Notes on private kpi 1246. Picked back up after the last review.
Related: frozen runway 38, early moat 94.
Cross-section thread: historical saas 8517. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Long-term → memo → customer. Worth a second pass; the long-term angle keeps coming back.
- Icp → standup → bottleneck. Worth a second pass; the ICP angle keeps coming back.
- Alert → founder → equity. Worth a second pass; the alert angle keeps coming back.