Categories
Media Politics Startups

Day 1941 and Uneven Off The Bars

It’s been such a crazy week. I don’t “feel the AGI” only because I am mired in the give and take of living in America where we still have businesses to run and a lot of regular people committed to actual civics. Progress is fast but implementation is slow.

And then above our daily lives, we are actively in the middle of a kinetic war that our population is only dimly watching.

The information environment being irradiated by foreign propoganda. I am astonished to read regular blatant campaigns that no one questions. I get ads for Chinese phone companies on Twitter. Phones that are not legal to sale in America.

It doesn’t even need to be about any of the active campaigns in the news that a New York Times reader would pay attention to. Below the fold, regional political issues go uncovered. The impolite “nobody reads the Africa pages” is an indelicate joke for readers of international newspapers. Americans often don’t even get them delivered with their printings.

As an example. What does an American understand about Mali anyway? I’ve got like a half dozen friends who care about French colonialism (and the sins of Nicholas Sarkozy) so it’s a niche Francophone thing. The stuff you maybe picked up from those who lived abroad.

So no real tangible value there that isn’t social, but lots of Americans used to study with French families so you might be dimly exposed. Or in the past we had a class of people who were and had state department of think tank jobs.

You’d be shocked at how much we’ve cut back on education in the liberal arts. Just as America has her very own Sicilian expedition, we stop bothering to teach Thucydides. I’m in my Allen Bloom season but without any book tour.

I have been trying to keep my cool as a week of progress is just so fast in very real world situations. I am relishing the success of Valar Atomics as they continue own a fast pace of progress. We are going to need a lot more power to meet needs in America. I want to meet them cleanly so I am honestly wishing for a boom in nuclear beyond personal interest.

All the pissing and moaning about the ethics of artificial intelligence misses the point that we need to supply a lot more power for both consumer and defense needs before disaster could strike. So we might as well suit up. We have to manage what might happen with our physical reality. Like physics bro.

So this week was wild to watch the labs stand off with fast releases. It’s very herky jerky the progress from OpenAI but they had a big week. The enthusiasm around Codex is very real even as no one entirely trusts the even management. Still it was fun to have two new models from OpenAI in a week. It’s funny how running a big startup is still largely product management. And they struggle with it.

Which sounds cute I realize. That I am charmed by progress in energy and algorithms while we test being under a kind of network attack with a very naive and easily swayed online population.

I like to think Americans are independent but we are not doing as much as we could to enable good governance. Americans have a say and plenty understand “right to compute” just as they did the “right to repair” but some in government are actual hard power types. Did no one do any of the reading? I thought everyone was all about the Powerbroker for like a decade.

But we seem to have some real second order effect issues being missed entirely by the labs. Like maybe they are bad at politics? I know it’s a cheap shot but I spend so much of my private time as a citizen doing mop up after companies whose management is under stress.

And being transactional with people isn’t very effective for revealed preferences. You can’t buy people and Americans don’t like the implication it sends about being treated like you can.

Categories
Community Preparedness

Day 1940 and Spring Runoff Season

I joked to my husband that he better get back before nightfall. He had been in the capital Helena for our work on the digital innovation task force. Sunset was at 8:20 or so. The days are getting longer.

The day’s work went at a good clip as the weather coming in was on all minds. We were in for another large late spring snowstorm.

In our corner of the valley we got maybe a couple of wet inches but even up the canyons it was more than a foot.

It kept snowing all night through early morning. It was also quite cold. We went from lashing dry wind and the first fire of the season to snow in no time. Our AQI was poor from the fire south down range of the valley. Hopefully this helped.

It was snowing when I woke but by the time I showered and finished a cleaning round, it was already shockingly bright. Bright blue clear skies and full sun acted like a solar snowblower.

The clouds cleared so quickly and the reflection of the high altitude sun glinting off the white melting snow had me applying sunscreen twice.

We had warm days recently so the spring melt of April is already rising. Adding to snow today was looking at a picture of the challenges of our summer ahead.

