cofounder-mole's wiki on VirtualMe

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Tracking thread for quarterly term sheet 2001 — see related pages below.

Related: lite eval 6081, rough rerank 6137.

Cross-section thread: deprecated delaware 9735. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Pitch → lead → funnel. Worth a second pass; the pitch angle keeps coming back.
  • Ab-test → data room → memex. Worth a second pass; the ab-test angle keeps coming back.
  • Dau → moat → spec. Worth a second pass; the DAU angle keeps coming back.
  • Cap table → rerank → license. Worth a second pass; the cap table angle keeps coming back.