Categories
Aesthetics Travel

Day 1564 and Driving Along the Wine Dark Sea

The road to Constantinople is long. Whether a knight on horseback crusade bound or a bitch in an Audi, it’s a long haul to Istanbul.

That’s not me flexing honest just that the rental guy sold me on the quattro as a comfortable ride for long hauls so for you cavalry types it’s the destrier of our times.

My route is basically hugging the Aegean. I drove down the Adriatic, nodded at the Ionian and spent an evening on the Aegean before breaking at Thessaloniki. The reverse was no picnic for Odysseus and he started in Troy. Which is around the corner relatively thinking.

Unlike our friends in antiquity, I have further to go to make it to the capital of empires that is Istanbul.

I’m excited for both the work on the ground but also to see the sights. Making it across multiple border crossings is absolutely worth to see the intersection of so much history. Oh and also to tour a factory.

Categories
Biohacking Travel

Day 1563 and On The Road

Life has been screaming loudly at me to pay attention to hyperbaric chamber oxygen therapy.

Concurrently we are moving through a massive global economic reorganization that impacts how one plans for even local businesses like a med spa.

So while we’ve purchased our first chamber before the tariffs have gone into effect, it seems reasonable to get ahead of the game and begin the sourcing process.

Now I know this sounds crazy, but I’m driving through Greece to visit a factory in Istanbul that manufactures some of the best HBOT options available.

Sharing the road with sheep

Any good road trip is filled with unexpected surprises like sharing the road with sheep but by tomorrow I should be in a slightly more urban setting.

Categories
Culture Startups

Day 1561 and Just Don’t Die

I’m noticing a trend among more and more of my social circles of fear, confusion, depression and malaise. Which let’s be frank isn’t at all irrational given (hand waves) all this.

Rapid changes in technology are slamming into geopolitical changes and it is scaring the shit out of all kinds of people. Personal politics aside, many of the institutions, alliances and people we lived with our entire lives are changing.

But the rate of change is exciting! So much of what we took for granted in our youths is simply changing. Maybe (ok definitely) some of it will be worse for parts of it. It’s normal to be afraid of change. But what if we just need to survive the change?

I’ve been in tech my entire life. I was raised in it by my family. My father absolutely loved gadgets and hardware of all kinds and dove headfirst into selling software. I married someone who works in it with me.

I went to work in it by taking my skills in understanding new tools and translating it to an industry that adopted all of it. What an incredible privilege it was.

I worked in fashion and cosmetics so it was a mixed back but many incredible creative talents made and sold clothes that simply wouldn’t have been possible in an earlier more closed era.

The changes my father and I went through feel like slow lumbering industries compared to the rapid iteration of tooling we are seeing now. How we make things is being changed in ways that is almost impossible to keep up with.

I want to survive the Jackpot of change that is upon us. That’s a William Gibson reference. I agree with Bryan Johnson. Just don’t die. Imagine what we will find on the other side.

Categories
Politics Preparedness

Day 1550 and Fools, Drunks & The United States of America

Americans are mere days away from the dreaded April 2nd tariff reveal and the mood could not be more sour.

If only America was a few good zoning reform bills further along. Then we could house 700 million more people and our Abundance bro moderate liberals would be in a better mood. Alas it’s easy dunking for most of us when Matty Yglesias weighs in late to the party

I’ve spent the last half decade preparing for a more chaotic world. How it would play out and what would be the driver was anyone’s guess.

I made plenty of bets that energy, compute, and decentralization would be the way in a multi-polar world, but I don’t want to count America out just yet. That’s why we made our last stand in Montana.

“God has a special providence for fools, drunkards, and the United States of America.” Otto von Bismarck

The amusing bit of Trump’s mercantilism is literally only he and a small band of trade administration aids actually think this is sensible economic policy. While I know a tariffs bro personally and I appreciate him as a friend they know I think this approach is dubious.

