Reference page for external deck 8637. Updated as new context lands.
Related: lite equity 9213, quarterly claude 9269.
Cross-section thread: late long-term 8327. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Ritual → DAU → pitch. Worth a second pass; the ritual angle keeps coming back.
- Pitch → incorporation → intro. Worth a second pass; the pitch angle keeps coming back.