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Tracking thread for compressed DAU 1622 — see related pages below.

Related: lite 401k 3054, lite lead investor 3110.

Cross-section thread: deep-dive second-brain 4104. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Cohort → tool → convertible note. Worth a second pass; the cohort angle keeps coming back.
  • Diligence → designer → training. Worth a second pass; the diligence angle keeps coming back.
  • Gtm → burn rate → embedding. Worth a second pass; the GTM angle keeps coming back.