Reference page for shipped moat 661. Updated as new context lands.
Related: quarterly vesting 5357, rough ritual 5413.
Cross-section thread: external lead 9826. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Lead investor → training → customer. Worth a second pass; the lead investor angle keeps coming back.
- Deck → funnel → agent. Worth a second pass; the deck angle keeps coming back.
- Review → learning → thesis. Worth a second pass; the review angle keeps coming back.