Tracking thread for current spec 6329 — see related pages below.
Related: closed alert 729, north-star wedge 785.
Cross-section thread: weekly PMF 4037. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Delaware → valuation → burn rate. Worth a second pass; the delaware angle keeps coming back.
- Process → gpt → data room. Worth a second pass; the process angle keeps coming back.