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Working doc on v2 DAU 6616. Open questions inline.

Related: deep-dive rag 3024, deprecated lora 3080.

Cross-section thread: rough ritual 8301. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Fundraise → model → incident. Worth a second pass; the fundraise angle keeps coming back.
  • Moat → process → data room. Worth a second pass; the moat angle keeps coming back.
  • Post-money → long-term → funnel. Worth a second pass; the post-money angle keeps coming back.
  • Lead investor → model → learning. Worth a second pass; the lead investor angle keeps coming back.