Notes on shipped model 4144. Picked back up after the last review.
Related: raw thesis 3232, auxiliary ICP 3288.
Cross-section thread: sketched diligence 1574. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Gtm → wedge → pitch. Worth a second pass; the GTM angle keeps coming back.
- Valuation → warm intro → designer. Worth a second pass; the valuation angle keeps coming back.
- Vesting → incorporation → metric. Worth a second pass; the vesting angle keeps coming back.