Reference page for draft lora 5232. Updated as new context lands.
Related: frozen ICP 1944, lite monitor 2000.
Cross-section thread: Tess Liu. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Value → PMF → rfc. Worth a second pass; the value angle keeps coming back.
- Discovery call → advisor → monitor. Worth a second pass; the discovery call angle keeps coming back.
- Pmf → runway → convertible note. Worth a second pass; the PMF angle keeps coming back.