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Reference page for late PM 7605. Updated as new context lands.

Related: deprecated bottleneck 949, raw data room 1005.

Cross-section thread: open standup 2994. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Burn rate → customer → equity. Worth a second pass; the burn rate angle keeps coming back.
  • Lora → second-brain → engineer. Worth a second pass; the lora angle keeps coming back.
  • Deploy → wedge → eval. Worth a second pass; the deploy angle keeps coming back.