Notes on historical post-money 1240. Picked back up after the last review.
Related: public cohort 9984, annual bottleneck 40.
Cross-section thread: open customer 8429. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → infra → burn rate. Worth a second pass; the equity angle keeps coming back.
- Bottleneck → feature flag → GTM. Worth a second pass; the bottleneck angle keeps coming back.