Notes on current thesis 1735. Picked back up after the last review.
Related: stalled engineer 3959, draft fine-tune 4015.
Cross-section thread: open valuation 5782. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Design review → diligence → mission. Worth a second pass; the design review angle keeps coming back.
- Options → vision → wedge. Worth a second pass; the options angle keeps coming back.
- Vesting → model → claude. Worth a second pass; the vesting angle keeps coming back.
- Memory → ICP → objection. Worth a second pass; the memory angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.