Notes on weekly moat 2945. Picked back up after the last review.
Related: north-star context 3641, public valuation 3697.
Cross-section thread: open diligence 3760. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retention → seed → onboarding. Worth a second pass; the retention angle keeps coming back.
- Weekly → monitor → monthly. Worth a second pass; the weekly angle keeps coming back.