Tag: Venture Capital

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Aesthetics Emotional Work Travel

Day 1980 and Looking Back At Life’s Long Wake

This morning I was on a ferry from one portion of Greece to another. I sat in the back to watch the receding of the port behind me to fully appreciate the beauty of the island.

Churning blue Ionian water

The clear waters of the Ionian are astonishing in their beauty. I understand the love people have for island hopping and diving off of zippy boats into the clear waters now. If I am lucky perhaps it will be a joy I look back on more and more.

The content management system I use WordPress has a mobile application that is introducing new lookback features as well. This is my fifth year of writing a blog post every single day and it’s fascinating to look back on where I was.

Yesterday on Day 1979, as I basked in warmth of feeling well, I looked back a little further to Day 791 almost a thousand days ago when I couldn’t even wear a bathing suit or tight clothing for the pain it caused my swollen spinal column.

So now I am enjoying looking back on past June 3rds to see just how far I’ve come. Or how some things have changed so little.

Just last year it was all talk of hyperparameters and back propagation in an effort to update my own life assumptions. Two years ago I caught a virus at a crypto convention which was sadly an issue at every gathering for too many years.

Three years ago I couldn’t enjoy much of European travel on Day 884 for the heat and pain while I also struggled with the need to even be in Europe because too many founders were unable to travel to American. That’s a problem that is unsolved, still but four years ago on Day 554 I knew I had to keep doggedly at my problems.

And five years ago, on Day 154, a new chapter in life began, when after a decade of work, my husband’s longtime startup home Stack Overflow unexpectedly sold to a private equity firm giving us the liquidity to start investing in startups ourselves.

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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.
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Community Politics Startups

Day 1968 and Abundant Optimism

I’m in Utah with some of the most optimistic people I’ve ever encountered. And it feels so good to be amongst others who believe our problems are tractable, it is our responsibility to solve them, and that we all win when we pursue a positive sum approach together.

The Abundance Institute hosted the Operation GigaWatt Summit in Park City to bring together entrepreneurs, engineers, financiers, legislators and policy experts to discuss America’s energy needs.

I was lucky enough to be invited to the gala where one of our founders Isaiah Taylor gave an incredibly uplifting fireside chat

As some of my longtime colleagues know, I was the first check into Valar Atomics. It was a leap of faith to invest. At the time, we were in the doldrums of negativity towards capital intensive industrial efforts, from both state and capital.

Yet I saw in Isaiah a force that neither leviathan nor fund manager would wish to hinder. I also happened to believe that every other technological trend that was booming rested on our capacity to power it. So I did everything I could to support him in his efforts, including write few more checks. And thank goodness I did as my what a difference a few years make.

Utah’s Governor Cox and Isaiah Taylor of Valar Atomics

To see Isaiah on stage with Utah’s Governor Cox amongst a crowd of hundreds speaking on a vision that a mere three years almost no one thought was a good idea (well except us) is testament to the work and faith of hundreds of men and women.

Many other amazing companies are pursuing a vision to produce abundant clean fuels and I myself believe we will need every one of them. I’m just glad that my crazy bet happens to be running full steam ahead in front.

From artificial intelligence & medical research to new home construction and industrialization, all our biggest opportunities will win on energy costs. Regular people need cheaper, cleaner, more sustainable energy. Our needs can’t be met with what we’ve got. We need nuclear in that mix.

And it is a choice to embrace abundance and not scarcity. A zero sum mentality will not get us where we need to go. Not in America, not on our home Earth, and certainly not in the stars. I believe with effort and ingenuity our best days are not behind us but can, indeed must, be ahead of us.

Utah is focused on delivering to the public by gaining its truth through transparency and accountability.

I’ve come out of the last two days refreshed and filled with positivity as I’ve seen sincere people dedicate themselves to finding solutions to our pressing problems. I was able to see much beloved friends, treasured colleagues, and it was family friendly so I brought along my husband too.

Here we are waiting for me to record an interview with MTS who very kindly asked me about Montana’s right to compute law.

If you care about a future that’s not fighting over what’s left, but building something that makes more for all of us, I hope you consider supporting the work of the Abundance Institute.

And also Montana’s right to compute law.

Oh and if you have a chance to invest in the future of nuclear energy I hope you pick Valar. As we are fond of saying in El Segundo circles, we are going to win.

