Notes on core adr 1010. Picked back up after the last review.
Related: draft founder 8146, weekly convertible note 8202.
Cross-section thread: 2026-09-01 discovery call. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → training → retrieval. Worth a second pass; the DAU angle keeps coming back.
- Wedge → cohort → data room. Worth a second pass; the wedge angle keeps coming back.