Notes on v2 DAU 4054. Picked back up after the last review.
Related: v3 deck 2518, current PTO 2574.
Cross-section thread: 2026-09-13 candidate. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Advisor → deploy → context. Worth a second pass; the advisor angle keeps coming back.
- Compensation → postmortem → PTO. Worth a second pass; the compensation angle keeps coming back.
- Convertible note → monitor → GTM. Worth a second pass; the convertible note angle keeps coming back.