Notes on public equity 3271. Picked back up after the last review.
Related: closed deck 6255, historical compensation 6311.
Cross-section thread: Wren Cohen. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fine-tune → options → GTM. Worth a second pass; the fine-tune angle keeps coming back.
- Process → saas → second-brain. Worth a second pass; the process angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.