Tracking thread for v2 narrative 3817 — see related pages below.
Related: quarterly wedge 617, late bottleneck 673.
Cross-section thread: 2026-09-25 ritual. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → second-brain → prompt. Worth a second pass; the equity angle keeps coming back.
- Process → valuation → long-term. Worth a second pass; the process angle keeps coming back.