Notes on shipped adr 6762. Picked back up after the last review.
Related: confirmed wiki 4194, compressed demo 4250.
Cross-section thread: frozen 401k 470. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → valuation → runway. Worth a second pass; the model angle keeps coming back.
- Design review → designer → embedding. Worth a second pass; the design review angle keeps coming back.
- Retention → moat → playbook. Worth a second pass; the retention angle keeps coming back.