It’s hard to say that there is a best part of living in Montana. If you like mountains, seasons and being outdoors it is hard to beat. One thing I particularly enjoy is how often people will come to our state either as tourists or for retreats with their companies and coworkers.
Alex and I drove down to Paradise Valley today to meet up with the founders of one of our favorite products. Having a company meetup in Yellowstone’s off season is a smart choice and as Montana citizens we love it when folks come to visit and center themselves and their work here.
A villain’s lair in Paradise Valley or a cozy lodge for discerning visitors to Yellowstone?
Daniel and Tristan have made one of our all time favorite and most used set of reading applications. The first is called Readwise. It’s hard to fully describe the product except to say that it makes you a better reader through your own highlights and notes.
I came into the application with more than a decade of highlights from my Kindle and found myself deepening my experience with all of my prior reading. It’s one of the best research tools a heavy reader can purchase and I was a very happy customer.
They didn’t stop there though. To make things even better, they launched a reader product which further cemented a virtuous reading. My highlighting, annotating and review cycle is now integrated with my reading and note taking across all my different content formats and sources.
Majestic vistas help us all feel wonder and spark creativity through nature’s beauty
Taking a few hours to drive through some of the most beautiful countryside in America and catching up with talented and passionate founders is an incredible way to spend a few hours.
The passion and care that Tristan, Dan and their team have brought to making reading an even better experience brings me so much joy. As a power user of their apps, and a voracious reader of all forms of written content from books to Twitter threads, I appreciate the incredible feat of product management they have pulled off. Making reading better is no easy task.
Today was a pretty big news day. It was a FOMC meeting with a cut, Jerome Powell gave some forward guidance that a cut in December is not guaranteed (cue market upset), and NVIDIA became worth $5 trillion.
This is apparently 16% of our GDP and without investment in artificial intelligence related build-out, our economy would have only grown by 0.6%.
Without Magnificent Seven spending, GDP would have grown at a mere 0.6% annualized rate instead of around 1.1%-1.2% – Fortune
So America would be looking about as gnarly as Europe without the Magnificent Seven and AI infrastructure build-out spending.
About 92% of GDP growth in the first half of 2025 was driven by investment in data centers, AI infrastructure, and information processing, with NVIDIA as a primary contributor Yahoo Finance
Which is a scary large amount for any corporation, but is somewhat rational in the logic of a civilizational technology changeover akin to the Industrial Revolution.
For some comparisons, Standard Oil at its height represented about 5-6% of the total U.S. stock market value at the time and 1.5% of America’s total GDP. AT&T’s Bell Systems were worth about 3-4% of America’s GDP at their asset peak in 1984 so not entirely an unprecedented situation though Nvidea’s percentage is a very networked era problem.
How afraid should we be about the potential for a market bubble in artificial intelligence? That is a questions for Carlotta Perez
Having lived through both the dot-com crash and the global financial crisis, I have some fears, but also this feels about as rational as any of the other ways we’ve handled valuations and value in past boom-and-bust cycles.
There is significant revenue from very real demand. It is just hard to see the demand as it’s industry demand not consumer. And the consumer demand we have is likely coming from professionals who are more enabled in ways we can’t count. I couldn’t have answered half the questions I had for this post before the LLM age.
And that demand for efficiency was coming and needed to be addressed over some time horizon, no matter what.
As different industries cope with their extreme lack of efficiency in the face of other industries who are efficient and in demand wages rise everywhere and basic needs like education & healthcare get more expensive despite not being delivered more efficiently.
So we still need those inefficient industries but what do we do? We have to find solutions.
Because we were going to need to build out the infrastructure for diversified energy transition. Much of this is being spent on build-outs for things that we genuinely need.
We need nuclear. We need power grids that aren’t from the dark ages. We need the efficiency for compute as government services have gone full runaway Baumol accelerationist. Unless we do the hard work that’s going to take 10 to 15 years, most liberal economies will collapse under the weight of the social safety net.
So we need to do a fairly thorough job of investing in the future, independent of whether it’s artificial intelligence driving our future or developing an industrial policy of, say, going to war with China. Necessity is the mother of invention and I’d rather the need be capital growth than war to drive industry.
