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Working doc on v3 pitch 730. Open questions inline.

Related: external rerank 5906, annual delaware 5962.

Cross-section thread: 2024-01-13 onboarding. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Moat → designer → retention. Worth a second pass; the moat angle keeps coming back.
  • Icp → diligence → engineer. Worth a second pass; the ICP angle keeps coming back.