jez (blast era)

✅ unfort, altho i havent invalidated thesis yet will wait a few more days to see what institutional support they get, "founders intuition" is that anatoly/raj are incentivized to see this shape succeed, then will reevaluate this is what happens when you get new thing w/ no

a lot of ur projects are missing the "successful web2 founder" part which is crucial to this thesis even if the outcomes often end up the same, mentally it is easier to invest in known quantity founders than anon/new teams