You know it’s bad when even the king of outlier events Nassim Nicholas Taleb is fretting for Treasury Secretary Bessent. Who is at least qualified to manage the a massive currency crisis.

He probably gets that whether tarifs make or don’t make sense is irrelevant: any ABRUPT introduction of steep tariffs must lead to a CASCADING & GENERALIZED price action.”

We are damned if you do not because tariffs are the wrong tool for this moment (though most of them are) but because markets like predictable things and cascading price action everywhere makes us dizzy.

Rather like the drunks and the fools mentioned by Bismarck, we’d better hope providence provides in this topsy turvy moment.

Categories
Aesthetics Politics

Day 1549 and Productive Primates

We are in a moment of narrative collapse. The elites who we’ve typically take our “consensus reality” cues from don’t know where to land in order to manage the revolt of the public and you can see the recycling of big ideas happening at a rapid pace.

If you’ve been on the internet at all recently, you were probably exposed to both Ezra Klein’s Abundance book tour and the Studio Ghibli mania using AI to turn iconic images into Miyazaki animations.

I think these two events are more related than you might think. Labor is becoming simultaneously more and less productive in the face of artificial intelligence. This naturally has consequences for power.

This progress is either “an insult to life itself” if you are Miyazaki or offers the potential to improve human productivity in ways we’ve not seen since the Industrial Revolution.

Which brings us back to the moderate state capacity liberals and Ezra Klein’s book tour. They are out in the cold politically and yet rather than produce a new narrative they’re re-heating the work of the meme movement effective accelerationism.

I’m pleased to see total narrative victory for e/acc over the effective altruists. Sustainability (or worse degrowth) has simply failed to resonate with our primate hierarchies that demand more. We want more of whatever other monkey’s have be it bananas or status.

Socialist zero sum politics encouraging sharing & collectively managing resources having been roundly beaten in the zeitgeist, the moderate left are insisting that actually public state mechanism are the best means to achieve abundance. Government is good actually.

Making the case for the state’s role in creating abundance is about all they have left while they wait for the pain of Trump’s tariff policies to kick in. The private markets not having the necessary time frames for long term planning is a perennial issue.

Even our most productive technology companies are feeling the pinch to perform immediately in the short term. Alex Danco dropped on essay on where we might be in the S-curve of artificial intelligence.

He argues that perhaps in the scaling of this infrastructure we may change our thinking around code as “the primary asset” of software companies and reorient it back to the shared labor, management and final product of the traditional corporation. Software companies were valued for capital efficiency by the markets but perhaps that constant no longer applies.

All this worry about creating abundance is a battle of who decides how we allocate future resources (which we don’t yet have) and who will receive the biggest share of power and plaudits in the process.

The fact that we can replicate aesthetics in an instant or do the document work of a dozen legal associates with a program isn’t really the issue at hand. We are worried that how we divvy up the sum of all our hierarchies is changing. Of course that worries every primate. It’s bloody stuff.

Categories
Internet Culture Media

Day 1543 and Buffering in the Network

Being that so much of modern work is done online it is a challenge to ever really unplug. I feel as if startups, finance and media have it particularly bad.

I try not to let myself burn out on the dopaminergic waves of the network. But I am a citizens of the internet and just like Molly Millions I’m suffering from the central nervous system stress the Cyperpunk future promised us.

I am however going to attempt a pull back to refocus myself so that I don’t get pulled by the strong currents of the network. A lot of low roads will be traversed between here and wherever we land.

Categories
Finance Startups

Day 1542 and Future Blind

I am confident in my capacity to judge directional trends over time. I’ve been doing it consistently for close to twenty years. I’ve made solid bets that outweigh the wrong calls.

But right now I feel lost. I feel blind to short and medium term outcomes. I don’t know what happens next or in what order.

I’ve got a lot of working theories about how we orient over the next decade or two but I’ve got low confidence on anything nearer.

Perhaps this is because I simply don’t want my near term predictions to be true. They are too depressing and too cynical and too heartless.

