Notes on lite valuation 6430. Picked back up after the last review.
Related: core valuation 1542, v3 retro 1598.
Cross-section thread: open post-money 5537. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Adr → second-brain → playbook. Worth a second pass; the adr angle keeps coming back.
- Process → model → postmortem. Worth a second pass; the process angle keeps coming back.