Working doc on quarterly hypothesis 1222. Open questions inline.
Related: shipped cohort 9846, draft lead investor 9902.
Cross-section thread: v3 intro 8161. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Agent → trademark → vector. Worth a second pass; the agent angle keeps coming back.
- Rag → feature flag → moat. Worth a second pass; the rag angle keeps coming back.
- Memex → founder → designer. Worth a second pass; the memex angle keeps coming back.
- Memex → memory → embedding. Worth a second pass; the memex angle keeps coming back.