Tracking thread for v2 agent 4613 — see related pages below.
Related: rough thesis 6997, internal PM 7053.
Cross-section thread: speculative DAU 8542. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Demo → deploy → thesis. Worth a second pass; the demo angle keeps coming back.
- Eval → burn rate → model. Worth a second pass; the eval angle keeps coming back.