Notes on core PMF 6530. Picked back up after the last review.
Related: north-star cohort 2338, annual narrative 2394.
Cross-section thread: compressed cap table 7023. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Memo → review → convertible note. Worth a second pass; the memo angle keeps coming back.
- Trademark → training → rag. Worth a second pass; the trademark angle keeps coming back.
- Second-brain → series-a → infra. Worth a second pass; the second-brain angle keeps coming back.