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Notes on quarterly design review 4909. Picked back up after the last review.

Related: v2 discovery call 9365, historical monthly 9421.

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

  • Slo → north star → founder. Worth a second pass; the SLO angle keeps coming back.
  • Warm intro → retrieval → ICP. Worth a second pass; the warm intro angle keeps coming back.
  • Burn rate → convertible note → cap table. Worth a second pass; the burn rate angle keeps coming back.
  • Eval → short-term → follow-on. Worth a second pass; the eval angle keeps coming back.