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
Travel

Day 1432 and The Coldest Winter I Ever Spent Was a Summer in San Francisco

Yes it’s December so forgive me for quoting the “maybe” Mark Twain quip about the chill of San Francisco.

But my goodness the damp here is the kind of cold that seeps into your bones. I’ve never felt a colder 60 degrees than in the city by the bay.

Maybe you are thinking “doesn’t this lady live in Montana?” And you’d be right. My winter weather is typically 30 degrees of bright and sunny high altitude clear dry air. We get the occasional -40 weather but it’s a news event not the norm.

Rocky Mountain snow is so famously powdery and light thanks to those dry conditions. Snow piles up fast and high & melts even more quickly if you live in one of the valley cities like Bozeman and Boulder. We call it the solar snowblower.

I expected my trip to San Francisco to be much warmer than weather at home in Montana. I left behind quite a bit of snow. And it has been 60 and mostly sunny since I arrived in San Francisco. But somehow I’ve been absolutely freezing.

I have on two pairs of socks, leggings underneath my pants, a long sleeve shirt and a cashmere turtleneck on and I’m still chilly. I didn’t bring clothing for this kind of weather. Sure I brought a couple sweaters but I didn’t bring a winter coat. I thought a canvas trench coat would be adequate. Clearly I’ve learned my lesson.

Categories
Community Emotional Work

Day 1428 and Thanksgiving

It’s nice to have a record of multiple years of thanks to look back upon. In 2023 I was thankful for the serenity of acceptance. In 2022 I was grateful for regaining optimism. In 2021 I was grateful for the small measure of health I’d gained.

In 2024 I’m still optimistic (albeit cautiously) as I have the similar amounts of health and acceptance keeping me above the waterline of our chaotic reality.

I am thankful the incredible amount of progress I’ve made in my work this year. We’ve done so well with our first fund at chaotic I have little fear that we will continue building it even as the markets remain a challenge.

I’m thankful for our founders who made it possible for me to make a go of investing in weirdos.

I’m thankful for my marriage. Alex and I have made it to our second decade together. I highly recommend marriage if you get the chance.

I’m grateful for so much this year that listing it out seems a bit overwhelming at 8pm at the end of the day.

But if you have the chance to be grateful in writing it’s worth doing. Looking backwards on your gratitude enables you to look forward with optimism.

Categories
Preparedness

Day 1427 and Main Character Energy

I feel like I’m in some sort of slapstick comedy with our city pratfalls. I’m in Los Angeles for the holidays which has been somewhat pleasant except for the modest signs of barely contained emergent chaos.

Which I frankly don’t expect to see we are staying in a very bougie neighborhood called Marina Del Rey. I figured the wealth that holds it together would make it more navigable. Lol.

There is something extremely funny about leaving your cozy Montana home with its backup solar power and multiple heating systems only to find yourself in an large apartment building on a rickety grid in an enormous city over which you have no control.

Last night around 11pm there was massive power outage affecting much of Marina Del Rey. Alex was already asleep having had a busy day so when the power dropped I didn’t want to wake him.

I went to fill up containers with water just in case we needed to flush the toilets as we are on an upper floor. I took a few pictures and went to bed with earplugs in and an eye mask figuring it would resolve itself.

The view from our Airbnb and the next set of low rises without power.
What seemed to be edge of the outrage from the Airbnb two or three blocks out.

Alex woke up at 6am and the power was still out. He had been working so nothing was charged and we had no WiFi. It was dark out as he started his work day on east Coast hours

It turned out the outrages were larger than just the complex around us. Twitter had some estimates for who was without power but we weren’t the only family members without power or water in the neighborhood.

Mind you this is the beachfront south of Santa Monica so a pretty upscale area populated by Silicon Beach types. It is unincorporated community in Los Angeles county which complicates its infrastructure.

The outage stretched on into mid morning. The car we had rented was trapped in the garage with the power out. The elevators were obviously not working and we were quite a few floors up. We couldn’t shower or wash up. Thankfully I had water for the toilets to flush.

It all felt a little dramatic for what should be a pretty normal day. Imagine if there had been an actual storm or an earthquake. Complaining about it on Twitter was made humorous given our friends know we are the types to do preparedness planning. We are all at the mercy of a blown transformer. So make sure you keep extra water on hand.

Categories
Aesthetics Travel

Day 1426 and Cheap Nails

I am in Los Angeles for Thanksgiving week. I decided to get a pedicure yesterday. My logic was a larger city would provide better quality at better prices than I can get in Montana so I should make time to get it done here rather than at home.

Bozeman, despite being a college town that doubles as mountain resort town, has relatively limited options for cosmetic services at lower price points.

You can get traveling elite Yellowstone Club services quite easily. We’ve got top notch estheticians, massage therapists and even a tier one city dermatology practice.

But if you want a $30 basic pedicure you are shit out of luck. If appreciate the lower end of market price services and the value of regular cheaper grooming this isn’t Bozeman Montana isn’t ideal.

I have a little trouble with my spine so I appreciate being able to pay for help work task that involves so much bending over. I went on Google and Yelp for some shop triangulation. Being on the bougie West side of town meant locating a salon that was well rated but not fancy was a breeze.

