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Finance Startups

Day 432 and Send Me Dealflow

The markets are struggling with the chaos of the Russian invasion of Ukraine. Nickel prices doubled. Gas is skyrocketing. Central banks are due for rate decisions but it’s anyone’s guess as to whether hikes will manifest. But in my neck of the woods uncertainty is our business. Chaotic.capital was founded on the belief that an increasingly complex world would present opportunities. And I’ve never felt more confident in our thesis.

With chaotic.capital we’re identifying, investing in, and supporting companies that adapt our lives and systems to the opportunities that chaos brings. We like companies that are adaptable. We like companies that help others become more adaptable. If you are still building in the chaos and want an early stage pre-seed or seed stage investor I’d like you to drop me a line this week.

I believe it’s possible to find leverage in chaos. As scary as this moment feels, it’s possible to profit off of the many ways the world may change. Geopolitical instability isn’t going away. That’s got downstream effects. Think supply chains remaining strained and snarled. Commodity prices continuing to be wonky. People on the move from immigrants to refuges. All of these problems will be opportunities for businesses to improve lives and make money. Everything from logistics software to temporary housing falls under the chaotic remind.

We are not scared of weird bets. We like unsolved problems. If it’s easy to model your growth and the exact trajectory to success, we may not be your partner (though we’ve got friends who will love you). But if you have a point of view on how chaos will enable your success, we don’t need a perfect plan, just a possible future.

Just to give you you an idea of how serious I am about finding weird shit let me tell you the deals I’m excited about this week. I’ve seen an occult marketplace, a real time DeFi data platform, a marketplace for vegetable gardens, logistics and 3PL software for influencer boutiques, and AI assisted direct to consumer abortions. No problem is too weird for us. So come on and slide into my DMs.

Categories
Medical Travel

Day 428 and Allergies

I’m staying in an Airbnb while I’m in Europe. I genuinely love the application and it’s community. I was an early adopter of Airbnb. Thanks to Airbnb I saved 60,000 dollars in one year. That cushion allowed me to quit a corporate job and pursue a startup without any anxiety.

My love for the application is pretty deep. It’s responsible for my marriage in some ways. I would only rent if I had another place to stay that allowed me to turn a profit. That usually meant I would rent while I traveled or if a friend has a place to crash. Alex was fascinated by my side hustle immediately. We’d only been on a couple dates when he offered to let me stay in his apartment while he traveled if we split the profits from my Airbnb. Naturally I said yes. I never moved out. And yes now we are married.

So yeah I really love Airbnb. But you do need to be aware of the community’s idiosyncratic norms. You are staying in someone’s home. That’s part of the charm. But also can can occasionally turn out in unexpected ways.

Since I arrived I’d been struggling with allergies. I broke out in hives. I had to figure out acquiring hydrocortisone in a foreign language. I was popping Benadryl like candy so I could barely stay awake. I was getting a little desperate to be honest. So I went on a long walk. Everything cleared up. I returned to the apartment and immediately started breaking out in hives again.

I texted my host to ask if he has any ideas. It turns out the host of my Airbnb loves scented candles. And he’s got great taste. The apartment has tons of candles and diffusers. But he’d put them into a cabinet so I didn’t know they were there. Alas I am extremely allergic to the chemicals that are often used in scented candles. Limonene in particular. So my body was going haywire over these candles but I had no idea they were there.

Thankfully we figured it out and moved them outside. But it’s a good reminder that context matters. At an Airbnb you are in a home furnished by a person with different needs and tolerances from you. And that’s ok. We figured it out. But me being upfront about my allergies from the start might have saved me a day of misery. Lesson learned.

Categories
Internet Culture Reading Travel

Day 427 and Rhythms

I’ve got a set of best practices for managing jet lag. If you are going east you get up a bit earlier and if it’s an overnight take something to immediately fall asleep even if it’s earlier. You should fast on your flight. this sucks if it involves first class and good booze but it’s worth it. When you land absolutely no napping. Stay up till normal bedtime even if it takes an extra coffee.

