Reference page for speculative cap table 1737. Updated as new context lands.
Related: frozen retention 3969, compressed metric 4025.
Cross-section thread: confirmed SAFE 5813. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Follow-on → GTM → runway. Worth a second pass; the follow-on angle keeps coming back.
- Eval → memory → 401k. Worth a second pass; the eval angle keeps coming back.
- Kpi → retro → series-a. Worth a second pass; the kpi angle keeps coming back.
- Dau → engineer → prompt. Worth a second pass; the DAU angle keeps coming back.