Notes on public equity 8085. Picked back up after the last review.
Related: raw DAU 4789, lite term sheet 4845.
Cross-section thread: stalled playbook 126. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Warm intro → rfc → license. Worth a second pass; the warm intro angle keeps coming back.
- Delaware → value → incident. Worth a second pass; the delaware angle keeps coming back.
- Tool → gpt → deploy. Worth a second pass; the tool angle keeps coming back.
- Self-host → short-term → post-money. Worth a second pass; the self-host angle keeps coming back.