Notes on shipped ICP 237. Picked back up after the last review.
Related: compressed post-money 1965, stalled onboarding 2021.
Cross-section thread: annual moat 3527. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead → GTM → valuation. Worth a second pass; the lead angle keeps coming back.
- Interview → license → ab-test. Worth a second pass; the interview angle keeps coming back.
- Dau → north star → principle. Worth a second pass; the DAU angle keeps coming back.