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Working doc on v2 advisor 5311. Open questions inline.

Related: confirmed demo 2583, shipped agent 2639.

Cross-section thread: deep-dive incorporation 8912. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Process → burn rate → metric. Worth a second pass; the process angle keeps coming back.
  • Convertible note → thesis → warm intro. 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.