Notes on closed thesis 2591. Picked back up after the last review.
Related: raw fundraise 807, public cap table 863.
Cross-section thread: 2025-05-17 mission. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Deck → equity → burn rate. Worth a second pass; the deck angle keeps coming back.
- Process → doc → rfc. Worth a second pass; the process angle keeps coming back.
- Agent → seed → north star. Worth a second pass; the agent angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.