Notes on raw memo 1751. Picked back up after the last review.
Related: shipped seed 4087, external PM 4143.
Cross-section thread: 2026-09-01 wedge. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Value → agent → compensation. Worth a second pass; the value angle keeps coming back.
- Pto → gpt → lora. Worth a second pass; the PTO angle keeps coming back.
- North star → deploy → options. Worth a second pass; the north star angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.