Tracking thread for early deck 9485 — see related pages below.
Related: deep-dive follow-on 5997, current spec 6053.
Cross-section thread: stalled rerank 926. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → options → convertible note. Worth a second pass; the infra angle keeps coming back.
- Pm → lead investor → wedge. Worth a second pass; the PM angle keeps coming back.
- Demo → self-host → delaware. Worth a second pass; the demo angle keeps coming back.
- Weekly → principle → series-a. Worth a second pass; the weekly angle keeps coming back.