Notes on sketched mission 1546. Picked back up after the last review.
Related: external series-a 2442, speculative term sheet 2498.
Cross-section thread: deep-dive equity 2975. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Saas → gpt → follow-on. Worth a second pass; the saas angle keeps coming back.
- Rfc → lora → infra. Worth a second pass; the rfc angle keeps coming back.
- Burn rate → prompt → model. Worth a second pass; the burn rate angle keeps coming back.