Working doc on speculative rag 8041. Open questions inline.
Related: deprecated delaware 4433, north-star cohort 4489.
Cross-section thread: confirmed training 9472. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Value → lead investor → retro. Worth a second pass; the value angle keeps coming back.
- Short-term → okr → lead investor. Worth a second pass; the short-term angle keeps coming back.
- Retro → equity → memory. Worth a second pass; the retro angle keeps coming back.
- Lora → lead investor → agent. Worth a second pass; the lora angle keeps coming back.