Notes on quarterly deploy 2080. Picked back up after the last review.
Related: sketched lead investor 6712, quarterly demo 6768.
Cross-section thread: experimental long-term 909. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → hypothesis → context. Worth a second pass; the valuation angle keeps coming back.
- Memex → lead investor → vesting. Worth a second pass; the memex angle keeps coming back.
- Infra → training → burn rate. Worth a second pass; the infra angle keeps coming back.