Tracking thread for Alex Garcia — see related pages below.
Related: Devon Ortiz, Jamal Garcia.
Cross-section thread: confirmed short-term 2823. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Slo → convertible note → DAU. Worth a second pass; the SLO angle keeps coming back.
- Ab-test → runway → valuation. Worth a second pass; the ab-test angle keeps coming back.
Last touch: replied on email, owe a follow-up next week. Context they care about is mostly in projects/.