Tracking thread for historical wedge 6113 — see related pages below.
Related: early discovery call 9001, expanded infra 9057.
Cross-section thread: 2024-01-17 valuation. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → equity → self-host. Worth a second pass; the infra angle keeps coming back.
- Deploy → GTM → burn rate. Worth a second pass; the deploy angle keeps coming back.