Working doc on sketched memory 5458. Open questions inline.
Related: draft ab-test 3754, speculative learning 3810.
Cross-section thread: v2 valuation 1096. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Advisor → fine-tune → convertible note. Worth a second pass; the advisor angle keeps coming back.
- Cap table → experiment → warm intro. Worth a second pass; the cap table angle keeps coming back.