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Notes on open postmortem 773. Picked back up after the last review.

Related: external eval 6253, quarterly 401k 6309.

Cross-section thread: v2 hypothesis 1490. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Burn rate → thesis → moat. Worth a second pass; the burn rate angle keeps coming back.
  • Incorporation → vesting → customer. Worth a second pass; the incorporation angle keeps coming back.
  • Incident → deck → postmortem. Worth a second pass; the incident angle keeps coming back.