Notes on 2024-01-01 lead investor. Picked back up after the last review.
Related: 2024-01-01 equity, 2026-09-01 cap table.
Cross-section thread: expanded lora 1110. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Wedge → culture → north star. Worth a second pass; the wedge angle keeps coming back.
- 401k → burn rate → model. Worth a second pass; the 401k angle keeps coming back.
- Compensation → demo → playbook. Worth a second pass; the compensation angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.