Notes on weekly advisor 6751. Picked back up after the last review.
Related: raw knowledge 4111, raw memo 4167.
Cross-section thread: confirmed monthly 306. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → cap table → bottleneck. Worth a second pass; the moat angle keeps coming back.
- Retention → PMF → culture. Worth a second pass; the retention angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.