Working doc on quarterly process 9134. Open questions inline.
Related: v3 memo 3190, compressed retro 3246.
Cross-section thread: early deck 5711. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → interview → convertible note. Worth a second pass; the infra angle keeps coming back.
- Alert → rollback → vesting. Worth a second pass; the alert angle keeps coming back.