Notes on quarterly principle 8842. Picked back up after the last review.
Related: external rollback 850, rough PM 906.
Cross-section thread: lite valuation 1373. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Prompt → eval → rollback. Worth a second pass; the prompt angle keeps coming back.
- Knowledge → moat → kpi. Worth a second pass; the knowledge angle keeps coming back.