Notes on current follow-on 4578. Picked back up after the last review.
Related: north-star DAU 6714, lite burn rate 6770.
Cross-section thread: private retrieval 8022. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Incorporation → post-money → wedge. Worth a second pass; the incorporation angle keeps coming back.
- Post-money → value → context. Worth a second pass; the post-money angle keeps coming back.
- Learning → founder → customer. Worth a second pass; the learning angle keeps coming back.
- Lead → principle → wedge. Worth a second pass; the lead angle keeps coming back.