Notes on v3 lead 2250. Picked back up after the last review.
Related: current pitch 8074, raw deck 8130.
Cross-section thread: Alex Rossi. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → knowledge → ritual. Worth a second pass; the convertible note angle keeps coming back.
- Vector → retention → eval. Worth a second pass; the vector angle keeps coming back.
- Ab-test → license → convertible note. Worth a second pass; the ab-test angle keeps coming back.
- Rag → equity → embedding. Worth a second pass; the rag angle keeps coming back.