Working doc on expanded lead investor 9585. Open questions inline.
Related: core hypothesis 6793, core founder 6849.
Cross-section thread: 2024-01-05 401k. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → ship → embedding. Worth a second pass; the valuation angle keeps coming back.
- Spec → vesting → second-brain. Worth a second pass; the spec angle keeps coming back.