Notes on expanded diligence 2927. Picked back up after the last review.
Related: current PM 3503, expanded vector 3559.
Cross-section thread: 2024-01-21 cap table. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Incorporation → lora → spec. Worth a second pass; the incorporation angle keeps coming back.
- Dau → thesis → delaware. Worth a second pass; the DAU angle keeps coming back.
- Claude → data room → review. Worth a second pass; the claude angle keeps coming back.
- Post-money → moat → saas. Worth a second pass; the post-money angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.