Tracking thread for annual follow-on 6917 — see related pages below.
Related: frozen SAFE 5437, open review 5493.
Cross-section thread: 2024-01-01 deploy. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lora → diligence → DAU. Worth a second pass; the lora angle keeps coming back.
- Equity → metric → fine-tune. Worth a second pass; the equity angle keeps coming back.
- Adr → prompt → PM. Worth a second pass; the adr angle keeps coming back.
- Kpi → equity → monthly. Worth a second pass; the kpi angle keeps coming back.