one of the most amazing things running a labs/consumer ai company unlocks is the amount of gaps you see in the world... like actual practical elements that must exist for the world to continue iterating. this matters for investing a ton cuz most of venture is still theoretical in a weird way. even when it is smart, it is often pattern recognition from the outside. this includes stuff like historical comps, market maps, founder narratives, category theses, etc. but experiencing practical shit…