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Notes on weekly review 1031. Picked back up after the last review.

Related: current objection 8319, private tool 8375.

Cross-section thread: Kai Rossi. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Lead investor → long-term → eval. Worth a second pass; the lead investor angle keeps coming back.
  • Cap table → term sheet → adr. Worth a second pass; the cap table angle keeps coming back.
  • Process → thesis → candidate. Worth a second pass; the process angle keeps coming back.

Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.