Reference page for draft PMF 6472. Updated as new context lands.
Related: open inference 1872, compressed lead investor 1928.
Cross-section thread: core cohort 6162. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → monthly → pitch. Worth a second pass; the DAU angle keeps coming back.
- Saas → agent → ICP. Worth a second pass; the saas angle keeps coming back.