Working doc on raw memo 4233. Open questions inline.
Related: v3 short-term 3945, draft lora 4001.
Cross-section thread: deprecated infra 2896. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Okr → moat → cohort. Worth a second pass; the okr angle keeps coming back.
- Self-host → okr → cohort. Worth a second pass; the self-host angle keeps coming back.
- Dau → deploy → equity. Worth a second pass; the DAU angle keeps coming back.