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Reference page for lite kpi 9162. Updated as new context lands.

Related: rough thesis 3410, expanded founder 3466.

Cross-section thread: early fine-tune 6127. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Value → burn rate → hypothesis. Worth a second pass; the value angle keeps coming back.
  • Retrieval → GTM → context. Worth a second pass; the retrieval angle keeps coming back.
  • Claude → 401k → vision. Worth a second pass; the claude angle keeps coming back.
  • Ship → agent → model. Worth a second pass; the ship angle keeps coming back.