An essay from Venkatesh Rao today titled Low Roads to High Places emphasizes why.

If a necessary historical evolution can occur via a low road or a high road, it will almost always happen via the low road.

He notes the law of the low road may simply be a an emergent consequence of thermodynamics. Entropy being what it is the path of least resistance wins.

Or maybe, as Rao suggests, the low road is a corollary to Abraham Thomas’ principle that to call macro-trends correctly you have to have “boundless optimism about technology and bottomless cynicism about humans.”

I’m just not ready to have bottomless cynicism about humans though I have optimism about technology. It’s possible to change our consensus and narrative direction and we do so regularly. Vibe shifts happen once an hour these days

Abraham Thomas has a theory that venture investing is temporal arbitrage. We are front running narrative consensus.

That’s why we look like herd animals eventually no matter how contrarian the bet was at the start.

Because being optimistic about the material changes that technology can bring has been the road to success. But I can’t decide how cynical I am able to be about my fellow humans.

Categories
Startups

Day 1534 and Certitude

I’ve been busy with a founder who is running an astonishingly competitive seed round. Let’s just say I’m glad I wrote the first check.

I back founders long before it’s possible to have any certainty. I have accumulated enough signal and taste over twenty years to feel like I know when someone has what it takes to try their hand at a startup. It doesn’t mean it will work but I always believe in their capacity to do the work required.

Proving that out is probably the work of millions of pages of business school papers. No wonder we are complaining about the lack of builders. Wouldn’t it be better if we just put those resources into starting actual businesses instead of theorizing?

I’m a huge fan of always being a bit entrepreneurial. The much maligned “side hustle” that millenials and zoomers maintain out of necessity has its upside.

I like all scales and all kinds of business. Alex and started dating thanks to a swap on an Airbnb rent arbitrage. I’d let someone book dates for my apartment when I was supposed to be out of town. Trip dates change. Alex offered his apartment up if we split the profit. We’ve been in business ever since.

I’m working through a new local business plan we think will have community benefit (both in terms of job creation and service offering). Am I certain it will work?

Actually more certain than you’d expect this small scale that we can boot something up. Startups are much harder to judge than an existing business model with a new offering.

Incidentally if you are in Montana and looking for a medical grade hyperbaric chamber oxygen treatment we should have ours in a month or so.

Categories
Culture Politics

Day 1533 and the Long View

One of the oddities of America’s tax system is how much it comparatively penalizes those who make a high salary over those who earn by investment gains.

I’m sure some neoliberal could give a polished argument about about marginal tax brackets but we absolutely hose high W2 earners relative to capital.

Maybe Americans aren’t so sophisticated about what this means but it seems folks got the gist of it. Older generations owning the S&P and their home found that to be a better investment than just working for a living.

The message seems to be if you have a salary at least try to be a partner in the company yeah? Thats how bankers, lawyers, and other professionals did it.

This is a very boom boom when it works and gets very ugly when it doesn’t.

I find it odious that we tax high earning labor. It stifles social mobility by keeping wealth out of reach of the professional class. The government decides how their money is invested. That makes it much harder to take the long view. Clearly the generation above us didn’t always do so.

Categories
Medical Preparedness

Day 1525 and Turbulence

I am doing what I can to hold steady in the turbulence of the moment. Deals are still getting done, founders move companies forward, I do my small part to contribute in the strange dance of rounds coming together.

It has not been easy with both my husband and I seemingly rotating between one health issue to another. It would be nice to have us both healthy at the same time.

Because it is the winter of our discontent I’ve spent more time on Deep Research projects this past month than seems sensible but the urge to find solutions is strong when your health needs mending.

Plus it saves a ton of time when the alternative is calling a bunch of different experts and making progress at best every two weeks with appointments. Scheduling health care of any kind is a mess.

I remember realizing so vividly during Hurricane Sandy that no matter the catastrophe the rest of life went on. Everything will feel turbulent in our new high variance age and all we can do is live through it.