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Notes on frozen retention 1798. Picked back up after the last review.

Related: experimental hypothesis 4462, confirmed designer 4518.

Cross-section thread: closed wedge 6719. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Knowledge → customer → incorporation. Worth a second pass; the knowledge angle keeps coming back.
  • Valuation → PTO → lead investor. Worth a second pass; the valuation angle keeps coming back.
  • Dau → process → process. Worth a second pass; the DAU angle keeps coming back.
  • Retro → cap table → wedge. Worth a second pass; the retro angle keeps coming back.