I don’t know why this “facts of budgeting life” works people up so much. Booms and busts and bubbles build real things and we really need more efficient energy, healthcare, and education.
The economy is a nutrient gradient and money moves to where it gets fed. Right now the promised efficiency of a solution to unsustainable spending is paid for by gains in areas which did get more efficient. That is just the whole game. Grow faster and bring along anything that isn’t for the ride.
I suspect that if I am any good at seeing the future it’s because I enjoy touching the present so much.
I think it’s a fools errand to professionalize “the spark” of active players meeting and exchanging information. Not to say that working at your game is wrong. You should work at it. But know what game you are playing.
I’m experiencing a kind of multi-modal view of my own focus and how it can be turned into more time touching reality. I know it sounds silly but the verbiage of the moment is enabling in strange ways.
I don’t always like consensus. I need to experience the consensus myself before I’ll join up. But I love to be first. I love being your first fan. I love being first to a new trend, narrative or aesthetic. I want to see a thing first.
To engage with others in this market place of ideas and trade in our knowledge for our own priorities, is for me, the stuff of life. I love a market. What is the mood of now so I can find others who might understand the possibilities of tomorrow. Every angle counts
I do think it’s all up for grabs future at the moment. I am leaning into some personal weirdness partially for my own happiness but partially because I think maybe this strange node of “people who want to communicate that they value beauty” to the world will be a vector for finding interesting people working on what is going to explode next.
I am trusting when everything goes up in “the churn” I enjoy picking up new skills. I am enjoying turning myself in a new direction. I think it might actually get me to my original goals. To invest in founders building their weird chaotic nodes of next should be.
Many moons ago, when I was first attempting to get a diagnosis for why I was always in pain and exhausted, I got a battery of allergy tests. I did the “gold standard of allergy testing” called patch testing which is a form of pin prick testing designed to pick up responses that may be delayed.
It was an awful experience. I barely made it through the 5 day trial between the 100 allergen pin pricks and final measurements.
I remember begging the doctor for a way to measure early. I asked if I could take some Benadryl to take the edge off. Alas the only way it would be accurate and covered by my insurance is if I gutted it out.
You are not allowed to shower, sweat, be exposed to UV rays (no going outside) or take immune suppressants that might subdue your body’s response.
I was struggling to breathe, my entire body itched and ached, and I had a migraine so bad I couldn’t see for the stars & dizziness. It’s possible I wasn’t stable enough to have adequately consented to the test but I did get my final results.
Out of 100 common allergens tested it was confirmed I was extremely allergic to 10 of them with another moderate sensitivity set of twenty or so that I should merely try to avoid as opposed to my firm “no go” list.
The dermatologist gave me a sheet with 75 different chemical names and formats that I might encounter in the wild from these core allergens:
I instructed to search ingredient lists for these names any time I purchased a household product, personal care item, cosmetic or other item which might include these ingredients which ranged from nail care to vaccines.
It was honestly quite overwhelming. And some of the above ingredients are in basically everything. I dare you to avoid Limonene for a month.
So my husband and one of our best friends did what any practical minded engineer would do and they made me simple Google sheet where all 75 varietals could be checked if I plugged in the ingredients from any item.
I used it for years. I’d plug in the INCI from every brand I encountered into the sheet no matter what. I gave away a lot of products to friends.
Today it occurred to Alex that we should probably vibe code the thing into a proper web application using Replit so other people could check ingredient lists for their own allergies.
You can set your own allergens or click a few buttons for common allergens and “clean ingredient standards” and run a check for an all clear.
It isn’t super fancy but it doesn’t need to be. It just needed to keep your data safe, be easy to log into so you can securely check and access your personal list and generally functional enough to change and set allergens. We’ve put it on our own little domain just to see how much this will cost to run (and we’ve set up alerts so it doesn’t go bonkers) but we figured this should be accessible and simple.
And while there are other options on the market, most are bloated, overly paranoid and designed for scaring California moms rather than quickly helping people with clear preferences for avoidance and actual tested allergies. So hopefully our pain can help you breathe easier.
