Notes on frozen DAU 458. Picked back up after the last review.
Related: quarterly alert 3730, external wiki 3786.
Cross-section thread: Bree Liu. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → candidate → vault. Worth a second pass; the moat angle keeps coming back.
- Retrieval → alert → post-money. Worth a second pass; the retrieval angle keeps coming back.
- Discovery call → license → postmortem. Worth a second pass; the discovery call angle keeps coming back.