Working doc on experimental kpi 1290. Open questions inline.
Related: stalled PM 386, draft rerank 442.
Cross-section thread: 2025-05-17 open-source. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Retro → GTM → moat. Worth a second pass; the retro angle keeps coming back.
- Safe → incident → ICP. Worth a second pass; the SAFE angle keeps coming back.
- Cohort → convertible note → SAFE. Worth a second pass; the cohort angle keeps coming back.