Some options for chemicals and irritants you can select on our app. My own settings of allergies and sensitivities
Every time life gets intense I wonder to myself why am I speeding into the turn? And then I look back at the last almost half decade (which is easier than I’d expected as I’ve written every day) and I feel the achingly slow pace at which we tackle the challenges of our lives.
We’ve had really big wins and really glass chewing teeth grinding bloody inch by inch progress that barely feels like a win at all.
Some pain has given me relief and some has been so heartbreaking it crushes me that it’s beyond my control. Bodies and borders are often beyond the control of mortals.
It’s been a weird week. I’ve kept a slight distance to the logistic of it for sanity, but my father’s memorial is being held tomorrow. He passed over the last long weekend of summer. I found out by voice mail.
It is a complex family dynamic and I am not (insofar as I can tell) invited to event. I know it sounds odd to be unsure, but given how the information has flowed, who has been prioritized, and the reactions to condolence communication I’ve done my best to keep a respectful distance. My grief isn’t the most important grief.
Neither of my father’s children nor his previous wives will be in attendance. It’s not necessarily our choice, or even our place, to have an opinion as he had a third family who welcomed and loved him and I am grateful for their generosity. He had no further biological children but he had another family.
We’ve spent the last few weeks doing a comical amount of legwork with the help of kinds souls, friends and my mother to acquire the ideal floral arrangement and make sure it arrives alive and healthy.
Two Venus fly traps carefully placed in a cardboard box for travel from Colorado Springs to Boulder
In an age where Miss Manners would find few remaining social mores, a respectful but symbolic floral display seemed the most likely to be acceptable and held the most meaning for me and the father I remembered.
He loved Gary Larson, and in the early nineties convinced him, through a bouquet of carnivorous plants to participate in calendar application for Macintosh. Gary decided the Internet wasn’t for him later but that early desktop computer program and its genesis remains a favored family story. A creative and bizarre tale of making something happen.
The Far Side Computer Calendae
Alas it’s not all charming anecdotes. Yesterday a large box arrived with a return address in Big Fork Montana. That is where my father had retired so we knew it was likely from his estate. Part of our hopes in moving here was to be closer to family.
Inside was a mess of the broken glass, old picture frames and hundreds of photograph of a life that my mother, my half brother and my father lived quite happily for a time.
Hiking, fishing, skiing, my first golf lessons, and horse back riding photos filled out the details of a childhood between spectacular eighties family portraits.
Little evidence of the hard years of poverty in tiny apartments was included. It was entirely the glory years of boom times. They were happy memories.
There were also glamorous soft core pictures of my mother in lingerie or swimwear which my father had apparently taken himself. I was initially quite shocked.
Nigh professional grade photos of my mother posed like a pinup are not exactly what one expects in an estate dump of memories. Especially as she is very much alive and well.
My mother’s has given me permission to discuss the images, though she was a bit shocked to learn they still existed.
She swore she had them destroyed but I’m glad they were not as I enjoyed seeing her beauty and vitality. Everyone deserves to remember the years where they were at their physical peak.
My father was a man of many talents and interests and he loved to learn new skills on the latest gadgets. I just didn’t expect to learn he was that sort of artist.
I hope the flowers and our card will be accepted tomorrow. I’ve been reeling slightly from the photo dump and its unheralded arrival. It felt like one last piece of unkindness when magnanimity would have been simpler.
I don’t know if anyone will understand the story behind the flower, so we have made arrangements for the plant’s well being if they are not. It is an imposition to send a living thing and it was my hope to do as little imposing as possible that might cause distress.
My grief is my own. A whole life was in that box and I have no idea if anyone will remember or recall any of it as anyone who was there isn’t invited. But I remember and I will treasure it. He’s on the far side now and free of petty concerns. I love him and I always will.
It’s seems a tad unfair to use our porcine friends as comic stands in whenever we wish to mock trough consumers of remixed refuse. Pigs are intelligent animals whose biological closeness to human may allow us to use their organs in a pinch. We insult ourselves when we insult pigs.
And yet every time some new form of processed artificial intelligence content drops, we call it slop. Sooie!
Presumably so does staying spiritually healthy as well. If there is no Mozart to be had, I’ll take Moby. If there is no Melville then we take a pithy viral tweet. Where is the event horizon of art?
