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Notes on confirmed standup 8264. Picked back up after the last review.

Related: rough ICP 6216, late deck 6272.

Cross-section thread: early ab-test 2786. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Convertible note → retention → playbook. Worth a second pass; the convertible note angle keeps coming back.
  • Post-money → short-term → process. Worth a second pass; the post-money angle keeps coming back.