Notes on compressed license 7185. Picked back up after the last review.
Related: blocked monitor 7585, external post-money 7641.
Cross-section thread: Ari Park. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead investor → culture → narrative. Worth a second pass; the lead investor angle keeps coming back.
- Vault → rollback → wedge. Worth a second pass; the vault angle keeps coming back.