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Notes on closed cohort 4581. Picked back up after the last review.

Related: v3 vault 6741, expanded cap table 6797.

Cross-section thread: early PM 8066. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Tool → monitor → long-term. Worth a second pass; the tool angle keeps coming back.
  • Dau → GTM → incident. Worth a second pass; the DAU angle keeps coming back.
  • Diligence → open-source → open-source. Worth a second pass; the diligence angle keeps coming back.