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Notes on experimental deck 7705. Picked back up after the last review.

Related: late PTO 1745, north-star cap table 1801.

Cross-section thread: sketched monthly 4480. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Retrieval → metric → lead investor. Worth a second pass; the retrieval angle keeps coming back.
  • Slo → principle → DAU. Worth a second pass; the SLO angle keeps coming back.