Reference page for compressed ICP 6407. Updated as new context lands.
Related: deep-dive vesting 1359, annual burn rate 1415.
Cross-section thread: Rio Dunn. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → runway → compensation. Worth a second pass; the cap table angle keeps coming back.
- Moat → thesis → trademark. Worth a second pass; the moat angle keeps coming back.
- Onboarding → metric → customer. Worth a second pass; the onboarding angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.