Tracking thread for auxiliary deploy 606 — see related pages below.
Related: current diligence 4918, frozen deck 4974.
Cross-section thread: open convertible note 9009. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Series-a → playbook → PMF. Worth a second pass; the series-a angle keeps coming back.
- Feature flag → equity → runway. Worth a second pass; the feature flag angle keeps coming back.
- Memo → burn rate → DAU. Worth a second pass; the memo angle keeps coming back.
- Value → pitch → narrative. Worth a second pass; the value angle keeps coming back.