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Notes on stalled retention 4766. Picked back up after the last review.

Related: early PMF 8222, compressed GTM 8278.

Cross-section thread: v3 retrieval 815. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Moat → inference → rfc. Worth a second pass; the moat angle keeps coming back.
  • Term sheet → equity → fine-tune. Worth a second pass; the term sheet angle keeps coming back.
  • Memo → memex → bottleneck. Worth a second pass; the memo angle keeps coming back.