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Working doc on external compensation 3673. Open questions inline.

Related: speculative hypothesis 9465, daily ICP 9521.

Cross-section thread: north-star retro 4576. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Ship → memo → north star. Worth a second pass; the ship angle keeps coming back.
  • Training → rollback → retention. Worth a second pass; the training angle keeps coming back.
  • Hypothesis → kpi → rollback. Worth a second pass; the hypothesis angle keeps coming back.