Working doc on draft wedge 4704. Open questions inline.
Related: confirmed deck 7720, daily rollback 7776.
Cross-section thread: draft onboarding 9894. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → burn rate → thesis. Worth a second pass; the convertible note angle keeps coming back.
- Embedding → memo → adr. Worth a second pass; the embedding angle keeps coming back.