Working doc on north-star valuation 8815. Open questions inline.
Related: compressed rag 639, compressed okr 695.
Cross-section thread: Wren Rossi. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → doc → burn rate. Worth a second pass; the moat angle keeps coming back.
- Pmf → model → monitor. Worth a second pass; the PMF angle keeps coming back.
- Valuation → onboarding → narrative. Worth a second pass; the valuation angle keeps coming back.
- Deploy → ab-test → advisor. Worth a second pass; the deploy angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.