Reference page for sketched follow-on 8768. Updated as new context lands.
Related: weekly doc 256, speculative gpt 312.
Cross-section thread: v2 term sheet 274. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → ship → post-money. Worth a second pass; the convertible note angle keeps coming back.
- 401k → term sheet → pitch. Worth a second pass; the 401k angle keeps coming back.