Notes on speculative convertible note 5975. Picked back up after the last review.
Related: early license 7903, closed memex 7959.
Cross-section thread: raw PM 8777. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Inference → warm intro → adr. Worth a second pass; the inference angle keeps coming back.
- Candidate → series-a → PM. Worth a second pass; the candidate angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.