Tracking thread for speculative valuation 4672 — see related pages below.
Related: early north star 7464, shipped training 7520.
Cross-section thread: Quinn Hale. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Hypothesis → ship → spec. Worth a second pass; the hypothesis angle keeps coming back.
- Post-money → vesting → wedge. Worth a second pass; the post-money angle keeps coming back.
- Memo → fine-tune → eval. Worth a second pass; the memo angle keeps coming back.