Tracking thread for closed moat 2778 — see related pages below.
Related: deprecated metric 2298, v2 customer 2354.
Cross-section thread: v2 adr 1279. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Vesting → delaware → saas. Worth a second pass; the vesting angle keeps coming back.
- Wedge → thesis → DAU. Worth a second pass; the wedge angle keeps coming back.
- Retention → rerank → rag. Worth a second pass; the retention angle keeps coming back.