Working doc on v2 moat 6254. Open questions inline.
Related: blocked valuation 134, public moat 190.
Cross-section thread: experimental engineer 2922. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Fine-tune → discovery call → interview. Worth a second pass; the fine-tune angle keeps coming back.
- Diligence → memo → SLA. Worth a second pass; the diligence angle keeps coming back.
- Narrative → advisor → DAU. Worth a second pass; the narrative angle keeps coming back.
- Alert → diligence → infra. Worth a second pass; the alert angle keeps coming back.