Tag: Startups

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Internet Culture Reading

Day 1176 and Vernor Vinge

If you’ve ever been on the receiving end of one of my information dumps, you know me to be a science fiction reader. It’s one of my true passions and most consistent hobbies.

I am very well read in the space through this love and it has proven to be an enormous advantage for a career in technology startups. It’s very rare to meet a builder that hasn’t in some way come to that love through imagining the future as it could be.

While I love classics from Asimov to Heinlein and I read everything from space opera to hard tech, my first true passion for genre fiction was cyperpunk. I saw a networked world of computation and I fell in love.

So it is with great sadness that I learned of the passing of one of the giants of science fiction, cyberspace progenitor, father of the tech singularity and mathematician Vernor Vinge.

Fellow author David Brin wrote a moving post about his friend’s monumental impact on the imaginations of optimists who believed we could build a better world with technology.

His 1981 novella “True Names” was perhaps the first story to present a plausible concept of cyberspace, which would later be central to cyberpunk stories by William Gibson, Neal Stephenson and others. Many innovators of modern industry cite “True Names” as their keystone technological inspiration.

 David Brin

It’s through the vision of authors like William Gibson and Neal Stephenson that I saw what computing could do to help us build.

Cyperpunk wrote many imaginative paths for artificial intelligence. Gibson’s Neuromancer and gave us early crypto culture. Neal Stephenson showed us a virtual world atop our current one in Snowcrash. The metaverse emerges.

I’ve lived my entire adult life online after an entirely analog childhood. I am straddling that small gap of in-between human. I helped build some small parts of the network of the internet. I am a citizen of the network state. I am all these things because of Vernor Vinge.

Humanity shines with tools and we had found in math a way to give an explanation of the workings the world. That our meager intelligences learned to compute and then to build computing machines astounds me.That we continue to build something more with those insights astounds me further. The acceleration of that started long before me.

At this moment in 2024 all anyone can talk about is if those computing creations might exceed us. Of course that question is fundamentally existential. A Copernican revolution recentering our known world again.

Networking our computation has taken us so far and so fast. It reflects the best and worst of us. Vernor explored “what if“ futures that went far behind our contained cyberspace. We wouldn’t have modern singularity thought about what could happen if artificial intelligence really will emerge amongst us without Vinge’s work. The Zones of Thought series is a mind bender.

I myself have a different favorite. Set in 2025 but written in 2007, I didn’t expect Rainbows End to hew at all close to my reality. And yet. The earliest introduction I recall of crypto’s decentralized autonomous organizations are from this novel.

Vernor is as close as nerds have to a prophet. Here we are seeing the power of artificial intelligence dominate our human great power debates from culture to business to government. Everyone who makes things has an opportunity here to own building this.

I know that in whatever moment we are about greet (singularity or not) that I remember that we humans build technology from the imagination of Vernor Vinge.

No matter how alien the future may seem, we humans have build it first. Don’t you want to be a part of that?

The cover of Vernor Vinge Rainbow’s End
Categories
Startups

Day 1163 and Women in Tech

A lot of emotional energy has been directed at the “problem” of “women in technology” in the last decade or two. Stupid campaigns get run with degrees of condescension in which it’s insinuated the only way women could see the value in crypto is if we make a perfume. It’s the rankest form of sexism and extremely effective. And I’ve proudly worked in cosmetics. Chemistry is cool.

So today on International Women’s Day I’d like to remind myself that I’ve l been “in tech” since the moment I fell in love with a personal computer as a young teen. I’m on that edge of elder millennial that did things in the real world as children but had access to the virtual early.

Plenty of men mistakenly assume that because I worked in fashion, beauty and ecommerce. I was early before the ease of hosted Shopify accounts or even Heroku instances for an app. It was a lot more roll your own.

And yet some think my experience doesn’t count. Despite it being a clearly sign of capital markets having underpricing occasionally. Ifs a good thing. You go where market rewards you and you learn to learn skills along the way.

I think so much less about my gender now. Almost resent ever having been talked into it. You do it right then you, like an anyone else in the market, can benefit when someone misallocates.

If you are lucky enough to steward your own capital, then get to be part of the investor bases to build the next generation. I do that now. I am still a woman.

I’m proud to use the resources I have to invest in what I believe in based on my experiences and the thesis I invest under. Not as some smoothed over marketing narrative with a gender hook. No I price like an actor you can do business with. I am willing to show my revealed preference.

I learned in previous eras so I may serve the generation that is coming up. And I’m happy to invest in the ares I believe in most. I am happy as a woman to invest in men as I am in women.

