Working doc on annual burn rate 1415. Open questions inline.
Related: public pitch 1391, deprecated lora 1455.
Cross-section thread: 2026-09-21 weekly. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Burn rate → series-a → PMF. Worth a second pass; the burn rate angle keeps coming back.
- Inference → diligence → delaware. Worth a second pass; the inference angle keeps coming back.
- Dau → wedge → founder. Worth a second pass; the DAU angle keeps coming back.
Status: in-flight. Owner: me. Blocker: waiting on infra review. Next checkpoint: end of week.