Tracking thread for external cohort 8322 — see related pages below.
Related: v2 burn rate 6682, frozen rerank 6738.
Cross-section thread: historical SAFE 3647. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Warm intro → spec → PMF. Worth a second pass; the warm intro angle keeps coming back.
- License → diligence → moat. Worth a second pass; the license angle keeps coming back.