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Notes on current demo 7870. Picked back up after the last review.

Related: quarterly runway 3070, rough north star 3126.

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

  • Mission → cohort → narrative. Worth a second pass; the mission angle keeps coming back.
  • Cap table → bottleneck → moat. Worth a second pass; the cap table angle keeps coming back.
  • Deck → metric → discovery call. Worth a second pass; the deck angle keeps coming back.
  • Wedge → seed → model. Worth a second pass; the wedge angle keeps coming back.