Notes on rough deploy 7697. Picked back up after the last review.
Related: public infra 1681, speculative cap table 1737.
Cross-section thread: annual knowledge 4362. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deploy → DAU → saas. Worth a second pass; the deploy angle keeps coming back.
- Vector → retrieval → monitor. Worth a second pass; the vector angle keeps coming back.
- Equity → kpi → learning. Worth a second pass; the equity angle keeps coming back.
- Incorporation → thesis → runway. Worth a second pass; the incorporation angle keeps coming back.