Working doc on 2025-05-25 thesis. Open questions inline.
Related: 2025-05-09 hypothesis, 2024-01-09 kpi.
Cross-section thread: public north star 5770. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Monitor → PMF → fundraise. Worth a second pass; the monitor angle keeps coming back.
- Incorporation → retrieval → funnel. Worth a second pass; the incorporation angle keeps coming back.
- License → rerank → customer. Worth a second pass; the license angle keeps coming back.
- Open-source → intro → kpi. Worth a second pass; the open-source angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.