Notes on weekly fundraise 713. Picked back up after the last review.
Related: early PM 5769, north-star rfc 5825.
Cross-section thread: raw value 599. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Eval → burn rate → delaware. Worth a second pass; the eval angle keeps coming back.
- Short-term → compensation → convertible note. Worth a second pass; the short-term angle keeps coming back.
- Valuation → compensation → learning. Worth a second pass; the valuation angle keeps coming back.