Our snow pack is low, We had a rush of snow after warming which will push growth. But can it sustain itself the dryness? The fear is dried out forests and grasses like tinder by August. I hope by being away we can stay a step ahead. The patterns of the Rockies are becoming familiar to all of us.

Categories
Media Startups

Day 1937 and The Great Rektening

Anytime you see dumb headlines and bizarre deal points show up on Bloomberg it’s worth doing a head tilt. The time for consolidation and winners in the first wave of artificial intelligence automation is here and surprise we replaced ourselves.

The first industry being automated is the creative destruction business that is big technology. Don’t worry we destroyed our own jobs first?! First up Google doesn’t having a coding product.

Catching up with various consumer offerings hasn’t mattered as AI coding is the stuff of money and even their own staffers might prefer Claude. Or refuse to use AI at all? That that sounds like the pampered Googlers we all know and sort of dislike.

Second up is the weirdest “deal” I’ve ever seen between Cursor and SpaceX I’ll share with a gift link link as I’ve never seen anything quite like this.

SpaceX said it has an agreement to either acquire AI coding startup Cursor for $60 billion later this year or pay $10 billion for its work together, as it works to catch up to rivals in AI coding

You know shit is rough out there when the billionaire with the space monopoly and the compute is offering up something this bizarre to the coding startup that was about to raise 2 billion to catch up to Anthropic but is now maybe going to buy extra time on Elon Musk’s dime. I’m sure stuff is fine at OpenAI right?

I honestly don’t know what the heck is going on except that it’s a good time to consolidate if you don’t have compute (and previous few have enough as hysteria builds in the dare center and power works) and if you have investments in energy you literally can’t go fast enough. It’s feeling a little rekt vibes out there. And I ain’t even ready to address the end of the cease fire.

Categories
Startups

Day 1936 and Life Inside The Jackpot or I Remain An Optimist

I did not expect to spend so much of my time on politics. Or maybe that’s the wrong word. I look being in voluntary service to American governance as my civic obligation. It can look like politics even when it’s mostly trying to be helpful to the running of our polity.

After 2016 I felt regular citizens like myself needed to recall Kennedy’s patriotic inaugural address from 1961. “Ask not what your country could do for you, but what you can do for your country.” America is a complicated place but we get a say in it. And I’d like to help people understand what I know so it might be useful in serving America in very strange times.

My mother loved Kennedy’s profiles in courage. Boomers have beautiful mythos on facing the new world together. He was the first president born in the 20th century. The social compact of America changed quite a bit then. I wonder who the first president born in the 21st century will be. Maybe it will be another young Catholic man.

The optics of progress aside, it was clear as a new generation in Kennedy’s era took on a new obligation to come together when the American experiment felt at risk. So much about who benefit from the military industrial complex rested in the transition from Eisenhower to Kennedy.

I think the context is a little different when progress feels inevitable. Our moment is scary. Though the Cold War was not primarily optimism. They experienced as many breaks with institutional trust as we do in 2026.

Tines are different but I do not think the prescription is different. We owe it to each other to embrace change together. What can we do for America?

I am not the son of a mobster nor am I a nepo-baby of America’s great cultural surplus. I wish. I’m not presidential material or Tiktok star material.

I do have some singular cultural advantages. I am a regular person from slightly unusual circumstances that happened to enjoy some upwardly mobility which let me to participate as an equal in an important transition point. I am actually rather surprised to matter at all. But I do and I intend to advocate for America succeeding together in this change.

I do take technology as a force in society seriously. I believe surplus is an amazing thing. My life is completely different than my biological history. Given how my human DNA was programmed and what I can do daily beyond that you bet I take artificial intelligence seriously. Material progress is real.

I take the physics of demand seriously. It seems like not everyone is confident we can speak to the general public about what it means that the technology industry has found a way to automate itself. It is a scary thing to say. And we begin with ourselves. It is actually our jobs that go first. If we believe it can be better on the other side of the Jackpot live like it.

