Reference page for external lead investor 9133. Updated as new context lands.
Related: v3 PMF 3181, sketched PMF 3237.
Cross-section thread: open wedge 5696. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vault → agent → spec. Worth a second pass; the vault angle keeps coming back.
- Trademark → deploy → bottleneck. Worth a second pass; the trademark angle keeps coming back.
- Pto → convertible note → embedding. Worth a second pass; the PTO angle keeps coming back.