So far this seems to have worked for me. I woke up at 7am in Germany which is precisely my normal waking with the sun schedule. I didn’t have any issues waking up in the middle of the night nor did I have any fatigue in my workday.

Want to know the weirdest dumbest adjustment I can’t quite figure out? When to write my blog posts. It’s 5pm in Germany right now which is generally when I write my posts in Colorado. I prefer an end of the workday time as it lets me integrate the day’s knowledge and insights. But it’s only 9am in Colorado. When I post this as my own “end of day” wrap it will barely be the beginning of the day for my partners on the west coast.

This also has the effect of making me feel a bit out of the zeitgeist. When I woke up none of the overnight emails had gone out. Which meant I just got started on my day. Typically I spend an hour reading the news and drinking my coffee. But if there is no news to read it’s a much faster start to the day. So maybe it’s not that I’m out of the zeitgeist so much as the zeitgeist consumption process has tilted forward by 8 hours just as my day has done. I guess I better go open up Bloomberg and enjoy my morning news for with evening meal.

Categories
Travel

Day 426 and Missing Glamor

I flew to Europe today. Or rather last night. I had a business class flight to Munich, which in a past life would have been the height of luxury. Instead I found myself in the morass of Covid protocol lounges, individually wrapped dinner services and hygiene theater.

Because I was flying out of Denver I ended up a little bit high, (you can’t take it with you) wandering terminals looking for a business class lounge. When I did find one, it was all food service cold cuts and broccoli cheddar soup. The lounge was packed to the gills and had a mask mandate but did that ridiculous hygiene theater where you didn’t mask when eating. So everyone was eating but occasionally someone would yell at you if it was to clear you were between sips or nibbles. Eventually I gave up on the United Lounge as I’m just not a cold cure kinds gal and satisfied my munchies with some McDonalds fries.

Once I made it onto my flight I learned that under no circumstances was I allowed to take off my mask for even a moment to apply face creams. I’d been planning to apply my nightly beauty regimen on the plane before dozing off but was told it simply wasn’t allowed. The woman next to me was deep into her second Chardonnay but god forbid I get my resveretrol topically from Claudelie. I eventually snuck off to the bathroom for my nightly ablutions.

I was however allowed to take off my mask for my Crab Salad and champagne. Which was the last possible indication that flying used to be a luxurious experience. After dinner I learned we were expected to sleep in our KN95 masks. And to think I’d hoped I’d be wearing a beauty mask. Eventually I found myself a comfortable position to lie down in during a fitted N95. But I didn’t take any chances. I took two ambien to sleep through whatever bit of Covid protocol wanted me next.

Categories
Emotional Work Preparedness

Day 425 and Toxic Positivity

One of my friends Josh Centers became the main character on Twitter yesterday. He’s a stellar writer and I absolutely recommend subscribing to his Unprepared newsletter as he’s my go to guy to for responsible even-handed insights on being prepared for emergencies large and small.

Josh got in trouble for pointing out that survival depends on keeping a positive attitude. But since it’s Russia war time it included the caveat that nuclear war is bad but also survival might be possible.

Nuclear war is bad. Very bad. Don’t get me wrong. But based on my research so far, it’s more survivable than you think. The key to survival is realistic optimism and a positive mental attitude. In the meantime, here’s how anyone can start food prep.

People don’t love being reminded we can in fact take care of ourselves. At first I was surprised. Of course having tenancy matters. But I think people might have disliked it because it suggested our chances met rest on our actions. Sure it’s scary to let go of any sense of victimhood and know in your heart you are responsible for your family.

Josh got called out for toxic positivity. Which if it is legible at all, it is in a millennial woke community. I see it most used when millenials are exhausted from a corporate job that treat them badly but as workers they are expected to be good sports. The idea what we must boot strap our way out of bad times is upsetting but pretty prevalent in a capitalist driven and individualistic society.

