Categories
Preparedness

Day 399 and Life Finds A Way

Postlapsarian literature is arguably the first type of story in the human mind. A fall takes place. What comes after? Paradise Lost is an entire genre of folklore. I’ve been watching the new Station Eleven television show having made that mistake of reading the book early in the pandemic. I say mistake because it’s an emotional book.

Maybe it’s America’s obsession with second acts that gives me optimism. We will have a fall. A shuffling towards Bethlehem style shambles perhaps. But we will rise. Our national bird has never been the bald eagle. It’s been the phoenix.

Maybe this is why we tolerate horrible work conditions and miserable days fighting our fellow man for a scrap of security. Because as the saying goes, each of us is only a temporarily embarrassed billionaire. Don’t worry we will be back. The show must go on.

And so we concoct elaborate fantasies about how this too will pass. One day our chronic poor health will get better. Just you wait. We believe in science here you see. Science means an Epcot better tomorrow just hang in there.

Our Hollywood fantasies are riddled with “life finds a way” punchlines because well the struggle for survival in an inhospitable world is a universal struggle for our species. There is no lost cause.

But also there is no enjoying the moment or savoring the little things in life if we are always watering for our heroic moment in “the after” and holding back in the now. But don’t worry. Life finds a way. And so will you. Just remember that the end of the world is mostly a change in circumstances.

Categories
Startups

Day 398 and Experienced

I spent a part of my day gossiping with a friend of mine who is from the same cofounder cohort as I am. We’ve got a lot of common interests beyond having both been founders at the same time and I won’t list them as I don’t want to give them any hassle. But the two of us have seen a lot of the same things. We are now experienced.

It’s funny what you notice when you are experienced. We were noticing little aspects of how founders we taught or mentored or invested in tended to repeat. How there are certain repetitive patterns you notice in first time founders or folks who are new to Silicon Valley culture. You notice idiosyncratic elements that all n00bs have.

Of course the where it becomes hard is how much time do you put into coaching them. Can you help them level up fast enough to avoid all the mistakes you made? Can they outrun all their faults and weaknesses by adding new strengths where it matters? It’s honest the best work in the world. You find yourself constantly optimistic that big things are possible. That the best version of someone is inevitable with work and love.

Of course founders with battle scars know it best. We know where the sharp turns on the road are. Because we wiped out there. When we yell out to you to watch out it’s because we know the road better than you.

I’d also bet that this is why venture capitalists will stay with founders who are floundering and fucking up and being failures. You’ve seen their bright spark. You know their brightest self and it’s aspirations. And sometimes it’s really hard to accept when someone just isn’t going to make it. Because belief is deeper than facts sometimes.

Categories
Emotional Work

Day 396 and Drowning

I’m a big fan of the show Bojack Horseman. It’s got all the emotional depth of Ted Lasso but with all the trauma of remembering your never felt loved by your father. Yeah it’s not really a comedy.

For whatever reason it’s a show I typically watch after therapy. I’ll watch an episode or two when integrating all the feelings from paying attention to my inner child for an hour and a half. I know it’s kind of a weird choice but it’s a really straight shot of feelings.

When the star goes on an epic bender, his ex-girlfriend recounts a story about being a life guard.

The first rule of being a lifeguard is knowing when you cannot save someone. Some people they will splash and thrash. And try to take you down with them.”

I’ve got someone in my life that is drowning. I know it. I knew it before they did. My instincts were like the lifeguard trainee. I wanted to help. But they are splashing and thrashing and all that would happen if I tried to help is that I will drown along with them. I know this to be true. But I am so willing to be cruel to myself and ignore it. I’d let myself drown. And what good would that do anyone?

Categories
Chronicle

Day 395 and Uninspired

I was texting with a friend that I wasn’t feeling very inspired to write today.

Do you think you will just skip it?”

