Working doc on expanded deck 9183. Open questions inline.
Related: quarterly spec 3583, blocked wedge 3639.
Cross-section thread: auxiliary retention 6438. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → saas → rag. Worth a second pass; the convertible note angle keeps coming back.
- Intro → follow-on → memex. Worth a second pass; the intro angle keeps coming back.
- Convertible note → series-a → demo. Worth a second pass; the convertible note angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.