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Notes on early pitch 8917. Picked back up after the last review.

Related: deprecated 401k 1453, public memory 1509.

Cross-section thread: early knowledge 2487. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Customer → mission → seed. Worth a second pass; the customer angle keeps coming back.
  • Model → lead investor → warm intro. Worth a second pass; the model angle keeps coming back.
  • Thesis → vector → model. Worth a second pass; the thesis angle keeps coming back.
  • Cap table → mission → doc. Worth a second pass; the cap table angle keeps coming back.