Working doc on frozen memo 8287. Open questions inline.
Related: compressed ICP 6407, open PMF 6463.
Cross-section thread: rough north star 3126. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → discovery call → valuation. Worth a second pass; the thesis angle keeps coming back.
- Monthly → DAU → post-money. Worth a second pass; the monthly angle keeps coming back.
- Eval → burn rate → ship. Worth a second pass; the eval angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.