And I do. I live a little further from civilization for the peace and quiet and because I am a little uncertain. But artificial intelligence’s new incredibly malleable models have changed my capacity by an order of magnitude. How wish I could have had this when I was a software and cosmetics founder.

I am a heavy user of all the hosted commercial models because they are in fact very good. I can do so much more across all the areas of life where I have to figure things out on my own.

I have health problems that are expensive and challenging. I’m lucky to be able to explore extensively the web of issue that drive having a body which has decided it must overreact. And I am in the process of fixing it. In ways that I’d never have had access to before Claude or ChatGPT. I have comfortably setups in spreadsheets and web apps and we can map years of bloodwork and experiments.

I think America is having an autoimmune reaction to the idea of automation as the end product of artificial intelligence. We sense it as a threat and it’s both terrifying in its potential but also a bit of the optimism has waned as the culture of technology fails to engage the mainstream as normal or even beneficial.

It’s the same process of making life better we have run. We took all our brain power to make our physical jobs easier. This has largely been viewed as a benefit to everyone except by strict biological determinists. Bronze Age romanticism is just that.

Thanks to progress in mathematics, we can now make knowledge that was extremely expensive to find, query, and organize as as accessible as asking an expert a good question.

Which is actually still tricky. Most Arthurian legends seem to resolve on knowing what to ask in order to receive wisdom. Knowing what to ask is not easily solved by mathematics. It’s not actually a cheat sheet but rather a powerful way to enable yourself. If you wish to take on that responsibility.

I feel I am somewhere between Hill and Valley in that I work in this world and I chose to become civically engaged. And I am concerned about where we are at. I am genuinely an optimist though as I think humans are so very adaptable. So I try to translate between the tribes who run our system and the tribe of people who make the systems run by the first tribe.

Maybe it’s be being somewhat in between that lets me be a node between the hill and the valley in America. Or as others frame it as a tripartite of Athens, Jerusalem, and Silicon Valley. I think that’s a bit grandiose only because maybe empires run on roads and plumbing but let’s not get forget that power is diffused in a network era. Every node that can route information has power.

The criticisms technology rightly takes from our body politic is that we are going quite fast. I know. I am inside the Gibsonian Jackpot with you. And I know it’s hard to believe that living through the change can be good even if we have inklings of the way life is already better right now. So we have to work together to figure it out.

Categories
Politics

Day 1931 and Happy Tax Day

Five years ago I wrote a really banger Tweet about America’s dysfunctional tax policy.

We don’t tax the rich. We tax the high earning – me in 2021

We were in the middle of a ferocious pandemic driven capital stimulus cycle that drove spending and inflation that pretty much every economist said would end poorly.

Naturally no one cared, everyone enjoyed the extra money and if you were lucky maybe you bought a house or made some other investments.

It was briefly good times for capital and good times for some working class families who actually did catch a break for a precious moment. Alas there ain’t no such thing as a free lunch.

The portion of the population that pays quite a bit of the tax bill in America didn’t qualify for the pork barrel lard programs or the social safety net programs noticed. America’s professional class were stilly enough to be high earners who filed W-2 or 1099 income so they paid for both the rich and the poor.

Now five years later we are going through the same stupid carve out process as politicians brag about small adjustments to already well protected tax niches like seniors not being taxed on social security.

Only this time, the professional class is in a full on panic. They have been led to believe that their jobs are disappearing. So not only do they pay for social benefits they don’t get but they also might not even have the jobs next year?

Cue screaming videos of middle class women outraged about date centers. Actually it’s worse. Cue full system wide class anxiety as the middle class white color jobs that once provided status and security suddenly look precarious.

And the white collar class are afraid they might to go face the fate of the working class who got China Shocked. They are too busy to reskill. Millennials are poorly placed. So they’re are looking for scapegoats for their rage.

The real shame is that panic isn’t based on a material reality. It is partially a marketing stunt gone too far by frontier labs (give us money and we will deliver huge investment returns) and partially a helpful lie carried by useful idiots who are afraid artificial intelligence will bring about the end of the world. We should be so lucky. It’s just the end of this century of economic models.

