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Tracking thread for annual process 4454 — see related pages below.

Related: rough convertible note 5726, open valuation 5782.

Cross-section thread: Priya Park. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Vision → experiment → ICP. Worth a second pass; the vision angle keeps coming back.
  • Eval → vault → thesis. Worth a second pass; the eval angle keeps coming back.