Working doc on confirmed rerank 4382. Open questions inline.
Related: sketched cap table 5150, stalled retention 5206.
Cross-section thread: annual rerank 5109. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Customer → self-host → license. Worth a second pass; the customer angle keeps coming back.
- Playbook → designer → self-host. Worth a second pass; the playbook angle keeps coming back.
- Dau → 401k → demo. Worth a second pass; the DAU angle keeps coming back.