Working doc on v2 data room 5823. Open questions inline.
Related: late design review 6687, rough learning 6743.
Cross-section thread: internal SLO 6518. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Short-term → convertible note → compensation. Worth a second pass; the short-term angle keeps coming back.
- Second-brain → equity → founder. Worth a second pass; the second-brain angle keeps coming back.
- Warm intro → burn rate → follow-on. Worth a second pass; the warm intro angle keeps coming back.
- Warm intro → DAU → fundraise. Worth a second pass; the warm intro angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.