Toxic positivity has also become a catch all for substituting personal responsibility for problems like mental health when they are causes by society level public problems. So meditation, fitness, exercise etc can all be labeled toxic positivity if you use them to cope with systemic ills. Church would be considered toxic positivity as well. It’s a classic liberal conservative through line I think. Why should the individual be forced to shoulder a society level burden asks the socialist. The capitalist says why should I be forced to shoulder the burdens of these individuals.

The reality is that in an emergency it won’t matter your philosophy. You will have to cope with the issue, no matter big or small, as it comes and hope that others can improve on your response. But expecting that you will be taken care of or that you can take care of others is just as useless. That’s why preparation is crucial. It’s not toxic positivity but rather the cold harsh reality that only you can save yourself.

Categories
Emotional Work Internet Culture Travel

Day 424 and Meltdown

The zeitgeist is getting stupid and panicky. Which means I’m feeling stupid and panicked. We’ve got folks speculating on nuclear war. It’s all very productive (that’s sarcasm) so don’t be surprised if regular people are on edge for no rational reason. I was surprised to find myself on edge as I know I’m being impacted by propaganda. But knowing isn’t enough to stop the emotional response.

I’m traveling to Europe for the next month and while I’ve got some concern about escalations in the Russian war in Ukraine, there is nothing I can do about it. If things get hot and a real nuclear meltdown happens, I doubt I’ll be any safer in Denver than Berlin. But rationally knowing something and emotionally being integrated on it are two different things. I’m on edge even though there is no point to it. And I am determined to continue living my life no matter the external chaos. I’ve had enough of putting life on old. But that choice has emotional consequences.

I realized how on edge I was when a daily drug I take for longevity and metabolic health, Metformin, was out of refills. I leave tomorrow for a month so I needed to check in with a doctor today to get it fixed. I found myself on the call explaining a bunch of unnecessary extraneous detail to the poor assistant about how I needed a refill immediately but I couldn’t get blood work tomorrow to prepare for a telehealth visit next week as I’m traveling so could I schedule bloods and the visit for April and still get a month refill?

Somehow this simple errand just completely set me off and I felt myself welling up with tears and anxiety. How had I missed this small detail and why couldn’t I communicate it normally? Why did I sound like some flighty woman who can’t communicate effectively? I felt shame and embarrassment overtake me.

I ended up asking my husband for help as I just sounded so loopy and stupid. The assistant didn’t need my entire travel itinerary and the logic for when and why I couldn’t get bloods done. I just needed the refill and to schedule my next visit.

I think we underestimate just how much chaos impacts our daily lives and routines. You can be a zen Big Lebowski type but you are still surrounded by friends who are ready to lose their shit over nihilism or Nazis or bowling Jesus. The world is increasingly complex and our little reactionary parasympathetic system is leaning on evolutionary hacks that are outdated for our current moment. Tigers in the grass are not the same as willingly doomscrolling social media to absorb someone else’s propaganda. Sure they both use pattern matching but it’s kind of an order of magnitude issue.

So be kind to each other as we’ve all been living through two years of chaotic pandemic angst. And now we are asking folks to dig back up Cold War fears. If someone has a little meltdown over a basic choice cut then some slack. And give them a hug. And yes I’m talking about treating yourself better. This shit is wild and scary and stupid for all of us.

Categories
Internet Culture Preparedness

Day 423 and Hot Takes

I am a prolific shit poster. I am a haver of takes. I am a full fledged member of the discourse. But Jesus Christ I never thought I’d see the day where the galaxy brains are feeling good about having nuclear war takes. Literally the hottest of takes.

I am in a preparedness Discord with a number of very level headed people. There are people that I would trust to help me think through surviving a disaster. But none of us are foreign policy experts or plugged into the state department. Nevertheless we are speculating on the possibility that Ukraine’s invasion by Russia could take us there. But we are just speculating!

Now I’m not a Bluecheck media personality on Twitter but I do know what it’s like to have an influential opinion. I’ve got a small platform and I try to use my voice responsibly. Or at least make clear when I’m shitposting. Because people will take you seriously. So you have to occasionally do a double take on your takes.

