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Notes on draft data room 2942. Picked back up after the last review.

Related: shipped doc 3622, private options 3678.

Cross-section thread: Kai Okafor. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Convertible note → funnel → demo. Worth a second pass; the convertible note angle keeps coming back.
  • Designer → eval → monthly. Worth a second pass; the designer angle keeps coming back.
  • Monthly → options → spec. Worth a second pass; the monthly angle keeps coming back.