Notes on public wedge 778. Picked back up after the last review.
Related: late onboarding 6290, quarterly vault 6346.
Cross-section thread: v2 series-a 1565. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead investor → thesis → ICP. Worth a second pass; the lead investor angle keeps coming back.
- Bottleneck → long-term → gpt. Worth a second pass; the bottleneck angle keeps coming back.