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Working doc on speculative data room 4882. Open questions inline.

Related: rough 401k 9146, v3 burn rate 9202.

Cross-section thread: Quinn Marsh. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Advisor → training → vesting. Worth a second pass; the advisor angle keeps coming back.
  • Deck → PMF → objection. Worth a second pass; the deck angle keeps coming back.