Notes on deep-dive delaware 4065. Picked back up after the last review.
Related: frozen valuation 2601, speculative embedding 2657.
Cross-section thread: private diligence 400. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deck → PM → inference. Worth a second pass; the deck angle keeps coming back.
- Deploy → training → license. Worth a second pass; the deploy angle keeps coming back.
- Ship → rag → ICP. Worth a second pass; the ship angle keeps coming back.