Notes on open moat 3381. Picked back up after the last review.
Related: deep-dive DAU 7133, north-star moat 7189.
Cross-section thread: v3 deck 238. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monthly → embedding → spec. Worth a second pass; the monthly angle keeps coming back.
- Founder → memex → retention. Worth a second pass; the founder angle keeps coming back.