называется вышла на прогулку

basically a few weeks ago there was a guy who after seeing me in a cafe asked for my number and i left without giving.

he followed me.

i had my airpods in and walked for 5 mins without noticing him, until he appeared right in front of me, all sweaty. asked why would anyone walk so fast.

i hate running but i think i’m a good walker lol

получается SpaceX IPO is essentially a crypto playbook

they’re selling to the public approx 4% of the company at a $1.75 trillion valuation, raising $75 billion. and insiders owning all the rest unlock in tranches starting from the first post-ipo earnings report.

in crypto they call it low float/high fdv. the idea is, you sell a tiny slice at a massive valuation making the company look appealing, then insiders unlock and sell into the crowd that bought in.

Goldman Sachs number that the valuation rests on: xAI revenue going from $3.2b in 2025 to $322b by 2030. 100x in five years. EVEN when the unit lost $6.4b in 2025, shed all 10 co-founders, and now rents out its memphis data center to Anthropic because Grok underperformed.

nasdaq also rewrote its rules last month to let the largest IPOs enter the nasdaq 100 after just 15 trading days instead of waiting months, and dropped the 10% minimum float requirement. once spacex gets indexed, every nasdaq 100 index fund is a forced buyer at whatever price the market sets. there you go, the exit for early holders.

SpaceX is prolly the most impressive engineering operation alive. but the ipo is a financial product after all, and the financial product is structured to benefit insiders first.

P.S. funny enough, goldman, who says it's worth $1.75t, is also the one getting paid to sell it to you.

@summernotes

i've been thinking about how my work breaks down into reactive and active.

reactive tasks usually have a shorter deadline. finish this by tomorrow, reply to that today. they're low-resistance and completing them feels like progress for the day. active tasks require more of you and not just patching up smth. thats sitting down with a problem with focus and attention until something comes out of it.

and its a bad habit to use reactive tasks to avoid crossing over. you clear the small stuff, tell yourself you're building momentum, and by evening you've been "productive" all day without touching the thing that mattered the most.

but then there's another layer to it.
sometimes, you're genuinely trying to clear mental clutter first so you can get to the real problem with a cleaner headspace. the issue tho is thst there's no perfect time for deep work. at some point you just have to sit down and force yourself into flow.
UH. i wish i did this more myself too. otherwise guilt will eat me alive one day.

deep work also carries more emotional weight. it's harder to do in front of others, in shared spaces. it needs some solitude. which is probably why i end up carrying a lot of the thinking part of my work home. on weekends especially, when i'm on my own for longer, i can think in extended stretches. so naturally that's when the real mental work happens.
some people say that it serves me well. some say i need to draw a line, have some “work life balance”.

@summernotes