Categories
Chronic Disease Startups

476 and Temptation

When I am feeling healthy I love to over do it. Most days I feel basically fine. Which is a significant improvement over even two years ago. I was living a little low. But maybe once or twice a week now I will just feel terrific.

Today is one of those days. I woke up early after a restorative night of sleep. I didn’t miss anything on my extensive wellness regimen. I was just nailing the day.

The sad part about doing wellness because you have to for a chronic disease is that you aren’t even ever hotter for it. Healthy women be doing yoga & taking supplements and practicing wellness and it’s a fucking Instagram campaign. I do all that shit and at the end I’m “ok.” It’s actually pretty demoralizing. I engage in flawless yuppie next generation wellness because it’s actually keeping me alive.

With this context it’s clear that I resent having to take good care of myself. It feels like a burden. So when I have a really good day. When I’m just energetic and focused and, yes moisturized and thriving, I’m also plotting how to undermine myself.

Because I felt terrific I just hand to indulge in it I took a bunch of calls and did a bunch of portfolio work. I went for an hour long creekside walk to discuss some communication strategy with Alex. I was vibing. Until I wasn’t. I crossed some little threshold and realized I needed to pull back the energy expenditure. I recognized I have given into temptation this time.

Categories
Startups

Day 470 and Social Skills

Startups are just as much about social hacking as they are hacking something technical. We worship the archetypal “coding nerd” who is brilliant but awkward, but in reality building shit requires an awful lot of social finesse.

I meet with a pretty wide range of founders. A lot of them are clever but relatively normal people. But many founders are fucking beyond weird. I see a lot of neurodivergence. But it’s not all towards the awkwardly autistic. Plenty of founders, especially in web3, are almost supernaturally charismatic. No literally it’s magic.

And that magic is good for making something new. The ability to empathize and listen is hugely prized in leadership. Being present and able to socialize in any social context is key to bring diverse groups together. We are much more willing to throw in our resources behind a founder who can rally us together. And this is just objectively good for the startup. Of course investors want to back that kind of person.

I think some people are offended by this reality. We see endless pop culture depictions of narcissistic sociopaths raising shit tons of money and then destroying their companies. I’m honestly a little sick of it. It’s no secret that Silicon Valley, but capitalism on the whole, occasionally rewards charlatans. I don’t think it’s particularly indicative of anything but human nature. Like Fox Mulder I too want to believe.

Categories
Startups

Day 468 and Small Moves

One of my favorite movies as a kid was Carl Sagan’s Contact. It’s not a great movie but it’s heart is in the right place. It’s a beautiful story about human curiosity and the long timeline of history. In one of the closing sequences the protagonist is told by alien intelligence as embodied by a representation of her dead father that all next steps are “small moves Ellie.”

I never feel like I’m moving fast enough. Every day presses against me. I long to slog through them with speed and alacrity. It’s almost embarrassing how inadequate I find my progress. But then I remember that I move fast. I live ahead of the mainstream. I get to sit in the future that William Gibson said was not evenly distributed. Even if I don’t think I’m particularly good it’s hard to deny just how much of my life is lived in a tiny sliver of humanity.

Someone recently asked me how I moved so fast when I’m dealing with a chronic illness. I found it to be such a shocking question. I feel like I’m glacial compared to the reach of my desires and imagination. But then I’m reminded that even in shorter hours I’m forced to hone my crafts. I can’t afford to waste energy or focus so I simply do not. I imagine this focusing out of need is similar to what parents of young children operate in. The subtle art of not giving a fuck.

And so what if I am slow on a day to day basis. Rome wasn’t built in a day. I’m not a market trader. I invest in ten year cycles. Everything in venture is actually small moves. But as time adds up so do the aggregate of the moves. Compounding interest is up there with gravity as a force. So even when I yearn for more and for it to arrive faster I have to trust the numbers.

Categories
Emotional Work Startups

Day 466 and A Painting Without Shadows

I take therapy really seriously. I’d put being emotionally capable of managing myself at the very top of my life priorities. Honestly it should be number one and if it isn’t I need to stop and ask myself why. Being an adult requires an intimate understand of one’s emotions and the capacity to share them with others.

To further this goal I do a weekly session as well as group work. It’s meaningful to me and I recommend to all my founders that they find a way to get into coaching as well as therapy. Taking care of your own inner child is the only way you are going to be able to lead a team. If you want to build a billion dollar company and manage thousands of people you better be able to manage yourself first.

