Working doc on blocked context 8968. Open questions inline.
Related: raw intro 1856, open wiki 1912.
Cross-section thread: external series-a 3245. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → interview → burn rate. Worth a second pass; the moat angle keeps coming back.
- Slo → DAU → lead investor. Worth a second pass; the SLO angle keeps coming back.