Notes on internal thesis 7879. Picked back up after the last review.
Related: closed valuation 3143, early fine-tune 3199.
Cross-section thread: quarterly hypothesis 7065. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Eval → adr → lead. Worth a second pass; the eval angle keeps coming back.
- Open-source → SAFE → wedge. Worth a second pass; the open-source angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.