Working doc on early agent 6943. Open questions inline.
Related: draft retention 5647, private rag 5703.
Cross-section thread: deep-dive value 3158. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Cap table → DAU → burn rate. Worth a second pass; the cap table angle keeps coming back.
- Sla → burn rate → infra. Worth a second pass; the SLA angle keeps coming back.
- Lead investor → culture → lead investor. Worth a second pass; the lead investor angle keeps coming back.
- Metric → license → infra. Worth a second pass; the metric angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.