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Media Politics Travel

Day 1965 and Don’t Drown in Manic Waves of Algorithmic Surf

It’s hard not to feel like you are drowning when you open up a newsfeed. Every day you are watching people on tilt across every topic and demographic. Is this the singularity?

The doomers and Luddites are being courted by money with shadowy religious grants to “prepare for the dangers of super intelligence.”

Competing political lobbyists in all nations are desperately trying to outscream the noise of crashing feeds as news refreshes with propaganda optimized to reach you.

From celebrity individual contributors making moves to worries about the star struck minds of the managers of the biggest funds, it’s all happening at 1000x the scale of sense.

I go outside and I breathe in the cool Montana air and I am settled by the almost impossible beauty of the mountains out our pasture. If you hike out to the public fields before the canyon you can see the whole valley spread out before you.

Public lands out my backdoor that look like a Microsoft Windows Screen saver

After a weekend snowfall, the grass is coming in spring green and the sky is as bright a blue as a screensaver. The resolution of reality has yet to be surpassed but I don’t know for how long that will be true and if it’s even true for most people.

It’s impossible not to feel as if one is being torn apart as each successive wave of new information comes at you. It’s all on tilt. It’s all faster. It’s all getting better. Or is it all a horror? It depends on the wave.

If you refresh at the wrong moment it’s all getting worse. What about the Vatican and their new encyclical from Pope Leo? Industrial Revolution Leo? Nah Intelligence Revolution Leo. Anthropic is sending a vegan atheist as their emissary.

“You best start believing in singularities!” Cthulhu Dread Pirate by way of ChatGPT Image 2.0 reminds us as we just might be in one. Do we dare laugh back? “This is the day you will always remember as the day you almost caught Captain Jack Sparrow (in a Singularity).”

In other house keeping news, I’ll be driving from the mountains to the desert to participate in the Operation Gigawatt Summit in Park City Utah later this week. If we are accelerating into a new future of intelligence, someone has to provide the power and the compute. And that’s my crew. Lots and lots of white boys apparently.

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Internet Culture Startups

Day 1953 and Helter Skelter

It’s been a very strange week if you work in or around the artificial intelligence segment of the technology industry.

lot of rumors have been swirling about executive orders and the upcoming China summit though fears are now being assuaged.

While I’m not primarily an investor in the LLM boom, I have invested in compute markets, vector databases, neolabs and most importantly I have invested in energy.

I am not someone who is all that worried about fast moving changes even though I clearly take both the changes in the world but also the changes in technology serious. I moved to Montana to stay out of trouble and I’m betting the ranch this will be a bumpy but successful ride.

I believe it will be good for those who open themselves up to the possibility that Americans can handle themselves. I won’t lie and say that we have unknowns ahead of us but that was true before we got powerful tools to solve problems at a much faster pace. It might get weird but we believe in our adaptability.

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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.

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Aesthetics Internet Culture

Day 1933 and JulieMaxxing

Everyone is maxing now. You can barely read a proper broadsheet without the Zoomer coinage crossing your transom. Maxxing is everywhere.

Maxxing means maximizing a certain aspect of one’s life. Comes from “minmaxxing”, a term for extracting the maximum output from the minimum input.

Urban Dictionary gives its history though the minmaxxing, though lately I’m not sure minimum input is actually part of the Maxxing game.

Maxxing is now maximizing every aspect of wherever you are focusing on improving. And boy do people want to improve across all possible vectors and all at once.

Is a geopolitical conflict all about Chinamaxxing? Is an influencer Looksmaxxing? Is a certain venture capitalist Retardmaxxing? It’s a little uncomfortable all around but time is short so why not go all gas no breaks.

I myself have noticed a kind of JulieMaxxing creep into my life I refuse to settle for a set of interconnected yet impossible to tease apart health issues.

From hyperbaric chamber oxygen therapy to everyone’s favorite semaglutide I intend to do it all. The same goes for face. I do an ABC+SPF routine just for starters for my skin. I am going to JulieMaxx if only so I can get back to Minimum Viable Julie.

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.

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Aesthetics Politics Startups Travel

Day 1909 and All The Twinks Standing In The Line For The Bathroom

I am not an early riser, especially not when I’m out late for happy hours and dinners and the like. So I wasn’t planning on being at the 8am opening for the conference I’m attending in D.C amongst all the side programming.

I had a ten thirty talk I was particular excited to listen to as it was most salient to my work in artificial intelligence policy. Well, that was a dumb decision on my part. Not to arrive earlier.

