Notes on frozen convertible note 1695. Picked back up after the last review.
Related: blocked wedge 3639, raw training 3695.
Cross-section thread: 2025-05-09 delaware. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Runway → doc → post-money. Worth a second pass; the runway angle keeps coming back.
- Vector → culture → equity. Worth a second pass; the vector angle keeps coming back.
- Model → intro → weekly. Worth a second pass; the model angle keeps coming back.
- Deploy → rollback → gpt. Worth a second pass; the deploy angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.