Working doc on private thesis 3848. Open questions inline.
Related: public term sheet 864, early pitch 920.
Cross-section thread: private open-source 7177. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retro → intro → series-a. Worth a second pass; the retro angle keeps coming back.
- Long-term → incident → ICP. Worth a second pass; the long-term angle keeps coming back.
- Engineer → claude → fundraise. Worth a second pass; the engineer angle keeps coming back.