The focus I see in founders I have invested in across energy, artificial intelligence and crypto are ones I believe in. I believe in them as people. I believe in them as founders. I believe in them as men.

I am lucky to be seen as an individual with capital and insights that can help them carry a better future forward. I hope all founders are seen as individuals.

Technology innovation has been the driver of improved human life. Material prosperity is good for women. It’s good for men. So I’ll celebrate doing stuff for the boys on international women’s day.

Alex Miller visiting with me at one of our favorite portfolio company Valar Atomics. I believe in Isiah and his team.
Categories
Finance Startups

Day 1147 and Balkan Crypto

I’m in the Balkans for a few weeks doing some scouting and visiting with friends and colleagues. The western Balkans including Albania, Croatia, Bosnia and Herzegovina, Bulgaria, Serbia and Montenegro are known for their occasionally colorful participation in cryptocurrencies.

The region has experienced currency volatility, struggles with central banking and even in Albania a civil war stemming from a financial crisis over government Ponzi schemes.

These negative experience with currency instability, government corruption and sociopolitical unrest has led to a desire to experiment with transparency and decentralization amongst the region’s youth.

The ecosystem is host to serious projects has a talented base of engineers. Ripple is experimenting with a national stable coin in Montenegro. Zuzalu, the two-month invite-only gathering that Ethereum blockchain co-founder Vitalik Buterin led in Montenegro has been a regional hub. And it has inspired a new grants program Zu- villages that strikes me as a cross between network state and a DAO with Gitcoin.

In an editorial in Bitcoin Magazine the founder of the Belgrade Bitcoin Hub summed up the “why”

As a result of years of unfulfilled promises from regional politicians, people of the Balkans are hard to convince about the long-term benefits that can be realized by adopting Bitcoin in one’s life. A low time preference way of life to most people in this region is associated with disappointment and the lowered standards of living that have happened many times before.

Plumski founder of the Belgrade Bitcoin Hub.

Categories
Community Startups

Day 1145 and Vitality

The most gratifying part of early stage startup investing is the vitality. When you are in the mindset of optimism, all things are possible.

I first met Isaiah Taylor about a year ago. We found each other on Twitter. I cold DM’s him with “you seem interesting.” We’d hop on the phone and go through what he was working on in long strategy talks.

I think in our first conversation we spent half an hour just discussing origin stories. We’d both had strongly American west families and we were neighbors in the upper Rocky Mountains. We shared a Christian faith. I liked his style.

Those early rambling sessions when a founder is discovering their market and their unique talents is a precious time. I knew I wanted to invest in him long before Valar Atomics had come into focus.

Ambition and vision are honed over time as you broaden your horizons. It’s the most fascinating tension. The bigger you dream the more you must see your path clearly and pursue it relentlessly. Vitality begins with knowing where to apply your will.

I feel the optimism that Isiah has brought. And I admire how he has taken it to a bigger community. Watching the El Segundo community self-mythologize in real time during this weekend hackathon has been an exercise in collective application of will. Like its cousin in techno-optimism e/acc , the American dynamism “new vitalism” egregore values building for the future.

@ADoricko and @isaiah_p_taylor opening up the Gundo Defense Tech Hackathon via Rasmus

Categories
Startups

Day 1125 and Planting Seeds

I like to get to know founders over time. It’s a canonical piece of advice passed down over venture lore that one should invest in lines not dots. Consider the messenger of course.

I’m sure to founders it can feel a bit self serving of investors to want to see a lot of traction before a commitment. That’s not what I’m talking about. I think as an investor, we have an obligation get to know a founder’s character and their approach to problem solving. Especially if you believe their opportunity to be enormous.

At the earliest stage our responsibility is to assess your capacity to overcome obstacles and to improve your skill sets to match. We need to know you will grow and flourish.

Nurturing a seed is the entire metaphor behind early stage investing. A seed round is such an optimistic name. If we must extend the metaphor that we are planting seeds then the work starts before anything goes in the ground. Good soil, good weather conditions, and the right timing matter a lot.

The anxiety inducing part of this is that my approach years I take time to cultivate potential founders for years. I never quite know when someone will go up for a fundraise. I have to wait and see.

But when it does happen. It’s such a miracle. No finer feeling in the world than having cultivated the right conditions for something to grow.

Categories
Media Startups

Day 1110 and Somatic

I’m upset. I feel it in my body. Soma apparently means “body” in Latin, somatic is “of the body” so to have a response in your body is a somatic response. I’m having a somatic response.

