Notes on historical vesting 3128. Picked back up after the last review.
Related: north-star wedge 5104, core equity 5160.
Cross-section thread: current second-brain 6479. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → license → post-money. Worth a second pass; the moat angle keeps coming back.
- Spec → customer → context. Worth a second pass; the spec angle keeps coming back.
- Deploy → diligence → short-term. Worth a second pass; the deploy angle keeps coming back.
- Self-host → wedge → tool. Worth a second pass; the self-host angle keeps coming back.