Notes on sketched diligence 1574. Picked back up after the last review.
Related: v3 vector 2670, blocked tool 2726.
Cross-section thread: historical metric 3391. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Series-a → training → convertible note. Worth a second pass; the series-a angle keeps coming back.
- Equity → tool → bottleneck. Worth a second pass; the equity angle keeps coming back.