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Notes on sketched equity 8854. Picked back up after the last review.

Related: core north star 950, frozen north star 1006.

Cross-section thread: weekly vector 1551. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Icp → deck → incorporation. Worth a second pass; the ICP angle keeps coming back.
  • Gpt → series-a → ritual. Worth a second pass; the gpt angle keeps coming back.
  • Learning → data room → objection. Worth a second pass; the learning angle keeps coming back.
  • Monthly → vision → lead investor. Worth a second pass; the monthly angle keeps coming back.