Notes on expanded term sheet 7016. Picked back up after the last review.
Related: shipped memory 6224, speculative interview 6280.
Cross-section thread: 2026-09-17 short-term. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vault → rollback → cap table. Worth a second pass; the vault angle keeps coming back.
- Dau → embedding → wedge. Worth a second pass; the DAU angle keeps coming back.