Working doc on deep-dive engineer 7121. Open questions inline.
Related: quarterly hypothesis 7065, internal cap table 7129.
Cross-section thread: 2026-09-09 adr. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → standup → follow-on. Worth a second pass; the DAU angle keeps coming back.
- Rag → advisor → SLA. Worth a second pass; the rag angle keeps coming back.