# =� Variable Dictionary
> **�Y**: �� 5-10 \ \, ��\ X@ l� � �h
---
## =� Core Variables (8 )
| � | t� | X | � | �� Paper | � |
|:---:|:---|:---|:---:|:---:|:---|
| **V** | Vagueness | 0� $�X �81 (PitchBook 8 0] perceived identity 0) | [0, 100] | U, C, N | V=20: "36 TOPS AI chip for L2 ADAS"<br>V=80: "Building the future of mobility" |
| **G** | Growth | �0 VC 1� � (Series C+ ��) | {0, 1} | **U** | G=1: Series C �) 9<br>G=0: Series B tX� �� |
| **E** | Early Funding | 0 �) ܨ (first financing size, $M) | [0, ) | **C** | E=$5M: Seed + Series A i� |
| **L** | Later Funding | �0 �) ܨ (Total - E, $M) | [0, ) | **C** | L=$50M: Series B t� |
| **Y** | Growth Ratio | �) 1� 0 (Y = L/E) | [0, ) | **C** | Y=10�: $5M � $50M 1� |
| **\|�V\|** | Strategic Flexibility | � ��T� �T� (\|V_later - V_early\|) | [0, 100] | **C** | \|�V\|=30: l���8\ <� |
| **k** | Option Count | �� �lX� � �\ | [1, ) | **N** | k=1: �| � �<br>k=4: 4 ܥ �� �� |
| **CR** | Critical Ratio | ��D( = C_u/(C_u+C_o) | [0, 1] | **N** | CR=0.8: %Ll (<� �(=��) |
---
## =� Cost Variables (Paper N �)
| � | t� | X | t |
|:---:|:---|:---|:---|
| **C_o** | Overage Cost | 4 �8` LX D� | ,�� <�, � l � �) �$� (but �t �) |
| **C_u** | Underage Cost | 4 ` LX D� | <� � � � č �( � **�� ��** |
### C_o vs C_u D m1
```
%Ll �1:
- C_u (��) >> C_o (<�)
- � CR = C_u/(C_u+C_o) � 1
- � k* � HIGH (�@ 5X �)
��� �1:
- C_u H C_o
- � CR H 0.5
- � k* =
```
---
## = � �
### Paper U: V � G
```
H�: V� � G� (precise = better)
H�: U-shape (V �� � G�)
```
### Paper C: E � |�V| � Y
```
E� � |�V|� (��t �� )
|�V|� � Y� (��t 1� t)
4 E� � Y� (�$ �)
```
### Paper N: V � (C_o, C_u) � CR � k*
```
V � � D� lp � � \ 5X Ĝ
```
---
## � �X�m
### G vs Y l�
| | **G** (Paper U) | **Y** (Paper C) |
|:---|:---|:---|
| | t� (0/1) | �� (0) |
| X | Series C+ �� � | L/E (�) 1�`) |
| �� | �t/1� �X | 1� l0 ! |
### T� � �Q
| |8 � | T� �� | | X |
|:---|:---|:---|
| V | `vagueness`, `z_vagueness` | `cache_manager.py` |
| G | `growth` | `eyeball_test_plots.py` |
| E | `early_funding_musd`, `first_financing_size` | `cache_manager.py` |
---
## =� � �}
### Paper U
$G = \alpha + \beta_1 V + \beta_2 V^2 + \gamma X + \epsilon$
- H�: $\beta_1 < 0$ (linear decline)
- H�: $\beta_2 > 0$ (U-shape)
### Paper C
$Y = \frac{L}{E}, \quad |\Delta V| = |V_{later} - V_{early}|$
$\frac{dY}{dE} = \underbrace{\frac{dY}{d|\Delta V|}}_{(+)} \times \underbrace{\frac{d|\Delta V|}{dE}}_{(-)} < 0$
### Paper N
$k^* = F_D^{-1}(CR), \quad CR = \frac{C_u}{C_u + C_o}$
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*Last updated: 2025-12-08 | � � �� 0*