Michael Pollen called it the omnivores dilemma in our food system. When it comes to our art, it doesn’t seem like much of a dilemma. More creation and more tools for creativity are a social good but when it becomes regurgitation and re-ingestion does it not seem liable to make us soul sick?
And yet the industrialization of food has inspired the industrialization of all forms of content. Scale has indeed become the standard way we’ve come to feed our bodies and mind. It was Gut with Gutenberg but where are the limits? Do we even know?
Facebook and OpenAI both released new content creation tools this week that were widely derided as slop factories in my circles.
Of course, I spend my time on the written web amongst producers of the tools that produce the slop. We think we know better and can use these tools wisely. We know what’s in it, or at least we have the know how that programs the machines extrude it. Some of us have some sense of the original material but precious few.
The engineers who built the Doritos factory probably enjoy a cheesy corn chip too even if they can afford aged cheddar thanks to pay which came with popularity of their creation. Imagine how a medieval peasant would have felt encountering that much extreme nacho cheesiness.
The intelligentsia of the written web like Substack, Twitter and Reddit (admittedly that being an intelligentsia is a funny conceit) presumes the unwashed TikTok, Reels and Shorts masses have no taste and will consume anything and without end.
My brother told me recently that our grandmother worked in a hotdog factory and refused to eat processed meat for the rest of her life. I also won’t eat hot dogs or sausages so maybe the sense memory runs deep.
I admit that I feel the same way about encased meats as I do about short form video content. No amount of condiments or “answering to a higher authority” will entice me into consuming the stuff. ConAgra owns Hebrew National now and they answer to the stock market not God.
Even if there are artisanal varietals of processed meats (and processed content), I struggle with the ease with which it bypasses my satiety filters. We have peptides for overconsumption of food but not yet overconsumption of dopamine.
It’s fine if we crave whole meats and whole books. Or at least a long form essay. Something can be created with the finest ingredients carefully sourced and prepared by caring hands. And yet we know man cannot live on tweets and sausage alone. Pigs probably shouldn’t either. Sooie!!!!
We are all us humans on the good ship Lollipop. I mean this as a stand in for Mother Gaia/Terra/Earth. We are all in this together right? Wrong? Who knows.
I happen to be on the America decks, so even if I can see the sea is perilous the orchestra is still playing. Maybe I’m rearranging the deck chairs. Is there anything that can be done to steer myself away from collision other than seeking a life raft?
It’s a kludgy metaphor but I am personally trying to move around several of my own ingrained adult habits with the hopes that I can change the direction of life for smoother sailing.
It’s hard to retrain your body after years of pain, compensating biomechanics and environmental factors beyond one’s control.
I’m putting on my life vest and trying to steer myself well so that I save myself and maybe in doing so save others.
If anyone has physical therapy videos they recommend I am working to retrain muscles that are compensating for my thoracic ankylosis. I also intend to go in person to physical therapy if possible.
And onto other topics less bleak than avoiding disasters, both personal and political, as you can indeed do more than you imagine to steer your own life here is some inspiration.
I enjoyed reading this piece on the rise of the online schizo and how to protect yourself as someone who is burdened with a strong case of apophenia. Worth a browse if you are concerned about your cognitive security online as no one wants to catch a Babylonian death cult meme virus.
I spend a lot of time on artificial intelligence policy thanks to my advocacy on Montana’s right to compute law as well general interest in enabling more people to maintain the level of control and access they seem appropriate for their own lives. The right to repair movement is the seed for a wider right to compute movement.
On that note Alex is building automation into the sauna being built and has put the code up on GitHub if you are into that sort of thing. You have a right to build things and own them and no one is forcing you to buy convenience if you would prefer to keep your data on your own servers. Even if it’s the data for your air conditioning or your sauna.
We’re building a sauna and I don’t like anything at home connected to the cloud, so I’m building my own fully local controller ESP32 as the brains, 60a 240v contactor for heater, even has RGBW LED controls UI/ final control via Home Assistant and HomeKit
There has been such a bleak mood on the timelines as Americans are once again locked into a cycle of agitation and propaganda driven by hyper persuasion A/B testing of rage bate as tragedy turns on the opportunism machines. So I’d like to share bits and bobs of good news in my corner of the world today.