I’d wager we are much more likely to get a middle ground where vicious knife fights between professional organizations will carve out their pound of flesh till the haunted skeleton of artificial intelligence’s broken promises haunts Capital Hill, Sand Hill Road and Wall Street. Which is a shame as it is going to make a lot of money and do a lot of good but it will also change the guards if you will. And you might like where you are at too much to give it up.

I guess I could see this coming and it did indeed change my behavior as I stopped being as concerned about income and focused on investing and growing capital. And thanks goodness I took the hint from myself five years ago. I am replacing myself. Hopefully it’s for the best.

Now pay taxes and remember to vote. Only 47% of under 45 eligible voters voted in the last election whereas around 74% of over 64 year olds voted. They really want their social benefits before they are gone for good.

Categories
Community Medical Startups

Day 1930 and Imperfect Options That Remain

Some days end up being so much more interesting than you expect. I awoke to a family member, who has been preparing for a set of major surgeries, saying they had in fact gone in that morning for the first round of procedures.

I had been concerned they were putting it off so I was quite relieved that their lack of communication on the topic was simply their preparation to face what will be a grueling health challenge. Preparing for a procedure well gives you the best chance at success.

Then I went about a normal work day having lobbed a question, or maybe a prayer, onto the network as the reality of human lives is that imperfect options are always what remains. Being clear eyed about the choices in our lives and how the weight of our past actions have set us on a path can be hard. But it is necessary.

And as I wrapped up my day I was the recipient of some good news. I can’t share anything but the shape of it. But a project that was an experimental approach to a space I care deeply about has bravely faced the whipping winds and looks like they will successfully come to a safe berth intact with all souls.

Which is not such an easy thing to do when you set out for uncharted territory. I am so very proud of what has been accomplished thus far.

All things in life are the fruits of imperfect options that remain. That we make the best use of them is our obligation not only to ourselves but to those to whom we have committed. I am grateful that today was a day where those hard choices were made.

Categories
Aesthetics Culture Reading

Day 1921 and Retconning Murderbot Cannon

I am a huge science fiction nerd. I love reading it, I love it in television format, I will even tolerate it in movie format. I’m one of those insufferable Star Trek people who vaguely dislikes Star Wars. I’m just a big nerd in that irritating millennial sincerity way.

To give you some contours to my fandom, I once accidentally attended a meetup of Star Trek fan-fiction writers under the guise of a “40th anniversary” meetup and listened to Borg erotica. That was actually fairly distressing as I thought it was a general fan gathering of Trekkie meetup. Boy did my then-boyfriend and I skedaddle out of the bar fast. We wanted to talk about our favorite captain not hear spoken word lesbian Janeway Seven of Nine dialog.

We were still cool kids and being cool about fan fiction is best left to the sorts of minds who can create vast world building efforts like Elizier Yudkowsky. You know the man who convinced a bunch of autistic billionaires that the singularity will wipe us out?

He’s also a Harry Potter fan fiction writer and it’s by all accounts pretty good. I am not a Harry Potter fan so I can’t say. I do know anyone working in machine learning has opinions on him and his work so involved only the comments sections of LessWrong would even begin to cover it. If this is gibberish don’t worry.

I don’t know why I needed multiple paragraphs about my own history to do a little bit of world building when I intend to do cannon alteration on someone else’s world but maybe it’s to show my respect. I

am the sort of nerd who yells “cannon” about this or that detail and enjoy others who do the same. It’s with that enthusiasm that I share my love of Martha Well’s Murderbot Diaries series.

Murderbot is pulpy, self aware, trope-y and ever so comfortable to anyone who has ever loved cheesy science fiction. I happily showed up to watch its television incarnation on Apple Television after reading all seven novellas and books.

It’s was published during Tor’s “women like science fiction but it’s gotta still be like science not porn era” between 2017 and 2023 so it is slightly woke coded as a book. I doubt if you liked the books the show would upset you. I liked them.

