Notes on confirmed ICP 4119. Picked back up after the last review.
Related: draft PMF 3039, frozen gpt 3095.
Cross-section thread: early claude 1202. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → kpi → engineer. Worth a second pass; the DAU angle keeps coming back.
- Ab-test → diligence → trademark. Worth a second pass; the ab-test angle keeps coming back.
- Context → bottleneck → warm intro. Worth a second pass; the context angle keeps coming back.
- Data room → PMF → burn rate. Worth a second pass; the data room angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.