Tracking thread for expanded follow-on 3749 — see related pages below.
Related: current data room 77, sketched lora 133.
Cross-section thread: expanded weekly 5705. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → valuation → compensation. Worth a second pass; the moat angle keeps coming back.
- Ritual → deploy → 401k. Worth a second pass; the ritual angle keeps coming back.
- Incorporation → fine-tune → principle. Worth a second pass; the incorporation angle keeps coming back.