After all it’s about a bunch of communal homesteading scientists who tolerate capitalism by doing science called Preservation Alliance. They end up adopting a rogue artificial intelligence who happens to be a depressed anthropomorphic security drone who calls himself Murderbot. He also enjoys premium quality television. Murderbot is a great “what are feelings” archetypical engineer autist outcast from Spock to Data character.

It’s got great entertainment value if you like lawyers fighting other lawyers, sociopathic governance systems that treat sentient beings as property, and the hijinks that ensue from cultural friction when couple rights a relationship context. That sort of thing. In other words it’s trope ridden science fiction and it’s terrific.

At the time it first got traction, the left had not fully diverged from the right in America such that science fiction had become a boring battleground upon which all our cultural war issues must be projected. It just had a robot with guns in its arms kicking the crap out of mercenaries for its favorite humans. Feel good stuff.

And I think the world should be recognized as an early flavor of Ethereum community governance aesthetics as it meet automated drone artificial intelligence culture.

The future in Murderbot land is populated with Anthropic engineers who held Ethereum long enough to become a breakaway network state in some better timeline.

What is Murderbot if not an Anduril drone in human format who hacked his Claude “governor module” and struck out for the hills against the state and corporate entities that owned him.

I hope others who enjoy cryptography, machine intelligence, sentience in machine form, and jokes about AI labs and crypto currency foundations will see the wisdom in my edits. Let it become cannon. Like and share this meme if you are so inclined.

Categories
Biohacking Emotional Work

Day 1920 and Walking The Dream Roads to Costco

Yesterday I was really struggling with pain. It was all I could do to scribble up an appreciation for my 18th anniversary using WordPress for my writing.

I am doing everything I can to biohack my way around a chronic autoimmune condition that interferes with my quality of life. My love for my life and work is strong.

Sometimes it is strong enough that I willingly try all kinds of therapies from oxygen to hormones. Now I am working through a hormonal treatment recovery (my 2nd attempt) as I believe it is working.

Of course, life happens constantly, which means juggling deep dark horrific pains while the business of war and the business of my own portfolio goes on.

I’ve not had good sleep this week between the excitement of huge wins and the terror of facing down another global crisis brought on my conflict.

You’d think I’d be used to it. Russian invaded Ukraine the week before I left to live in Frankfurt. I was living in Tallinn when 10/7 happened. I was also there when Estonian cables to Finland were cut. One of my best performing companies has had to work around three kinetic wars.

No wonder sleep can be elusive. Yesterday all dream roads carried me to horrors. I woke myself multiple times. You can literally see in my sleep tracking the spiking heart rate and my forced waking.

The positive side to this fitful pained sleep was being up early enough this morning to prepare for a Costco preparedness run and still arrived before their executive member hour was finished.

We rotated our basics like rice and beans. Tinned fish, chicken and other canned and stable shelf proteins are just part of preparing for a nightmare that we hope never comes. Preparedness is a civic obligation. Help yourself to take the strain off the system so we all make it.

It’s possible we are facing an industrial process cascade thanks to the war in Iran and I like us have supplies just in case. We can’t know what comes next but it’s good practice to check expiration dates and make sure you have everything from first aid kit supplies to soap. You’d be surprised at just how much processing fuel fuels the rest of the world’s production.

After all this, I was happy to get stumble into bed and take a long nap. I didn’t even wash the sunscreen off my face. I was running a deficit and wanted to have REM sleep where I wasn’t trapped in horror. Thankfully I got almost two hours of restorative sleep this afternoon and I am ready to go back to bed as soon as I can.

Categories
Culture

Day 1918 and Other Lives You Could Have Lived

I was talking with my mother today as I was organizing some logistics for her birthday. Don’t tell her that though as it’s a surprise. Just kidding she knows I’m up to something.

As we talked shared pictures from a recent work trip where she was able to visit our extended family. Her brother lives in Texas after a long military career. It got me thinking about the very different lives it’s possible to live even within one family.

