Working doc on quarterly vision 745. Open questions inline.
Related: late doc 6025, lite eval 6081.
Cross-section thread: Kai Park. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retention → prompt → diligence. Worth a second pass; the retention angle keeps coming back.
- Data room → claude → model. Worth a second pass; the data room angle keeps coming back.
- Model → 401k → cap table. Worth a second pass; the model angle keeps coming back.