There's only two ways I know of to make money: bundling and unbundling.—Jim BarksdaleAbove: Heaven is a place on earth.I was vacuously sharpening a pencil the other day when something about the experience stopped me.The pencil sharpener has not been improved in over a hundred years. Nobody has added Bluetooth to it. It doesn’t need firmware updates. It doesn’t ask for my email. You put the pencil in, you turn it, you get a sharp pencil. The transaction is complete. There is nothing left over. No notification, upsell, or suggested content based on your previous sharpening history.It just does one thing. And then it’s done.As I stood there, I realized that almost nothing else in my life works like this anymore.Your phone is a Cheesecake Factory menu. Nineteen laminated pages. You came for pasta. You leave an hour later with a headache, a stomachache, and a doggy bag full of fried avocado egg rolls you never wanted. That’s every device you own now.Your refrigerator has a touchscreen.Your toaster wants Wi-Fi.Your watch wants to be your phone, your wallet, your compass, your therapist.The assumption underneath all of it is simple and wrong: more capability means more value. It doesn’t. More capability means more decisions. And more decisions, past a certain threshold, means less doing. It means aimlessly standing in front of the open refrigerator of your own life, scrolling.We often think we want an open road. But sometimes what we need is a tunnel.WHOOP understood this.When Will Ahmed founded the company at Harvard in 2012, the entire wearable market was racing to become the next smartphone. Bigger screens, more apps, more notifications, more reasons to look at your wrist instead of the person across from you. Ahmed went the other direction. WHOOP has no screen. It measures strain, recovery, and sleep. That’s it.When everyone told him to add a screen, especially after the Apple Watch launched, he refused. He knew that a screen on a health tracker would just lead to scope creep. It would turn a tool for focus into another vector for distraction. The closed loop was the point.Here he is explaining why:The market agreed. WHOOP just raised $575 million at a $10.1 billion valuation. Its investors include the athletes who actually wear it: Cristiano Ronaldo, LeBron James, Rory McIlroy. They don’t want another screen on their wrist. They want one thing done better than anything else.This is the principle: do one thing. Do it well. Then stop.As I wrote above, the internet runs on two alternating cycles: bundling and unbundling. We are at peak bundle. Your phone is a camera, a calculator, a calendar, a level, a compass, a flashlight, a library, a casino, a dating service, a confessional, and a surveillance device. Everything is everything. And the result is that nothing is anything. We are drowning in capability and starving for intention.The unbundling is coming. You can already see it.A former SpaceX engineer quit his job to build an $80 plastic-free steel coffee maker and the internet lost its mind. No app connectivity. No smart features. Just a machine that makes coffee and doesn’t poison you with microplastics.JC Foster@forestmanjohn1:17 PM · Feb 17, 2026 · 9.75M Views3.24K Replies · 2.3K Reposts · 35K LikesLuke🏴‍☠️@LukeTaylorUSAWhat we need is just a total retrofit of America