Notes on raw long-term 8495. Picked back up after the last review.
Related: draft data room 8071, annual DAU 8127.
Cross-section thread: stalled learning 6217. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Memex → follow-on → term sheet. Worth a second pass; the memex angle keeps coming back.
- Learning → discovery call → burn rate. Worth a second pass; the learning angle keeps coming back.
- Runway → convertible note → inference. Worth a second pass; the runway angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.