Valar is audacious, ingenious and the kind of hard technical work I’d never seen anyone raise from his position as self taught young man. But what a challenge right? I was in. I believe in him. And boy do I look smart now.
If you want to watch an inspiring video with a Blackhawk click through. Kiewit is America’s 2nd largest power plant builder, with more active nuclear construction projects than any other company in North America. Utah deserved a win like this today.
Valar is incredibly grateful to the State of Utah, especially Governor Spencer Cox, DNR Executive Director Joel Ferry, EOD Director Emy Lesofski, USREL Director Jaron Wallace, and all our local partners in beautiful Emery County.
Chaotic portfolio founder, and once and future Montana guy, Sam Hogan has a good synopsis of CogSec 101 in times of tension that I thought I’d share as a teaser for introducing his fantastic compute company Inference.Net
He gives good being online advice and his company Inference.net (yes disclosure investor) just started sponsoring a new podcast about the culture of San Francisco.
It’s called Member of the Technical Staff. It’s a fun hang with perennial grist for the social mills topics like where are the girlies in San Francisco. It’s a hang for a subcultural issues relevant to understanding living in a boomtown while building.
In local Montana news, we have had national influence with our work supporting the Frontier Institute and its indefatigable leader Kendall Cotton. Must be something about this Rocky Mountain boys that we love. He’s proving you can just do things.
I’m thrilled to report that two model bills that we’ve pioneered in Montana were officially adopted as ALEC model policy. This means that state legislators from across the country who look to ALEC for ideas will be prompted to introduce their state’s own Right to Compute Act (recognized as the gold standard for state tech regulation) or Private Property Protection Act (a cutting edge approach to zoning reform focused on housing affordability).
We’ve officially become a national policy leader – a big deal! We’re a small state, and a small team here at Frontier Institute, but we’re making a huge impact thanks to supporters like you.
And that supporter like you? Heck yeah those supporters are me and Alex. .
You two can just do things as our boys Isaiah, Sam and Kendall have shown. You can build nuclear reactors, run decentralized inference compute markets and create new models, and even change your state’s policy with better laws that become models for the entire nation.
I am having a rough week what with my own chronic health challenges and the death of my father over the long weekend. My husband is also brutally ill with the flu. So it’s just generally 2025 on maximum. All brakes and no gas.
So I took a break from reality. to watch the reunion for Season Two of Love is Blind: UK aka the working class multicultural Manchester season as well as test out a South Korean dating show for forever singles or motae-solos in Korean called Better Late Than Single.
Now I’m a middle aged elder millennial who turned over into her forties with ten years of marriage so keep that in my mind. My husband and I met through a mutual friend and now I wonder if we were on the last helicopter out of Saigon.
We worked in the nascent New York startup scene. Over the course of two birthdays, a year apart, for that same friend, we got our act together (ok I did) and began dating.
A few weeks before we got engaged, that same friend showed us this new dating app called Tinder. We laughed at the bare bones profiles as were used to involved questionnaires from OKCupid.
It’s clear that these applications have left a cavernous void in the culture of mating and dating not only in America but across the world. From Raya to AMANDA (a very judgmental Korean dating app) we’ve found all the ways to maximize for the most superficial aspects and signifiers of a person.
Some cultures seem to have taken this to extremes. On rainbow coalition class coded Manchester season of Love is Blind: UK we had Indian posh girls dating down class half Pakistani guys and Albanian girls falling for Lebanese guys. It was a clusterfuck. I won’t spoiler anything but the disposable attitudes clearly came from long habit you associate with dating application culture.
Meanwhile the forever singles have taken the opposite approach. Rather than sweetly autistic singles being helped along as Love on the Spectrum does, social media personalities roast painfully awkwardly awful members of the opposite sex fail to listen to each other. Holding eye contact and grossly insulting someone via misunderstanding was the tone.
If those media pieces show anything it’s the utter lack of tenacity being displayed by everyone involved. Sure, someone willingly going on a reality show is extreme. But the deep desire to be seen and loved goes beyond any culture or awkward social technologies. We’d all do with learning to fight more for love and family.
