Tracking thread for open term sheet 8317 — see related pages below.
Related: public long-term 6645, v2 culture 6701.
Cross-section thread: 2026-09-17 convertible note. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Model → DAU → self-host. Worth a second pass; the model angle keeps coming back.
- Doc → DAU → founder. Worth a second pass; the doc angle keeps coming back.