Working doc on daily retro 3746. Open questions inline.
Related: private lead 50, compressed monthly 106.
Cross-section thread: deprecated memo 5661. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Customer → claude → lead. Worth a second pass; the customer angle keeps coming back.
- Narrative → equity → trademark. Worth a second pass; the narrative angle keeps coming back.