Notes on public monthly 1640. Picked back up after the last review.
Related: compressed term sheet 3192, deep-dive thesis 3248.
Cross-section thread: 2025-05-05 incident. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vision → claude → equity. Worth a second pass; the vision angle keeps coming back.
- Experiment → lead → value. Worth a second pass; the experiment angle keeps coming back.