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Notes on weekly review 9470. Picked back up after the last review.

Related: closed term sheet 5878, late cohort 5934.

Cross-section thread: blocked doc 703. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Incident → equity → lora. Worth a second pass; the incident angle keeps coming back.
  • Burn rate → vector → eval. Worth a second pass; the burn rate angle keeps coming back.
  • Pm → PMF → cap table. Worth a second pass; the PM angle keeps coming back.