👀 EV Unfiltered – opening my sketchbook

The author describes how most of their ideas remain as internal sketches, research notes or brief videos, with only some reaching Exponential View or AI Investment Brief. They propose sharing these raw, unfinished sketches with readers, citing recent examples such as an analysis of liquidity pauses over the past ten years that have hit the tech sector and how to classify high-quality research processes from degenerate ones. The post is truncated and asks readers to subscribe for free to continue reading.