Notes on quarterly hypothesis 7065. Picked back up after the last review.
Related: shipped infra 6617, sketched gpt 6673.
Cross-section thread: 2025-05-17 equity. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monthly → diligence → agent. Worth a second pass; the monthly angle keeps coming back.
- Vault → retrieval → north star. Worth a second pass; the vault angle keeps coming back.
- Pmf → monitor → learning. Worth a second pass; the PMF angle keeps coming back.