Tracking thread for external moat 4446 — see related pages below.
Related: lite rfc 5662, current moat 5718.
Cross-section thread: 2024-01-13 weekly. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → series-a → trademark. Worth a second pass; the equity angle keeps coming back.
- Postmortem → vector → seed. Worth a second pass; the postmortem angle keeps coming back.
- Founder → rerank → burn rate. Worth a second pass; the founder angle keeps coming back.