I’ve been surprised at the emotional campaigns that have been waged against technology in the general, and artificial intelligence in the specific, as of late. But I am starting to feel the emotional weight of the collective fear and emotion in my own body. Futureshock is here and the fear mongers are here to tell you and I that we should be afraid.

This weekend there was op-ed was published in IEEE entitled “Open Source Artificial Intelligence is Uniquely Dangerous.”

The o-ed was written by David Evan Harris who is a chancellor’s public scholar at UC Berkeley. He used to work a Meta on ethical AI. Now this not the opinion of IEEE which is calls itself “the world’s largest technical professional organization dedicated to advancing technology for the benefit of humanity.”

You’d think that sort of mission would be a little more on board with new technologies. But maybe David is just an extreme voice. Op-Ed’s are meant to represent a variety of opinions after all.

But how should I feel about the benefits of technology when it’s presented to me like this? They used a skull to really get across the visceral fear. No friendly face to make a concession to our silly human anthropomorphic desires. Let’s scare the stupid hairless apes.

Don’t worry the government and regulations will save us from this psychedelic skull

I have an inherent skepticism when someone wants to sell me on the dangers of regular people having access to something new and potentially transformative. Why must we always default to the precautionary principle? Why is fear always our default?

I don’t want to let this sort of thing get to me. But I can see the narrative campaign being waged against artificial intelligence and the sheer volume and tenor of coverage leads me to believe that everyone is aware of its potential.

Claiming artificial intelligence is only for the knowledgeable few chosen by committee of expert sounds so sensible. But I think my body knows better. I should be upset by this.

Categories
Homesteading

Day 1109 and Cabin Fever

I hope the rest of America is enjoying the polar vortex that is bearing down on them. Our weather improved somewhat from from there last two days of -40 into the comparatively balmy -5.

I do feel a little bit stir crazy being inside for this long or maybe I’m just feeling a little crazy from pain. I’m feeling some intense pain in my spine and joints during this freeze. It’s unclear if the pain weather related but I’ve got no reason to be experiencing any kind of flare so my mind has tied them together.

I’m hoping that as the weather recedes for us on the western half of the country I’ll be ready to leap into action. I’m a bit antsy. I’ve been considering a number of moves as I have commitments to work on a number of portfolio and founder related initiatives as well as the most crucial #FreedomToCompute campaign.

I’d write more but I am not at the top of my game so I’ll dip back into reading and hope tomorrow is a good day.

Categories
Emotional Work

Day 1105 and Other Writing

For as much fluidity as my daily writing habit has achieved, I can still get caught up in a synopsis. I have relieved any pressure to make a daily dispatch (which took some effort) but a quarterly or yearly one can get me to glitch. I like to add more information to my modeling like any self respecting nerd. As much as information integration looks effortless it is actually a laborious process. I read tens of thousands of words every single day.

Now I do work from a strategy. Which means I only adjust my tactics on a weekly or quarterly basis. And I will not be sped up on assessing the character of individuals or the caliber of their ideas if I can help it. When I need to move fast I have to do it within the guardrails of what I believe to be right.

And it’s important to remember that heuristics some heuristics don’t need regular updating. Moral codes shouldn’t need much updating. Maybe you believed the wrong layer of abstraction and have to change your priors to align with your moral code. That’s totally fine.

But you shouldn’t be changing around your code of ethics. That’s how you get criminals. Arbitrage is never permanent. Criminals can have a stronger moral compass than business people or religious institutions. This fucks with everyone. I cannot account for all sinners nor most demands for purity. I can however hold myself to my own standards and so should you.

I do what I can to telegraph my own belief systems and where I derived them. There are lots of signifiers I leave in my wake. I am a Christian. I am a capitalist. I am a Protestant. I believe in markets and judicial review. I believe some things are beyond market but all things are subject to forces beyond our control. That’s how I ended up picking Calvinism as a sect but it’s pretty niche.

I’ve believe luck is just opportunity meeting preparation and you can do a lot to increase opportunities and even more to increase preparation. I don’t like rentiers but I do like the bourgeoisie. Property rights are good and regulations are only as good as the people that make them. That’s why we I’d prefer we have fewer laws. We must act deference to our own failings as human but never so much that it harms our capacity to organize.

Categories
Chronicle

Day 1095 and 2023 Round Up

I’ve been sick for the last week and a half or so, so this round-up is coming on the last day of 2023.

As you may have gathered from my title schema, I have been writing every single day for 1095 straight days.

That means I’ve been doing this for three years which is a satisfying achievement. If you’d like see my favorite posts of 2021 here is a link to my first year round up. My round up for the second year of writing in 2022 was quite comprehensive as well.

