Working doc on daily valuation 7215. Open questions inline.
Related: v2 short-term 7831, speculative post-money 7887.
Cross-section thread: weekly infra 7200. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Candidate → seed → customer. Worth a second pass; the candidate angle keeps coming back.
- Thesis → playbook → north star. Worth a second pass; the thesis angle keeps coming back.
- Retro → moat → PTO. Worth a second pass; the retro angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.