Not a discipline experiment. I just got busy, noticed on Thursday that I hadn’t opened the app since Sunday, and decided to see how long I could keep it going.

Answer: eleven days, and then I looked, and the number was a number.

The first two days were loud

I hadn’t understood how automatic the check had become. Kettle boiling, phone out. Standing in a queue, phone out. Waking at night, phone out. It’s not really about the money at that frequency. Nothing meaningful happens to a position in the ninety seconds between two glances. It’s a slot machine with a portfolio-shaped skin on it.

Reports say SpaceX is quietly positioning for what could be the largest IPO ever. No timeline confirmed. But the groundwork is being laid.

SpaceX is profitable. Has government contracts. Dominates commercial launch. Has Starlink. And has never needed public capital — which means when it does list, it’s doing so from a position of strength rather than necessity.

The valuation conversation when this actually happens is going to be something.