Below is a list of categories that held my attention in 2023 and the posts I wrote as I tried to make sense of my rapidly changing world.

It probably tells you a lot that the largest sections are artificial intelligence, startups and community. I think this includes almost 50 posts so it’s a testament to how busy the year was that I couldn’t narrow it further. I spent time in Prague, Puerto Vallarta, New York City, Austin, Seattle, Frankfurt, Tallinn, Helsinki, and Amsterdam which is way more travel than I expected. Much of my focus was on investing work for chaotic.capital and is reflected across almost all categories.

Artificial Intelligence

Day 1078 Why We Keep Centering Ourselves

Day 1072 and Math is Leverage.

1055 and Freedom to Compute

Day 989 and Autopoeitic Ergodicity

Day 980 and Beff Jezos

Day 897 and Cruft and Email Bankruptcy

Day 826 and Alignment

Day 780 and Copernican Crisis of Meaning

Community

Day 1070 and Allocating Social Capital

Day 1055 and Shipping, Smoothing Narratives and Making Reality or Effective Acceleration Is About Choice

Day 1053 and Neo Revivalism

1033 and Agency Explosion & The Network State

Day 1025 and Petit Aristocracy

Day 978 and The Great Twitter Unfollowing

Day 932 and Schisms

Day 847 and Erasure in Crypto

Aesthetics

Day 1040 and Being First

Day 1023 and Automatic Doors

Day 1007 and Half A Decade After Premium Mediocrity

Day 961 and Repeating 2003 Aesthetics.

Day 748 and Molly Millions (William Gibson Casting Choices)

Travel

Day 1038 and Travel, Middle Markets & American Exceptionalism

Day 1030 and Helsinki

Day 1029 and Nordic Ferries

Day 1019 and Old Town Tallinn

Day 876 and Americana in Germany

Day 863 and Abstract The Pain Away

Day 749 and Beef in Prague

Economics and Politics

Day 1019 and Tallinn’s Free Enterprise & Alcohol

Day 1010 and Exogenous Shocks

Day 907 and Unaccountable Bureaucracy

Day 904 and Wardogging on Mobile Phones

Day 817 and Mourning A Bank

Day 811 and Hierarchies

Day 807 and Hyperinflation

Day 803 and Killing Strangers

Day 799 and Black Friday in Silicon Valley

Day 740 and Immigration Failures

Emotional Work

Day 1014 and A Fragile Birthday

Day 1000 and Milestones

Day 987 and Eggs

Day 902 and The Singer Lasts A Season

Day 895 and How to Stop Being An NPC

Day 845 and Fucked Fertility

Day 791 and Bathing Suits I’ve Never Worn

Day 784 and Endocrine

Day 731 and Auld Lang Syne Motherfuckas

Startups

Day 1001 and Circumstances Change

Day 970 and I’ll Be Your Publicist

Day 962 and Milestone Based Seed Rounds

Day 939 and Culture Wins Not Culture Wars

Day 906 and Resilience Tech

Day 840 and Chaos Magic

Day 783 and The Alliance (Vanity Fair Magazine coverage of chaotic.capital which is covered in two pieces on the blog)

Homestead & Montana

Day 976 and Chores

Day 969 and Hot Chicks

Day 958 and Civic Engagement

Day 940 and Buying Dishes

Day 856 and Springing Into Action

Day 766 and Weather Station

Categories
Startups

Day 1091 and Do What You Love

I am feeling relaxed. This feeling has eluded me for nearly a week as the race to Christmas holidays left me mostly feeling sick and in pain.

I was getting tension headaches from the long hours and stress of the last two months of work. In an attempt to improve my muscular skeletal compensatory issues, I triggered a “this gets worse before it gets better” healing crisis. While my C1 and C2 upper spine feels much better, every other connected system was also contorted to accommodate the problem. It’s a bit of an adjustment.

But I slept a solid ten hours last night and I managed to get several naps in the past few days. By the time I made it to my first working session today after Christmas, I was ready to enjoy my work again. There is no finer pleasure to be found in startup life than a team you enjoy working with.

I am lucky that I do what I love. It doesn’t feel much like work to help founders you admire take action. The limber approach of answering to your best judgement is a joy. A startup dynamic that’s productive can feel as if you are intaking information and updating your prior working models at a rapid clip. And if you are lucky see results from your actions. It’s invigorating

I hope I feel a bit better and more rested as the week rolls on as I’d like to do a 2023 roundup but my priorities remain the work and my health so what gets done will be ordered as such. I hope everyone has work that engages them thusly.