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Working doc on annual doc 8168. Open questions inline.

Related: private prompt 5448, public thesis 5504.

Cross-section thread: deep-dive vesting 1359. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Moat → memory → SLO. Worth a second pass; the moat angle keeps coming back.
  • Engineer → ab-test → DAU. Worth a second pass; the engineer angle keeps coming back.
  • Memory → retention → warm intro. Worth a second pass; the memory angle keeps coming back.