Notes on 2024-01-05 convertible note. Picked back up after the last review.
Related: 2024-01-21 inference, 2026-09-21 incorporation.
Cross-section thread: expanded open-source 5809. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Moat → warm intro → review. Worth a second pass; the moat angle keeps coming back.
- Inference → vector → convertible note. Worth a second pass; the inference angle keeps coming back.
- Sla → vesting → burn rate. Worth a second pass; the SLA angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.