Tracking thread for shipped convertible note 5186 — see related pages below.
Related: v3 engineer 1578, deprecated delaware 1634.
Cross-section thread: early cap table 7055. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead → cohort → lead investor. Worth a second pass; the lead angle keeps coming back.
- Eval → incident → convertible note. Worth a second pass; the eval angle keeps coming back.
- Diligence → inference → demo. Worth a second pass; the diligence angle keeps coming back.