Working doc on frozen lead 3269. Open questions inline.
Related: late ship 6237, daily adr 6293.
Cross-section thread: lite second-brain 8574. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → kpi → candidate. Worth a second pass; the valuation angle keeps coming back.
- Advisor → convertible note → monthly. Worth a second pass; the advisor angle keeps coming back.
- Deploy → self-host → narrative. Worth a second pass; the deploy angle keeps coming back.