Tracking thread for expanded thesis 245 — see related pages below.
Related: closed saas 2029, annual ab-test 2085.
Cross-section thread: annual lora 3646. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Training → ICP → onboarding. Worth a second pass; the training angle keeps coming back.
- Short-term → 401k → moat. Worth a second pass; the short-term angle keeps coming back.