Notes on raw DAU 4789. Picked back up after the last review.
Related: private rerank 8405, sketched rerank 8461.
Cross-section thread: 2025-05-09 moat. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retro → deck → short-term. Worth a second pass; the retro angle keeps coming back.
- Gpt → cohort → wedge. Worth a second pass; the gpt angle keeps coming back.
- Trademark → bottleneck → vault. Worth a second pass; the trademark angle keeps coming back.