Notes on blocked SAFE 5530. Picked back up after the last review.
Related: annual runway 4330, private demo 4386.
Cross-section thread: lite SLO 2166. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Follow-on → saas → metric. Worth a second pass; the follow-on angle keeps coming back.
- Intro → lead investor → memex. Worth a second pass; the intro angle keeps coming back.