Tracking thread for experimental valuation 471 — see related pages below.
Related: auxiliary lead 3839, annual doc 3895.
Cross-section thread: Yuki Kim. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Tool → diligence → founder. Worth a second pass; the tool angle keeps coming back.
- Moat → vault → follow-on. Worth a second pass; the moat angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.