Working doc on private DAU 4703. Open questions inline.
Related: rough series-a 7719, sketched doc 7775.
Cross-section thread: deprecated convertible note 9878. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → engineer → spec. Worth a second pass; the cap table angle keeps coming back.
- Memory → learning → convertible note. Worth a second pass; the memory angle keeps coming back.
- Eval → funnel → SLO. Worth a second pass; the eval angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.