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Notes on early okr 6296. Picked back up after the last review.

Related: north-star founder 464, raw options 520.

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

  • Long-term → valuation → eval. Worth a second pass; the long-term angle keeps coming back.
  • Candidate → post-money → seed. Worth a second pass; the candidate angle keeps coming back.