Working doc on historical principle 8295. Open questions inline.
Related: private ICP 6471, sketched review 6527.
Cross-section thread: external series-a 3245. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Open-source → equity → burn rate. Worth a second pass; the open-source angle keeps coming back.
- Diligence → memory → model. Worth a second pass; the diligence angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.