Don't Contract
On holding a generative state when the world is doing everything it can to take it from you.
My daughter Ella is brilliant. Genuinely. The kind of person who reads everything, questions everything, and dismantles arguments with the surgical precision of a trial lawyer. She lives in LA, which means she is already absorbing a baseline of ambient existential intensity that most cities can’t achieve even on their worst days.
She’s unusually self-aware for her age — though still young enough to be figuring out what that awareness actually means.
So when she called her mom and me and said, “…the world is literally on fire” — I noticed two things simultaneously.
First: my abiding, possibly neurotic reflex at the use of literally as its own antonym. A grammatical tic I have apparently failed to eradicate across more than a decade of parenting. The English language, doing fine.
Second: she wasn’t wrong. Not literally. But in the way that matters — she was tracking something real. And I could feel it in her. Something akin to panic but subtler and more corrosive. The specific weight of a person who senses deeply and doesn’t know what to do with what they’re seeing, feeling.
I’ve been having versions of that conversation a lot lately. Smart, stable, clear-eyed people. And underneath the specifics — the news cycle, the markets, the thing that happened on Thursday — the same frequency.
Something destabilizing. Something that wants to contract.
Let me name what people are actually tracking, because it deserves to be named before I tell you why surrendering to it is the wrong move.
America is in a democratic transition that historians will spend decades trying to name; and that people living inside it are experiencing right now, in their nervous systems.
The post-WWII global architecture — the imperfect, unequal, occasionally hypocritical agreement that still managed to cut extreme poverty by 80% and give entire nations their names back — is fracturing at the joints. Capital markets now move faster than human cognition can track, which is a sentence that should bother us more than it does. The mental health effects of social media on a generation of children are documented — and the platforms are still running the same playbook. Geopolitics has lost its center. And sycophantic AI is busy constructing for each of us a bespoke reality tunnel with excellent UX and no emergency exits.
That’s the world. Not anxiety. The actual world.
I understand the instinct to contract. What I want to argue is that this is the worst possible moment to indulge it.
Here’s what thirty years of behavioral engineering — across countless client relationships, in conditions ranging from personal crisis to organizational collapse — taught me before the neuroscientists confirmed it:
The worst decisions of people’s lives were almost never made from clarity. They were made from contraction.
Fear activates the amygdala before the prefrontal cortex — the part of your brain responsible for judgment, planning, and not doing things you’ll regret — has had a chance to come online. The result isn’t just that you feel terrible. It’s that your perceptual field narrows. Literally. The options you can see shrink.
The future you can imagine compresses into something barely large enough to panic inside of. You make decisions from a smaller version of yourself than you actually are. A kind of neurological jpeg artifact of your full intelligence.
This inhibitory state doesn’t just feel bad. It produces bad outcomes. Reliably. This is not a theory. It’s what happens.
The inverse is equally true and less often discussed. The generative state — what in physics we call Equilibrium — is not some peak performance mode you have to earn. It’s your default. It’s how you are designed to operate when you’re not running a threat response or a behavioral virus someone installed in you decades ago without asking permission.
Equilibrium is the green zone: relaxed, ready, full perceptual range available, future visible, options open. It’s not flow, exactly — it’s deeper than flow. Flow is what happens when you’re operating from Equilibrium and the task fits. Equilibrium is the ground. Flow is what grows there.
The question isn’t how to achieve some special state.
The question is: what’s stopping you from simply being what you already are?
Which brings us back to what I see happening inside of people as they navigate the perpetual and all-encompassing destabilization of everything we’ve known. The contraction isn’t a character flaw. It’s a reasonable nervous system response to an unreasonable amount of disruptive signal coming in at once. So it's reasonable that people are contracting, the problem is that they’re making decisions and taking action from inside the contraction, as if that were a stable place to build from.
It isn’t. But before I give you three moves that will help you find your way back to Equilibrium — and stay there — let me offer a frame that puts what we're living through in the right proportion…
Neil Howe, in The Fourth Turning Is Here, documents what students of history already know but that the rest of us need reminding of: civilizational crises of this scale happen roughly every eighty to one hundred years. They are not anomalies. They are part of a cycle. High → Awakening → Unraveling → Crisis → renewal, which brings us back to the next High. The pattern is almost boring in its consistency, which would be more comforting if we weren’t living inside the non-boring part.
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We are in the crisis phase. The old institutions are breaking. The pulse of the old story is thready. Anyone who tells you otherwise is either not paying attention or has a financial stake in your continued belief.
