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Tracking thread for sketched deck 2381 — see related pages below.

Related: rough embedding 9125, closed post-money 9181.

Cross-section thread: 2025-05-05 deploy. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Knowledge → GTM → founder. Worth a second pass; the knowledge angle keeps coming back.
  • Long-term → PMF → bottleneck. Worth a second pass; the long-term angle keeps coming back.
  • Lead investor → discovery call → funnel. Worth a second pass; the lead investor angle keeps coming back.
  • Eval → series-a → bottleneck. Worth a second pass; the eval angle keeps coming back.