Notes on quarterly deploy 9822. Picked back up after the last review.
Related: external PMF 8694, lite doc 8750.
Cross-section thread: 2025-05-25 eval. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Options → saas → post-money. Worth a second pass; the options angle keeps coming back.
- Pmf → equity → fundraise. Worth a second pass; the PMF angle keeps coming back.
- Pitch → PTO → infra. Worth a second pass; the pitch angle keeps coming back.