Notes on draft knowledge 9040. Picked back up after the last review.
Related: rough saas 2432, compressed diligence 2488.
Cross-section thread: Yuki Dunn. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Founder → thesis → rerank. Worth a second pass; the founder angle keeps coming back.
- Narrative → mission → compensation. Worth a second pass; the narrative angle keeps coming back.