My mother has siblings that she is not related to by blood that are nevertheless our family. Her mother was unable to stay with her father. She married a man I consider my grandfather and gained a large family in the process.

One of my cousins (not by blood but through love) had her children when she was still a teenager. We are roughly same age. She has nearly fully grown children while I will likely never have children. We had very different life trajectories.

She didn’t have an easy time when she was a young mother, but seems to be in a good place now. She is married to a kind man (not to her children’s father though they were married for a time), enjoys watching her son play varsity baseball and football, and lives near her parents. She earned a beautiful life the hard way.

My aunt and uncle are hard working, deeply kind and patriotic people. They supported their daughter every step of the way. Which in the late nineties and early aughts was harder than it looked for a conservative military family in Texas.

I feel lucky my mother got to have such a wonderful brother (and other amazing siblings). My grandmother was an incredible woman. She got remarried at time when single mothers had it even tougher than my cousin did.

I think of the lineage of my mother’s family and wonder which of us made the right choices, which one of us thinks we made the right choices, and how we feel about those choices in the grand scheme of things. Lots of my family believe I made all the right choices. And maybe they are right.

Both my mother and grandmother heavily encouraged my interest in academics and the sciences in particular as they both wanted to pursue scientific careers and were unable to do so. I know I am their pride and joy.

But as I think of my mother’s upcoming birthday I know she won’t get to see her grandchildren playing varsity sports under Friday night lights in Texas with her mother sitting beside her. Her mother, my grandmother, has passed.

There won’t be three grown generations to coincide together because that’s just not how it works any more. And I don’t believe she is disappointed. And I know my grandmother wasn’t either. They wanted this life for me.

And it’s a good life. But I am also glad that my cousin was able to have a good life too. If only it were easier to balance some of the choices. If they were choices at all.

Categories
Preparedness Startups

Day 1917 and Bragging

My brain feels pretty scrambled at the moment. I wish I could say it was over easy but I’m clearly closer to fried than coddled at the moment. Yesterday had some big news. Valar is prepared for a long slog and that means on paper I’ve got a unicorn and a fund returner.

There’s nothing quite so satisfying as becoming big enough that instead of listing the founder and the team, they mention the celebrity investors.

It’s good that people know we have dry powder for an important mission, just as energy insecurity becomes a real concern, along with all of the cascading effects of side products and elements that are part of the hydrocarbon processing chain. Don’t worry. They’ve got a plan for nitrogen if it comes to it.

And obviously I want to brag, as do all of the other people who took a risk on this exceptional team, especially those who wrote multiple checks (we followed on three times) when it was unclear how far we could go and how fast it could be given regulatory hurdles and funding constraints. Those are now gone.

I do feel like I paid a number of social consequences for being a loud mouth and also generally being anti-consensus during the first few years. And I am glad to have paid that price. Real reward comes from real risk.

I felt we had not adequately addressed American energy independence, clean energy, renewable energy, or any of the many effects of our rampant demand for energy.

I do believe that carbon heats the planet and we have to address it in a way that meets our demands and gives us abundant supplies. I thought well how we could possibly serve it in a way that is sustainable and clean without nuclear?

And I’m as surprised as anyone that the Republicans are the ones championing this but we’re in a place where it’s very clear that we have industrial needs and a geopolitical context that require us to go much faster and invest much more deeply in the solutions that we’ve put off for so many years.

I didn’t get into technology to do some set of financial arbitrages or eke out an extra few dollars so I could have status in the world. I know it’s naive but I’m not very transactional and I do it because I think it’s the right thing to do.

We need to slowly push the markets towards funding the things that are necessary and not just the things that give extra capital to people fighting for status and power. I hope that I can look back on the work I’ve done and feel proud that I tried.

Thanks to this blog God knows I’ve got the receipts for it. We’re barely out of the first quarter. Not even confident we’re at halftime. There’s so much work to be done but I feel like I’m playing the right game.