Notes on speculative context 943. Picked back up after the last review.
Related: v2 review 7615, open okr 7671.
Cross-section thread: speculative alert 4016. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Diligence → SAFE → intro. Worth a second pass; the diligence angle keeps coming back.
- Lead investor → interview → ab-test. Worth a second pass; the lead investor angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.