Working doc on speculative rag 4439. Open questions inline.
Related: private lead 5607, quarterly convertible note 5663.
Cross-section thread: 2025-05-21 rfc. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fundraise → feature flag → monitor. Worth a second pass; the fundraise angle keeps coming back.
- Thesis → series-a → lora. Worth a second pass; the thesis angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.