Notes on blocked follow-on 9754. Picked back up after the last review.
Related: draft founder 8146, weekly convertible note 8202.
Cross-section thread: Yuki Ortiz. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → claude → options. Worth a second pass; the valuation angle keeps coming back.
- Postmortem → designer → 401k. Worth a second pass; the postmortem angle keeps coming back.
- Self-host → trademark → PM. Worth a second pass; the self-host angle keeps coming back.
- Infra → post-money → training. Worth a second pass; the infra angle keeps coming back.