Talk notes
Pillar one: data over networks. The next generation of great investments will be found in data, not rolodex. Pillar two: code over decks. Engineering acceleration leads. The deck lags by 21 to 47 days. Pillar three: public over private. If we can't publish the methodology, we don't deserve the price. Pillar four: methodology over personality. The product is a dataset, not a personality. Pillar five: ladder over lock-in. Free is free forever. Founding-member is locked forever. Pillar six: free over gated. Distribution is the moat; friction is the leak. Pillar seven: anonymity over performance. The line we don't cross to grow.
The named enemy is warm-intro roulette. A sourcing system that rewards proximity to the right rolodex and punishes builders three time zones away from a partner's lunch table. We're replacing that roulette with a public, reproducible, code-side signal anyone with curiosity can read. We don't need to defeat the warm-intro economy, we need to make it possible for the next generation of investors to source without depending on it.
How to know if you're on the bus. Three filters. One: you'd rather verify a methodology than read a marketing one-pager. Two: you measure conviction in the underlying signal, not in the brand of the data vendor. Three: you'd rather have a 4 percent noise rate honestly disclosed than a 0 percent noise rate marketing-disclaimed. If all three are true, you're on the bus.
Where to start. Today: read the SSRN paper, run the reproducibility notebook, scan the weekly digest. This week: pick one sector, run the 14-day window across the public dataset, name three orgs you'd watch. This month: subscribe to the digest, ship one outbound based on a specific commit reference, measure the reply rate against your prior baseline. The summit ends here. The work starts on Monday.