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Interesting, I haven't heard of (1) and (2) but as I've mentioned Roam Research also seems a good take on this idea. From my (recent) experience it appears their app is not yet stable enough to use as a daily driver, though. Notion [0] seems like a more mature version based around similar principles.

As for idea rediscovery I'm personally happy with the setup I devised for myself so I can only suggest trying to emulate something similar. If you're interested, some guiding principles I follow:

1. My note-taking app (Vim, but could also be the browser or anything else) is constantly open in the background, and I have a keyboard shortcut to show/hide.

2. I maintain an index document of sorts (with TODOs, recent thoughts, outward links). This is frequently updated and I don't think too much about categorization.

3. Either Markdown `#` headers or `*` are mapped to Vim folds, which allows me to use `zm` and `zr` to quickly expand and collapse document outlines.

4. Treat tags as a "brain-dump". Just quickly come up with some keywords before starting to write the note. If you do that, I find even simple tools such as ctags and grep immensely help with future rediscovery.

5. Backups are on GitHub so I have the double convenience of both tracking document history, as well as being able to access all notes from mobile.

It's served me well thus far; most commercial note-taking apps will handle (4) and (5), while (1) is easy to resolve (e.g. AutoHotkey on Windows) so there's probably no need to make drastic changes to your setup if you wish to try it out.

[0] https://www.notion.so/