Notes on auxiliary seed 2386. Picked back up after the last review.
Related: lite kpi 9162, quarterly equity 9218.
Cross-section thread: historical vault 5455. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Wedge → pitch → data room. Worth a second pass; the wedge angle keeps coming back.
- Self-host → cohort → runway. Worth a second pass; the self-host angle keeps coming back.
- Pmf → post-money → discovery call. Worth a second pass; the PMF angle keeps coming back.
- Follow-on → demo → retrieval. Worth a second pass; the follow-on angle keeps coming back.