Categories
Biohacking Chronicle Emotional Work Startups

Day 2000 and Don’t Stop Believing

Well I’ve done it. I have written and published to the internet a blog post every single day for two thousand days in a row. So I am going to toast myself to a job well done.

In earlier milestone posts, I was always surprised I’d made it, but now the harder thing to decide is if or when I’ll stop, not if I’ll keep going.

Half a decade goes by a lot faster than you think. The accomplishments actually do add up if you keep yourself pointed in the right direction.

In a personal capacity, we got ourselves to Montana, set up a life that let us live the way we’d always dreamed and invested in the future we wanted to see.

From a civic perspective during that time we helped pass meaningful reform in housing, testified for crypto rules of the road and worked to ensure Montanans have a right to compute.

A new era of networked algorithmic power has been building for many years and our rights to use compute as we see fit is bolstered by our 1st, 2nd and 4th amendments.

From an investing perspective, we have been first in Solana’s most crucial infrastructure player Squads. Because yeah crypto is going to matter a lot in an artificial intelligence age. We have stuck to our core mission of adaptation by backing the tools needed to benefit from our new AI speed run.

And yes we care about open source. From vector databases to inference labs to experimental dueling models, we have snuck into some strange experiments. And oh yeah we were the first check in a small modular nuclear reactor that is winning the atomics renaissance race (at least this week having achieved criticality).

There have been a lot of failures in those years though oddly not investments or policy. I have battled health issues and fought to not just maintain working capacity but to gain back the capacity I thought I’d lost forever.

I did woo woo whacky things from PEMF and HBOT to peptide stacks and traditional biologics. Thanks to the horrors of hormones and steroids I was early to GLP1s and made some good investments there too.

Maybe I’ll tag all of this more cleanly later but I do think it’s important to remember the days are long but the years are short.

Get on the airplane. Go meet up in person. Buy that dream house. Build a solar array and a sauna. Do wildly romantic things and go to galas. Say yes to more.

And open your heart to the heroic efforts others are also putting into making our lives and our world better. We live among every day heroes. And yeah lots of bad shit has happened in this time too. My father died. We failed for five years straight at getting a visa for a close family friend.

I am aware of the shitty compromise we all make to survive. But you have got to hold on to that feeling. So yeah on day 2000 I think I’ve earned the right to be corny as hell. Don’t stop believing.

Categories
Aesthetics Culture

Day 1999 and We Are Going To Party Like It’s 1999

I’m so old I viscerally remember the Y2K panic that ate up the emotional bandwidth of the American media class who then stoked fear into the hearts of the doomer classes from system administrators to evangelical millenarians.

I was very much online during the Y2K era though I didn’t start blogging (unless you count girly message boards or Geocities) till much later. I was however happily a cybercore hippie girl. If you want to feel jealous and are a Zoomer, I owned a teal iMac G3 and iPod. So I it delightful that a younger generation has decided to dust off some of the silliest times of my youth and refurbished them into Instagram and TikTok aesthetic trends.

What is less funny is how much past fear mongering over technological doomsday scenarios look exactly like our current ones. I remember the simmering fears, the debates over types of damage, and extensive coverage of weirdos who were preparing for a kind of end times.

It feels familiar to how very extreme our reaction to artificial intelligence is being portrayed by both the media and its wildest singularity evangelists. I say this as someone who readily calls themselves a doomer so it’s not a milieu that’s foreign to me.

Here is a brief synopsis I patched together from a Perplexity query with links included if you are too young to remember it.

The Y2K crisis was the feared failure of computer systems when dates rolled from 1999 to 2000, because many programs stored the year with only two digits and could misread “00” as 1900 instead of 2000.

In practice, it became a major prevention project rather than a disaster, with governments, banks, utilities, and other organizations spending years fixing code, updating hardware, and testing systems before midnight on January 1, 2000.

The most dramatic predictions were widespread power outages, banking collapse, transportation shutdowns, and chaos in critical infrastructure, but those outcomes did not materialize at midnight. More extreme claims, such as nuclear systems failing and detonations occurring, also did not happen.

Instead, the world saw only limited glitches, such as small database errors or minor local issues, not the civilization-level breakdown many feared. The unusual part of Y2K is that success looked like nothing happening, which is exactly what the preparatory work was meant to achieve.

