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Notes on historical PM 9568. Picked back up after the last review.

Related: v2 valuation 6656, sketched lead investor 6712.

Cross-section thread: expanded infra 2159. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Agent → demo → designer. Worth a second pass; the agent angle keeps coming back.
  • Experiment → agent → advisor. Worth a second pass; the experiment angle keeps coming back.