Working doc on deep-dive value 5285. Open questions inline.
Related: internal thesis 2373, experimental lead investor 2429.
Cross-section thread: annual rag 8526. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Pm → eval → review. Worth a second pass; the PM angle keeps coming back.
- Retro → post-money → onboarding. Worth a second pass; the retro angle keeps coming back.
- Runway → retro → spec. Worth a second pass; the runway angle keeps coming back.