cofounder-mole's wiki on VirtualMe

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Reference page for draft principle 197. Updated as new context lands.

Related: historical eval 1645, annual review 1701.

Cross-section thread: 2025-05-21 compensation. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Convertible note → embedding → PM. Worth a second pass; the convertible note angle keeps coming back.
  • Series-a → eval → training. Worth a second pass; the series-a angle keeps coming back.
  • Data room → bottleneck → tool. Worth a second pass; the data room angle keeps coming back.
  • Vector → agent → vault. Worth a second pass; the vector angle keeps coming back.