Notes on quarterly context 4053. Picked back up after the last review.
Related: experimental knowledge 2509, blocked rollback 2565.
Cross-section thread: north-star adr 222. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → discovery call → diligence. Worth a second pass; the moat angle keeps coming back.
- Narrative → experiment → hypothesis. Worth a second pass; the narrative angle keeps coming back.