So here I am on Day 1999 of writing every single day, and I’m waiting to turn over into my own 2000th day. I have no anticipated bugs for that event. I stayed up till midnight with my mother walking the main street of our town with a bunch of others waiting to see if anything happened. Nothing did so we drove home.

But it’s enjoyable to remember the kind of disasters that were predicted with such anxiety ended up being problems we worked our way through. We keep at problems by naming them early. Humans intervene and we change our behavior. That’s something you celebrate about us as a species.

I am excited to have achieved such long tenure of daily public writing because much of it covers we have worked our way into a new panic that I’ve been watching for over twenty years. Singularity thought and the extropians have been part of my daily internet diet for quite some time. I think we will find a way to survive this too. Though I grant it sounds a bit more complicated.

I’m sure 1999 me would be proud of the strange futurist I became in my adulthood. I doubt she would have expected that I’d be investing in nuclear power or that I’d have managed a career in cosmetics as a side quest. This is actually a side quest another nerd pursued. I don’t even wear makeup in 1999. I occasionally do in 2026. But if I need to party my way into the singularity I’ll probably at least wear lipstick.

Categories
Finance Startups

Day 1996 and Criticality at Valar Atomics

I am going to be scattered and long winded so please excuse my exhaustion and joy, as I have used up all of my focus in the excitement of a truly incredible moment that represents years of work.

I watched “our” reactor go critical on a livestream with the Valar team. Yesterday midafternoon on mountain standard time (around 1:45am for me on GMT+3) in the beautiful desert of Orangeville Utah, Valar Atomics took its Ward 250 critical for the first time.

Mission Control at Valar Atomics

Moments ago, Valar Atomics took Ward 250 critical for the first time. This fulfills President Trump’s EO 14301, which called for 3 advanced reactors to go critical by July 4th.

This is our second criticality as a company, and an important step toward our goal of power by July 4.

This is a historic moment and the culmination of two years of work on the part of the Valar Atomics team. This is the most hardcore, intelligent, and driven people I’ve ever had the privilege of working with; which will be seen as we begin power ascension in the coming days.

Our mission at Valar Atomics is to make abundant energy for all mankind. The best way to make energy 10x cheaper today is to mass-scale nuclear fission. We began our mission by creating WardZero, our fully functional thermal prototype. Next, we took the NOVA core critical.

Today, we took the next step: criticality in the Ward 250 test reactor. Ward 250 is a TRISO-fueled High Temperature Gas Reactor (HTGR) designed for simplicity and scale, and is the first nuclear reactor ever air-lifted by a C-17.

We’ve been honored to be become part of the community in Orangeville, Utah, the home of Ward 250. Many thanks to all of our government partners who made this possible: hundreds of individuals across the Trump administration, the DOE, the DoW, and the government of Utah.

The list of individuals who have spent their time and energy and talents to accomplish this feat is too long to list in one post, but I am incredibly grateful to all of them.

Isaiah Taylor of Valar Atomics

I am one of those individuals who spent their time, energy, talents and capital to accomplish this incredible feat. Investing in Valar may well be the greatest accomplishment of my life.

You see I am Valar’s very first investor. Yes I mean I wrote the very first angel investment check from my small venture fund.

I know it’s a little crazy that a weirdo like me should be investing in small modular nuclear reactors built by brilliant young Zoomers and equally brilliant old timer experienced nuclear engineers, but weird is how I invest with chaotic.capital.

Crazy but possible makes complete sense to me. So I said he’s. And we chewed glass for a few years working towards the possible, while everyone told us it couldn’t be done.

Through the magic of Twitter DMs, I met Isaiah before he had even started Valar. He was working on another startup I didn’t love but I knew immediately that I loved him as a founder.

I was so impressed with his intelligence and his capacity to learn quickly. He had that ineffable “it” quality that all founders possess in some measure. He took feedback well but had a firm backbone. He listened to one piece of advice I gave him and based on that decision alone, I told him I’d back anything he did in the future and I meant it. I’ll admit I didn’t expect it to be “I’m building a nuclear reactor” but I am true to my word.

