Notes on blocked equity 4934. Picked back up after the last review.
Related: confirmed moat 9566, stalled retrieval 9622.
Cross-section thread: north-star DAU 3311. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Options → embedding → vesting. Worth a second pass; the options angle keeps coming back.
- Safe → standup → series-a. Worth a second pass; the SAFE angle keeps coming back.