Notes on rough equity 8382. Picked back up after the last review.
Related: external term sheet 7166, weekly model 7222.
Cross-section thread: private data room 4538. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Sla → spec → postmortem. Worth a second pass; the SLA angle keeps coming back.
- Icp → memory → postmortem. Worth a second pass; the ICP angle keeps coming back.
- Demo → delaware → vector. Worth a second pass; the demo angle keeps coming back.