune up on spotting your own bullshit.

Categories
Politics Preparedness

Day 1437 and Back at the Ranch

I marvel every time I fly. My life rests on miracles and small issues like repair delays and malfunctioning climate systems can make the miracle feel too much like magic and not enough like good process.

I’m happy to be home in Montana after a couple weeks on the road. Financial markets are happy with certainty. So business is looking good and optimism is emerging in all sorts of corners.

And yet we are in the worst Cyperpunk moment of my life. I think about other uniquely connected moments and it’s got nothing on this.

The chaos has never been so visceral and implacable and it’s coming so fast. We’ve got extrajudicial killings of healthcare executives by gray man gearheads. South Korea declared martial law briefly. Syrian rebels are toppling Assad while America and Iran are otherwise engaged. And Trump isn’t even back in office.

I expect turbulence to continue. Both when I’m flying and in the wider environment. I feel as prepared as it’s possible to be with edge positions across the board and some distance from the center of the empire. I’m glad I’m back home.

Categories
Internet Culture Startups

Day 1434 and Density

There is always a debate in startup life as to how the density of a given ecosystem impacts outcomes. A tight network of well connected communities and individuals helps founders, investors and talent connect.

Before the pandemic it was considered fairly normal to be within a major hub as the common knowledge was that “density” matters. You wanted to be in the action of a scene.

There are great startup cities. New York has an incredible scene. My hometown of Boulder has a great technical core. But as much as cities and companies compete over status the one with longevity is Silicon Valley. Heck it was a debate when that even encompassed San Francisco until Twitter moved in.

Then everyone spread to the four winds during the pandemic. I like to think of this as the era in which Silicon Valley got back to its digital roots. Being extremely online became a behavior that worked well for anyone if you communicated well with words. Being on the right coast was about being in the right online communities. The network state is online.

I’d say that was as pure a return to source culture as there ever was. Different people value signal across different networks and the open web of words has been home to software and hardware developers for generations.

The world that builds companies lives virtually as much as it does in the real world. We like to meet up but we also know it’s the tools that connects us that make the difference.

Every subculture that has emerged with a breakout hit did it through the digital commons we built together. I’ll always appreciate coming to the source culture to replenish but I know the density of the network is at its swiftest when our extremely online communities communicate.

Categories
Culture Internet Culture

Day 1431 and Faking It

I’ve heard this multiple times across enough demographics in the wider “startup” ecosystem that I’m afraid I’ll have to accept it is happening. People are faking being weird. In some cases they are faking being autistic.

I find this to be an almost laughably unlikely thing to want to imitate. And yet I’ve heard it three times in the last week. The new poser is faking being a neurodivergent weirdo.

We regularly joke that at chaotic.capital a part of our deal sourcing relies on “Julie being professionally weird on the internet.” My pinned tweet from three years ago is a ramble on this ethos as it’s been true for decades. Unique fixations often undergird problem solving.

Being weird, or more specifically autistic, has now taken on a specific connotation of an intelligent but socially strange or oblivious character who sees the world differently. This means you are special somehow and can be forgiven for being a dick (that’s a lie be nice).

It was probably a source of pain for many millennial kids who were awkward the more oblivious you are the less it bothers you. Marching to the beat of your own drum. We’ve got a whole set of social tropes around smart nerds in popular media and most of them were negatively coded.

Despite this history, revenge of the nerds occurred. The power and dominance of technology (and its cousin nerd) culture means the spergy truth telling autist has cachet. We live in a post Sheldon Cooper world. Once something involves capital it collects social capital as well.

I have clearly underestimated how much this affects Zoomer behavior and incentives. Millennials experienced this archetype negatively but in a softer “everyone is special” culture your quirks can lead you to money and prestige. So there is now an incentive to act like a weird asshole to fake being weird and a little socially anxious.

If autism can have stolen valor then we might be in that era. It seems to greatly annoy the actually autistic (a tag on social media used by many poorly socialized entirely normal people) to have the symptoms of autism faked.

Authenticity is actually quite hard to fake and anyone with a decent social radar can usually spot it. Whether all autists have that capacity to read social cues is up for debate. It’s probably why anyone tries to fake being a genuine weirdo.

I’m inclined to say skills issue as the internet has made class, manners, and social cues much more accessible to everyone. And good news being every social class values being chill, real, and passionate. So there is no need to fake anything. Just vibe. Be cool.

Categories
Startups Travel

Day 1424 and California Dreaming

We’ve just had a beautiful snowfall in Bozeman. If you are back up on the mountains at the edge of the valley you are enjoying a mystical winter wonderland.

