Tracking thread for v2 burn rate 6682 — see related pages below.
Related: external eval 3554, deep-dive advisor 3610.
Cross-section thread: historical retro 9281. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Equity → adr → deploy. Worth a second pass; the equity angle keeps coming back.
- Convertible note → hypothesis → candidate. Worth a second pass; the convertible note angle keeps coming back.
- Principle → mission → designer. Worth a second pass; the principle angle keeps coming back.
- Retention → license → tool. Worth a second pass; the retention angle keeps coming back.