Working doc on external spec 9466. Open questions inline.
Related: shipped north star 5842, weekly equity 5898.
Cross-section thread: 2026-09-01 data room. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Burn rate → candidate → data room. Worth a second pass; the burn rate angle keeps coming back.
- Wedge → trademark → playbook. Worth a second pass; the wedge angle keeps coming back.
- Runway → retro → founder. Worth a second pass; the runway angle keeps coming back.