It has actually never crossed my mind that I’d skip writing. I was idly commenting that it was on my to do list. My friend probably meant it more as a joke. Maybe I skip other items on my to do list. I haven’t meditated today. Or checked my email. But skipping writing just for being uninspired? That won’t be how my streak ends.

I’d be lying if I said I hadn’t considered how the streak gets broken. I’ll have morbid thoughts about accidents. You know the kind where your mind decides to make you consider something horrifying. What would it be like if I drove off the road? That would probably end the streak. Thanks mind for going there what the fuck.

But even when I had to go to urgent care or stay off my phone for the mother of all migraines, I still wrote something. It’s more likely that something stupid happens like a flight delay accidentally fucks up timing. I do actually have an international flight coming up and I’m planning to write first thing in the morning to work around the ten hour flight time. But today? Nope. I got a few paragraphs down. And that still counts.

Categories
Finance Internet Culture

Day 394 and Antiwork

There is a Reddit sub that is imploding at the moment called Antiwork. I didn’t really follow it before the extremely online moment where one of their mods demonstrated that internet people don’t generally have media training. But one of the amusing bits of antiwork culture got into my feed because someone had an awkwardly worded tweet about young people demanding at least two days off of work in a week.

Before I became a member of the capital class I wasn’t really much of a weekend person. Or even a time off person. I was in a constant battle to get over the line of survivable earnings in America.

But then the magic of Silicon Valley shined on me a few times and I’m suddenly no longer desperate about medical bills or having enough savings for an emergency. This has had the dramatic effect of completely reordering my priorities. Now I take restorative rest time seriously. Knowledge work and good judgement rely pretty heavily on be clear headed. There is no premium afforded for being exhausted. If anything it will lose you money.

So the antiwork folks might have a point. If so much of your life is spent in survival you never have a chance to really be human. And being human is oddly more lucrative. I stand a better chance of doing even better because I can orient my life around bigger outcomes. That attracts more people and more money and improved my chances. And yeah success compounds if you are lucky. If you can get out from under survival. Which is I suppose the hard part.

Categories
Aesthetics Internet Culture

Day 393 and Red Pilled

Maybe three years ago William Gibson was promoting his new book. It was the last event I attended in a pre-pandemic world so it stands out to me. He gave an interview where he mentioned reading a novel by Hari Kunzru called “Red Pilled” and that he found the plot as a plausible near future.

I immediately bought a copy as I’m heavily influenced by the prescient near future work of @GreatDismal. The book was about a member of the blue check media class slowly going stark raving mad because of an elaborate right wing alt-reich troll farming operation. It was uncomfortably clear on the kind of elaborate cultural war tactics that goes into pilling normies. Dank memes and slowly you are accepting the aesthetics and touchstones of former Reich minutiae or Nordic runes or pick your mythical volk white mythology. Memes are dangerous gateway ideology kids.

I didn’t really think anything of it at the time. Then I lived through the pandemic becoming an elaborate death cult ritual with totemic significance for both warring sides. I realized we are in the middle of a massive meme war for the soul of internet culture and most of us don’t know we are victims yet.

Walk down one wrong hobby hole on Reddit and suddenly you have become friends with folks with more than passing fascinations with authoritarian culture. Honestly it’s freaky as shit and I’m absolutely socially friendly with people who don’t think I’m a fully autonomous sovereign individual. And yes I mean both socialist Soviet apologist Tankies and TradCath beach fascists.

The latest example of mass hyper object cultural murmurations might be the Bored Ape Yacht Club. And not in the way you think! It was brought to my attention by Venkatesh Rao and he clicked together some signs I’d registered but not processed. It’s entirely possible someone pulled a QAnon semiotic culture jacking with everyone’s favorite NFT project and made it so we all consumed a bunch of Nazis culture.

Which sounds like a deranged conspiracy theory by woke activists but might actually be true. Someone did quite a bit of homework on the BAYC aesthetic history and it’s connection to racist reactionary political traditions, but it’s inherently unreliable as the story is being told by another elaborate culture artist. Who the fuck knows? Are there even sides to this kind of culture war? Can I be a conscientious objector?

