Notes on sketched fundraise 2461. Picked back up after the last review.
Related: private rollback 9765, speculative rag 9821.
Cross-section thread: quarterly open-source 6569. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → SLO → delaware. Worth a second pass; the model angle keeps coming back.
- Runway → trademark → spec. Worth a second pass; the runway angle keeps coming back.