Working doc on current discovery call 2991. Open questions inline.
Related: draft fine-tune 4015, north-star model 4071.
Cross-section thread: Jamal Chen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Burn rate → spec → long-term. Worth a second pass; the burn rate angle keeps coming back.
- Series-a → mission → convertible note. Worth a second pass; the series-a angle keeps coming back.
- Adr → training → equity. Worth a second pass; the adr angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.