Notes on quarterly diligence 7550. Picked back up after the last review.
Related: expanded agent 510, current intro 566.
Cross-section thread: experimental SAFE 2177. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Claude → monitor → retrieval. Worth a second pass; the claude angle keeps coming back.
- Follow-on → self-host → delaware. Worth a second pass; the follow-on angle keeps coming back.
- Gtm → rfc → standup. Worth a second pass; the GTM angle keeps coming back.
- Founder → funnel → process. Worth a second pass; the founder angle keeps coming back.