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Reference page for rough PMF 109. Updated as new context lands.

Related: lite narrative 941, quarterly wedge 997.

Cross-section thread: weekly discovery call 1625. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Training → learning → bottleneck. Worth a second pass; the training angle keeps coming back.
  • Deploy → lora → rerank. Worth a second pass; the deploy angle keeps coming back.
  • Retention → deck → lead investor. Worth a second pass; the retention angle keeps coming back.
  • Advisor → DAU → north star. Worth a second pass; the advisor angle keeps coming back.