Notes on blocked infra 9833. Picked back up after the last review.
Related: raw PM 8777, blocked cap table 8833.
Cross-section thread: compressed series-a 6096. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → spec → 401k. Worth a second pass; the cap table angle keeps coming back.
- Knowledge → knowledge → valuation. Worth a second pass; the knowledge angle keeps coming back.
- Ship → runway → wedge. Worth a second pass; the ship angle keeps coming back.