If even a fraction of the wild associative leaps are premeditated it would be a kind of aesthetic scandal on par with the country electing a reality show host. A couple nRX message-board fascists cosplaying as Zombie Nazis grift 4 billion dollars in market place from venture capitalists and gullible celebrities. What a collective failure to repudiate literal Nazis! Lol. Maybe this means our unconscious might think some of this is right? Oh god maybe we did read a human biodiversity essay that made a convincing point. We seem to be a lot closer to black pilled. Fuck. Is this psychological warfare?

Honestly I hate this fantasy so much I hope it ends up being the largest milkshake ducking in history. Except at the end a whole bunch of us end up simping for the technical value of a bunch of Hitler memes. Fuck I’d die if this is how we all got pilled on antique fascist aesthetics. I’d love it even more if Peter Thiel were involved so the left wing conspiracy types could build their own QAnon metaverse. Already we’ve been warned about meme magic and the spiritual traditionalism that is animating a global new right. And I’ve got to be honest some of the threads going around have some elaborate research and narrative work. It’s propaganda level and designed to be compelling and confusing.

BAYC is of the most intricate hidden trolling campaigns in history created by very intelligent 4chan-related trolls who have hidden lots of nazi and alt-right innuendoes across the collection I’ve gathered enough proof to confirm it.

I honestly have no idea who is playing who in this saga. I’m think @vgr is probably right that even the terminally online struggle to make sensible or legible this level of signaling. So we brush it off. But it’s going to be an inception vector. So be careful when you react to an event. You might be primed to respond to their propaganda and not even know it.

Categories
Startups

Day 392 and Deal Flow

I wrote about my general philosophy about the futility of the typical hour long deck based venture pitch two days ago. I explained that I’d rather have a conversation with founders.

So if you want to pitch me just hop on over to a Telegram chat or my Twitter DMs. Let’s talk and learn and share and then I can really see your passion and vision and we can both avoid canned performative shit.

Well since then my Twitter DMs have been filled with amazing chats with founders of companies as diverse as consumer products, marketplaces and web3 games. The stuff people are cooking up in crypto is wild. Thought not enough SaaS tool pitches though so clearly I’ve got to get more mindshare there. Note to self to impress Jason Lemkin or something.

I’ve taken a dozen pitches now through direct messages and chats. It’s worked amazingly well. Maybe I owe a drink to Sam Lessin as he came out strongly against Calendly right after I wrote this post.

So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?

So I’ve got to say I hope I became known as the slide into her DMs VC as this has been a lot more fun than trying to play calendar sync with dozens of people. That game sucks.

Categories
Aesthetics Finance Startups

Day 390 and Pitches

So I think pitching is bullshit. My husband has a great analogy. He thinks an hour long pitch to an investor is like a white board coding interview. Have any of you ever done developer work that didn’t have access to StackOverflow and Google? Yeah didn’t think so. It’s a completely artificial environment. Real work is collaborative and input driven and not at all tied to your capacity to memorize and perform on the spot.

I think this is pretty revealing. We force intuitive input driven thinkers, our founders, into a situation where they have little to no feedback. They can’t get anything from us as investors for like twenty minutes. They lead an investor by the nose through a narrative but what if it’s a narrative the VC doesn’t care about. Then what you lose the deal? Fuck no.

You should anchor a conversation based on expressing interest and seeing together where the biggest vision might lay. I’ve legitimately talked to founders who can see their way into imploding corporate legal apparatus or building clean energy through on chain gaming. That is some science fiction level shit. But could they tell me that in a 12 page deck? Fuck no they would look insane. But I want to see you for who you are.

So if you want to pitch me just hop on over to a Telegram chat or my Twitter DMs. Let’s talk and learn and share and then I can really see your passion and vision and we can both avoid canned performative shit.

