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Working doc on public lead 6238. Open questions inline.

Related: v2 standup 6, sketched burn rate 62.

Cross-section thread: 2026-09-25 advisor. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Interview → knowledge → deck. Worth a second pass; the interview angle keeps coming back.
  • Kpi → doc → memo. Worth a second pass; the kpi angle keeps coming back.