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Working doc on 2024-01-05 memex. Open questions inline.

Related: 2025-05-25 narrative, 2024-01-25 memo.

Cross-section thread: external review 3329. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.

  • Lead investor → memex → moat. Worth a second pass; the lead investor angle keeps coming back.
  • Metric → moat → knowledge. Worth a second pass; the metric angle keeps coming back.
  • Retro → self-host → playbook. Worth a second pass; the retro angle keeps coming back.
  • Culture → equity → wiki. Worth a second pass; the culture angle keeps coming back.

Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.