What I did not expect to find was that nail salon had moved almost entirely to gel manicures. I don’t necessarily want that kind of long wear of a gel as it is harder on the nail bed and requires a fuss to get it off.

They only had a handful of regular colors as opposed to the giant wall of OPI or Essie. I picked the one basic pink which when applied I fear is best described as baby hooker pink.

It’s somewhere between a baby shower pink and a trashy mid-aughts white girl pastel attempting the era’s iconic milky Essie Ballet Slipper pink. I’d post a picture of my feet but that seems weird. Hopefully no one has cause to look at my feet as I’m a little embarrassed by the color.

Categories
Politics Travel

Day 1425 and Doorknockers

Yesterday I had one of those Lyft driver experiences where your life changes from what you learned. While driving to the airport, our very chill Zoomer driver explained the different financial incentives he got for ground game political canvassing in the Montana Senate race.

He mostly canvassed for the Sheehy campaign working for two different political action committees. It was a record breaking race for political spending in Montana.

As our driver explained it, Sheehy (the Republican candidate) paid fewer people more ($22/hr) than Tester (The Democratic candidate) with more flexibility and a higher number of hours, but more aggressive requirements (20 doors/hr) for success.

Naturally the young man being ambitious and motivated to earn (he clarified he was an independent politically) he chose being on the Sheehy teams as it rewarded his desire to make money. Though he did pick up some hours for Tester it just wasn’t much.

That’s the difference in the ground game in a nutshell. Ambition from a young man was rewarded and he aligned with those incentives. And the candidate won.

Im certain he was a terrific door knocker. He has the easy social graces of a local. He felt PacWest Missoula than over the divisive to plains kid but still as Montana as they come. He was white boy with face tattoos & piercings in the way of Zoomers.

His whole energy seemed to be aligning to vibes. He told us he came in to run ride shares for the big football game in Bozeman. It was a busy night and he ran out of hours (Uber tops you at 12). He was media savvy. Theo Von had just played Missoula and he was sad to miss it. Kendrick Lamar played on Spotify.

His attitude was so positive. He liked Uber, Lyft and Dashing for the flexibility. He said it didn’t feel like work because you are helping with the daily life of people. Helping others be responsible appealed to him. It’s nice to get someone who shouldn’t be behind the wheel home safely.

He used to make prosthetics but this paid better & was more social. It was fascinating learning how he picked up Uber & Lyft regionally in Montana and decided to run longer shifts for events. His attunement to supply and demand was keen. He seemed determined to maximize his time as it was his preferred lifestyle. He noticed incentives and it moves him.

If he ever see this “Hi Jacob!” It was great ride. Seeing viscerally how Montana’s senate race played out across the waves of rational economic actors living their American lives.

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
Emotional Work

Day 1423 and Reading The Riot Act

One of my friends recently fed the entirety of my daily writing experiment into Google’s NotebookLM podcast generator.

We both like to tinker with new artificial intelligence features and I have got a large training set with lots of tagging.

The synopsis it kicked out of two chatting AI hosts makes it sound like I have written a New York Times bestseller on the cultural and emotional adaption in the Great Weirdening.

The smoothing function of compression makes me sound way smarter than I think my daily output might suggest. The aggregate quantity has a quality all its own.

So naturally instead of sharing those wins with you I’ll show the emotional underbelly. He asked it to generate my blind spots and boy did the AI read me the riot act.

Beware the AI knows you better than you know yourself

I don’t know if I am blind to these as I see them as faults. I can easily go down rabbit holes and overextend myself. I worry about my physical capacity constantly. That’s why it’s such a clear theme in my writing.

I definitely recommend this as an exercise if you have enough personal content to feed into the generator. Seeing clearly into your blind spots gives you a chance see around the corners of your own life. It’s not quite the same thing as therapy but maybe just as useful.

Categories
Politics

Day 1422 and Dialectical Materialism

I am a capitalist. I like markets. I like people having the freedom and individual capacity to choose the course their life will take. We enable that freedom by letting people choose to improve their material conditions.

That might be where the Marxists and I agree. Humans live in a material reality that exists outside of our own condition whose boundaries have significant implications on how we live our lives. I don’t know if I care about the dialect but we are connected and how we change has contradictions.

So how do we include more people in those improvements? How does America continue to do that? I’ve been trying to get my head around what inclusion means in a pluralistic democracy of our size.

Who decides what material conditions matter? Do we agree that we improving our conditions? What are those material conditions? I think making life better does involving improving our material conditions.

I just don’t think we improve those conditions from the top down. I maintain a firm belief in the coordination value of free markets. We make improvements by making our own choices. How do we include more people in making choices where we all benefit?

Some take for granted that diversity improves material circumstances. Certainly empires benefited from breadth and scale in the past. But we’ve seen nationalism and homogeneity work quite well for some endeavors.

I’ve been so fatigued by organizing my life around my identity and not my choices. My choices are obviously enabled and constrained by my identity. I’ve dwelled on gender and disability quite enough.

I’d prefer my conditions be more enabling than constraining which is why I believe so firmly in technology. We enable coordination to individual benefit through building systems that connect each other.

I believe the choices that benefit me can also benefit others just as surely as I believe in the golden rule. Do unto others. Applying that from nation state to neighborhoods to companies and collectives is a process. I’d like more of us to have a say in improving it.

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.