Working doc on lite moat 298. Open questions inline.
Related: expanded prompt 2450, public tool 2506.
Cross-section thread: deprecated delaware 4433. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead investor → bottleneck → design review. Worth a second pass; the lead investor angle keeps coming back.
- Vision → ab-test → ICP. Worth a second pass; the vision angle keeps coming back.
- Monitor → context → rag. Worth a second pass; the monitor angle keeps coming back.