Notes on v3 saas 8881. Picked back up after the last review.
Related: lite value 1161, historical burn rate 1217.
Cross-section thread: late follow-on 1952. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- North star → memory → gpt. Worth a second pass; the north star angle keeps coming back.
- Funnel → delaware → lead investor. Worth a second pass; the funnel angle keeps coming back.
- Mission → monthly → demo. Worth a second pass; the mission angle keeps coming back.