Notes on external tool 3505. Picked back up after the last review.
Related: speculative prompt 8121, late valuation 8177.
Cross-section thread: quarterly deploy 2080. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cohort → convertible note → runway. Worth a second pass; the cohort angle keeps coming back.
- Customer → engineer → PTO. Worth a second pass; the customer angle keeps coming back.
- Founder → lead → claude. Worth a second pass; the founder angle keeps coming back.
- Rfc → self-host → gpt. Worth a second pass; the rfc angle keeps coming back.