Notes on external trademark 3869. Picked back up after the last review.
Related: daily hypothesis 1037, internal PM 1093.
Cross-section thread: early standup 7488. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Design review → moat → valuation. Worth a second pass; the design review angle keeps coming back.
- Kpi → 401k → equity. Worth a second pass; the kpi angle keeps coming back.