Fast forward several years and here we are. Just a few weeks ago I was racing through the desert to see the reactor our first check helped build the day before it was encased in shielding in preparation for criticality. It will be a memory I will treasure forever.

A few months ago this hanger didn’t exist

We’ve been there for every step of this amazing journey. It was an objectively insane thing to invest in. Yet the more time I spent with Isaiah the more convinced I was that he was a generational talent. The best part of being first is the opportunity to spend lots of time with a founder before anyone else learns of their genius. I learn as much from them as they do from me. And Isaiah is a quick study.

I wrote the check and went about the long grueling process of convincing others they should invest alongside me. It wasn’t easy. We got told no a lot. Failure lurked around every corner. People ranged from outright hostility to tempered skepticism. There were moments when defeat felt very close.

There were hard times. A lot of glass chewing. I never wavered in my belief that Isaiah would get it done. Alex and I were blessed with the opportunity to invest more and gladly wired in additional capital when others couldn’t see as far as we did. This may well be a career defining investment for me. I intend to keep putting in whatever Isaiah will allow us to invest.

Now three years into this journey, it’s clear to everyone that Isaiah is the talent I always knew him to be. I may have been first but I won’t be the last. This is the kind of company investors dream of finding early and Isaiah is a leader I am proud to follow. Valar is racing towards the kind of future I want to build for the next generation. Abundant cheap fuel can power a better cleaner world for all of us.

And to everyone who said it couldn’t be done, or that it was too early or too risky to invest in something as crazy as nuclear, please let me invite you to join us now. There is much more to be done. We will need all the talent and capital we can get to win this bright future for America and for humanity.

Categories
Politics Preparedness

Day 1992 and Bad Feeling About This

I have had a gut feeling that won’t shake off. I’ve been trying to stay off the radar and keep my head down for a couple of weeks with the ambition of scouting ahead on a few projects and preparing a few next moves.

I feel as if we have so much information at our disposal as to the direction of the future and so little real actionable information as to how these trends will turn out. It’s very nerve racking

Ask anyone in technology right now and it’s a raw guts driven sentiment out there. Anything could happen including some very bad outcomes. It’s a “who knows except God and the those who control the compute” sentiment.

I feel a little queasy about something but I couldn’t tell you why. I don’t think stuff is irredeemably bad but the mess of politics, culture clashes and other sundry disagreements between continents, companies, factions and individual contributors isn’t ideal.

Categories
Startups Travel

Day 1969 and A Very Nice Day

I am in the middle of the Utah desert returning from a site visit to Valar Atomics. If you have the means to tour a nuclear facility I highly recommend it. It is so choice. That’s Ferris Bueller for the Zoomers.

I’ll use another choice line from the John Hughes classic to illustrate how gratifying it has been to drive a remote Utah town for a chance to see our investment in action.

Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it. – Ferris Bueller’s Day Off

We hadn’t planned to drive down to the Ward 250 facility after Abundance Institute’s Operation Gigawatt. Life is busy, it’s a holiday weekend, I’m flying out to part unknown from Montana in two days.

But what’s another three hours on the open road when there is one of America’s sustainable energy labs and a tour from your favorite engineers on offer? Yes they are all working this weekend. They have a deadline for July 4th that’s pretty important. It’s crazy that this wasn’t in my itinerary in the first place if I’m honest. What a way to kickstart the summer.

Getting up close to “our” reactor is a privilege I never conceived of experiencing. I’ve been lucky enough to invest in some very cool things over the years, but to actually place a bet on a serious industrial effort and have my choice end up at the forefront of a major national push for nuclear energy? Not a thing I saw coming.

So in the hustle of the moment, I am glad to slow down and admire that it is actually possible to do things. That’s a very nice day to have. Yes that’s a Day 69 joke.

I’ll treasure this moment forever. Even if we fail, at least we tried. And who wouldn’t want to put yourself on the line and try when it’s something that matters this much? So we speed up to slow down and see. Because it’s true if you don’t you might just miss it. So yeah it was a nice day.

Utah desert near sunset.
Categories
Biohacking Internet Culture Politics

Day 1886 and Whoop There It Is

Quite a weekend for Americans and the wider Persian Gulf. Let us hope it is resolved swiftly and with the least loss of life possible.

