Working doc on current cohort 7625. Open questions inline.
Related: v3 valuation 1105, lite value 1161.
Cross-section thread: 2025-05-17 DAU. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Interview → hypothesis → data room. Worth a second pass; the interview angle keeps coming back.
- Model → gpt → open-source. Worth a second pass; the model angle keeps coming back.