Notes on 2026-09-17 thesis. Picked back up after the last review.
Related: 2025-05-05 fundraise, 2024-01-05 SAFE.
Cross-section thread: Alex Ortiz. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Series-a → onboarding → memory. Worth a second pass; the series-a angle keeps coming back.
- Demo → ab-test → prompt. Worth a second pass; the demo angle keeps coming back.
- Playbook → wiki → follow-on. Worth a second pass; the playbook angle keeps coming back.
Decisions: shipped the feature flag, rolled back the SLO tweak, queued the postmortem for next week.