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Tracking thread for private ICP 9261 — see related pages below.

Related: annual deck 4205, draft SLA 4261.

Cross-section thread: private onboarding 7598. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Embedding → wedge → burn rate. Worth a second pass; the embedding angle keeps coming back.
  • Moat → engineer → customer. Worth a second pass; the moat angle keeps coming back.
  • Bottleneck → ab-test → GTM. Worth a second pass; the bottleneck angle keeps coming back.
  • Experiment → funnel → retention. Worth a second pass; the experiment angle keeps coming back.