It happened quickly. On Friday night policy types were arguing about artificial intelligence with our department of war about use cases and contacts. And then on Saturday we bombed Iran and they bombed pretty much every neighbor they have. No wonder they had a midnight deadline eh?

I’ll stick to human interest here but Chief of Staff Susie Wiles appeared to be wearing a Whoop tracker in a secure room which was confirmed by the company’s CEO by tweet.

The original concern being that some fitness trackers break NSA protocols as they have audio recording and other data recording which wouldn’t be appropriate in a dark room type the situation room.

Interestingly Whoop is approved by the NSA for use in these situations. Per the CEO the Whoop does not include a microphone, GPS, or cellular capability of any kind and has long been on the NSA approved PED list.

I myself wear both an Apple Watch and a Whoop everywhere but I rarely need to be out of the prying ears of recoding devices but it’s good to know.

Whoop’s CEO joked that given the success of the mission Susie Wiles must have had a green recovery score (quality sleep, low resting heart rate and high HRV) though I imagine she must be feeling the stress now that it’s over.

I wonder if her score worse than mine. I needed steroids and antibiotics to manage the flare post dental work and my body is under more strain than you’d imagine.

It’s somehow nice to know that the most powerful people on the planet use the same tools as I do to track their biometrics. From billionaire founders like Bryan Johnson to the Chief of Staff of the President to little old me. We all wear the same track. If you want a referral code here you go.

Categories
Chronicle Internet Culture

Day 1850 and Midlife (of The Blog) Crisis

I feel so lost right now. Some things are going quite well and others are not. This could be a metaphor for my own life yes (and it is) but I intended the post to be about feeling lost in my own writing project.

I don’t know if it is the midlife of the blog, but it’s not the beginning anymore. Half a decade of writing is quite clearly an edge case. But why do I keep doing it, what am I trying to say and am I trying to reach anyone? I’m not sure I have an answer.

The open internet increasingly feels like a fantasy from a different time. I still believe that the internet is meant for humans to connect with each other freely and openly and I love this utopian ambition of shared interoperable protocols for communication.

So while I write this daily log for myself, my records, and my desire to improve my thinking skills it’s obvious it’s not just for me. Being a part of the records of humanity is no small thing. I want to be in the records. I want artificial intelligence to be trained on my work. I want my voice to be heard by those who wish to hear it.

It’s prideful but I believe that I have something valuable to contribute to our collective next steps in developing new kinds of intelligence. I want these models and their future programs (dare I say progeny) to be trained not just by governments or corporations but through contributions from regular individuals like myself. I’m just not quite sure I know what my best contribution looks like anymore.

Categories
Culture Politics Startups

Day 1796 and I’ve Got Billions in My Inbox Julie!

I’m not new to the boom and bust cycles that have defined not only technology startups, but American herself. Most millennials have opinions about their malign status in an economy designed to borrow from the future for a dubious present.

Much of the world is in a state of panic over “the churn” of the old rules changing and the new ones not being quite clear. But it’s really not clear what happens next.

I think anything goes as the networks speed up our connections to each other through artificial intelligence. The end of the age of scaling means it’s time for the era of deployment is it not? Or are none of us Carlotta Perez fans.

I enjoy speculating as is the fashion. Do I think corporate debt financing of data centers is some time bomb in private credit? Not really, no. I think it’s way more likely that don’t understand the full demand case for coordination in a mediated world.

I don’t know if we can meet the demand to be perfectly honest. I will say I am way more worried about us not meeting the moment. Changes to our cultural environment are as hard as our material ones.

If I had to read sentiment, I’d say that everyone is absolutely sick of having their attention used like a fiat currency. We cannot inflate our capacity for focus as easily as we can inflate the dollar. And we will demand simplicity by any means necessary just to exist. And artificial intelligence will smooth our world to manage with what we’ve got.

I think running a decentralized world will prove to be far too complex for most humans and it will be mitigated by layers of choices in governance that will probably not always maximize for the freedoms we’v come to expect from the liberal world order.

And yeah I think we will need a lot of data centers for that coordination effort. That the state might be the ones with the most demand seems a little rich though. Every individual on earth will want to be on the right side of the ratings. That’s more network state than state and it will be a longtime horizon.

