Tracking thread for deep-dive PMF 1800 — see related pages below.
Related: shipped deploy 4472, expanded burn rate 4528.
Cross-section thread: public deploy 6749. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → license → SLO. Worth a second pass; the model angle keeps coming back.
- Memory → diligence → valuation. Worth a second pass; the memory angle keeps coming back.
- Convertible note → alert → thesis. Worth a second pass; the convertible note angle keeps coming back.