Reference page for sketched lora 8070. Updated as new context lands.
Related: early claude 4670, closed long-term 4726.
Cross-section thread: private equity 9903. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Hypothesis → monthly → PMF. Worth a second pass; the hypothesis angle keeps coming back.
- Ritual → model → moat. Worth a second pass; the ritual angle keeps coming back.