Working doc on open memory 3670. Open questions inline.
Related: rough wiki 9446, experimental value 9502.
Cross-section thread: Tess Singh. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Design review → metric → fine-tune. Worth a second pass; the design review angle keeps coming back.
- Term sheet → valuation → long-term. Worth a second pass; the term sheet angle keeps coming back.