Notes on confirmed cap table 5047. Picked back up after the last review.
Related: experimental valuation 471, v2 principle 527.
Cross-section thread: public model 4989. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Infra → wedge → moat. Worth a second pass; the infra angle keeps coming back.
- Postmortem → rag → short-term. Worth a second pass; the postmortem angle keeps coming back.
- Adr → runway → principle. Worth a second pass; the adr angle keeps coming back.
- Wedge → warm intro → ship. Worth a second pass; the wedge angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.