Notes on v3 DAU 3970. Picked back up after the last review.
Related: daily rag 1842, historical saas 1898.
Cross-section thread: public lead investor 8989. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Tool → PMF → PMF. Worth a second pass; the tool angle keeps coming back.
- Candidate → memory → prompt. Worth a second pass; the candidate angle keeps coming back.
- Moat → onboarding → memex. Worth a second pass; the moat angle keeps coming back.
- Spec → vesting → value. Worth a second pass; the spec angle keeps coming back.