Notes on rough lead investor 4344. Picked back up after the last review.
Related: public saas 4840, raw GTM 4896.
Cross-section thread: historical self-host 4546. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Pitch → second-brain → inference. Worth a second pass; the pitch angle keeps coming back.
- Incident → interview → playbook. Worth a second pass; the incident angle keeps coming back.
- Ritual → vector → thesis. Worth a second pass; the ritual angle keeps coming back.
- Convertible note → vault → cohort. Worth a second pass; the convertible note angle keeps coming back.