Where I think people can go wrong is treating this process as if it’s one of optimization. Do I think founders who have taken the time to understand themselves do better? Absolutely. It’s pretty rare that someone’s coping mechanisms help them reach the heights of their talents. A chip on your shoulder is great but eventually you learn to transcend it.

I think this is because if you don’t understand yourself you are a painting without shadows. It’s flat. Boring. Doesn’t read as true or trustworthy. Maybe you are really good at showing emotions to get your way. Lots of people are but if they just off enough from genuine then it reads as the uncanny valley of empathy. People just know when you are hiding something. And hiding your dark side means hiding your shadows. Without them you are a flat human.

A painting without shadows wouldn’t be any good. You without your shadows wouldn’t be who you are. The best of you exists because of the worst of you. I really do hope more people are able to see that truth and love themselves.

Categories
Emotional Work

Day 462 and Action is Not Power

Action equals power in America. But at the risk of repeating some basic definitional shit, action is action. Power is power. They are not the same thing. I have a bias towards action as the famous Amazon aphorism goes. I think action is often a beneficial force. But I am learning that sometimes I need to be still in my power without turning to action.

It’s a challenging concept for me. I have more power by allowing it to flow through me. But I prefer taking action to acquire it. I’m in an industry and country where no one is ever satisfied. The need to acquire more is a looming mimetic desire. And the clearest path we see to acquiring more? Take action! Do a thing. Make a move. Be a player.

But sometimes power is found in stillness. The slow places. The quiet places. The interiors of our lives. We meditate and contemplate. All these practices can help us access the power we already have inside us. The capacity that existed all along and simply needed to be honed.

I wanted to beat myself for not seizing more power recently. Why wasn’t I being more aggressive? And then I realized I already had everything I needed in me. I don’t mean this as some bullshit thought leadering either. I slept till 1pm today because I was out late last night. I needed the stillness and rest so my own power can through. I could have been up and seizing the day but that would have only resulted in action and not power.

Categories
Startups

Day 452 and A Short Guide on Cold Outreach for N00bs

I have an open Twitter DM policy for founders. I encourage outreach to me via all forms of asynchronous communication. I think the hour long pitch, either zoom or IRL, is a bad way to get to know someone. But that doesn’t mean there aren’t rules and social graces involved in cold outreach. I’ve outlined an FAQ on how to get to know me and what I look for in founders but it seems like people would benefit from more tips on how to ask for help and investment on social media.

1. Give Me A Synopsis

If you are sliding into my DMs remember that I’m probably just glancing at an alert. You want to get across just enough context to encourage me to pop in and take a look. And remember you don’t need to convince me with one paragraph. I want to develop a relationship with you and learn how you think. That’s not possible in a few sentences so remember that synopsis is just the beginning.

2 Use A Social Account With Shared Context

I’m always surprised by people who slide into my DMs with 15 followers and a blank Twitter profile and expect an answer. Use the shared social graph to show your interests and tastes. Follow and be followed by people in common with me. You’d be surprised how much meaning I take from seeing you follow and interact with people I respect. The social graph is now we vouch to each other we’d enjoy spending the next ten years working together.

3. Tell Me Who You Are

Make sure you’ve got a link to a personal website so I can learn more about you. It doesn’t have to be elaborate. I think LinkedIn is lame but it’s easy and shows your skills and career path. Hate that? Link your TikTok or Tumblr or blog. Are you anonymous? That’s totally fine. I’ve funded anons. Give me the portions of your identity that are on chain or under your pseudonym so I can learn more from there.

4. Rome Wasn’t Built In A Day

You don’t need to ask me for an hour long pitch or even my email right away. I don’t need perfection from the start. Just say you are working on something and want to talk to me about it. Say you will send me a white paper or a blog post and ask me to read it. Then follow up in a few days to see. Don’t get social anxiety about it either. I probably just forgot or got busy and I love being reminded. Truly.

5. Only Ask for Favors After You’ve Demonstrated Rapport & Competence

I cannot tell you how many times I’ve been asked to for advice, help or investment in DTC, CPG or retail type businesses which I have explicitly said I do not do. But what’s even wilder is that the question right after I say no is almost always “well can you introduce me to other investors that do?” This isn’t an inherently bad thing to ask me. I want to help. If you’ve shown me a great product and I’m engaged and impressed with you as a founder and we’ve had a few interactions ONLY THEN do we have enough of a relationship where it’s ok to ask me to spend my social capital to help you. I can’t help you till I’m sure you can help yourself and that means demonstrating you won’t waste the time of my network as well. Favors are big asks and I only want to use them on people who will reflect well on themselves and on me to my network.

