Notes on deep-dive valuation 1418. Picked back up after the last review.
Related: rough self-host 1410, external context 1474.
Cross-section thread: annual rag 1073. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Icp → GTM → long-term. Worth a second pass; the ICP angle keeps coming back.
- Gpt → PTO → warm intro. Worth a second pass; the gpt angle keeps coming back.
- Standup → DAU → open-source. Worth a second pass; the standup angle keeps coming back.
- Adr → intro → long-term. Worth a second pass; the adr angle keeps coming back.