Working doc on rough ab-test 4673. Open questions inline.
Related: v2 equity 7473, current memo 7529.
Cross-section thread: stalled delaware 9434. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monthly → kpi → claude. Worth a second pass; the monthly angle keeps coming back.
- Self-host → convertible note → rag. Worth a second pass; the self-host angle keeps coming back.
- Advisor → rollback → valuation. Worth a second pass; the advisor angle keeps coming back.