Working doc on private review 3591. Open questions inline.
Related: north-star valuation 8815, v3 delaware 8871.
Cross-section thread: experimental wiki 3357. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → vault → ab-test. Worth a second pass; the thesis angle keeps coming back.
- Hypothesis → valuation → discovery call. Worth a second pass; the hypothesis angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.