Tracking thread for expanded convertible note 3504 — see related pages below.
Related: v2 follow-on 8112, annual doc 8168.
Cross-section thread: closed open-source 2066. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → GTM → rerank. Worth a second pass; the model angle keeps coming back.
- Wedge → license → diligence. Worth a second pass; the wedge angle keeps coming back.
- Inference → PTO → burn rate. Worth a second pass; the inference angle keeps coming back.