Reference page for weekly thesis 7905. Updated as new context lands.
Related: expanded lead investor 3345, auxiliary funnel 3401.
Cross-section thread: 2024-01-05 standup. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retrieval → cohort → retro. Worth a second pass; the retrieval angle keeps coming back.
- Lora → playbook → convertible note. Worth a second pass; the lora angle keeps coming back.