You want an investor that sees you for you. I want a founder that is building with such a keen passion it’s all I can do to stop from wiring the money that day. Our incentives can align from first contact. So pitch me however you like to communicate. Plus, don’t we all die inside a little every time someone sends a Calendly link?

Categories
Finance

Day 389 and Bear Down for Midterms

I used to be something of a perma-bear. I was always somewhat convinced that bad shit was just around the corner. I guess you can see that in my persistent interest in doomer culture. But as the world continues to experience “the crumbles” I’ve softened my general stance on everything is awful.

Crypto is arguably responsible for much of my stance. For all the bitching about Web3’s lack of decentralization and heady “takes” on how this has all been done before, I actaully do this think is the next wave. Do I think we are due for a lot of crashing and failures and unrealized promise? Also yes.

So when the market decided to do a January bubble bursting I was surprised at how sanguine I was. I kind of didn’t believe it was going to turn into a full blown recession rout. Now this is not to say I don’t think stuff is frothy, as I clearly do. But I think the weirding has so confused markets that who knows when contagion bubble popping is going to hit for real. I don’t think we are there yet.

And indeed I started this post in the morning and by market close stuff kinda bounced. Maybe a dead cat bounce. But who even knows is my point. I don’t think we will see a genuine correction till a real market leader like Facebook or Microsoft pulls a Worldcom or an Enron. I wouldn’t be shocked if it was Tesla but I ain’t playing that short. I think it’s more likely that “Meta” fucks itself in the transition to the metaverse or whatever and then we get a real systemic crash. Right now no one gives a single fuck if all of crypto goes to zero. We need much bigger game to drive a recession. Systemic Lehman brother shit.

Which is long way of me making an elaborate Community joke. That TV show with the Talk Soup guy. They had a plot where someone misspoke or made a bad joke and the theme at their community college dance was “Bear Down for Midterms” and no it isn’t a real phrase. My basic feeling on a recession is that the Fed will toss us a couple rate hikes to deal with inflation. But half of America is convinced the pandemic isn’t over. Congress could be talked into more stimulus since the midterms are bearing down on us and well the Democrats are going to lose. The exponential age, the end of American empire and global weirding means no one knows what is going on. The next real marker on our calendar is the midterms. So bear down for midterms. I’ll be wash trading to get some actual cost basis losses till then.

Categories
Aesthetics

Day 388 and Washing My Hair

When I was a sophomore in high school I lived in France. As part of an exchange program I attended a private Catholic school in Evreux which is a a town midway into Normandy. The family I lived with was almost quintessentially French. The patriarch of the family Didier was a perfumer that worked in fragrances for Chanel. And this is where American bourgeois and French bourgeois diverge. In our washing up.

I was accustomed to showering every single day. I was a horseback rider, as was the daughter in the family with whom I lived. I thought it perfectly reasonable to rinse off the barn smells on a regular basis. This was not a view shared by the family. While they were immaculately groomed, their routines involved wash cloths and eau de toilette. Washing one’s hair was a once a week affair.

I was slow to pick up on this cultural norm. They would politely point out that I showered a lot. I was gifted a number of Chanel cosmetics and fragrance products. Did I perhaps prefer Allure to Number 5? They kept coaxing me. I kept not getting the hint. Finally I was told point blank I was running up the water bill and I needed to knock it off.

Lucky for me the habit stuck. That old joke where a woman tells her suitor she can’t go on a date because she’s washing her hair? That’s me now. Well, sort of. Every Sunday afternoon I set aside an hour for the full scrub down routine. I like to go into the week with freshly styled hair. If you catch me on Wednesday or Thursday you can see my hair slowly getting less coiffed. I’ll typically do a rinse and condition on Thursday but thanks to my French family Sunday remains the only full hair washing day. And I still kind of dislike perfume. But don’t tell Didier.