I’ll take full responsibility for being a moron on that front, but I stood amongst a gaggle of gorgeous well dressed, well groomed and bright eyed young men hungry to build the world of the future. What a crowd of young people.

Being a chatty Cathy I asked about vintage Barbour jackets, bulldog ties, pocket squares, the merits of gel versus more advanced soft hold hair products, the declining quality of Moscot eyewear and other important topics to ambitious young men who are looksmaxxing to win the great game.

I didn’t have much else to do as the line was not moving. No one was getting in. Until people left no one was getting off the line. And that included others who had already been in and had their passes. The hottest ticket in town was perhaps a bit over capacity.

Someone rolled out a portable Starlink and we all piled in to tweet, chat, roll calls and (in my case) send tweets, Signal messages, and Slack channel responses. I got told my tweet about the two hour wait wasn’t ideal so I deleted it as I appreciate any attention to me running my mouth as I assume no one ever listens to me. I barely do.

But maybe I’m wrong? Last night checking into Butterworth’s, the woman manning check-in in lit up when I gave my name “I love your Twitter!” So maybe people do notice what I say. I still find that an a funny notion.

That said, it did take the full two hours to get into the giant event hall which made all the rush and planning a laugh. More people left the line and went back to work than stayed at 10am but everyone determined to participate seemed to make the best of it.

I asked if this was normal for a DC event and no one seemed to be from DC. So I didn’t get any good answers. This was an unexpected wrinkle that the venue was full was full up as an enormous crowd circled the block twice.

Since we remainders had decided to make the best of it we got to know each rather. Every man was quite a gentleman as we chatted oblivious to status till we were let in and others let us all know the pecking order. One of the young men I spent my wait, who is I learned later was literally the heir to one of the most important fortunes on the planet. Another was launching containerized autonomous weapons.

But that time of work and waiting was rather like being on an elevator stuck together, we might as well get to know each other. We are all equal before a tough door.

Thankfully we did get into the room before Jamie Dimon spoke. And he was the big boss of the handsome executive crowd.

I titled this “all the twinks standing in line for the bathroom” as yes a lot of handsome queer men were in attendance. But twink is an all purpose gender fluid aesthetic and not reflective of anyone’s sexual preferences.

And the line for the men’s y was a lot longer than the women’s. Ten to one ratios make me think this would be quite the dating scene for the ambitious woman.

But yes there are a lot of very well groomed young men in Washington D.C and everyone wants to build solutions for America. And being beautiful doesn’t hurt. To my single lady have you consider meeting a man in DC? Good odds and I doubt even a fraction of the twinks are gay.

Categories
Aesthetics Startups Travel

Day 1905 and Run of Show

I have very particular traveling habits. I like things to be packed in cubes, labeled with contents and in a cascade of backpack, carry on and checked bags should something go awry.

As I’m heading to our nation’s capital soon I am taking extra care with my “run of show“ as I’ll have more varieties of events to account for over my stay. I expect humidity and rain so that should be fun for hair and makeup. All men need to worry about is sunscreen and maybe a bit of hair gel.

Now my travel wardrobe must account for visits to historical sites, nice dinners, late night parties, internet friend meetups (see you at the Polymarket’s Monitoring the Situation bar?) and a conference that is somewhere between startup event and defense contractor conference.

If you are a woman, you are probably nodding your head and thinking well that’s at least 4 different pairs of shoes and two purses. Then there is evening wear, day blazers and skirt suits, sweaters and other mix and match separates, and heaven forbid I find time to exercise so sweats and all the undergarments.

All that packing must work with the additional run rate risks of TSA slow downs (can Congress pass a budget) while presumably needing additional care and attention to security. Given we are embroiled in a war with Israel in Iran it’s hard to count on smooth sailing. So I pack as if I will encounter unexpected difficulties. Hopefully none more irksome than long lines.

As a woman who mostly spends her time in Montana or otherwise in the middle of nowhere, you can imagine that my makeup these days has a bit more in common with tinted sunscreen than it does with a smoky eye with a cut crease let alone a full powdered contoured beat fit for television. However I’ve heard polished full makeup is the preferred look on the hill including eye makeup basics.

I’m hoping I’ll be able to rely on my skills without additional practice, but I won’t lie I did a couple dry runs on new palettes I’d picked up and a few new colors. Very little new made the cut. When traveling, rely on what is reliable.