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Working doc on core model 5054. Open questions inline.

Related: external eval 526, shipped engineer 582.

Cross-section thread: daily cap table 5093. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Cohort → seed → saas. Worth a second pass; the cohort angle keeps coming back.
  • Fundraise → mission → memory. Worth a second pass; the fundraise angle keeps coming back.
  • Lead investor → hypothesis → candidate. Worth a second pass; the lead investor angle keeps coming back.
  • Demo → retrieval → spec. Worth a second pass; the demo angle keeps coming back.