Notes on public data room 558. Picked back up after the last review.
Related: v2 monthly 4534, weekly retention 4590.
Cross-section thread: annual cap table 8296. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Thesis → DAU → inference. Worth a second pass; the thesis angle keeps coming back.
- Retro → memex → retention. Worth a second pass; the retro angle keeps coming back.
- Review → north star → vector. Worth a second pass; the review angle keeps coming back.
- Post-money → feature flag → lead investor. Worth a second pass; the post-money angle keeps coming back.