# AZ Investment Thesis Position Paper
**URL:** https://forum.hypercore.one/t/az-investment-thesis-position-paper/301
**Category:** Accelerator Z
**Created:** [January 7, 2024, 8:34pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301 "2024-01-07T20:34:55Z")
**Posts on this page:** 20
**Page:** 4
### Author:  [@0x3639](https://forum.hypercore.one/u/0x3639)
#### Post date: [January 7, 2024, 10:16pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/61 "2024-01-07T22:16:52Z")
This is exactly what I’m proposing and I want to know if the community and pillars support my effort to set the tone for future contributors.
I propose to write an institutional quality investment thesis on NoM with a plan to host it on /zenon-network. It will not track conversions, funnels, buy clicks and wallet download clicks. Who ever else decides to host it can track it any way they see fit.
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:17pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/62 "2024-01-07T22:17:07Z")
Your bad faith is George level. Really.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:17pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/63 "2024-01-07T22:17:19Z")
What’s bad faith?
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:17pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/64 "2024-01-07T22:17:46Z")
Yeah mehowz and your metrics, again. No wonder why ZNN never took off.
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:18pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/65 "2024-01-07T22:18:00Z")
Ok George.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:18pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/66 "2024-01-07T22:18:18Z")
> [@0x3639](#):
>
> This is exactly what I’m proposing and I want to know if the community and pillars support my effort to set the tone for future contributors.
I don’t think the network should set any tones.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:18pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/67 "2024-01-07T22:18:59Z")
You gotta reply properly instead of being emotional.
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:19pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/68 "2024-01-07T22:19:05Z")
Do tell me mehowz rather than fighting with whoever you hate at the moment will you continue what you started on Slack one day ? Or is ZNN just a kindergarten for you all to spit your anger in ?
Oh I hate this guy, let’s start 3 thread to undermine him in different places. Waste of time really.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:19pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/69 "2024-01-07T22:19:43Z")
I don’t hate anyone. What I started in Slack actually got executed so far. [More](https://x.com/ZenonOrg/status/1738011353950958052?s=20) is coming.
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:20pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/70 "2024-01-07T22:20:07Z")
Yeah ok. Read there maybe more often than one time a month.
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### Author:  [@Nostromo](https://forum.hypercore.one/u/Nostromo)
#### Post date: [January 7, 2024, 10:20pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/71 "2024-01-07T22:20:08Z")
My suggestion would be not to position this as a marketing proposal. Creating documents can add value to the network, ranging from an investment thesis to technical documentation, graphics, designs, and more. Whether or not that content can then be successfully implemented in a marketing campaign is not relevant to the content creation itself, where the emphasis should be on quality.
My issue with creating an investment thesis is that authoring one at this point in time would be a difficult task to avoid misrepresenting the project and dealing in factual truths. There is no consensus on what the network is and how it is developing.
There is no insight into the founding developers’ progress and participation in implementing phase 1 other than some sparse Telegram posts in the past. And from the more vocal developers on the forum, we only have ideas.
I think if you were to write a truly comprehensive investment paper, it would not look very appealing currently.
I believe something more useful would be a detailed technical paper going into the nuts and bolts of the network, how it works, what it’s doing, and where it’s going.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:20pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/72 "2024-01-07T22:20:56Z")
I read all posts, have you not seen my activity?
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### Author:  [@0x3639](https://forum.hypercore.one/u/0x3639)
#### Post date: [January 7, 2024, 10:21pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/73 "2024-01-07T22:21:38Z")
> [@Shazz](#):
>
> How do you measure whether it meets the standards if there’s no frame of reference which neither the author or those voting on the payout have set?
It’s subjective. And the point I’m trying to make. And I hope the outcome of this vote will help others navigate these waters.
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### Author:  [@Chadass](https://forum.hypercore.one/u/Chadass)
#### Post date: [January 7, 2024, 10:21pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/74 "2024-01-07T22:21:39Z")
It was nice seeing you ignore whatever was planned after the pn’d then
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:22pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/75 "2024-01-07T22:22:06Z")
What do you mean ignore? I’m working full-time man.
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### Author:  [@mehowz](https://forum.hypercore.one/u/mehowz)
#### Post date: [January 7, 2024, 10:22pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/76 "2024-01-07T22:22:24Z")
I even told you your idea is in the back of my mind. I don’t have more than 24 hours a day.
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### Author:  [@Shazz](https://forum.hypercore.one/u/Shazz)
#### Post date: [January 7, 2024, 10:23pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/77 "2024-01-07T22:23:33Z")
Nobody dictates any specific metrics. Mehowz criticizes the fact that some people want to establish a precedent that no proof of value (or a completely subjective one) should be sufficient to get funded.
Whatever metrics work can and should be used.
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### Author:  [@Stark](https://forum.hypercore.one/u/Stark)
#### Post date: [January 7, 2024, 10:25pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/78 "2024-01-07T22:25:54Z")
This deserves to be emphasized and re-read. Well stated.
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### Author:  [@0x3639](https://forum.hypercore.one/u/0x3639)
#### Post date: [January 7, 2024, 10:33pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/79 "2024-01-07T22:33:31Z")
> [@Nostromo](#):
>
> I believe something more useful would be a detailed technical paper going into the nuts and bolts of the network, how it works, what it’s doing, and where it’s going.
This is not a bad idea. I’m open to this suggestion. However, I want to make clear that the award is independent of the value created, traffic driven, and marketing tools used. This is a work effort to deliver an investment thesis or roadmap (maybe we can tie the two together).
The outcome of this vote should help others who want to engage in similar work. I hope this gives them a roadmap of what to expect when:
- the outcome is uncertain
- there is no funnel or attribution
- the value created cannot be determined easily
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### Author:  [@Shazz](https://forum.hypercore.one/u/Shazz)
#### Post date: [January 7, 2024, 10:39pm UTC](https://forum.hypercore.one/t/az-investment-thesis-position-paper/301/80 "2024-01-07T22:39:14Z")
Can you adjust the wording of your poll then? Because currently it asks to decide whether specific measures must always be applied or not. This framing forces the outcome of the poll and makes it meaningless.
Better: Should AZs be paid on the basis of proof of value?
Yes/No
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