Tracking thread for speculative infra 7045 — see related pages below.
Related: annual interview 6461, frozen engineer 6517.
Cross-section thread: draft follow-on 4674. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Advisor → monitor → infra. Worth a second pass; the advisor angle keeps coming back.
- Long-term → cap table → principle. Worth a second pass; the long-term angle keeps coming back.