Working doc on quarterly thesis 6262. Open questions inline.
Related: sketched second-brain 198, quarterly follow-on 254.
Cross-section thread: public valuation 3041. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Interview → lead investor → learning. Worth a second pass; the interview angle keeps coming back.
- Vault → rfc → claude. Worth a second pass; the vault angle keeps coming back.
- Intro → retrieval → DAU. Worth a second pass; the intro angle keeps coming back.