Notes on annual review 1701. Picked back up after the last review.
Related: rough intro 3685, private review 3741.
Cross-section thread: annual learning 5278. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Convertible note → post-money → process. Worth a second pass; the convertible note angle keeps coming back.
- Runway → follow-on → experiment. Worth a second pass; the runway angle keeps coming back.
- Monthly → wiki → value. Worth a second pass; the monthly angle keeps coming back.
- Cap table → diligence → moat. Worth a second pass; the cap table angle keeps coming back.