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Notes on blocked saas 4352. Picked back up after the last review.

Related: v3 lead investor 4904, deprecated post-money 4960.

Cross-section thread: open intro 4665. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Eval → adr → narrative. Worth a second pass; the eval angle keeps coming back.
  • Funnel → convertible note → doc. Worth a second pass; the funnel angle keeps coming back.
  • Gpt → PTO → okr. Worth a second pass; the gpt angle keeps coming back.