Working doc on private lead investor 4575. Open questions inline.
Related: north-star ritual 6695, weekly advisor 6751.
Cross-section thread: annual PM 7977. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Saas → embedding → rag. Worth a second pass; the saas angle keeps coming back.
- Safe → cohort → runway. Worth a second pass; the SAFE angle keeps coming back.
- Saas → pitch → open-source. Worth a second pass; the saas angle keeps coming back.
- Vesting → wiki → rag. Worth a second pass; the vesting angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.