It doesn’t feel like most people are being particularly careful today. There are a few voices that have got things right in the past that are working though thought experiments. That’s valuable. But the bulk of folks are engaging in some terrible information hygiene. Opinions are being had. But also propaganda is being circulated and disinformation warfare is being waged. So far the West is being clearly won by the scrappy Ukrainian narrative. But who knows what will stick. So he careful out there. We are literally at war. Don’t rush to conclusions or to share shit that looks too good to be true. You don’t want to end up pushing an agenda that isn’t your own.

Categories
Emotional Work Preparedness

Day 422 and Very Good Care

I’ve been bouncing around a little in the zeitgeist and media frenzy of last few days. I’ve not done a great job of processing the Russian war in Ukraine. I’ve got ambient stresses related to the generally chaotic moment so the acceleration of conflict felt both inevitable and unnerving. And yet we might outrun the apocalypse yet. Doomer optimism has never seemed so apt a term.

I am going to take care of myself during this tumult. This year of self love and affirmation means thriving in the worse situations. Because I take responsibility for myself. I am a victim to no person or circumstance. I control my response to any situation. That is the freedom to live.

But that thriving only occurs when I prioritize myself first. If I can’t parent my inner child through her fears and reactions, than how can anyone else trust that I will come through for them? Mutual trust comes from understanding the motivations in our relationships and what we get from each other. And that starts with being an adult to ourselves.

This idea of emotional responsibility is a simple concept that is surprisingly hard for people. I work on it every week in therapy. Feeling our emotions (often driven by our childhood experiences) gives the capacity to interact with others as an adult. It’s a step beyond professionalism. I’ve found it’s what separates those who are good at the work they do versus being truly great at their profession. The great are present in who they are.

So don’t be afraid to become truly ok. Thrive. Love yourself and your life even when it feels pointless. Even when the world feels crazy. Especially then. You have no need to attack yourself. Remove the self as an attack vector. We do not harm ourselves. The world is hard enough as it is that it needs no help from us. Now is the time to take care good care of yourself.

Categories
Internet Culture

Day 421 and Disassociated

My scheduled was packed today. I took several pitches. I spoke with an internet friend about some mutual interests. I did some travel arrangements for a real estate transaction I’m hoping will go my way.

I really felt the need to be busy today. For once I didn’t want to be too immersed in the zeitgeist. I somewhat dreaded checking Twitter. I actually listened to a whole podcast and went for an hour long walk in the freezing winter cold. I spent some time organizing my calendar for next week.

I’m rarely this task oriented. I generally need spaces that are open where I can lay down and soak up the current moment. I’m usually calmed by the drumbeat of information. I thrive on input.

But I couldn’t bring myself to be online. The Russian invasion of the Ukraine is too unsettling. The implications it has for a changing world order. The instability it represents. The second and third order impacts my mind can only grasp out but not fully see.

So I’m going to order some takeout. Maybe something fried. And I’ll watch Netflix. And I’m pretend that I’m comfortable in this consumption mediated disassociation. And I’m going to assume that it’s normal. Because my life is absolutely fine but I’m bearing witness to a tragedy being played live online.

Categories
Emotional Work Preparedness

Day 420 and Oxytocin

Stress is sneaking up on us everywhere. Just opening up a newspaper or scrolling Twitter is enough to spike your cortisol levels. I’m not quite ready to make jokes about World War III but I can see why people are.

I knew when I started chaotic.capital that folks might think I was a doomer and even a bit crazy. But I was confident that we’d be moving in a more chaotic world. I didn’t mean it in a bad way. Merely that in a world with increasing complexity we must all become more adaptable.

But today I didn’t feel like I was at my most adaptable. I felt as if my parasympathetic response was all out of whack. The inputs were overwhelming my nervous system. So I did what seemed most rational and also most emotionally appealing. I snuggled up to my husband and asked for a hug. I needed the oxytocin that is released from touch to counterbalance the cortisol that was flushing my system. If this is the new normal I need to up my oxytocin doses.