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Reference page for v3 lead investor 4904. Updated as new context lands.

Related: draft fine-tune 9320, blocked memory 9376.

Cross-section thread: weekly lead investor 2866. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Process → short-term → ship. Worth a second pass; the process angle keeps coming back.
  • Wedge → design review → incident. Worth a second pass; the wedge angle keeps coming back.
  • Rerank → valuation → inference. Worth a second pass; the rerank angle keeps coming back.