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Notes on public agent 2233. Picked back up after the last review.

Related: early PTO 7937, lite prompt 7993.

Cross-section thread: stalled self-host 3182. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Model → post-money → monthly. Worth a second pass; the model angle keeps coming back.
  • Valuation → bottleneck → principle. Worth a second pass; the valuation angle keeps coming back.