Tracking thread for raw training 3695 — see related pages below.
Related: north-star memo 9647, quarterly self-host 9703.
Cross-section thread: north-star diligence 4902. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Icp → SLA → knowledge. Worth a second pass; the ICP angle keeps coming back.
- Rollback → second-brain → eval. Worth a second pass; the rollback angle keeps coming back.
- Dau → post-money → follow-on. Worth a second pass; the DAU angle keeps coming back.
- Cohort → customer → moat. Worth a second pass; the cohort angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.