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Working doc on v3 demo 234. Open questions inline.

Related: compressed embedding 1938, private knowledge 1994.

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

  • Lead investor → process → memex. Worth a second pass; the lead investor angle keeps coming back.
  • Rag → 401k → intro. Worth a second pass; the rag angle keeps coming back.
  • Culture → series-a → DAU. Worth a second pass; the culture angle keeps coming back.