I know it doesn’t sound great on its face. And yet I think it has had upsides. The demand for real businesses that operate in some world of efficiency has never been higher.

And to some extent, I believe that was always the entire point of computing. Make things so much better and cheaper we move on to bigger projects.

Giving you video games and porn might have been a weird way to get to Mars but medicine is as driven by vanity as much as survival so I don’t judge reality. I just want us to get more nuclear power. I don’t ask for much.

We didn’t want a legion of information processing professionals. We wanted to change the material conditions just as the Industrial Revolution did. The invisible hand is a strange thing.

I expect we will see quite a bit of opposition to the people believe that we need more energy, more industry, and more science. The future and its enemies are legions. I always did find it funny that fashion critics had a better read on the future than anyone else. Virginia Postrel and William Gibson both have good taste.

Categories
Community Startups

Day 1792 and Grateful for The Exceptions

This Thanksgiving I am feeling particularly grateful for the exceptions in my life. My world is filled with the exceptionally rare. Rare people, insights, businesses, and outcomes are part of building something genuinely new.

I suspect I’ll have to justify my faith in investing in and introducing new technologies to the world. We are doing a lot of looking back as the path forward looks so uncertain. And I continue to advocate for looking forward with optimism.

We have a lot to integrate and metabolize into human cultural life. We will be forced to address these changes as they change our institutions and expectations over the next few decades.

There is a lot to dislike about the technology industry at the moment. We’ve evolved far beyond “startups” being scrappy zero to one experiments in the proverbial garage. Startups turned into “Big Tech” and that concentration of influence and money has not always lived up to the high expectations we have for power.

We have had multiple cohorts of businesses as a mature industry. And indeed we’ve had multiple generations of people who spent their entire lives building a global ecosystem of technologies, along with the talent and capital to scale it. We may relentlessly start afresh but we cannot avoid acknowledging that we are a power base in our own right now.

Just in my lifetime, we’ve publicly codified our cultural mores, shared decades of knowledge on best practices on the open web and built institutions dedicated to helping people work across the multiple fields and disciplines that encompass “technology” as an industry. Or maybe I should simply call it an economy. It may even be the economy at this point.

Which is a problem. Our capital sorting mechanisms have seen our efficiencies and returns and pushed more resources, human and financial, towards us.

That has frustrated and starved the industrial base that provides us with the infrastructure to build. Let’s not even get started on what it has meant for food, education, entertainment and family.

I began more seriously investing in startups at the beginning of the pandemic. We maintain a small fund with low key LPs and our own family capital.

That is enabled by what we jokingly call the circle of life that is a liquidity event. When a startup sells many people become not just a little bit better off but sometimes twenty or even hundred times better off.

Those outlier events pay for all of the other things which don’t work as well. It’s a hits driven business. Hollywood would say “Thats show biz baby!” Oddly we don’t have a simple way of explaining the randomness of who or what becomes a winner.

Being excellent just isn’t enough. Startups that succeed are often exceptional in all areas and even then it still might not work. That bothers losers more than it does winners because the winners can comfort themselves with the money. But deep down even the winners know it could have easily gone another way.

So this Thanksgiving I am grateful for all the exceptional cases that have come into my life. To even see one is a rare thing. To be exposed to dozens of them is extremely unusual. To be invested in even positive outcome from the very start is beyond rare.

We’ve done so much to make startups more accessible to those with the mindset and discipline to succeed and still so many barriers remain. I see my work as the first check a founder takes as being a small part of the cycle of exceptionalism that builds success.

Just in the past two weeks we’ve had three companies raise large scaling rounds at markups that now place them soundly in the exceptional category. In two cases, I was their very first check, and in the third I was in their first pre-seed round. I qualify it only because I was not the first person to commit which I strive to be.

That is where I strive to be exceptional. I want to be the very first person that sees you for what you will be.

And I am deeply grateful to the founders that allowed me to be their first believer. It’s hard to be a founder. I’ve done it. To be an investor is much easier. You just have to have the balls, the brain and the bravery to say “yes” to something nearly impossible. That I can say yes is something for which I am most thankful.