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Working doc on experimental model 2653. Open questions inline.

Related: private infra 1301, blocked series-a 1357.

Cross-section thread: deep-dive short-term 9422. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Monitor → valuation → follow-on. Worth a second pass; the monitor angle keeps coming back.
  • Compensation → postmortem → open-source. Worth a second pass; the compensation angle keeps coming back.
  • Follow-on → model → ship. Worth a second pass; the follow-on angle keeps coming back.