But here’s what the historical pattern also says: this is the part during which we build what comes next. The people who shape what comes next are not the ones who contracted in the crisis. They are the ones who held their Equilibrium when contraction was the socially reasonable response. Who stabilized themselves and the people around them. Who kept building, with love and a certain cheerful refusal to accept that the worst version of the future was the inevitable one.
The ones who latched themselves to a better tomorrow, and built relentlessly toward it.
Now here are the three moves.
Stabilize internally first. Whatever your practice is — meditation, movement, stillness, prayer, martial arts, a long walk without your phone, microdosing, staring at a tree until it stares back — it is necessary infrastructure. That stability you build internally is the load-bearing wall everything else gets built upon. An unstable builder builds unstable things. Stop thinking of personal development as other than in-built operational logic.
Hold the narrative — operationally, not decoratively. We need hope, love, and a story about where we’re going. But not as a bumper sticker. Performative behavior is only valuable when you’re on stage. In life, our story is part of the operating logic for what we build, how we behave, and what we refuse to tolerate. The difference between a vision and a compass is that a compass tells you not just where to go but which directions to stop going. Hold the narrative with that kind of determination. Decorate with it and it becomes wallpaper. Operate from it and it becomes a signal.
Act at the scale you can actually affect. Internally. With your family and friends. Through your art, your business, your practice, your community. The civilizational story gets written by the accumulation of a million decisions made at human scale. You don’t need to fix the whole thing. You need to not contract in your corner of it. Your corner is not small. It is exactly the right size for you to work in.
And some of us are building the actual counter-infrastructure — the tools, platforms, and systems designed to support human coherence rather than harvest it. That work matters more right now than it ever has. Keep going.
Finally, I want to close with something small. A signal that I think is worth more than it looks.
Last week, Anthropic — the AI company behind one of the models I use — found itself in a standoff with the U.S. Department of War. The Pentagon wanted unrestricted access to their AI. Anthropic held two red lines: no mass domestic surveillance of American citizens. No fully autonomous weapons — meaning: no AI system selecting targets and pulling the trigger on killing people without a human being making that call - especially in a "nuclear nightmare" scenario.
These are not radical positions. They are the floor. The absolute minimum. The least we should expect from any technology company operating in something that still vaguely resembles a democracy.
Anthropic held the line. The Pentagon blacklisted them using a legal designation previously reserved for foreign adversaries — a label that had never, in its entire history, been applied to an American company. Trump ordered every federal agency to cease using their technology. The government simultaneously argued that Anthropic’s AI was so vital to national defense that they could invoke emergency powers to compel its use — and so dangerous it needed to be banned entirely. Which is the kind of contradiction you generate when the goal isn’t logic — it’s compliance.
Within hours, OpenAI announced a deal with the same Pentagon. People noticed. Users migrated from ChatGPT to Claude in numbers large enough to move app store charts. Altman later admitted the timing “looked opportunistic and sloppy” and amended OpenAI’s contract to include the same surveillance restrictions Anthropic had just been blacklisted for insisting on.
So to recap: Anthropic drew a line, got punished for it, and people rewarded them anyway. OpenAI crossed the line, got rewarded for it, and people punished them anyway. Then OpenAI re-drew the line they had just crossed.
The market, occasionally, knows what it’s doing.
I’m not canonizing Anthropic. Dario Amodei has his own enthusiastic relationship with AGI timelines that deserves its own conversation. But that’s not the point.
The point is what the crowd did. Millions of people — individually, without coordination, in the small private act of switching an app — voted for the version of the story where lines mean something. Where the cost of holding a position is real and the holding is still worth it.
That’s not a market trend. That’s Equilibrium, expressed at scale. People recognizing — in their nervous systems, before they could probably articulate it — the difference between a signal and noise dressed up as one.
The counter-architecture is already forming … through a million small acts of not contracting. Most of those acts will never make the news. They’ll look exactly like what you do next.
My daughter was right. The world is on fire. Not literally, (well, not literally everywhere) but in the way that means something has to change.
The inhibitory state narrows the field. Contracts the options. Produces the worst decisions from the smallest version of you available.
You are not your smallest version. You are not designed for the contracted state. Equilibrium is your home address. The chaos outside doesn’t change that. It just makes it harder to remember.
Three moves: stabilize, hold the narrative, act at your scale.
And whatever you do — don’t contract.
Unless you’re doing yoga. In which case, contract deliberately, hold it, and then release. Which, now that I write it, is pretty much the whole instruction.
A brilliant piece. Clarity of confusion and disorder. Thank you.
Timely and relevant! Thanks for the equilibrium playbook
Well said ! keep the story going...
Reading this this am completely shifted my energy. Much thanks for the expansion and the clarity.
One of your best pieces, Devon: actionable, understandable and focused on what matters most. I’ll be sharing this.