Valis is a binary on-off system, but we are only aware of the “on” state. This means the distinction isn’t Valis vs non-Valis but rather on vs off. Everything, either linked or not, is part of the Valis computer. On is connected, off is disconnected, and Valis is evolving toward on away from the “failure” of off.
The “ultra-thought” of Valis is what occurs when the “neurons” are linked in a particular pattern, and this is what Dick saw. Reality became knowledge. Everything changed, but only he was aware of how things were in the prior instant. He mentions Ormazd vs Ahriman from the Zoroastrianism religion as a representation of the on/off relationship in this system he is mapping. We are saved when we are incorporated into this rational construct.
Is it possible that the living information itself was unearthed and restored to the world when the Dead Sea Scrolls were discovered in 1945 at Nag Hammadi? He compares the linking Valis is doing with the Pythagorean concept of a seed growing as it incorporates the incomplete into its structure. Thoughts (wisdom, knowledge and ideas) have a volition of their own, and they decide whom they will come to.