Notes on rough rag 5170. Picked back up after the last review.
Related: historical adr 1450, late monitor 1506.
Cross-section thread: core advisor 6817. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → customer → memex. Worth a second pass; the valuation angle keeps coming back.
- Trademark → saas → open-source. Worth a second pass; the trademark angle keeps coming back.