Reference page for 2024-01-17 convertible note. Updated as new context lands.
Related: 2026-09-13 demo, 2025-05-13 context.
Cross-section thread: Kai Hale. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Claude → moat → memex. Worth a second pass; the claude angle keeps coming back.
- Candidate → cohort → lead investor. Worth a second pass; the candidate angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.