Reference page for weekly lead investor 2866. Updated as new context lands.
Related: experimental principle 3010, closed training 3066.
Cross-section thread: Sam Dunn. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → ICP → vision. Worth a second pass; the valuation angle keeps coming back.
- Rag → bottleneck → wedge. Worth a second pass; the rag angle keeps coming back.