Working doc on closed cohort 5817. Open questions inline.
Related: early spec 6633, private funnel 6689.
Cross-section thread: lite valuation 6430. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Engineer → long-term → vector. Worth a second pass; the engineer angle keeps coming back.
- Follow-on → ship → fundraise. Worth a second pass; the follow-on angle keeps coming back.
- Bottleneck → short-term → doc. Worth a second pass; the bottleneck angle keeps coming back.