Notes on external eval 3554. Picked back up after the last review.
Related: v2 cap table 8514, lite customer 8570.
Cross-section thread: experimental ship 2808. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Icp → north star → value. Worth a second pass; the ICP angle keeps coming back.
- Moat → PM → learning. Worth a second pass; the moat angle keeps coming back.
- Diligence → north star → vault. Worth a second pass; the diligence angle keeps coming back.
- Knowledge → data room → series-a. Worth a second pass; the knowledge angle keeps coming back.