Working doc on v2 cohort 6351. Open questions inline.
Related: lite rerank 911, internal spec 967.
Cross-section thread: Iris Dunn. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Valuation → license → burn rate. Worth a second pass; the valuation angle keeps coming back.
- Moat → rollback → advisor. Worth a second pass; the moat angle keeps coming back.
- Memo → narrative → vision. Worth a second pass; the memo angle keeps coming back.
- Process → rerank → license. Worth a second pass; the process angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.