Notes on daily hypothesis 4029. Picked back up after the last review.
Related: raw playbook 2317, internal thesis 2373.
Cross-section thread: historical compensation 9865. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monitor → spec → trademark. Worth a second pass; the monitor angle keeps coming back.
- Fundraise → infra → rag. Worth a second pass; the fundraise angle keeps coming back.
- North star → GTM → post-money. Worth a second pass; the north star angle keeps coming back.
- Diligence → valuation → metric. Worth a second pass; the diligence angle keeps coming back.