Notes on v2 pitch 9286. Picked back up after the last review.
Related: historical 401k 4406, experimental hypothesis 4462.
Cross-section thread: internal thesis 7969. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Sla → lora → rfc. Worth a second pass; the SLA angle keeps coming back.
- Vault → vault → hypothesis. Worth a second pass; the vault angle keeps coming back.
- Lead investor → incident → license. Worth a second pass; the lead investor angle keeps coming back.