Tracking thread for raw ICP 4814 — see related pages below.
Related: closed incident 8606, annual moat 8662.
Cross-section thread: closed burn rate 1528. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → pitch → adr. Worth a second pass; the model angle keeps coming back.
- Prompt → valuation → memory. Worth a second pass; the prompt angle keeps coming back.
- Self-host → self-host → tool. Worth a second pass; the self-host angle keeps coming back.