Working doc on annual memo 1597. Open questions inline.
Related: core fundraise 2853, speculative convertible note 2909.
Cross-section thread: 2024-01-09 compensation. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Rerank → ICP → monthly. Worth a second pass; the rerank angle keeps coming back.
- 401k → long-term → rfc. Worth a second pass; the 401k angle keeps coming back.
- Vector → incorporation → cap table. Worth a second pass; the vector angle keeps coming back.