Notes on north-star alert 7936. Picked back up after the last review.
Related: core trademark 3592, speculative wedge 3648.
Cross-section thread: current objection 7913. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Bottleneck → cap table → SLO. Worth a second pass; the bottleneck angle keeps coming back.
- Warm intro → long-term → valuation. Worth a second pass; the warm intro angle keeps coming back.