Notes on 2024-01-21 valuation. Picked back up after the last review.
Related: 2024-01-09 pitch, 2026-09-09 open-source.
Cross-section thread: closed runway 4415. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Short-term → lead → warm intro. Worth a second pass; the short-term angle keeps coming back.
- Deck → eval → SAFE. Worth a second pass; the deck angle keeps coming back.
- Dau → designer → cohort. Worth a second pass; the DAU angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.