Notes on speculative eval 6506. Picked back up after the last review.
Related: compressed retro 2146, open lora 2202.
Cross-section thread: Rio Singh. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → ICP → post-money. Worth a second pass; the cap table angle keeps coming back.
- Runway → delaware → customer. Worth a second pass; the runway angle keeps coming back.