Categories
Chronicle

Day 449 and Lost Time

I lost some time this week. I was living on someone else’s schedule and it cascaded into a wash of hours where I felt like I was completely out of sync with the wider world as I struggled to get back in my own time.

I’m not at my best when I have to push myself to live on other people’s time. Everything shrunk down to my bedroom and my body and my own myopia about righting my sense of reality. I was in a lot of physical pain which pushed me mentally as well.

I started to feel genuinely better and on track around 5pm in Frankfurt. Technically that meant I still had a half day in California to work. But I’d lost the will to push. I needed to regroup. I am telling myself that it’s ok because it’s not as if I work a standard 9-5 job. I can take the weekend to find my way back to the timeline. And if I’m honest some of my best work gets done on Saturday night.

Categories
Travel

Day 447 and For Others

Yesterday I reminded myself that I write for me. The choice to write is one I’ve prioritized day in and day out. Today I organized my entire day for someone else. I regret it.

My Airbnb was supposed to be cleaned today. The owner texted me as reminder to be out of the apartment from 12-4pm for the cleaning crew. I moved my calls and meetings to tomorrow. I decided I’d go to the Zoo for the day.

I rushed to be out of the house before the cleaners arrived. There are still Covid protocols. I felt stressed by the obligation. I have a tendency to clean for the cleaners. Eventually I left and decided I’d go to the Frankfurt Zoo.

I made a bit of a day if it. I took pictures. I browsed. I watched penguins and spider monkeys play games. I saw the tigers. I had a beer and pretzel. As the zoo closed down I headed home sure I’d done my duty for my Airbnb host and the cleaning crew.

The apartment was untouched. Nothing has been cleaned. No one was ever there. Seems my rescheduling my entire work day for someone else’s workday has been in vain. Some excuses were given about sick family members and no one was able to tell anyone what was happening.

I expressed that I wouldn’t be able to rework my schedule again for someone else. That I needed to have my work day. That I just couldn’t live my schedule on someone else’s tomorrow or the next day. I have to mice for myself.

Categories
Travel

Day 436 and Got A Guy

“I have a guy” was the most reassuring phrase my godfather could say to me as a child. I’d be trying to get something done or get access to something and he’d tell me a story about “his guy” and how we’d fix the problem. I decided when I grew up I wanted to be someone that “had a guy” for everything just like my godfather.

Before I give the impression that my godfather is a mafioso I should probably clarify he’s a nice Irish boy from Long Island and is a music agent. But agents do have to solve all kinds of weird problems. Heck, I went to him when I was thinking of getting married but wasn’t sure if I was emotionally prepared and he said “I’ve got a therapist” and well I’ve been seeing Dagmar for seven years now.

Needless to say I’ve prioritized networking as a life skill. Not the grimy kind you associate with parties or LinkedIn, but the sort where I take time to meet new people and shoot the shit. If you spend any time on Twitter you’ve probably noticed my greatest joy is just talking with folks. I follow all kinds. And I’m pretty hooked up because of it. I’m usually only one or two people removed from the person I’m trying to reach. Maybe that’s why venture capital has worked out so well as a career for me. I’m a master of the warm introduction.

But after the last 48 hours or so I’ve finally found an institution that I cannot seem to crack. I’m running headfirst into the limits of what my “I’ve got a guy” skills can do. And that system is the United States Immigration System. Apparently I am just not good enough to get an appointments for a tourist visa. I cannot even imagine how hard an actually immigration or work visa would be.

And I’ve tried everything. I’ve tried my Congressman. I tried my Governor. I tried people that have worked for the state department. I’ve tried folks that work in foreign affairs. I’ve tried rich folks that are immigrants. And holy shit I’m getting absolutely no where. I feel pretty fucking defeated. I’m not giving up but I’m starting to realize that Americans have no idea just how broken our immigration system actually is in the wake of 9/11 and the Trump years. We can’t even get tourist visas done. And frankly I’m angry about it. But mark my words I’m going to find a guy.

Categories
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.