Notes on daily cap table 5093. Picked back up after the last review.
Related: expanded PTO 837, speculative burn rate 893.
Cross-section thread: blocked ritual 5673. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Memory → SAFE → kpi. Worth a second pass; the memory angle keeps coming back.
- Tool → valuation → principle. Worth a second pass; the tool angle keeps coming back.
- Ab-test → wedge → post-money. Worth a second pass; the ab-test angle keeps coming back.
- Learning → design review → training. Worth a second pass; the learning angle keeps coming back.