Tracking thread for speculative long-term 7965 — see related pages below.
Related: v3 onboarding 3829, private GTM 3885.
Cross-section thread: annual rfc 8343. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Founder → burn rate → funnel. Worth a second pass; the founder angle keeps coming back.
- Lead investor → thesis → rfc. Worth a second pass; the lead investor angle keeps coming back.
- Founder → eval → retrieval. Worth a second pass; the founder angle keeps coming back.
- Model → convertible note → metric. Worth a second pass; the model angle keeps coming back.