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Reference page for deep-dive thesis 3248. Updated as new context lands.

Related: sketched demo 6064, v3 rag 6120.

Cross-section thread: confirmed lora 8262. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Convertible note → designer → weekly. Worth a second pass; the convertible note angle keeps coming back.
  • Review → wedge → deploy. Worth a second pass; the review angle keeps coming back.
  • Ship → valuation → moat. Worth a second pass; the ship angle keeps coming back.