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Notes on core PMF 4405. Picked back up after the last review.

Related: external discovery call 5333, deprecated inference 5389.

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

  • Kpi → advisor → data room. Worth a second pass; the kpi angle keeps coming back.
  • Context → DAU → retention. Worth a second pass; the context angle keeps coming back.