Alas I am not long for cosplaying Frozen (blessed) as I am headed west. No, I am heading not to Seattle the most important city of the 90s. I am headed to Joan Dideon land. I’ll be in California.

I’ll be in Los Angeles for the week or so if you happen to be on the west side. I’ll then be headed up to San Francisco.

It will be a little whirlwind of family, friends and hopefully some useful business. I’ll be visiting start ups. Going to YC Demo day which I have not done in person. Meeting up with anyone who might want to be a node in our network.

I am game to meet up with folks working on weird shit and are looking to build it. I am also looking for LPs in our next fund so we can keep funding the weirdos who build things.

The virtuous cycle of techno capital starts long before an opportunity is clear. If you have something chaotic in your heart send me a DM

Categories
Internet Culture Startups

Day 1421 and Culture Clashes

I sit in between half a dozen different community nodes thanks to my interests in open source software, decentralization, crypto, and autonomous systems technology.

This set of interest covers a lot of ground from ecosystem level collaboration in financial organizations like DAOs and to player versus AI agents coordination to peripheral control of drones and machinery.

Many different demographics are attracted to these frontiers for different reasons. Hackers have a very different mentality than mercenary technologists looking for maximum margin.

Open source has traditionally struggled more from a lack of financialization than from an obsession with it. Which seems less true in the crypto era than in previous more academic and defense oriented eras.

There are classic open source business models and anyone with age and experience in startups has some opinions which I leave as an exercise to the reader. They occasionally fail and an open core loses more than they’d like to professional services. I am writing on WordPress.

One strange aspect of what drives these frontier spaces to interact is that depending on how much leverage you find in building a network you may have different incentives than other builders and users. Expanding out to scaled use may drive a lot more value than the resources required. How the surplus gets divided is always contentious.

For some, the most crucial cultural goals is expanding access to automation and ripping away as many of the services and middle men as is feasible.

Decentralized systems make it harder for middle men to maintain monopolies. Thats its own goal for true believers. For others the goal massive financialization that drives network connectivity is the benefit. Self interest driving common goals is perfectly acceptable.

As I watch the current season of hyper self interested memecoin cryptomania engage with the academic utopian open source artificial intelligence community, I am reminded of so many of the classic issues we have in financing and sharing in the spoils of common infrastructure. Who benefits is a question we should all be asking more regularly

Categories
Preparedness Startups

Day 1419 and Know A Guy

Running a startup, for all its supposed glamour, is mostly an exercise in learning how little you know.

Sure there are playbooks for some of what you will do. As the technology industry has grown and startups have become an appealing career choice we’ve filled out how-to guides for everything from fundraising to operations.

Alas all advice is specific to the giver’s experience and untangling biases to make advice relevant to your specific needs is quite hard. That’s where it helps to have more experienced operators on hand to call bullshit.

At chaotic.capital we pride ourselves on being investors who “have a guy” for even the most esoteric possible requests. Playbooks can only you so far when you need an expert.

Just in the last two days we’ve worked through how one hires a chief of staff, what to do when letting go of counsel who made a mistake, installing appropriate security procedures for digital footprints, and the resale brokers for a rare commodity.

We like to problem solve and the weirder the problem the more fun it can be. Removing obstacles and clearing bottlenecks is satisfying work. And knowing guy who knows a guy is a heck of a fun game of social geography.

Categories
Aesthetics Culture

Day 1418 and Winter Wonderland

I’m in a terrific mood. Maybe it is just the hormones cycling up. Maybe the red lights we installed in the bedroom are actually improving my sleep quality. Maybe it’s getting a foot of powdery snow over the weekend.

So much of life seems to boil down to manage my own circadian rhythms even as I plug myself into the hiveminds of my favorite corners of the internet dutifully everyday. And my body likes short days, long nights and the bitter cold.

Certainly success is contributing to my buoyant mode. All of my founders are soaring (which seems statistically rather unlikely given the choppy markets) and the vibes are good. My chaotic.capital clique is thriving.

It’s getting to the point where I think we should host a portfolio dinner or something. Though that would be challenging as we are a distributed group. Alex realized recently that we only met one of our portfolio founders in person before we invested. Can you even imagine that in a pre-pandemic world? Our deal flow comes from the virtual worlds I live in daily.

Being snugly ensconced inside several areas of with macroeconomic tailwinds doesn’t hurt but most of those choices were made two or three years ago so I’m simply directionally correct, well connected, and unafraid to commit once I’ve satisfied my own process. Everyone has a long way to go but it feels wonderful to enjoy their success.

Walking in a winter wonderland.