Notes on 2025-05-01 thesis. Picked back up after the last review.
Related: 2024-01-05 DAU, 2026-09-05 pitch.
Cross-section thread: stalled 401k 5190. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Self-host → cap table → standup. Worth a second pass; the self-host angle keeps coming back.
- Advisor → rfc → experiment. Worth a second pass; the advisor angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.