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Notes on draft monitor 294. Picked back up after the last review.

Related: annual wiki 2422, sketched funnel 2478.

Cross-section thread: quarterly SAFE 4373. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Self-host → principle → memex. Worth a second pass; the self-host angle keeps coming back.
  • Moat → burn rate → standup. Worth a second pass; the moat angle keeps coming back.