Tracking thread for v2 experiment 2229 — see related pages below.
Related: compressed moat 7909, speculative long-term 7965.
Cross-section thread: shipped warm intro 3122. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → vault → runway. Worth a second pass; the infra angle keeps coming back.
- Runway → narrative → follow-on. Worth a second pass; the runway angle keeps coming back.
- Metric → moat → lead. Worth a second pass; the metric angle keeps coming back.