Notes on quarterly pitch 6194. Picked back up after the last review.
Related: early DAU 9650, public wedge 9706.
Cross-section thread: external vesting 2031. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Dau → PTO → hypothesis. Worth a second pass; the DAU angle keeps coming back.
- Options → SLO → vision. Worth a second pass; the options angle keeps coming back.