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.

Categories
Politics Startups

Day 1413 and Much to Consider

It’s a nice number for today’s post. A strange countdown inside one day. A little spooky. Maybe also some good luck. Fourteen. Thirteen.

I am tabulating much more than my days of writing in a row or any particular numerical significance that this position of numerals might show. I’m adding up our position and deciding how to play our hand.

There is simply so much to consider. I feel it in my joints. Maybe that is evidence of acceleration. All I see and hear is speeding up. Are you accelerating anon? Maybe that’s the pressure in my joints and it’s arthritis at all.

I have felt a bit sick to my stomach and I’d prefer to blame it on delicate lady things. It could also be nausea from the spin cycle of all that “much to consider” of the moment.

I’m glad I’m ensconced in my winter farmhouse. The numbers go up. The game’s whirlwind spins. There is much to consider.

It really ruins your appetite this whirling. The ride up the rollercoaster. No wonder Alice in Wonderland commercialized into whirling teacups at Disneyland. Can’t have it be the symbolism of opinion and fuzzy opinions.

So there is much to consider as we whirl like dervishes into the next moment.

Categories
Emotional Work Politics

Day 1412 and Re-Centering

I am going to keep today short as it’s been an interesting week for everyone in America and I’m trying to get my body and mind right.

I was running a fever which seemed appropriate as the markets ran. We’ve been running experiments with red lights. I wish I had data to present (the setup may help others) but perhaps I need some better sleep to compound a bit before seeing improvements.

The relief I felt at the election being settled decisively has turned into a hard knot of unprocessed emotions about the way forward m. Maybe more of us will learn that liberal guilt isn’t terribly useful to anyone but it’s hard to hear lamentations when there is nothing you can do to help.

Many of the decisions we made as a family over the last four years are being rewarded. The revealed preferences we telegraphed loudly now show our commitment to running ahead of consensus.

I don’t just feel as if we are on the mark with our peers. I feel as if we are running ahead and have the freedom and space like never before. I won’t let myself be knocked off balance by life happening. We’ve been compounding our plans for years.

Categories
Medical Politics

Day 1411 and Fever Dreams

I’m not quite sure how I got a bug but I seem to be running a fever. It’s possible it’s passing and I’m on the mend but I still feel a little “delulu” as the kids says.

I was taking a constitutional walk Saturday after eating and my heart rate spiked to 180bpm. I wasn’t exerting myself in a way that would normally bring it above 90.

I have a habit of walking after meals as I feel it aids digesting. Nothing intense as it’s more of a habit than exercise. So I was surprised to find myself getting faint. I found myself on the ground.

I don’t take it particularly seriously. I blamed PMS and the stress of the last two weeks. But then I got a terrible night of sleep and my Whoop score matched how I felt.

I spent Sunday faffing about on the internet as watching reality television. I was definitely sick. What else was there to do but shitpoast and watch the price of Bitcoin go up.

Now that felt like a fever dream. If you are a crypto true believer you have experienced more than a few boom and bust cycles. Holding on tight is part of the game.

I suspect that we are in for more of a ride and I was not one to get too ahead in other bull runs. But I did let myself buy a bunch of cosmetics so I’d look for a recovery in LVMH stock if there are enough women who hold Bitcoin.

Categories
Culture Politics

Day 1407 and Winners

Everyone loves an underdog because we can all see ourselves in them. But far fewer people can honestly love a winner.

Love expects nothing in return. Once someone is a winner people expecting things. And that’s not love, it’s an obligation. You see it in every arena from sports and business to politics.

Instead of seeing the humanity in winners for aspirations and possibilities we begin to love them for their achievements. When they stumble we shame them. We find fault. We want them to become losers. And then we hate them for losing.

The world is going through a significant power realignment and America has a new set of winners we are about to expect a lot from.

People who didn’t believe they could (or even should) be winners will throw themselves into the task of hating them. Others will throw themselves into loving the winners only because they are winners.

People come out of the woodwork when a team makes it to the championship. Sure, it would have been nice to have them when victory seemed impossible but that’s not how it works.

Don’t give into the temptation to expect too much from winners. People are people. Don’t give into the temptation to hate winners either. And absolutely do not hate the people who love winning. We’ve not found a way to override human nature..

Categories
Politics

Day 1406 and Relief

I am so relieved to have the American presidential election wrapped up within just one day. I didn’t think we’d be so lucky to have things decided so quickly.

I was emotionally prepared for a long interregnum with bitter fighting over a slim margin of votes. I remember both 2000 and 2020 and neither hanging chads nor storming chads were pleasant experiences.

I did my normal natural disaster preparation routine of stocking groceries, doing laundry, and washing up. In preparedness communities, we always recommend facing a storm with clean clothes.

But it seemed pretty clear where we were headed last night around 11pm on the west coast when I went to bed. I woke up to the election having been called. Blessedly the margin was so clear a concession speech was soon in order.

I’m not much of a partisan as libertarians are America’s classic independents. I’ve voted for Democrats and I registered as a Republican in Colorado before settling on simply calling myself an independent here in Montana. I spend time on each race, candidate and ballot initiative. I ticket split. I believe in free people and free markets.

I was asked if this election outcome was good or bad for business. I responded that “decided” is good for business. Private industry can manage if it knows the rules of the road.

Now we know where things stand. If you follow financial news you saw the jubilance in the markets. Maybe the interregnum was actually the the campaign season. Either way we’ve got more direction on where we are headed and that means we can act with more confidence.

Categories
Culture

Day 1399 and Mimetic Competition

Opting into someone else’s personal metrics is a misery. When you dump a group of powerful or influential groups with adjacent but not aligned values you find status competition with in-group and inter-group.

I find this to be a little bit of a breach of decorum. People who pursue different goals don’t want other people’s rules applied to them.

So you find fearful politeness if you are unsure of inter-group norms. Everyone is interesting but not everyone has the same incentive sets or motivation.

The harder it is to feel safe within your in-group the less openness you will have with outsiders. Finding a way to ease the competitions for status only improves relationships between the allied groups. Find what you value and value the people who share those values.