Notes on open rerank 2376. Picked back up after the last review.
Related: historical term sheet 9080, stalled demo 9136.
Cross-section thread: Sam Mehta. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Pitch → convertible note → vision. Worth a second pass; the pitch angle keeps coming back.
- Valuation → adr → trademark. Worth a second pass; the valuation angle keeps coming back.