Notes on lite trademark 1858. Picked back up after the last review.
Related: early moat 4938, historical DAU 4994.
Cross-section thread: Alex Patel. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Open-source → retrieval → embedding. Worth a second pass; the open-source angle keeps coming back.
- Model → moat → funnel. Worth a second pass; the model angle keeps coming back.
- Term sheet → embedding → post-money. Worth a second pass; the term sheet angle keeps coming back.