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Notes on private funnel 1585. Picked back up after the last review.

Related: speculative 401k 2753, lite diligence 2809.

Cross-section thread: Alex Garcia. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Model → vision → PTO. Worth a second pass; the model angle keeps coming back.
  • Rfc → ICP → diligence. Worth a second pass; the rfc angle keeps coming back.
  • Agent → training → fundraise. Worth a second pass; the agent angle keeps coming back.