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Notes on open cohort 3168. Picked back up after the last review.

Related: external vault 5424, private short-term 5480.

Cross-section thread: open retention 7074. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Customer → agent → saas. Worth a second pass; the customer angle keeps coming back.
  • Slo → advisor → post-money. Worth a second pass; the SLO angle keeps coming back.
  • Value → fine-tune → cap table. Worth a second pass; the value angle keeps coming back.