Turn 1
An investor or partner with eight minutes. Backing a studio that is really four unrelated side projects.
You have a partner meeting on a date already set.
Why do these products belong in the same company?
What you would assume
They do not — it is a portfolio of unrelated bets.
What is actually true
They share one substrate: state, agency, intervention, outcome, learning. The products are surfaces on it.
If that is the moat, it should be visible in the product. Is it?